Investment Q&A

Q: A family member entering post-secondary school owns these stocks in their TFSA on an approximate equal weighting of $4,000. They have $8,000 to contribute and invest this fiscal.

The objective is growth with some risk; maintenance of capital is a secondary objective.

If allocating in $4,000 increments would you add to one or more of the existing investments or are there one or two you think would be better suited to a young investor over a 3 - 5 year investment horizon?

Thanks so much.

Q: Hi Team,
I would like your opinion on FMC. The stock is down significantly because one of the key product family is seeing patents expiry-diamides. It probably also moved lower with the rest of the agrobusiness sector-. Do you think it is a good time to take a small position in FMC. I am looking to a 3 to 5 years horizon.

I would also take position in one of the 3 other Cie listed -LIN, CTAS, KBL- due to the fact that I think these are 3 companies that could be fairly resilient in an economic downturn. How would you rank these choices in term of stability and capital appreciation potential ? Other suggestions are welcome!

Take the amount of credit necessary to answer my questions and sub questions!

Thank you,

Michel

Q: I have these 3 companies in my tfsa, it what order would you rank them in to add to.

Q: Everyone, LMN is on the Vancouver exchange. When would LMN want to be on the TSE and additional on the Nasdaq? Clayton

Q: Overall, I prefer small and mid-cap Canadian stocks for growth and accept the risk that goes with this. Currently, I do not have anything in the tech space and would appreciate if you would suggest a few names.

Thank you,
John

Q: hi, would you consider these more on the risky side, or just smaller cap? I read Hammond EPS around 15 which seems fine to me. I can't find an EPS on LMN?
is this a decent entry point for each? if not, what price would be a more reasonable entry point?
cheers, Chris

Q: I miss the days of seeing 5i on BNN as I always felt that there was a lot of great information provided. That being said, if you were to be on the program today (January 5), I’m wondering what your top 3 picks would be and why?

Thank you again for the fantastic service and Happy New Year to everyone at 5i

Q: I have contribution room of $17000, for 2024 due to a cash withdrawal of $10,000 in late 2023. I would like to move the largest portion of this years contribution from my RRIF withdrawal for 2024 with stocks that have performed well over the past, these include, ,topicus, goeasy, first service, wsp, BNS, Td, TFI Int., Almentation couch Tard and Shopify.
At the moment I am looking for an outside opinion from 5i, on the best most profitable to fill my 2024 contribution.
Looking forward to your response.
Rick

Q: Hi, I own a bit of Lumine at a fantastic average cost. It obviously has had a run and is settling down in 2024. I have some extra cash now because of a fresh TFSA year. Would you be a buyer of LMN right now on the pullback? This would make my ACB jump quite a bit, so curious. Would you wait a bit to let is drop a few bucks more? Thanks for your great work.

Q: I received shares of lumine but i have been rather lax regarding them, since i already had a lot of csu and toi. But, tou mentionning it the past few days has piqued my interest. So, i have a couple of questions. My account indicates that I have about a million and a half percent profit! That can’t be right. Is there something that i don’t know happening here?
Thanks for yourexcellent business, as usual

Q: Hello!

Can you compare valuations of CSU, TOI and LMN?

Im holding on TOI since the end of 2021, hoping for some recovery.

Thanks!

Q: Hi,

KXS or Lumine for long term growth?

Thanks
Robert

Q: Hi There,

Which 2-3 Canadian companies would you be adding to with your TFSA contribution this year?

Thanks

Q: I'm retired with a relatively conservative portfolio. Would like to add a bit of risk / reward and have considered LMN, partly because of its link to a very solid CSU. Questions:

How much influence / control does CSU have on this company? Is there a way to describe it or measure it ?

In a long recession scenario, generally speaking would the odds of its survival be better because of its association with CSU compared to other small caps?

It's P/S multiple appears to be around 3.6 X. This seems somewhat reasonable to me compared to some tech stocks in the U.S. Would you agree / disagree ?

Q: Hello Team,
Would you have a preference between these two stocks, or would you recommend both?
Thank You,
Barry

Q: Have the following in a basket. Closely weighted. Looking to add a new similar weighting equity, want to buy and leave for 10 years. Can you provide top 3 suggestions please. As always, thank you.

Q: Would you kindly pick 4 stocks (at least 1 of which is a Canadian stock) that you believe could increase in value by 1000% over the next 10 years. Each must have a current market cap of at least $750M. Please provide a short reason for selecting each stock. Thank you.

Q: Hi team,
Since it's been a little while since LMN announced it's acquisition of some Nokia assets, has there been any more information found on perhaps more of the financial details of this acquisition? I was thinking that somebody must know some details? Perhaps analysts that had been familiar with Nokia might know the revenue estimates of the assets that were sold to LMN? The stock moved up dramatically since the acquisition; almost like someone was in the "know" . Just curious here. Also...at what point would you consider LMN a "buy" again (I had thought it was previously mentioned that the shares might pullback some after the quick run up). The shares have pulled back some in the new year...should I be patient before adding or just buy now? I was debating on either buying either LMN or BN for a long term tfsa contribution and cannot decide which one,

Thanks,
Shane.

Q: If you had to choose between CSU and LMN, which would have more growth going forward?

Thank you for your service!

Q: How much lumine does constellation still own