Q: Your recent report on LMN shows 4.40 B market cap but everywhere else I look it is only 1.27 B. Can you please confirm the size of the company?
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
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Constellation Software Inc. (CSU)
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Dollarama Inc. (DOL)
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WSP Global Inc. (WSP)
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TFI International Inc. (TFII)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Galaxy Digital Holdings Ltd. ordinary shares (GLXY)
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Topicus.com Inc. (TOI)
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Lumine Group Inc. (LMN)
Q: I have .85 and .79 % holdings respectively in the above 2 companies. The dividend yields are paltry so I'm thinking of consolidating them . Which of the two do you see with better growth potential or could you recommend 3 or 4 others with better growth opportunities irrespective of sector allocation with a dividend and without a dividend. I already hold CSU, LMN, TOI, TFII, GLXY, HPS.A
Thank -you
Jeff
Thank -you
Jeff
Q: Hello Peter,
From what i gather, all three companies reported good numbers. Lumine group is surging, but bep.un is down and topicus from yahoo shows very little volume. Can you please comment on results? thanks very much
From what i gather, all three companies reported good numbers. Lumine group is surging, but bep.un is down and topicus from yahoo shows very little volume. Can you please comment on results? thanks very much
Q: earnings comments please
Q: I know you have done this before, but with reference to recent results for both companies, could you compare and rank these two companies. TOI gets a higher grade A- on your most recent report, and LMN gets a B+. As I read through the responses to questions, it seems that LMN is preferred, but I thought TOI's results were better than LMNs. But I must confess I do not understand some of the "preferred" charges. It appears that LMN suffered a huge loss. I realize that both are long term investments, but I'm just trying to get a sense of portfolio allotments. Thank you for fantastic service, as always.
Q: Hi, Could you please comment on the quarterly results out Today. Do these numbers and commentary provide any further support to 5i thesis on this name ? Thank You
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Brookfield Infrastructure Partners L.P. (BIP.UN)
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WELL Health Technologies Corp. (WELL)
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Brookfield Corporation Class A Limited Voting Shares (BN)
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Lumine Group Inc. (LMN)
Q: Hi Team,
I had the following on my watchlist to "buy the dip" so to speak: LMN,BN, BIP.UN. WELL. After today they have all had nice moves off what was hopefully a "bottom". Is it time to buy? Is risk on again? Or is this a suckers rally after the fed induced rally? Predictive question I know...just looking for opinion. This being said; if it's a good time to buy, What Canadian stocks would you be your Top picks to buy today for a long term hold? Could you rank a list for me please? Thanks
Shane.
I had the following on my watchlist to "buy the dip" so to speak: LMN,BN, BIP.UN. WELL. After today they have all had nice moves off what was hopefully a "bottom". Is it time to buy? Is risk on again? Or is this a suckers rally after the fed induced rally? Predictive question I know...just looking for opinion. This being said; if it's a good time to buy, What Canadian stocks would you be your Top picks to buy today for a long term hold? Could you rank a list for me please? Thanks
Shane.
Q: Hi Peter, what are revenue and earnings estimate in the Qtr for LMN and TOI. TOI is expected to report at the close on Nov 2. When is LMN going to report Qtr?
Thank you
Thank you
Q: Could you please discuss your current outlook for Lumine.It’s been weak.
Q: Good morning,
What are some small to mid-cap Canadian companies, that are somewhat under-followed or under-valued that you think growth stock investors should take a look at? Stocks along the lines of LMN, WELL, TVK, etc.
Thanks in advance. - Jeff
What are some small to mid-cap Canadian companies, that are somewhat under-followed or under-valued that you think growth stock investors should take a look at? Stocks along the lines of LMN, WELL, TVK, etc.
Thanks in advance. - Jeff
Q: Please explain the losses due to fair value of the redeemable preferred shares and special securities?
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Sylogist Ltd. (SYZ)
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Constellation Software Inc. (CSU)
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Descartes Systems Group Inc. (The) (DSG)
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Kinaxis Inc. (KXS)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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goeasy Ltd. (GSY)
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EQB Inc. (EQB)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Docebo Inc. (DCBO)
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Boyd Group Services Inc. (BYD)
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Lumine Group Inc. (LMN)
Q: I just visited your subscription website. 5i rightfully touts the outstanding returns on these BEST PERFORMERS since inception.
