Investment Q&A

• Lumine Group Inc. (LMN $25.72)
  • $25.72 P/E (TTM): 103.9X Cap: $6.68B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

Q: Everyone, what are the main risks with LMN and is the company managing those risks. Clayton

Upvote 0

Read Answer Asked by Clayton on September 05, 2023

• Topicus.com Inc. (TOI $107.89)
  • $107.89 P/E (TTM): 339.61X Cap: $14.40B
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI
• Lumine Group Inc. (LMN $25.72)
  • $25.72 P/E (TTM): 103.9X Cap: $6.68B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

Q: What is your preference going forward with these 2 stocks. Can you also give your reasons. I appreciate your insights.
Thanks Stephen

Upvote 0

Read Answer Asked by Stephen on August 31, 2023

• Topicus.com Inc. (TOI $107.89)
  • $107.89 P/E (TTM): 339.61X Cap: $14.40B
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI
• Lumine Group Inc. (LMN $25.72)
  • $25.72 P/E (TTM): 103.9X Cap: $6.68B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

Q: Hi there,

I'm interested in purchasing LMN/TOI but on the US exchange since I have USD available. Do you happen to know if these shares are eligible to be journaled over to their TSXV shares from the US shares I buy?

Thanks!

Upvote 0

Read Answer Asked by Michael on August 29, 2023

• Constellation Software Inc. (CSU $2,938.78)
  • $2,938.78 P/E (TTM): 69.74X Cap: $62.27B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Topicus.com Inc. (TOI $107.89)
  • $107.89 P/E (TTM): 339.61X Cap: $14.40B
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI
• Lumine Group Inc. (LMN $25.72)
  • $25.72 P/E (TTM): 103.9X Cap: $6.68B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

Q: Everyone, I will need to allocate funds to: CSU or LMN or TOI. I am already overweight in CSU ( I have held the stock since $110) and LMN. My preference is still CSU and I am not afraid of being over - overweight in the best stock in Canada).
Your thoughts.

Upvote 0

Read Answer Asked by Clayton on August 29, 2023

• Lumine Group Inc. (LMN $25.72)
  • $25.72 P/E (TTM): 103.9X Cap: $6.68B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

Q: My BMO account shows my Lumine Group stock in US dollars with the ticker LMGIF.US. Is my assumption that this is considered a Canadian company for tax purposes correct? Thank you!

Upvote 0

Read Answer Asked by Tracey on August 29, 2023

• Amazon.com Inc. (AMZN $214.33)
  • $214.33 P/E (TTM): 29.78X Cap: $2.30T
  • View AMZN Profile
  • View Questions on AMZN
• Alphabet Inc. (GOOG $306.93)
  • $306.93 P/E (TTM): 28.31X Cap: $3.71T
  • View GOOG Profile
  • View Questions on GOOG
• Lowe's Companies Inc. (LOW $251.11)
  • $251.11 P/E (TTM): 20.71X Cap: $140.86B
  • View LOW Profile
  • View Questions on LOW
• Canadian National Railway Company (CNR $144.56)
  • $144.56 P/E (TTM): 19.15X Cap: $89.64B
  • View CNR Profile
  • View Questions on CNR
• BCE Inc. (BCE $35.88)
  • $35.88 P/E (TTM): 5.28X Cap: $33.45B
  • View BCE Profile
  • View Questions on BCE
• Enbridge Inc. (ENB $72.96)
  • $72.96 P/E (TTM): 28.1X Cap: $159.94B
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB
• TC Energy Corporation (TRP $86.55)
  • $86.55 P/E (TTM): 26.89X Cap: $86.06B
  • View TRP Profile
  • View Questions on TRP
• Sun Life Financial Inc. (SLF $86.37)
  • $86.37 P/E (TTM): 14.33X Cap: $47.79B
  • View SLF Profile
  • View Questions on SLF
  • View Reports on SLF
• TELUS Corporation (T $18.62)
  • $18.62 P/E (TTM): 25.89X Cap: $29B
  • View T Profile
  • View Questions on T
• Restaurant Brands International Inc. (QSR $97.76)
  • $97.76 P/E (TTM): 31.35X Cap: $45.44B
  • View QSR Profile
  • View Questions on QSR
• Capital Power Corporation (CPX $61.64)
  • $61.64 P/E (TTM): 76.92X Cap: $9.46B
  • View CPX Profile
  • View Questions on CPX
  • View Reports on CPX
• Superior Plus Corp. (SPB $6.50)
  • $6.50 P/E (TTM): 13.02X Cap: $1.42B
  • View SPB Profile
  • View Questions on SPB
• Tricon Residential Inc. (TCN $15.34)
  • $15.34 P/E (TTM): 28.0X
  • View TCN Profile
  • View Questions on TCN
  • View Reports on TCN
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $175.78)
  • $175.78 P/E (TTM): 143.69X Cap: $229.23B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X
  • View AW.UN Profile
  • View Questions on AW.UN
  • View Reports on AW.UN
• Tamarack Valley Energy Ltd. (TVE $10.51)
  • $10.51 Cap: $5.08B
  • View TVE Profile
  • View Questions on TVE
• BMO Covered Call Canadian Banks ETF (ZWB $25.50)
  • $25.50 P/E (TTM): 15.51X
  • View ZWB Profile
  • View Questions on ZWB
• BMO Covered Call Utilities ETF (ZWU $12.08)
  • $12.08 P/E (TTM): 16.11X Cap: $2.13B
  • View ZWU Profile
  • View Questions on ZWU
• Hydro One Limited (H $59.15)
  • $59.15 P/E (TTM): 27.26X Cap: $35.71B
  • View H Profile
  • View Questions on H
• Perion Network Ltd (PERI $8.70)
  • $8.70 Cap: $406M
  • View PERI Profile
  • View Questions on PERI
• Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC $63.85)
  • $63.85 Cap: $8.28B
  • View BIPC Profile
  • View Questions on BIPC
• Brookfield Corporation Class A Limited Voting Shares (BN $56.62)
  • $56.62 P/E (TTM): 82.45X Cap: $125.24B
  • View BN Profile
  • View Questions on BN
• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $61.53)
  • $61.53 P/E (TTM): 30.63X Cap: $100.79B
  • View BAM Profile
  • View Questions on BAM
• Lumine Group Inc. (LMN $25.72)
  • $25.72 P/E (TTM): 103.9X Cap: $6.68B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

