Investment Q&A

Q: Regarding LMN’s latest quarter, how do metrics compare with the early days of CSU and TOI around free cash flow and organic growth since these were the weak spots. Did CSU or TOI experience these same drops or weaknesses and how did they turn it around?
Thanks!

Q: For a 2 to 3 year hold, which company would you buy today LMN or CSU,
and why?

Thanks, Chuck

Q: I plan on adding to two of these companies for a 3 to 5 year hold. Please give your rankings from best downwards (with a few comments as to your reasoning)
Thanks. ram

Q: Confused about LMN. Results weren't great. 5i warned before market opened on Monday that direction of stock was in doubt so you suggested a hold rating. Then on Monday, LMN increases 11% on decent volume for the stock. What gives? What positives do others see? Did 'new' news come out? I realize being an off shoot of CSU is a big plus.

Q: Hi 5i Team - A link from Yahoo Finance on news for Lumine today took me to Simply Wall Street which raised three concerns for the company: 1) Earnings have declined by about 80% per year over the past 5 years; 2) Shareholders have been substantially diluted in the past year; 3) There has been significant insider selling over the past 3 months.
For number 1) how reliable is this information especially considering Lumine has only been around for less than two years. In fact how reliable is any of this information including the website itself. Could you provide your reaction to each of these three concerns. Thanks.

Q: You were not very happy with LMN latest results. The stock has jumped and I was thinking of selling some shares. I own CSU, TOI, DSG, NVDA, KXS, Could I have some ideas on a stable growth name or do I add to a stock I already own.

Q: Hello Peter,
Unless i misunderstood, the results for Topicus were good when compared to Lumine Group, yet Topicus barely moved a needle and Lumine Group actually went up .. Could this be due to Topicus European focus and investors are not as comfortable with European markets? Thanks very much

Q: Good day guys ..
appears the market is content with their latest results . U mentioned hold after the release . Are u very comfortable “ long term “ . If so .. why not just buy and not hold . Dollar cost averaging would be a logical here would it not ?
Thx
Mark

Q: Are their earnings report, why is LMN up?

Q: Please comment on latest results released Nov 1 after close and going forward. Add or hold.Txs for u usual great services & views

Q: Finally investing into an RESP.
These are some of my choices I have come up with.
Decent plan?

Q: 18-24 month hold. In your opinion, which will perform better: LMN or TVK? And why?

Q: Hello 5i! Prices seem to be dropping on these over the past few days. Would you be comfortable buying them, and in which order please?

Q: Do you think this is a good entry point - price and timing for LMN Thansks

Q: Hi

Have LMN and TOI announced their Earning dates ? I have seen CSU for Nov 8.

Also, what are the street estimates ?

Thank You

Q: I have small positions in these stocks and I'm also overweight in Canadian stocks, so considering raising some cash to invest in U.S. and/or international stocks.

Please rate these in terms of whether to hold (and, if so, how much patience might be
needed) or sell.

Q: Hi. I need to generate some cash out of a portfolio holding these positions. Can you please rank the noted companies in terms of which you would sell now based on current valuations and outlook over the next 2-3 years?

Q: Hi team,

What are you favorite mid cap compounders in the Canadian market right now and why?

Thanks

Q: Good day everyone. My holding in the following companies represent 25.11% of my investment portfolio across 3 registered and 1 cash account:
BN 5.00 %
BAM 2.36 %
BIPC 2.22 %
BIP.UN 1.35 %
BEPC 1.25%
For a total of 12.18 % amongst the Brookfield group of companies

CSU 5.49 %
TOI 1.81 %
LMN 1.40 %
For 8.7 % in CSU and associated companies

MLF 4.23 %

Collectively these holdings represent about 25.11 % of my holdings at the end of the 3Q.

I understand that your services are not to give personal advice but would value and appreciate your opinion on the weighing of these investments, specifically in the Brookfield group. The portfolio has done reasonably well (thanks fot 5i) but don't want to get complacent.

Much appreciated.

Q: Hello 5i team! I think I saw something like this a couple months ago, but if we talk about the Constellation team, what would your ranking of these three stocks be today, please? Thank you.