Q: Please explain the losses due to fair value of the redeemable preferred shares and special securities?
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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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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?
Q: Thanks for your answer, What would be your observations on the US media vertical sector. What function does VMS provide and is the outlook positive?
Q: what does it do and why was it created?
Q: What do you think is a good entry point to add to my position in Lumine group?
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WELL Health Technologies Corp. (WELL)
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Uber Technologies Inc. (UBER)
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Airbnb Inc. (ABNB)
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Lumine Group Inc. (LMN)
Q: Hi Team,
What’s your view on ABNB these days? The stock has been wanting to trend higher this year so far. Is the inclusion into the s and p an ongoing catalyst? I am trying to decide whether to keep it , or sell it while I am now positive on the name . I am a little concerned over regulations such as what NY has just done to them . I was debating if I sold it using the funds to add to my positions in LMN and Well. Looking for the biggest potential long term. Would you endorse the move , suggest a different name not mentioned instead , or just continue to hold ?
Thanks ,
Shane
What’s your view on ABNB these days? The stock has been wanting to trend higher this year so far. Is the inclusion into the s and p an ongoing catalyst? I am trying to decide whether to keep it , or sell it while I am now positive on the name . I am a little concerned over regulations such as what NY has just done to them . I was debating if I sold it using the funds to add to my positions in LMN and Well. Looking for the biggest potential long term. Would you endorse the move , suggest a different name not mentioned instead , or just continue to hold ?
Thanks ,
Shane
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goeasy Ltd. (GSY)
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WELL Health Technologies Corp. (WELL)
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Perion Network Ltd (PERI)
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InMode Ltd. (INMD)
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Vertiv Holdings LLC Class A (VRT)
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Lumine Group Inc. (LMN)
Q: Good day guys ..
small and mid cap stocks getting crushed here.. what names are appealing to u right now for 3-5 year holds .
thx
Mark
small and mid cap stocks getting crushed here.. what names are appealing to u right now for 3-5 year holds .
thx
Mark
Q: Hi Team,
Can you please comment on the current valuation of these two companies and which do you think offers a more compelling opportunity?
Thanks,
Can you please comment on the current valuation of these two companies and which do you think offers a more compelling opportunity?
Thanks,
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Apple Inc. (AAPL)
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Amazon.com Inc. (AMZN)
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Costco Wholesale Corporation (COST)
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Alphabet Inc. (GOOGL)
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Intel Corporation (INTC)
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
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McDonald's Corporation (MCD)
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Visa Inc. (V)
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Walmart Inc. (WMT)
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Constellation Software Inc. (CSU)
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Tourmaline Oil Corp. (TOU)
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WSP Global Inc. (WSP)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Tesla Inc. (TSLA)
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Advanced Micro Devices Inc. (AMD)
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Sprott Physical Gold Trust (PHYS)
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Baytex Energy Corp (BTE)
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Boyd Group Services Inc. (BYD)
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Topicus.com Inc. (TOI)
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Lumine Group Inc. (LMN)
Q: Hi group please indicate in what order and at what entry price would you add to the above stocks. Only comment on the top 10 out of above list (i have a 100k to spend would you go all in now or wait until markets settle Thanks for your help with this decision
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ATS Corporation (ATS)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Brookfield Corporation Class A Limited Voting Shares (BN)
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Lumine Group Inc. (LMN)
Q: Hi Team,
The market has done a good job at punishing growth investors as of late (again). If one is looking for opportunity to add today which of the following is the best buy today (long term horizon). ATS, LMN, SHOP, BN? Perhaps rank the order you would purchase them. Thanks
Shane.
The market has done a good job at punishing growth investors as of late (again). If one is looking for opportunity to add today which of the following is the best buy today (long term horizon). ATS, LMN, SHOP, BN? Perhaps rank the order you would purchase them. Thanks
Shane.
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Enghouse Systems Limited (ENGH)
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Savaria Corporation (SIS)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Lumine Group Inc. (LMN)
Q: Hello, which would you sell between lspd, engh, sis and sangoma to buy some lumina shares for more growth long term ? The transactions would be in a RRSP. Thanks
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Constellation Software Inc. (CSU)
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Berkshire Hathaway Inc. (BRK.B)
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Topicus.com Inc. (TOI)
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Lumine Group Inc. (LMN)
Q: Hello, what are the reasons that constellation made 2 spinoff (topicus and lumine) in the past years ? Why did they not keep everything under one roof and continue to grow constellation instead and follow the same path like Berkshire Hathaway that never did a spinoff.