Q: If you had $20,000 to invest today for and Income with some growth investor in an otherwise well diversified portfolio, what would you pick or just add to?

Upvote 0

Read Answer Asked by Martin on August 28, 2023

• Lumine Group Inc. (LMN $25.72)
  • $25.72 P/E (TTM): 103.9X Cap: $6.68B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

Q: Any good news for the big surge today ( Friday ) ? Thanks a lot.

Upvote 0

Read Answer Asked by Lai Kuen on August 25, 2023

• Alphabet Inc. (GOOG $306.93)
  • $306.93 P/E (TTM): 28.31X Cap: $3.71T
  • View GOOG Profile
  • View Questions on GOOG
• NVIDIA Corporation (NVDA $184.77)
  • $184.77 P/E (TTM): 37.28X Cap: $4.48T
  • View NVDA Profile
  • View Questions on NVDA
• Constellation Software Inc. (CSU $2,938.78)
  • $2,938.78 P/E (TTM): 69.74X Cap: $62.27B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Vanguard S&P 500 Index ETF (VFV $164.00)
  • $164.00 P/E (TTM): 26.01X Cap: $27.99B
  • View VFV Profile
  • View Questions on VFV
• Restaurant Brands International Inc. (QSR $72.00)
  • $72.00 P/E (TTM): 31.62X Cap: $32.82B
  • View QSR Profile
  • View Questions on QSR
• Topicus.com Inc. (TOI $107.89)
  • $107.89 P/E (TTM): 339.61X Cap: $14.40B
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI
• Brookfield Corporation Class A Limited Voting Shares (BN $56.62)
  • $56.62 P/E (TTM): 82.45X Cap: $125.24B
  • View BN Profile
  • View Questions on BN
• Lumine Group Inc. (LMN $25.72)
  • $25.72 P/E (TTM): 103.9X Cap: $6.68B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

Q: Hi 5i,
These holding are all in my RRSP, 12 months from retirement, I'm planning to sell 80% of TOI, LMN, NVDA (not now) waiting for "better time" if it's possible to catch it. Can I have 2 or 3 suggestions for income + a bit of growth.
thank you 5i for all your great work!!!

Upvote 0

Read Answer Asked by Fernando on August 23, 2023

• Vanguard U.S. Total Market Index ETF (CAD-hedged) (VUS $115.57)
  • $115.57 P/E (TTM): 26.24X Cap: $1.26B
  • View VUS Profile
  • View Questions on VUS
• Vanguard Total Stock Market ETF (VTI $333.51)
  • $333.51 P/E (TTM): 25.58X Cap: $574.41B
  • View VTI Profile
  • View Questions on VTI
• Topicus.com Inc. (TOI $107.89)
  • $107.89 P/E (TTM): 339.61X Cap: $14.40B
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI
• Brookfield Corporation Class A Limited Voting Shares (BN $56.62)
  • $56.62 P/E (TTM): 82.45X Cap: $125.24B
  • View BN Profile
  • View Questions on BN
• Lumine Group Inc. (LMN $25.72)
  • $25.72 P/E (TTM): 103.9X Cap: $6.68B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

Q: I currently have 40% of my portfolio in Canadian banks, utilities, BN,TOI, LMN and other dividend paying stocks Mostly purchased in the last year. I'm considering legging 60% of my remaining cash in my portfolio into VTI and VUS in the next 10 months. Do have any thoughts or concerns?
My understanding is any US stocks paying a dividend should go into an RRSP account. All my investments are in RRSP's and TSFA's.

