Investment Q&A

Q: I hold all these tech stocks as part of a well diversified portfolio with weightings below. Tech stocks are 25% weight in my overall portfolio. The issue I'm having is determining how many to hold in this sector and what weight to allocate each. All new names that I see on my potential watchlist with high growth seem to be all tech names as well (CRWV, CRCL, SRAD, GENI, RDDT, etc..) but I'm hesitant adding more tech if my holdings are already high quality unless one of them is dragging its feet. I'm trying to balance between holding long term compounders like CSU, LMN, TOI vs high growth shorter term names like NBIS, VRT, CLS that are benefitting from AI tailwinds which could turn quicker. Do I hold 5 companies at 5% or 10 companies at a mix between 2%-5%.

Do you see any overlap here in names that could be combined? If you had to rank these names based on growth and risk/reward, what would they be currently for the next 5-10 years? What is the high level process you go through when trying to determine between candidates for a sector? Thank you!

Constellation Software Inc. 5.60%
Lumine Group Inc 5.04%
Shopify Inc 3.02%
Crowdstrike Holdings Inc 2.20%
Topicus.Com Inc 2.17%
NVIDIA Corp 2.07%
Cellebrite DI Ltd 1.58%
Vertiv Holdings Co 1.41%
Celestica Inc 1.32%
Descartes Systems Group Inc 1.00%
Nebius Group NV 0.39%

Q: Dear 5i
Which one of the above five stocks would be your preference for in a TFSA account ?
What would be your overall order of preference ?

Thanks
Bill C

Q: Could you please recommend five moderately conservative stocks that you believe will prove to have been a sensible buy 5 to 10 years down the road.

Q: Do you see the above as a buy today? If so in what order and at what price? Would these stocks be suitable for a 10 year hold?
Thanks again for doing the heavy lifting for us.
Dan

Q: These are my 4 roughly equal weighted stocks in my TFSA which represent approximately 2% of total reg.and non reg. accounts. I have taken a barbell approach to this portfolio with EIF and GLXY anchoring the ends.
I have held WELL for several years waiting for that sustained breakout expected ( any day now ? ) and am down 20%. How much more time do I give it ? They seem to be getting all the pieces together and management is respected but I am getting itchy to sell and move on. Wait another quarter ? What will make it move higher without retreating ? What would YOU do if your portfolio ? Finally please provide 3 growth alternatives ( with reasons )should I decide to pull the plug .
Thanks. Derek

Q: I currently own CLBT, NBIS and LMN. I am also looking to purchase SRAD. In what order would you add too or start a new position in SRAD.
Thanks

Q: Last month Lumine acquired a Dubai located company called Datafusion. Is it a seizable acquisition ? Do you have more insight ?

Q: KXS has had a good run lately. In terms of valuation LMN looks much cheaper. I was thinking I would take some profit and buy LMN. What do you think? T Stephen

Q: What are the forward PE for these companies and how does this compare historically? Thx

Q: Dear Peter et al:

Thanks for your consistent endorsement for both these spin offs of the Mothership, CSU. I don't have CSU. But do have these two darlings which have paid for more than a few years' worth of 5i Subscriptions :)

If one were to add new money, which one would you choose? LMN or TOI. Or take a sensible middle of the road decision, divide the money into equal halves and put it in both? These are in my low risk bucket!

Q: What might be a good entry price for these? Thx

Q: Hello 5i Team, I'm quite overweight CSU and was thinking about trimming some (or lots). I've held CSU since 2014 and think it might be time to reduce my exposure. If you were given a blank sheet and could pick 5 quality US and 5 quality Canadian names; which would they be?
Thank you Brent

Q: Hi
How is Section 899 of the proposed U.S. 2025 tax reform expected to impact Lumine Group (LMN) in the short and medium term, particularly in terms of tax liabilities and profitability, given that it is a Canadian company operating in the U.S.? Do these potential impacts make LMN less attractive as an investment at this time?

Q: I have a partial position in Constellation and Lumine and would like to top one up...which is better at this moment...long term investor....thanks for all that you do. Geoff

Q: These 4 stocks , held in roughly equal amounts, constitute my TFSA , which holds my riskier , growthier companies. It’s early yet but could you give me 3 companies to review and follow before the next TFSA contribution.
Also, your choice of either PXT or TSU as potential picks. Thanks Derek

Q: Hi, just wondering if you had a chance to listen to the AGM of these companies this morning. I listened to it and they discussed a whole range of topics. They're all down 2-4% today. I'm assuming investors have some concerns of rising competition, ease of capital deployment, M&A opportunities, lowering hurdle rates, etc. Any concerns or thoughts going forward and do you see them continuing to outperform over the long term? These are long term holds for me. CSU is my largest holding at 5.8%, followed by LMN at 5.2% and TOI at 2.2%. Do these allocations look reasonable or should I balance them all out more evenly? Thank you!

Q: HI,
I dont have any credits and if you can assist in answering the question would appreciate it. Is CSU, LMN, and TOI still buys at today's prices . At this point, Is Knight worth holding? Thanks for your service

Q: I have above stocks in my RRSP I like to drop FFH and trim CSU LMN (i'm up 150% on both), like to add AD.UN DIR.UN or T, trying to increase my income as I'm retired, the idea is to preserve capital, is it a good time to add this new stocks ? thanks

Q: Everyone, CSU, LMN and TOI have the same company strategy. They exist in technology but different spheres. The management of LMN and TOI came from the CSU training ground with the same skill sets as CSU. Can one assume that LMN and TOI will grow at similar rates as CSU over the long term? Clayton

Q: Hi team...what's your take on health care sector changes coming with Trump I own 3% LLY 1% ISRG 1% UNH lly getting walloped due to speculation on what's coming (how bad can it be) do you recommend selling the sector or repositioning the stocks presently own in the sector or do you have a top pick?....Thanks also do you think that this is good entry for CNQ,TOU,MDA,MEQ, GFL,LMN, looking for some growth and dividend return please rate them in order of preference c/w entry target price...thanks for your help