Investment Q&A

Q: Hello,
The blog on the CSU call was well written and overall I thought the company was just being realistic, yet the three stocks especially CSU and LMN have taken a hit. It looks like investors just want positive views on AI rather than a balanced view. Is it a good time to load up? Much appreciated.

Q: For arguments sake, let’s say AI does start to eat Constellation’s lunch. How could a person hedge their position in Constellation? A company like Palantir?
Thanks

Q: Hi 5i, First a big thanks for your blog report on CSU's meeting to discuss AI impact on their businesses. Do you think the markets will re-rate these companies? If you owned these companies what would you do going forward? Will this impact your weightings in the 5i portfolios? Thx.

Q: Thanks for the detailed Blog Post.

Please advise if you would consider CSU as a buy or hold. What price would you consider as Strong Buy.

Thanks for the great service

Q: I already own CSU and GSY at a Full Position, but I like to buy things on sale;)

I assume the short position report might hurt GSY for a bit, but if fundamentals are good it should bounce back in short order.

As with CSU, I don't think I would ever bet against it.

I don't need to own more of either, but when good companies move like this, I think there is a good opportunity to make 10-20% on a rebound.

I know that is not good long term strategy, but in this circumstances like this, is it a okay strategy to try and catch the bounce back or is there to much risk.

I would rebalance after the bounce if it comes in short order, but also okay if it becomes a longer term hold.

Q: Seems investors are not impressed by CSU and continue to sell off all these names. I have around a 10% allocation to the family (4% CSU, 4% LMN, 2% TOI). I'm contemplating reducing my positions and adding to MDA, ZDC, CLS, ISRG, TOU. What are your thoughts? I'm concerned because CSU and LMN are one of the larger positions in my portfolio. Thank you!

Q: Csu, Atd both are acquisitors,have excellent management and are down sharply from their all time highs
In your opinion which one would provide the best return over the next 3 to 5 years?

Q: These stocks are all losing ground lately in my portfolio. Please reply in what order and at what price you would add to them I want to ensure I add valve at this point;

Also should i add to my holding in GDXJ? or start a position a silver stock (please recommend several in order of preference ) same recommendation for US bank ETF....Thanks

Q: All 3 stocks have recently been down and are continuing to drop today (Tuesday). Your blog on the CSU/Leonard call about AI recapped what was said and indicated premiums assigned to these stocks may be lowered. Looks like it's now underway. I was hoping for more thought on what might happen in the future? As many of your customers own these stocks, it would be nice if 5i could issue quick reports on them. Are they still rated high or have they gone down a notch, or two or three? Are they rated buy, hold or sell? Where does 5i see these stocks' prices in 3, 6 and 12 months from now? I realize there are many unknowns and predicting the future is tough, but 5i has done this generally quite well in the past. These 3 stocks appear to widely held and deserve more attention at this time.

Q: Thank you for the timely and well-done blog on CSU.
Two questions:

1) Would YOU put new/fresh money into CSU TODAY? Please give a brief reasoning for your answer.

2) If YOU had owned CSU shares for a number of years, what would you do with them today (irrespective of portfolio make-up)? Please give a brief reasoning for your answer.

Thank you

Q: Has the CSU blog been posted? Could you provide a link?
Thanks.

Q: What is your opinion on the ai conference today ? Leonard feels it’s hard to determine which scenario — a renaissance or a recession — is more likely because the state of AI is changing rapidly and no one has a real sense of what it will be capable of a year from now.

Q: Your thoughts on the conference call.

Q: Hello, please tell me of the comparable at current price which one that you would choose for total return for a 1-3 year hold and a 3-5 year hold. Also if you could provide a brief reason why would be appreciated.

1 IFC or SLF
2 PRL or GSY
3 CNR or TFII
4 LMN or SHOP
5 CSU or BN or TRI
6 PNG or ZDC
7 KSI or VHI

Thank you

Q: I own all three of these and am considering consolidating to simplify my portfolio. Would you recommending holding any one vs another or keeping all three.

Q: Retired, dividend-income investor with a well diversified portfolio (in my opinion anyway). My proxy for the technology sector is XIT and it has performed very well over the long time period I have held it. I like using your charting ability to compare XIT to QQQ or other related tech companies or ETFs....great feature!


Question #1 = With all of the "AI" interest right now, I wonder how much exposure does XIT have to the AI theme? Which of the embedded companies within XIT have AI exposure?

Question # 2 = Is there is an ETF that focuses on AI-related companies or is there an ETF that focuses on AI-generated stock picks (in any sector) and what your thoughts are?

Thanks....Steve

Q: Can you name 5-10 stocks in the US or Canada that seem to have been unfairly punished this year, or even lately, such that it would be a good time to pick them up. Thanks!

Q: On Sep 12, 2025 you commented:

GIB.A can benefit from AI, and it is heavily investing in AI, but some consultant roles can be replaced by AI, and overall we think there are more interesting names in the market right now for the growth model portfolio.

Who are the more interesting names? Canadians, American and Why do think they will do better?

Q: I own the above listed Canadian Stocks. Please rate each one as a BUY, HOLD or SELL and the reasons for your rating. Thank You.

Q: Is this a generational opportunity to get into CSU? How compelling of a buy is this on a scale of 1 ten 10 (being the highest) Your thoughts please on perceived threat of AI to SAAS companies?