Investment Q&A

Q: Yesterday you answered a question regarding three companies you would buy for growth for five years, asked by Judith. You gave the first three and left out your favourite company of all time, CSU. I imagine that is because we are focusing on growth and CSU, being bigger than the others will likely grow less. I tend to be a little leery of lmn and don’t have a high percentage. But, where would it fit, and what would your choices be, if the question was asked in such a way that growth was important but also relative safety? Safety, not in the sense of say, the banks, but something with good prospects for above average growth?

Q: If you had 10K right now - and were not invested at all - and were 5 years away from using the money, where would you invest it for maximum growth?

Q: Hi I currently hold these US companies. Can you please suggest your top 10 US companies that would compliment these the best for a long term hold? In order ideally. A growth rating 1-10 (10 being the best) and a risk rating 1-10(10 being the riskiest)

Thanks so much

Q: These companies who buy other companies are dropping because of an AI scare.
Is it not possible for them to start adjusting and start buying AI companies to keep up with the present trend?

Is that possible?

Thanks

Q: Sold TIXT in tfsa (11 equities) as do not want to hold Telus in this growth leaning account as I already have some in cash account oriented mostly towards dividend paying growth equities. So looking at which of my “better” remaining tfsa holdings to add to for next 18 to 24 months: lmn, tvk,dsg, drx or eqb or do I consider something new like png, vhi or zdc? I am long retired and survive on a DB pension.

Q: Both are getting hit today, particularly TOI. Any idea why? I hear talk of AI affecting them. Is this a factor? If so, how critical is it and how much risk does it introduce? Do you still rate them high?

Q: Good evening 5i
I am just straightening out loose ends and have found the money to buy one stock. From the above what would your order for quality/price be? And why
Thanks for the great service

Q: BUY. or. HOLD. or SELL for a 3 to 5 year period?

Q: I have a total of 27% in technology and wonder if best to decrease this as I do not have consumer staples or consumer cyclical stocks. I am thinking of selling of GIB.A and CLBT. Would you sell these 2 stocks to bring the weight down or best to just trim some off the stocks listed. This is for a RRSP and I am more growth oriented.

Q: Hi, after holding CVE for awhile and being under water, I'm finally nearly breaking even. After the new MEG deal, I wonder what people might think about selling it to get into other 'growthier' stocks long-term (like SHOP, LMN, PRL, for example, but open to other ideas as well).
Thank you!

Q: If I buy the dip in gib.a, will I get more growth vs buying LMN for a 3-5 year hold? Thank you

Q: Do you think safe to buy LMN.V today since it has been dipped more than 10% from the highest price? Do you see any reason been dipped so much?

Q: Hello,

For 5i, are these three companies still part of the “buy and forget” category?

Thanks

Q: Good morning,

Could you please briefly comment on SE's recent results? As well, could you rank the potential buy order of these seven growth stocks today? Thanks,

Brad

Q: Most of my investing style is focused on Canadian high quality compounders and the US market using ETFs. I have really tried to drill in my head that drawdowns of 20-30% happen quite frequently to quality compounders for no significant reason other than they can randomly occur. I try my best to ignore them and focus on the long term future. My biggest holdings are CSU, TOI, and LMN. Instead of focusing on the current drawdown, where do you see these companies in a 5-10 year time horizon? Will CSU be able to acquire as many companies? Will it compound as quickly as it has before. Do you feel that TOI and LMN will be that faster growers in the future compared to CSU. What is the possibility of future spin outs for CSU? So far the 2 spin outs have worked well and followed CSU’s acquisition and incentive playbook.

Q: What do you think about the concept of AI, with the corollaries of ‘vibe-coding’ and lowered barriers to software creation, affecting the above businesses?
I hear an increasing number of guests on CNBC and posts on X predicting the ‘death of SaaS’ because of this.
The above companies all benefit from perceived niche software, and charge fees that reflect this. Is niche software not going to be so hard to penetrate in the future by new, cheaper entrants?
And will this actually have to happen to affect the share prices of the above at some point, but just the expectation of it happening? Thx.

Q: Please rank the following stocks to purchase today for greatest growth potential. Thanks

Q: Just wandering with this pullback,would this company be a screaming buy, a table pounding buy, back the truck up or just an attractive entry point lol Thanks Greg

Q: Hi 5i,

There seems to be some good pull backs occurring in Lumine, Topicus, CSU and BN. At what point would you add to existing positions and would you have a recommendation on good entry points?

Thank you!

Q: So what's the story with these? They've really backed off over the past week. Are they not delivering up to expectations? Anything to be concerned with?