Investment Q&A

Q: It's not really a question but a testimony, I bought $10,000.00 worth of CSU several years ago. When it spun out TOI, I sold some of my CSU to buy more TOI, and when they spun out LUM I sold some CSU to buy more LUM. I have also sold some CSU to consolidate profits (this was probably a mistake). I now have $88,000.00 from my $10,000.00 investment. Thank you 5i for my 1,000% investment.

Q: Hi Team,
I have a small amount of Nvei left in my portfolio. I was looking at selling the remaining shares and adding to one of the following names : LMN, Shop, Bn, or CLS would be a “new” buy. Which would you recommend buying today ? Long term share price appreciation in mind here.

Thanks ,
Shane

Q: What's the deal with lumine, the added shares and large minus in EPS. The bottom line for me as a shareholder is there going to be a precipitous fall in the shares or are we going to see a consolidation ahead. Too many companies add to their share count and then fall. I want to keep the faith but I've been burned before. So what's the verdict; sell, hold or buy.

Q: Can you clarify the share structure of the company once they convert the pref and special special and pay the dividends? Will the share count go up on March 25th?

And who holds all these shares, CSU?

Q: Hello! I currently have enough funds to invest in a single stock within my TFSA. I’m considering two options: LMN and HPS.A. Could you please provide your insights on which one I should purchase first? Additionally, I’m curious about their growth potential in the future. Are either of these stocks considered potential “10-baggers”? Your guidance would be greatly appreciated. Thank you! 🌟

Q: Hi Team,
LNN as I had somewhat feared has taken a huge hit with the preferred share set up. Same thing was done with the Toi spin off and it took over a year to recover from. This to me is managements payday for doing the spin offs . They paid themselves these shares it seems to me . Question is do you think the preferred share deals with Toi and now LMN were a bit greedy or excessive on managements part . LMN seems to be a large hit worth over half of the companies market cap. Will take a long time to recoup that amount of cash at today’s free cash flow rates . This all being said ; analysts must have known about this yet the stock had previously run up anyways . Comments of any concern please .

Thanks ,
Shane

Q: Please provide me with your 5 of your best Industrial companies and Tech companies

Q: My question today on price points for buying and selling LMN in my TFSA is derived from my experience with the ups and downs of EGLX which I rode from $1.90 to $11.00 to $.90 at which point I dumped it. I have LMN in my TFSA and it will be a long term hold. I am looking at GLXY and don’t want to repeat the EGLX story. Like EGLX , GLXY is in a “ happening “ sector with
well thought of management, a Canadian small cap expected to list on the NASDAQ. You had EGLX in the growth portfolio; recommended it at $7.00 but then eventually sold it. You saw a reason to sell that I didn’t and I paid the price. What am I to look at specifically for GLXY so I don’t repeat the same mistake ? ( Maybe I should just stay away with stocks that have the letters LXY in their ticker ! )
Thanks. Derek

Q: Hi Peter

Can you review the LMN results and provide your feedback on the results. Also can you comment on valuation EV/Ebitda and its growth rate relative to expectations.

Thanks for everything

Q: Hi
Goog vs LMN What is 5I s suggestion for a 5yr + hold for 2024 TFSA contribution ?

Q: Hi,

Which of the two would deliver the most return and greatest likelihood of capital preservation?


Also, would you list three or four names that "due" for a rebound within a few weeks?

Thank you!

Q: Would you still buy Lumine at today's price for an RESP account to hold for about 8 years?
Thanks

Q: Hi 5i,

Towards what price range would it be realistic to see LMN stock over time if nothing serious gets in the way?

Thanks

Q: Everyone,
What is an appropriate PE ratio for LMN in five years?
Clayton

Q: Hello 5i,

Thank you for taking time to answer so many questions on top stocks to own or purchase. We read through questions on ranking popular stocks but we were not able to formulate a priority list of CDN and US small cap stocks, especially with so many rising quickly in the last couple of months.

Based on current valuations, risk, growth potential, and management, in what order would you purchase the stocks below for a 2-5 year hold? If there are too many stocks, can you please list your top 10 or 12 in priority from the list?

ACLS, ACMR, AXON, CELH, DOO, ESTC, GSY, HPS.A, INMD, LMN, OPRA, NXT, PATH, PLTR, SMCI, VRT

Thank you

D&J

Q: In response to Ben’s question on March 1 regarding to buy LMN or not you stated that if one has a time frame of 5 years or more, then he should buy it at the going price. Are you saying not to buy the stock if less than 5 year timeframe?
What if one does not use timeframes as a reference but uses percentages ? In my TFSA ( where I have my riskier stocks ) I use 20% as a point of consideration to sell. I may be leaving money on the table but I have locked in a good gain. I would appreciate your thoughts on this approach. Would your answer on LMN be the same if one used the 20% ?
Thanks . Derek

Q: Thanks to 5i, over the recent past, I have DCA these stocks, holding less than 5% with room to add based on your advice.
a) 3% - AXON VRT HPS ISRG LMN
b) 2% - BKNG CLS LLY NVDA CELH
c) 1% - POWL NXT EXP
Please rank those that you would be comfortable adding to [DCA] now - with target percentages. For example, would you add to AXON first and, if so, to what percentage.
.

Q: My tech stocks have had a great run and it's time to trim as they are now about 33% of my portfolio. Can you please rank the above stocks along with SMCI (watching for a pullback in that one). I also have GOOG and AMZN. Do you think they are too closely related as well?

Q: Lumine has had a good run. I would like purchase it but am hesitating due to its recent increase in share price. Should I wait for volatility or purchase at current price?
Thanks

Q: Hi Peter and 5i,
Who's your pick for the more growth over the next 5 years between TCS & LMN?
Thanks so much.