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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: 5i you don't have to post this publicly as I don't want to offend anyone or shame people from asking questions. For the first 8mos after LMN was spun out from CSU investors could have bought Lumine for under $21. Now that it's over $30; apparently, it's too late?

CSU went from $20 to $3500 in 15yrs but buying LMN.v at $30 is paying too much. I'm not saying LMN will follow the same trajectory but investors familiar with the CSU story would love to be able to go back in time to buy CSU at $30.

Read Answer Asked by David on January 15, 2024
Q: Portfolio Analytics indicates that across our accounts, we are overweight in the Financial Services sector. In order to free up some cash for under=represented sectors, my thinking is to reduce TD enough to achieve the target amount. I'm a bit uneasy with some of the recent negative issues with TD, but still would like to keep some due to its wide moat and 5i's opinion that perhaps its "problems" have been overplayed. Would you concur with my strategy? Thanks.
Read Answer Asked by Jerry on January 15, 2024
Q: Would you be able to provide me with a list of 3 CDN and 3 US stocks that you expect to have a significantly better overall return in the next 12-36 months than BEP and a brief comment on each as to why?

Please deduct as many credits as required,

Thanks,

Terry
Read Answer Asked by Terry on January 15, 2024
Q: Hello 5i
Could I have your assessment of AIT ?
Who are its peers and how would it rank amongst them?
Thank you
Dave
Read Answer Asked by Dave on January 12, 2024
Q: 5i has given our family some very good investment ideas. Among the good ones that have benefitted our accounts lately are LMN and HPS.A. Thank you for these. Using your crystal ball what would be your best suggestion for a couple of other similar stocks that might replicate these growth stories over the next year. Thank you.
Read Answer Asked by Terry on January 12, 2024
Q: Dear 5i team.
Please explain the differences between these two etfs for O&G exposure. Do you lean more to one vs the other?

The 8 listed CO's you suggested earlier today as a possible DIY version, how would you rank them in terms of risk/reward assuming oil prices stay elevated or increases?
(CNQ SU WCP TVE TOU XOM PSX CVX)

Thanks for your help.
Read Answer Asked by Arthur on January 12, 2024
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