Investment Q&A

Q: Hi, for smaller cap companies, what would be your max position sizing for someone that is a medium/high growth oriented investor. What are some criteria's you look at when sizing a position depending on if it is small, mid, or large cap? Beta/volatility, cyclicality? I'm guiding towards 5-8% for larger cap names such as CSU, BN, BKNG, GOOG, etc... and 2-3% for smaller names such as LMN, TVK, PRL, WELL, VHI, ATZ, etc.. I know for more volatile names, a smaller position can have just as large an impact in a portfolio. Thanks!

Q: Not a question but a comment on Lumine. I would think the recent woes of LMN have something to do with the CEO David Nyland taking a leave of absence.

Carl

Q: LMN is off 6% Tuesday morning. I don't see any news. Any explanation?

Q: Hi,

I own the above in my TFSA. With limited funds, what is your preferred order in which to add?

Thanks,
Robert

Q: I have a half position in LMN - with the current dip would you recommend topping it up or is there another stock you prefer?

Q: Some of your favorite stocks are down over the past month. In what order would you DCA?

HPS.A -11.15%
PRL - 7.14%
COST -7.36%
CSU. -4.78%
LMN -9.28%
DOL -6.51%
ROAD -4.13%

Q: Not a question, but a response to today's question on Lumine. There was a relevant news release yesterday from Incognito Software Systems: https://www.stockwatch.com/News/Item/Z-C!LMN-3641751/C/LMN. At the end of the item, Incognito is descibed as a Lumine Group company.

Q: Lumine has been especially weak of late.Thoughts Comments?

Q: I have some fund from RRIF that I would like put into a TFSA and was just reading the latest issue of your ETF & Mutual Fund Update report. I am thinking of the above three ETFs and one stock. What are your thoughts. As a perspective, I would include some i2i fund if it was allowed in a TFSA.

Q: Hi 5i

Please as many questions as needed.

I am heavily invested in stocks and want to raise cash, putting more money into bonds. I have about 10% in Canadian oil and gas, 5% gold stocks, and about 13% in uranium stocks. I am going to hold my gold and uranium.

What allocation would you suggest for a retiree in terms of portfolio holdings of gas and oil?

I am concerned about the possible coming tarriffs and the effect on the Canadian ecomomy. Most of my holdings are Canadian. A lot of these are in dividend stocks. I have held them through the past few years but I do need to increase the allocation to conservative investments. I plan to reduce most by about 20% or consider outright sells. I currently prefer to reduce downside risk than worry about the upside.

Can you help me decide from the viewpoint of possible tarriffs and effect on the Canadian economy which are at risk the most. Could you class these as hold, reduce or sell. I will hold all my U.S. stocks which are about 15% of my portfolio and haven't listed those here.

Thank you for your very helpful advice.

Q: Hello 5i
I currently own CSU LMN TOI SHOP VHI (which I consider tech'ish).
Do you see a compelling reason to add any of the other tech holding from the 5i balanced or growth portfolios? Would you avoid the concentration of the CSU family in favour of others?

Q: Hi Team,
I hold the following stocks in my TFSA with the indicating weightings within the TFSA. BN (17.5%), HPS.A (6.4%), LMN (18.6%), META (26.3%), SHOP (13.9%), TTD (16.9%). I am looking for advice for what stock I should add for my 2025 contribution. Could I please have your 3 "best" ideas to add to my TFSA ranked in order. I am looking for something solid with high potential (multi bagger potential) with solid management. Another NVDA would be nice (not asking to much here..lol). Time frame would be 10yrs plus ( I am 45 aiming for the dream of freedom 55).

Thanks,
Shane.

Q: Happy New Year! I bought TFII in June and it's now at the same level. I was thinking of selling a chunk to reinvest in LMN, DSG, DOL and BN. What would your opinion on a hypothetical sell/buy be? How would you rank the purchase stocks? Happy 2025!

Q: Is this stock a buy?

Q: In what order would you add to a TFSA the following: LMN, CLS, SHOP, BN, WELL

Always appreciate your excellent service.

Thank you.

Howard

Q: I am only interested in holding Canadian Long Term Compounders. I am looking for companies with decent ROIC, ROE and good balance sheets and preferably owner/operators with skin in the game. In the Canadian space of my portfolio I hold CSU, ATD and TFII. My question is could you provide to me 10 small and mid cap Canadian names that you would feel would make the best long term compounders to hold for at least 5-10 years.

Q: I have these companies in equal amounts in my TFSA.With an additional $18k to invest,which ones would you add to at this time or would you prefer others. I am 74 and plan to live to be 100,which is my mother’s age! I hope to eventually shoot my age(golf).
Thank your exceptional advice and Happy New Year,

Q: If the market spooks with the news of the sudden CEO leave of absence would you be a buyer and at what price?
Thks

Q: Hello,

What would be your top mid-cap stocks for both the CDN and US stocks for contribution into TFSAs?

You're often asked for small-cap companies so wondering if we could go up a notch in the rankings to see what your thoughts are....

As always, many thanks for your help and wishing you well in 2025!

Q: Happy New Year Everyone. Thanks so much for your much appreciated service. I have $10,000 to deploy in an RESP account for three grandchildren with a 10-15 yr time horizon. What are three new stock ideas along with suggestions on what current stocks I could add to assuming they are equal weightings. Current stocks: AEM, ARX, BN, CSU, ENB, IFC, LMN, RY, TD, TOU, TRI, TVE and WSP. Thanks.