Investment Q&A

Q: What would be your top 10 Canadian stock picks now, maximum market cap $10 billion, long term hold. Thanks.

Q: How exposed are csu, Toi and lmn to Tarriffs? Or is it to their advantage and they will pick companies at good discounts? Thanks.

Shyam

Q: First of all, thank you 5I for all these companies.

These are my only holdings in tech at the moment.

I have a present LOSS of 3.76% on GLXY;
a GAIN OF 52.08% on Lumine;
a GAIN of 57% on SHOP,
and a GAIN of 19.99% on TOI.

Needless to say, I'm very happy with these returns, even if GLXY is wobbling at the moment.

Do you see this as a good time to add to all/any of these positions at this time, with a quick rationale.

I still have lots of room to add to my tech positions at this time, so if I'm not adding to these, would you recommend another "growthy" company or two.

Thanks to 5 I, I've killed my "Chicken Little" personality from long ago, and am quite comfortable riding out the vacillations of the marketplace. : )

Q: I am opening a TFSA and would like to transfer some of my holdings to that account, which I know I have in my RRSP (sell and re-purchase). My thinking is holding the items which offer more growth potential. Is this a good argument in deciding where to hold various holdings? From the following names, which would you think make more sense to hold in my TFSA than in my RRSP?
AEM, ATZ, BN, DSG, GSY, LMN, SHOP, TRP, TRI, WSP, TOI

Q: For those that have a smaller portfolio and where that translates to even 1 share of CSU making up a huge percentage of the portfolio, what CDN tech stock(s) would you recommend in its place? TOI? GIB? Other?

Q: I am getting ready to DCA into these stocks in an unregistered account with higher than average risk profile. According to me, these stocks had a bit of a pullback with possibly more on the way.

In what order would you DCA into the stocks mentioned above? Is there any stock that you think should be excluded from this list?

Thanks

Q: Your thoughts on the quarter please?

Thx

Q: All three companies reported yesterday. Can you review results for each with special attention to any strengths/weaknesses? Any surprises? Outlook for stock performance going forward? How strong is 5i's conviction in each (rate out of 10).

Q: What does the market expect from TOI on Weds.

Thx

Q: With the bump in position size in Topicus would members take this as 5i beieng more favorable towards Europe and a vote of confidence over Lumine.

Thx

Q: Can you give me 3 US strong conviction growth stocks in tech?
Thank You

Q: Hi,
Between these high growth names, which do you like best and how would you rank as best risk adjusted return to start a new position? Thanks!

Q: I plan to reluctantly trim CSU from 15% down to 10%. I have sufficient LMN, TOI and WSP. Can you give me 3 growth stocks to consider for my TFSA with the CSU proceeds? I tend to be a long term investor with not many trades.

Thanks for the tremendous service!

Doug

Q: Helping my young son with his TFSA; we bought CLS in late October based on your positive comments and recently sold enough shares near the high to get back his original investment. Now considering either TOI or LMN. Which stock would you choose and why? I'm favoring LMN but worried about the negative momentum at the moment. Thanks!

Q: Hi Team,
I currently hold fairly high positions of both LMN and TOI. I invested in these positions as opposed to CSU on the view that they would provide more growth over the long term as they are essentially smaller companies, under CSU guidance and play book. Would you agree with this strategy? Assuming I continue to hold both is there still a need to purchase CSU or would holding a mix of LMN and TOI be sufficient exposure for maximum growth within the family?

Thanks,
Shane.

Q: Topicus is reaching all time highs. Any thoughts as to why?

Q: Hi 5i Team - Constellation Software is a company that has never issued shares beyond their initial IPO. I'm pretty sure this applies to LMN and TOI as well but could you confirm. In all three, is there any possibility of them issuing more shares in the future.
Also could you name a few other companies that have never issued shares, Canadian, U.S., any size market cap, any sector.
Thanks.

Q: With Today's announcement, Topicus.com made a deal to acquire additional shares and will now own 24.84% of issued share capital of Asseco Poland (subject to regulatory approvals) for a total cost of US$438 Mln.

Asseco operates with a similar model as Topicus and primarily targets the healthcare, financial services and public institutions verticals, as well as the energy and telecommunications verticals.

Topicus has also committed to not increasing its stake beyond a maximum of 27.96%.

Question:

1. What are your thoughts on this investment/acquisition towards adding long term value and ROC to Topicus shareholders ?

2. Being a large acquisition, how do you believe, Topicus will finance it - from existing cash or there is a possibility of a rights issue of some nature ?

Thank You

Q: My grandson is looking to buy Toi, and since it has taken off recently, what would be a good entry point now? Thanks for your over the top service

Q: Hi, Could you please comment on topicus acquires 9.99% Stake in Asseco Poland S.A.
thank you