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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: Hello 5i Team,

Could you please suggest 20 Canadian and/or U.S. stocks for a "buy and hold" portfolio in an RRSP with average-to-above-average risk and a 5+ year timeframe.

Feel free to subtract as many credits as you see fit.

Thanks in advance for your always helpful advice!

Read Answer Asked by Keith on November 20, 2023
Q: My wife took early retirement with DB plan. Her RRSP and TFSA are well diversified. She has enough money to invest in about 10 companies. This money is not needed in foreseeable future. However, a small dividend is appreciated along with capital appreciation. It will be invested in a regular account. Can you please suggest top 12 companies.

Thanks inadvance
Read Answer Asked by Atchuta on November 20, 2023
Q: Finally.... 1st Analyst coverage from RBC capital Markets

" Mr. Kwan became the first analyst to initiated coverage of Lumine Group Inc. (LMN-X), giving it a “buy” rating and $28 target, and Topicus.com Inc. (TOI-X) with a “hold” rating and $99 target. "

Any comments on above ratings/reports ?

They seem to support 5i thesis on both companies.

Thank You
Read Answer Asked by rajeev on November 16, 2023
Q: I need to dispose of a stock or two to fund my wife's RMD. Which of the above would be your first choice to sell; please pick 2 or 3 in order of least upside.
Thanks,
Read Answer Asked by Claus on November 14, 2023
Q: Hello Peter
Can you please comment in Greenlanes results? Also despite Topicus's good results ,the stock is hardly moving. Would it be good idea to sell Topicus to buy Lumine ? Thanks
Read Answer Asked by umedali on November 13, 2023
Q: I bought CSU way back at $400 or so and (despite your advice), hate the idea of selling any more of a stock that seems to do so well month after month. At some point however, I need to reduce CSU again, and am wondering about putting some into LMN which you like as well. I have very small positions in both TOI and LMN, but so far neither has done much in comparison to CSU.

My question is, if CSU has "an event" that drags it down really badly, will the sister companies also get tarred with the same brush? Would I be better looking at something completely different like HPS.A?

Thanks for your advice - I have done well by it!
Read Answer Asked by David on November 09, 2023
Q: Hi 5i,
Mother or kids?, If you have to pick one for all the good reasons, which one would it be ?
thanks
Read Answer Asked by Fernando on November 09, 2023
Q: How does Roper compare to CSU? Thanks.
Read Answer Asked by Sandra on November 08, 2023
Q: I have .85 and .79 % holdings respectively in the above 2 companies. The dividend yields are paltry so I'm thinking of consolidating them . Which of the two do you see with better growth potential or could you recommend 3 or 4 others with better growth opportunities irrespective of sector allocation with a dividend and without a dividend. I already hold CSU, LMN, TOI, TFII, GLXY, HPS.A
Thank -you
Jeff
Read Answer Asked by JEFF on November 06, 2023
Q: Hello Peter,
From what i gather, all three companies reported good numbers. Lumine group is surging, but bep.un is down and topicus from yahoo shows very little volume. Can you please comment on results? thanks very much
Read Answer Asked by umedali on November 06, 2023
Q: I know you have done this before, but with reference to recent results for both companies, could you compare and rank these two companies. TOI gets a higher grade A- on your most recent report, and LMN gets a B+. As I read through the responses to questions, it seems that LMN is preferred, but I thought TOI's results were better than LMNs. But I must confess I do not understand some of the "preferred" charges. It appears that LMN suffered a huge loss. I realize that both are long term investments, but I'm just trying to get a sense of portfolio allotments. Thank you for fantastic service, as always.
Read Answer Asked by Gordon on November 03, 2023
Q: Hi group...If we assume the conflict in middle east is going to escalate. What are you thoughts on a strategy to take advantage ...I am thinking we might test last Oct lows...What your thoughts on this?.
I have $100,000) cash waiting to invest at some point... do you suggest entry soon? and if so what is your top 10 picks regardless of sector or market. Thanks for your insight
Read Answer Asked by Terence on October 24, 2023
Q: I know you dislike the terms “screaming buys” and “backup the truck”..how about “almost irresistible “ buys to hold for the next 3 years? 5 Canadian, 5 US.
Read Answer Asked by Leonard on October 23, 2023
Q: Hello

I am looking to deploy some capital ($8,000) into the new FHSA and was looking for some ideas of how to diversify this $$. I have a 3-5 year timeframe and will likely not be actively trading these positions. Can you please advise how it would be best to deploy the funds given the time frame and with a moderate to high risk tolerance.

Can be the companies mentioned above or others. CSU would be great but given it is almost $3,000 a share, not much room to work with that.

Was thinking along the lines of 100 shares of BN @ $42 range and 200 shares of Lumine @ $19 range

Any other ideas of price points you think might be best?

Thanks as always for your help
Read Answer Asked by Antonio on October 22, 2023
Q: Good morning

I have small positions in the following technology companies: GIB.A; CRWD; HUBS; NVEI: OKTA;TOI:PANW: INTU: TTD: LMN. I would like to clean up this portion of my portfolio. Which of these would you sell, and which ones would you add to? Thanks for your ongoing great advise.

Peter
Read Answer Asked by Peter on October 20, 2023
Q: Adding new money into the Income Portfolio- Hello, I am adding new money to the Income Portfolio in my TFSA. Would you suggest/list the top 5is ( 5 investments!!) timely buys at this time, with a time frame of 2-3 years and overall return perspective?
Also, would you consider making this a feature in monthly portfolio reports - like top 2-3 buys? Thanks
Read Answer Asked by RUPINDER on October 20, 2023
Q: I understand that information technology stocks maybe "cyclical". Like for example, TTD may be more cyclical because it leans into communication for retail stocks. But for many, I'm having a difficult time deciding whether the above stocks are heavily, moderately or lightly cyclical. Please let me know how you would rate them for these 3 categories. Thanks for the help and please deduct credit that you consider is right for the work needed to answer my question.........Tom
Read Answer Asked by Tom on October 13, 2023
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