I have benefited immensely from those picks BUT bailed at the wrong time and now only hold GSY.
Would you still recommend Csu,byd and syz at current prices or are there new potential multi baggers that you prefer
Thanks for your help…. and looking forward to seeing share prices increase and have the patience and wisdom…and courage to hold on ……
I have benefited immensely from those picks BUT bailed at the wrong time and now only hold GSY.
Would you still recommend Csu,byd and syz at current prices or are there new potential multi baggers that you prefer
Thanks for your help…. and looking forward to seeing share prices increase and have the patience and wisdom…and courage to hold on ……
Q: Any idea as to what caused the drop today? I'm not seeing any news.
Q: Everyone, I have some capital to invest in the tech sector, specifically LMN, for a long term hold. The market is in a downward trend and I am not interested in catching a falling knife but I was contemplating investing half in October and the other half in November OR should I wait to invest half in November and half in December? Your thoughts. Clayton
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GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Topicus.com Inc. (TOI)
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Brookfield Corporation Class A Limited Voting Shares (BN)
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Lumine Group Inc. (LMN)
Q: Hello
I am looking to deploy some capital ($8,000) into the new FHSA and was looking for some ideas of how to diversify this $$. I have a 3-5 year timeframe and will likely not be actively trading these positions. Can you please advise how it would be best to deploy the funds given the time frame and with a moderate to high risk tolerance.
Can be the companies mentioned above or others. CSU would be great but given it is almost $3,000 a share, not much room to work with that.
Was thinking along the lines of 100 shares of BN @ $42 range and 200 shares of Lumine @ $19 range
Any other ideas of price points you think might be best?
Thanks as always for your help
I am looking to deploy some capital ($8,000) into the new FHSA and was looking for some ideas of how to diversify this $$. I have a 3-5 year timeframe and will likely not be actively trading these positions. Can you please advise how it would be best to deploy the funds given the time frame and with a moderate to high risk tolerance.
Can be the companies mentioned above or others. CSU would be great but given it is almost $3,000 a share, not much room to work with that.
Was thinking along the lines of 100 shares of BN @ $42 range and 200 shares of Lumine @ $19 range
Any other ideas of price points you think might be best?
Thanks as always for your help
Q: Lumine has been drifting lower…Anything newsworthy going on?Do you still favour the prospects?
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Intuit Inc. (INTU)
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CGI Inc. Class A Subordinate Voting Shares (GIB.A)
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Palo Alto Networks Inc. (PANW)
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The Trade Desk Inc. (TTD)
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Okta Inc. (OKTA)
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HubSpot Inc. (HUBS)
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CrowdStrike Holdings Inc. (CRWD)
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Nuvei Corporation Subordinate Voting Shares (NVEI)
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Topicus.com Inc. (TOI)
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Lumine Group Inc. (LMN)
Q: Good morning
I have small positions in the following technology companies: GIB.A; CRWD; HUBS; NVEI: OKTA;TOI:PANW: INTU: TTD: LMN. I would like to clean up this portion of my portfolio. Which of these would you sell, and which ones would you add to? Thanks for your ongoing great advise.
Peter
I have small positions in the following technology companies: GIB.A; CRWD; HUBS; NVEI: OKTA;TOI:PANW: INTU: TTD: LMN. I would like to clean up this portion of my portfolio. Which of these would you sell, and which ones would you add to? Thanks for your ongoing great advise.
Peter
Q: Hi Peter, can I get your thoughts on Topicus. Can you provide P/Ebitda multiple. With the sell off would you buy today.
Also can you provide comparison with LMN.
Thanks
Also can you provide comparison with LMN.
Thanks
Q: Dear 5i
I can't decide on which to buy for a growth stock ,BN or LMN or whether both could be owned . Assume an otherwise balanced portfolio . Would now be the time to buy ?
Thanks
Bill C
I can't decide on which to buy for a growth stock ,BN or LMN or whether both could be owned . Assume an otherwise balanced portfolio . Would now be the time to buy ?
Thanks
Bill C
Q: How does LMN finance acquisitions?