skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

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

Q: I have a glass half-full CSU question.

The valuation of CSU has compressed due to concerns about AI and CEO departure for health reasons. What about the valuation of the thousands of smaller companies that CSU targets for acquisition? Will these much smaller companies undergo even greater AI related valuation compression, and offer truly excellent, perhaps generational, opportunities for CSU to acquire? I would think that if small software companies are worried about loosing to AI, it would become a buyers market and CSU could selectively capitalize on the opportunity.

Appreciate your thoughts. Thanks
Read Answer Asked by Joel on October 02, 2025
Q: If you were an income investor and wanted to invest in each of the 5 big banks, given current valuations and yield, what percentage of the money you have marked for investing in banks would you allocate to each?
Read Answer Asked by Mark on October 02, 2025
Q: CSU has faced investor concerns recently, primarily due to the CEO’s resignation and rising competition in the AI space. However, I noted that two senior insiders purchased over $1 million worth of shares during the September decline. That typically signals confidence in the company’s fundamentals.

While AI competition is a valid concern, it may not be as disruptive as initially anticipated. The stock rebounded yesterday following the news, and I’ve initiated a position by acquiring one-third of my intended allocation.

Would be interested to hear your perspective on CSU’s outlook. Thanks.
Read Answer Asked by Esther on October 02, 2025
Q: Hello Peter and team,
I would like your thoughts about Adobe who recently got a lot of downgrades from major investment houses of renown. Is AI going to affect their business to such extent? The same thing was said about Google a few months sho which lately rebounded quite nicely. Can they both be in the same boat? Thank you for your always interesting views. Adel
Read Answer Asked by Adel on October 02, 2025
Q: My wife owns BCE, CU and ENB in her TFSA. She has a 10-20+ year timeframe.

Would you rate any of the three as a SELL or trim?

Can you suggest a replacement to BUY in the Industrial sector.

Can you explain the reasons for the BUY/SELL? Thank You.
Read Answer Asked by Blake on October 02, 2025
Q: unfortunately you did not answer the previous question in its entirety. ( may not have been clear enough)

I was looking to get guidance on selling some winners and losers (no suggestions were given on the losers)with the goal to buy more CSU,LMN,TOI,(once in a lifetime opportunity or proceed with caution ?

How would you view this strategy and in what order and price would you add to the 3 of them or 2 or 1 as you seen the opportunity

Thanks for your help
Read Answer Asked by Terence on October 02, 2025
Q: Hi 5i - for a long term investor, what are the most attractive 3 stocks in the Balanced and Income portfolios at todays prices?

Thanks, Neil
Read Answer Asked by Neil on October 02, 2025
Q: Everyone, were do you see the markets going in the next three months? Clayton
Read Answer Asked by Clayton on October 02, 2025
Q: Hello 5i,

I wanted to ask you about Renewables as i have nothing in that segment. Is there 1 particular renewable company you like/prefer (BEP-UN-T?) over others or would you suggest the better option would be a renewable ETF?

Always appreciate your assistance and insight.

Ralph
Read Answer Asked by ralph on October 02, 2025
Q: Hi 5i
What is your outlook for rddt today going forward, and who are the competitors for them With the current SP decline would this be an opportunity to start small position? At what price would 5i be interested.
Thx
Read Answer Asked by jim on October 02, 2025
Q: What would be your top 5, US small/mid cap stocks today? What would be good entry points?

Thanks
Tim
Read Answer Asked by Timothy on October 02, 2025
Q: What would be your top 5 , small/mid cap stocks in Canada today? What would be good entry points?

Thanks
Tim
Read Answer Asked by Timothy on October 02, 2025
Q: Hi there, with such high interest in Chatterbox ( to be listed on the Bombay Stock Exchange on Oct 3) and with the QYOU being a majority shareholder, how should this affect the QYOU stock price going forward? Keeping in mind that India has banned Tik Tok and that Chatterbox is the "Tik Tok" of India.
Thank you,
KT
Read Answer Asked by Kevin on October 02, 2025
Q: I own BRK but i want to reduce some USD exposure so i am thinking of moving to the Canadian hedged version.

1. Are there any concerns with that? I assume the return is just the BRK return removing currency fluctuations less hedging costs?
2. Do you know what the cost of the hedging is?
3. I see a few tickers (BRK.NE; BRK.TO)... why are there multiple and what is the best one?

Thank you.

Read Answer Asked by Max on October 02, 2025
Q: Goeasy has paid and increased dividends consistently for some 10 years. The payout ratios appear to be very reasonable and the growth has been strong. This seems like an enticing stock to carry in a dividend orientated portfolio. 5i has it in the growth portfolio. Why not in your income portfolio as well?

Just curious, Stephen S
Read Answer Asked by Stephen on October 02, 2025
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!