Investment Q&A

Q: Best pick of these for growth opportunity?

Q: With the 3 stocks going down the last few months, could it be that they went down not because of AI concerns but instead there was a leak that the CEO was ill and would be stepping down?
Thanks

Q: We sincerely wish for a speedy recovery for Mark Leonard. Mark brought immense wealth to millions of retail investors, through his wisdom and unparallel business acumen, over past 20 years.

What could be the likely impact of Mark Leonard's resignation on Lumine and Topicus companies and their shares ? Do you believe that the two spinco's are also at the risk of losing their premium valuations, like we are witnessing with CSU shares ?

Or, since they are a little insulated with this development being independent units, with their own CEO's ?

What would you do with the two holdings?

Thank You

Thank You

Q: Hello Team,

Looking at adding some funds to CAN stocks I already own, are you able to rank these in order from 1 to 14 based on a 3-4 year hold, I'm not worried about company size or industry. Thanks!

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: 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: Have more than a 100% gain on these two companies, is it time to take some profit?

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: 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: I own the above listed Canadian stocks. Please rate each one as a BUY, HOLD or SELL and let me know your reasons for the rating you have given to it. 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: I know both are spinoffs from CSU and involved in “vertical” software. And both have done well.

What is the difference between the 2 companies?
Do they compete against each other in any way?
Which of the 2 should have the better growth prospects?

Thanks.

Q: These companies who buy other companies are dropping because of an AI scare.
Is it not possible for them to start adjusting and start buying AI companies to keep up with the present trend?

Is that possible?

Thanks

Q: Both are getting hit today, particularly TOI. Any idea why? I hear talk of AI affecting them. Is this a factor? If so, how critical is it and how much risk does it introduce? Do you still rate them high?

Q: Good evening 5i
I am just straightening out loose ends and have found the money to buy one stock. From the above what would your order for quality/price be? And why
Thanks for the great service

Q: Hi, I am looking to build a diversified portfolio across various sectors and am considering adding these for consumer/healthcare/technology. Are these good picks, or would you advise against any of them, and in which order would you purchase? Thanks!

Q: I have a total of 27% in technology and wonder if best to decrease this as I do not have consumer staples or consumer cyclical stocks. I am thinking of selling of GIB.A and CLBT. Would you sell these 2 stocks to bring the weight down or best to just trim some off the stocks listed. This is for a RRSP and I am more growth oriented.

Q: TOI can bounce around a bit but lately it's had some big bad down days. Today its off over 4%. Do you see any reason for it? Anything to be concerned about as the trajectory of the stock is negative?

Q: My tech component of my portfolio is 43% and want to rebalance my portfolio so tech is about 33%. In tech CSU is 33% NVDA 20% Shop 15% Rest are about 6% to 8%. Is there 1 or 2 I should sell due to overlap? What should I do?
Also is there an argument that shopify fits into the consumer discretionary space?
Also am I missing a tech name?
Thanks take more credits if needed