Thanks
Brian

Upvote 0

Read Answer Asked by Brian on August 22, 2023

• Data Communications Management Corp. (DCM $1.46)
  • $1.46 P/E (TTM): 7.74X Cap: $76M
  • View DCM Profile
  • View Questions on DCM
• Crocs Inc. (CROX $82.91)
  • $82.91 Cap: $4.16B
  • View CROX Profile
  • View Questions on CROX
• Axon Enterprise Inc. (AXON $529.97)
  • $529.97 P/E (TTM): 380.14X Cap: $42.60B
  • View AXON Profile
  • View Questions on AXON
• InMode Ltd. (INMD $13.27)
  • $13.27 Cap: $840M
  • View INMD Profile
  • View Questions on INMD
• Celsius Holdings Inc. (CELH $45.03)
  • $45.03 P/E (TTM): 171.68X Cap: $11.12B
  • View CELH Profile
  • View Questions on CELH
• Lumine Group Inc. (LMN $25.72)
  • $25.72 P/E (TTM): 103.9X Cap: $6.68B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

Q: I have some TFSA funds to allocate to stocks that have potential for significant gain over the next 3 years. Based largely on 5i content/views, thinking of INMD, LMN and DCM. Thoughts? Alternative options you may prefer?

Upvote 0

Read Answer Asked by John on August 21, 2023

• Constellation Software Inc. (CSU $2,938.78)
  • $2,938.78 P/E (TTM): 69.74X Cap: $62.27B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Topicus.com Inc. (TOI $107.89)
  • $107.89 P/E (TTM): 339.61X Cap: $14.40B
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI
• Lumine Group Inc. (LMN $25.72)
  • $25.72 P/E (TTM): 103.9X Cap: $6.68B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

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

Upvote 0

Read Answer Asked by JEFF on August 21, 2023

• Constellation Software Inc. (CSU $2,938.78)
  • $2,938.78 P/E (TTM): 69.74X Cap: $62.27B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Topicus.com Inc. (TOI $107.89)
  • $107.89 P/E (TTM): 339.61X Cap: $14.40B
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI
• Lumine Group Inc. (LMN $25.72)
  • $25.72 P/E (TTM): 103.9X Cap: $6.68B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

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

Upvote 0

Read Answer Asked by JEFF on August 18, 2023

• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • View NVEI Profile
  • View Questions on NVEI
• Lumine Group Inc. (LMN $25.72)
  • $25.72 P/E (TTM): 103.9X Cap: $6.68B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

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

Upvote 0

Read Answer Asked by claudio on August 18, 2023

• Lumine Group Inc. (LMN $25.72)
  • $25.72 P/E (TTM): 103.9X Cap: $6.68B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

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

Upvote 0

Read Answer Asked by chris on August 17, 2023

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $175.78)
  • $175.78 P/E (TTM): 143.69X Cap: $229.23B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
  • View SQ Profile
  • View Questions on SQ
• WELL Health Technologies Corp. (WELL $4.33)
  • $4.33 Cap: $1.09B
  • View WELL Profile
  • View Questions on WELL
  • View Reports on WELL
• Lumine Group Inc. (LMN $25.72)
  • $25.72 P/E (TTM): 103.9X Cap: $6.68B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

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

Upvote 0

Read Answer Asked by Shane on August 14, 2023

• Lumine Group Inc. (LMN $25.72)
  • $25.72 P/E (TTM): 103.9X Cap: $6.68B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

Q: Hi,

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

Thanks

Upvote 0

Read Answer Asked by Guy on August 11, 2023

• Lumine Group Inc. (LMN $25.72)
  • $25.72 P/E (TTM): 103.9X Cap: $6.68B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

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

Upvote 0

Read Answer Asked by Eugene on August 10, 2023

• Fulgent Genetics Inc. (FLGT $14.38)
  • $14.38 Cap: $449M
  • View FLGT Profile
  • View Questions on FLGT
• Topicus.com Inc. (TOI $107.89)
  • $107.89 P/E (TTM): 339.61X Cap: $14.40B
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI
• Lumine Group Inc. (LMN $25.72)
  • $25.72 P/E (TTM): 103.9X Cap: $6.68B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

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.

Upvote 0

Read Answer Asked by umedali on August 05, 2023

• Lumine Group Inc. (LMN $25.72)
  • $25.72 P/E (TTM): 103.9X Cap: $6.68B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

Q: Your thoughts please on the quarter?

Thx

Upvote 0

Read Answer Asked by blake on August 05, 2023

• Lumine Group Inc. (LMN $25.72)
  • $25.72 P/E (TTM): 103.9X Cap: $6.68B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

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

Upvote 0

Read Answer Asked by Sy on August 05, 2023