Investment Q&A

Q: When looking at this group how do the present values compare to the historical valuations ?

Thx

Q: I am a long term owner of AAPL and have done well by it. I am wondering if a switch into GOOG for its projected growth is a better long term holding in your opinion. How would you compare the two? Perhaps the obvious solution is to sell half of AAPL for a GOOG purchase. My other tech names include MSFT, CSU, SHOP, LMN, NVDA and VRT with tech making up 25% of my overall portfolio. Many thanks.

Q: I would like to set up a concentrated balanced portfolio of 6 Canadian value and 6 growth companies. I'm looking for the very best companies Canada has to offer, currently. I realize you have a balanced portfolio but I'm looking for the companies that are poised to do the best in the current ecomonic environment. As always, thanks for your much appreciated advice.

Q: I just finished contributing to a full position in HPS.A. I'm looking to start contributing to some of the smaller growth companies that your group recommends. I’m considering DRX, CLS, TVK, TOI and LMN. In what order would you recommend and what price to buy for the next 2-3 years.

Q: I have a 4% exposure to the materials sector, and roughly 23% exposure to technology. I have been considering initiating a position in Newmont Corporation, as I feel the precious metals sector will continue to show strength over the next few years, and my portfolio would likely benefit from the standpoint of improved diversification. I currently have a position of 2% in each of Lumine Group and Shopify. I like both of these companies, but my circumstances require me to part with one position in order to start another.

Would you consider a position in NGT to have better prospects than either LMN or SHOP, or would I be better off staying with what I have, and attempting to raise cash over the next several months to initiate a position in NGT?

Q: Looking to setup a very concentrated TFSA to drive long term capital gains. Currently holding the above names. TSU has not been nearly as exciting as the other names. Is TSU going to provide outsized capital gains? My thinking is to sell TSU and allocate the funds to the other names equally. If there are others names you would recommend pls do share.

Q: In the past few months we have purchased a 3% position in LMN at a cost of 33.73 per share. We are currently content to hold these shares indefinitely. Currently LMN's parent (CSU) has about 20 million shares outstanding while LMN has about 250 million shares. As a sometime sceptic, I wonder if the creation of LMN (and TOP) by CSU is a tool for CSU to raise capital? Appreciate any comments you may have on this. Much thanks.
Cyril

Q: In what order would you rank these stocks today for growth.What would you consider a good entry price for each?

Q: Even with the recent drop, Lumine still seems to be more expensive than Topicus based on EV/EBITDA. At the current price, would you prefer Topicus or Lumine? What metric would you recommend using to evaluate growth tech stocks?

Q: I learned of something that I had never heard of before when someone adked 5i's opinion of "the magnificiant Seven Companies" and learned they are American companies. Also was impredded with your answers of why they made the list of 7.

This leads me to ask what 5i's opinion of what would you say the Mannificiant Seven Canadian companies been in the last 7 years with the expectation that they will be still in busines 7 years from now?

Q: Any idea why Lumine has dropped in share price over the last couple of months?

Q: Are you comfortable adding to Lumine here?

Q: I hold Lumine and I am trying to understand why Lumine's business seems to be shrinking outside of acquisitions. Is it because Wideorbit is such a large driver of revenue, and Wideorbit sells ads to TV and radio which are both declining industries? I guess the question then becomes are they moving away from TV and radio generally in terms of their recent acquisitions? Thanks.

Q: Did lumine issue new stock in the past quarter? If so I guess they aren’t following the constellation playbook?

Q: Why is Lumine collapsing?

Q: I'm looking to raise some cash by selling a combination of stocks. In what order would you sell from this particular list?

Q: Hello Peter,
Can you comment on Vitahub's results? Why is Algonquin down so much as it was expected the company would sells its renewable business? Given lumine group results, is it better to move monies into topicus or csu? Lastly does it matter if company reports before the market or after the market?

Q: Hello 5i,
Were you able to find out more about Lumine's quarterly report? Will the shares issued hold back growth for this company?
Also, can you please check the August 8 update on the Balanced Equity Portfolio: has the weight of Lumine been reduced to 0.74%?
Thank you for your support last week!

Q: I would like to add to the listed stocks, at current valuations, for a 3 year hold. Would you please rank in order of buying the ones you are ok with adding to at current prices. Thank you

Q: I noticed that Lumine has been weak, probably due to poor results for the quarter. This was a stock 5i has consistently listed as a top pick. Is it still considered a top pick? Can you name other stocks that you liked a lot (made the list) that are now off the list. Has 5i thought of providing a regular update of stocks that were once favoured but no longer make the grade.