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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: We have about a 3.5% position in LMN and are modestly ahead. Our concern is the number of LMN outstanding shares at 257mm. This compares with TOI at 83mm and CSU at 21mm. It appears that CSU is very conservative on number of outstanding shares as compared to their influence on on TOI and LMN. Greatly appreciate if you could comment/explain this.
Much thanks to the 5i team.
Pat & Cyril
Read Answer Asked by Pat & Cyril on March 20, 2025
Q: In a TFSA, I am down ~30% in both HPS.A and DOO, both of which were smaller positions and now both represent ~0.5% of total equity holdings (so ~1% combined).

If the goal was absolute growth over the long term with a high risk tolerance would you continue to hold or sell at a loss these two securities?

If you were to sell please rank from high to low which of the current securities in the account you would recommend.

Read Answer Asked by Simon on March 17, 2025
Q: Took a small position in these 3 stocks this week. Your thoughts on lmn quarter results this week and longer time holding in all of the above. Cheers
Read Answer Asked by kenneth on March 03, 2025
Q: Time to clean up my tech holdings. Can you please rank them for a 3-5 yr hold. Need to get rid of 1 or 2 and maybe trim some others. Thank you
Read Answer Asked by Neil on February 27, 2025
Q: These stocks have pulled back recently. Would you be adding to these stocks at these levels and in what order would you add?

Are there other small caps you prefer?

Thanks
Tim
Read Answer Asked by Timothy on February 21, 2025
Q: Can you provide me updates on the 4 companies listed. Thanks very much.
Read Answer Asked by Dave on February 21, 2025
Q: Hi 5i Team - The guest today on BNN Market call mentioned that Lumine specializes in carve-outs and that is to their advantage. Although he explained it, I'm not sure what carve-outs means and even if I have the correct term. Could you provide more information on this. In addition he felt that the evaluation is quite rich. Do you also feel this way. Also could you provide a summary of Lumine's fundamentals. and if you have any concerns with these fundamentals.
Thanks.
Read Answer Asked by Rob on February 20, 2025
Q: I plan to reluctantly trim CSU from 15% down to 10%. I have sufficient LMN, TOI and WSP. Can you give me 3 growth stocks to consider for my TFSA with the CSU proceeds? I tend to be a long term investor with not many trades.

Thanks for the tremendous service!

Doug
Read Answer Asked by Doug on February 14, 2025
Q: I hold these small/mid cap stocks. Most have done well.

It looks like the interest rates vs inflation discussion isn’t going away soon and rates may be higher for longer. With this as the backdrop and current uncertainty around the markets is this a time to lighten up on Small/Mid cap stocks and take some profit? Or would you hold?

Thanks
Tim
Read Answer Asked by Timothy on February 13, 2025
Q: Helping my young son with his TFSA; we bought CLS in late October based on your positive comments and recently sold enough shares near the high to get back his original investment. Now considering either TOI or LMN. Which stock would you choose and why? I'm favoring LMN but worried about the negative momentum at the moment. Thanks!
Read Answer Asked by Brendon on February 12, 2025
Q: Hi Team,
I currently hold fairly high positions of both LMN and TOI. I invested in these positions as opposed to CSU on the view that they would provide more growth over the long term as they are essentially smaller companies, under CSU guidance and play book. Would you agree with this strategy? Assuming I continue to hold both is there still a need to purchase CSU or would holding a mix of LMN and TOI be sufficient exposure for maximum growth within the family?

Thanks,
Shane.
Read Answer Asked by Shane on February 10, 2025
Q: Hi 5i Team - Constellation Software is a company that has never issued shares beyond their initial IPO. I'm pretty sure this applies to LMN and TOI as well but could you confirm. In all three, is there any possibility of them issuing more shares in the future.
Also could you name a few other companies that have never issued shares, Canadian, U.S., any size market cap, any sector.
Thanks.
Read Answer Asked by Rob on February 06, 2025
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