Investment Q&A

Q: As a follow up question to August 18, when you say the market is treating TOI and LMN as a current day CSU, is this a good or bad thing wrt to growth prospects? Does this mean there is less runway for growth, for TOI and LMN, then CSU had in the early days?
Thanks
Jeff

Q: Hi
Wondering if these two companies are moving along on much the same pathway as CSU was in its infancy, wrt valuation metrics, trading volumes, share price, market cap etc?
Also why is LMN trading twice as many shares per day then TOI given TOI market cap is 8x LMN? Is it more well known even this early? Why is the volume so low?

Thanks
Jeff

Q: Hello 5i Team
Of the two companies which one would you think has a better growth run way in the next 5 years.
Thanks

Q: hi,
can I get your current thoughts on Lumine group as a long term investment-management-debt-earnings etc.... IPO was 16$, now trades higher? usually price goes to at least half IPO price? can you explain this price action? also, I think you have mentioned you like management, can you elaborate a bit, im having trouble understanding why by reading the company website.
cheers, chris

Q: Hi Team,
Which of these names do you see doing best from current levels 5 yrs from now? Sq, LMN, WELL, or SHOP. I am currently holding a few shares of sq and am considering selling out for a 18% loss and putting the funds to one of the other names mentioned. Whats your thoughts ? Or should I just continue to wait for a recovery in Sq? Or if you have any other “must buy” names today that are better than all the ones mentioned I would like to hear those ideas too. The holding is inside a tfsa. Thanks for your advice !

Shane

Q: Hi,

What is the return on equity (ROE) for LMN ?

Thanks

Q: Is today a good time to buy into Lumine?

Q: Hello Peter,
Given Topicus results, i was hoping for a surge in price but stock barely moved. Any idea? Also, can you comment if the results were good for Lumine Group, and Fulgent Genetics. Thanks very much.

Q: Your thoughts please on the quarter?

Thx

Q: for TFSA account would you prefer Lumine, Secure Energy Services,Enbridge, or others. realize they are not connected or Palamine.Luddite

Q: 5 must own stocks (US/Canada) in your opinion for long term-10 years irrespective of sectors.

Q: Would you be able to tell me the adjusted cost base of the shares when the dividend from Constellation Software was declared?

Thanks for your great service!!

Q: WELL ( even) , EIF (up), EGLX (ouch ), are my only TFSA holdings and are in equal amounts.

Would you give 3 of your best picks of Canadian small caps ( other than the above ) with reasons why. I can handle risk.
Thanks. Derek

Q: Hello Team,
I was looking at buying positions in both or 1 of LMN and Ats. However both have been on a sort of run lately , especially LMN. Should I wait for the next pullback to buy into these names? I know you’re not a fan of timing the market but looking for your take here. Thanks

Shane

Q: I have this in a TSFA account. What do you think of the likelihood of this going up? Should I hold or sell this stock? Thanks

Q: If you had a choice would you buy the parent or the pieces? If the pieces, which do you prefer at this time?

Q: Good morning 5i
In an answer to an earlier question on bn you mentioned that 5i holds less than 4 per cent of this stock in the balanced portfolio. I found this a bit surprising, given your generally favourable attitude towards BN. I know there are numerous variables involved in choosing a stock for a portfolio. But I was just curious as to your reasoning

Second question has to do with LMN, which you are also favourable towards. I know that you cannot make individual portfolio decisions but i would appreciate your general opinion. I have received less than one percent of this stock from the split off and have been thinking about selling it or adding to it. The question comes down to whether it is an appropriate stock for a retired person, albeit one who can afford to and does take moderate risk, to hold. Although it is small and new, i am encouraged by its association with csu.
Thanks for your great service

Q: Hi, thanks to Peter, I am a long-term holder of CSU. As a result, I now have smaller positions in Lumine and Topicus as well, and while I have added to each of those special dividend holdings, I have three fairly similar holdings. I'm looking to pare down my holdings and wondering if you can divine which of the two spin-offs I should keep and add to with the sale of the other? I was leaning to dump TOI because of it's European exposure and it bears similarities to being a younger Constellation while Lumine may be more innovative and unique.
Please comment.

Q: Hi Peter, when does Lumine Group and Topicus report and what would be estimates for the qtr. Great service. Thank you

Q: Morning 5i Team,
I have held TRI since early 2020 and have since almost doubled my investment. I am thinking of taking some profits on TRI and invest the proceeds on something else. Would you agree with this move? And can you suggest a stock(s) to put the proceeds in regardless of sectors.
Thanks,
H