Investment Q&A

Q: Some of your favorite stocks are down over the past month. In what order would you DCA?

HPS.A -11.15%
PRL - 7.14%
COST -7.36%
CSU. -4.78%
LMN -9.28%
DOL -6.51%
ROAD -4.13%

Q: Happy New year 5i!

It's been an interesting start to the year, and I've been watching/reading things that seem to be leaning towards or preparing for a 'fearful' period. Thoughts on this? With deployable cash, would you be getting it in the market quickly, or not be in any rush?

That being said, AXON and CSU have all seemed to back up more significantly than they ever have, and CRWD as well with the exception of the update failure event. IESC, PSN, and MU as well trending lower.

I hold none of these and have some USD free for 2 half, or 1 full position. Would paying the FX to get CSU on sale be your top pick? of the ones mentioned, would you rank them in terms of expected growth over the next 1 - 5 years? please add a 3 or 4 more options in there as well if you have other top picks. Small caps are good too.

I currently hold GOOG NVDA AMZN MSFT POWL ISRG CLBT VRT on the US side.

I don't mind managing holdings in a shorter period of time if needed, but aim to find those long term compounders and let them continue to win.

Thanks for everything!

Q: CSU is in a RRIF, and CLS is in trading A/C. Have $27000.00 room in TSFA. I am considering tsf 2 of 10 shs of CSU and 100 shs CLS to TSFA. Total approx $22972.. Would like your thoughts before I pull the trigger. Thanks
Rick

Q: Peter and His Wonder Team
I have followed this company for some time and considering wether I should buy it. I think it is inexpensive but not sure if it is a value trap...if you know what I mean and I know you do. Please give me your opinion on this company and what is the risk factor! Thanks your expertise is always helpful in my decisions.

Q: Hello,

Both these stocks are falling quite considerably. I do believe they are both great businesses. At what price would you consider them “on sale” based on there historical metrics ?

Q: What would you buy in the BE portfolio with new money today, leaving aside weight considerations--what looks good? Thanks!

Q: Hello 5i
I currently own CSU LMN TOI SHOP VHI (which I consider tech'ish).
Do you see a compelling reason to add any of the other tech holding from the 5i balanced or growth portfolios? Would you avoid the concentration of the CSU family in favour of others?

Q: Hello,

Constellation was at its 200 day yesterday. Is it a good buy here?

Q: Are you aware of any other public companies that require employees/management to purchase shares on the open market with portions of their salaries/bonuses?
Thanks

Q: Is this stock a buy?

Q: I hold CSU and want to trim a position since it is up above 400% If I trim CSU position what would happen to WS-CSU position would that also be trim or it would have no impact.

Thanks for the great service

Q: I am planning to deploy the $7000 in the TFSA sometime next week. The TFSA is growth focused and for a long term hold (5-10+ years).

These are the 3 names I am thinking of adding to:
CSU - today's price is $4400 ish
BN - today's price is $82 - $83 ish.
NVDA - today's price is $144 USD ish.

Due to CSU's high price tag, I can only add to 2 of the 3 names. Which 2 names would you add to, at today's prices?

Q: With the price decline in CSU, would you buy for a TFSA now?

Q: Hello Peter and all at 5i: I am reading about "Power Corp unit backs CSU copycat Valsoft " and I believe there are more who would like to copy CSU. Do you feel CSU is so far ahead one shouldn't worry too much? Having 5i to hold our hand is very important to this investor. Thank you Barb

Q: Any particular reason for the unusual decline of CSU today?

Q: Hi Folks,
TFSA time - I am thinking of starting a new position in NVDA or adding to my position in CSU.
May I have your opinion?
Thanks

Q: Constellation Software stock has been drifting lower for past 4-6 weeks, after a spectacular run during 2024. There appears to be some selling pressure again today, while mostly market is up.

If it is just profit taking, what will be a decent level to add more shares ?

Thank You

Q: These are 3 Canadian stalwarts in my kids' RESP. Expected 1st year of withdrawal is 2035.
CSU - today's price is $4481 ish
ATD - today's price is $79 ish
BN - today's price is $82 ish

I only have enough money to add to 2 of the 3 positions today. Which 2 names would you add to, at today's prices?

Q: I am only interested in holding Canadian Long Term Compounders. I am looking for companies with decent ROIC, ROE and good balance sheets and preferably owner/operators with skin in the game. In the Canadian space of my portfolio I hold CSU, ATD and TFII. My question is could you provide to me 10 small and mid cap Canadian names that you would feel would make the best long term compounders to hold for at least 5-10 years.

Q: I have these companies in equal amounts in my TFSA.With an additional $18k to invest,which ones would you add to at this time or would you prefer others. I am 74 and plan to live to be 100,which is my mother’s age! I hope to eventually shoot my age(golf).
Thank your exceptional advice and Happy New Year,