Investment Q&A

Q: Please provide a case summary for either investing in FUTU or avoiding it

Q: Everyone, I asked AI about the psychology of CSU stock price falling and below is the summary portion of the full answer, and it is a interesting response,

Clayton

Recent CSU Price Pressure – Real Examples

Here are some real movements that show how psychology plays out:

• Analyst Calls & Target Cuts
Analyst price targets on CSU have been trimmed by brokers recently, even while maintaining Buy ratings. That doesn’t mean the business is weak, but it signals caution to the market. 

• Technical Downturn
CSU has traded under long-term moving averages—a common trigger for mechanical and psychological selling pressure. 

• Sentiment vs. Fundamentals
Even when overall earnings and free cash flow remain strong—as reported in various market discussions—the share price can lag because investors are pricing in uncertainty about profitability trends or strategic direction. 

⸻

🪞 So What’s Really Happening?

When Constellation Software’s stock falls:
• It’s often fear or uncertainty driving price, not necessarily deteriorating business fundamentals.
• Leadership changes + sector narratives can outweigh positive earnings or cash flow in the short term.
• Technical trading patterns and valuation psychology can accelerate moves once they start.

In short:

The stock price can fall even when the company is doing fine — simply because investors feel unsure, reprice expectations, or shift narratives.

That’s not unusual in markets, and it’s why price moves don’t always equal financial failure.

Q: Hi 5i,

I have read through your past responses to questions regarding CCO. Based on your responses it seems that your team believes that CCO is a great company with a expensive valuation.

At what share price would you believe CCO to be a good entry point for someone looking for growth and a 5+ year time horizon?

Thank you,


Greg C.

Q: For smaller accounts looking at this new ETF - QMVP. New product but showing 200+M in AUM , what do you think as a core holding for growth?

Q: Trading well below its price when the U.S. government announced it was taking a stake in the company. Do you think it may be a good time to step in as a long term investor? Or are there lithium plays you think look better?
Thanks

Q: I have U.S. dollars to invest and am looking for an ex- North America fund like VIU which you often suggest. How about VXUS? Can you suggest a better option? It has a 3% divided yield and an mer of .05%?

Thank you during these times of tumult.

Q: For growth which do you prefer ? VGT seems to have more stocks in small, mid and large cap space but QQQ large cap.

Q: Gold and precious metals have come down recently. Would you add to the sector now? If yes what are your suggestions.
Thanks Stephen

Q: What do you think of Canadian Tire for the dividend and some growth. With the winter we have had lots of batteries, snow shovels and blowers being sold. Thanks

Q: These four stocks ,equally held in my TFSA, represent 5% of my total stock holdings. I put my 2026 contribution into LMN ( ouch ) , and my other 3 have sizeable gains. I also own 3 times as much of EIF in my RRIF. I would like to buy more GLXY if it dips into the low 30’s. Would you sell and which one of the three to buy GLXY ? I have cash in my non registered account where I could buy, but my thesis for this account is solid dividend growers. Thanks. Derek.

Q: I have a larger amount (6 figures) I am investing in the market as I consolidated and cashed out my assets when moving to Canada from overseas (due to not being able to keep them where they were for taxation reasons). I have been using dollar cost averaging when buying my new portfolio but am unsure over what period of time I should aim to do it and how often I should buy (every 2 weeks, monthly…?). I have commission free trading so that’s not an issue at the moment. What would you recommend? Thank you

Q: Hi 5I. Would you support a reversion from growth to income (divie stocks) while we wait out a return to geopolitical stability or do you think we are in a temporary market decline and there are more legs on growth, in particular, the AI boom?

Carl

Q: Would Hutl.ca be a safe income etf for a retired senior longer term?

Q: I bought this because I know 5I likes it. Analysts seem to like it too. Do you think this is a good time to add more or perhaps wait? Of course, hard to say where markets are headed!

Q: I know this is really a tough one, but where would you expect CSU to bottom out?

Q: Hello Peter & team

Tried searching the database to see what questions had been asked about this new technology and failed. Please provide an analysis of the photonic crystal market in Canada, encompassing various aspects such as market size, segmentation, growth drivers, challenges, and emerging trends. Also which companies you might recommend and if you think now is the time to begin building a position in a portfolio. Has 5i started a position in any of their mock portfolios?

Thanks for all you do

gm

Q: Hello 5i,
Please tell me the expected growth in SLF for one year and three years periods.
Thank you
Dave

Q: Tom Lee was on CNBC today and stated that Bitcoin may have bottomed this past weekend because it reached technical of US$77,000 and sufficient time has passed since October 10 deleveraging event (time and price have aligned for crypto to be bottoming). If Tom Lee's forecast is correct, what CAD or US stocks would benefit from Bitcoin run past previous highs ? I own GLXY. Is this my horse or are there better stocks ?

Q: Peter; Could you take a look at this company (SICO) . I see Mr.Sprott purchased $10M in the latest financing ? Thanks..
Rod

Q: Hi Peter and Team,

The last question on the ETF DATA was last August. Please share your updated opinion of this ETF, and I hate to admit it, but the proceeds of the sale of some CSU will be used to purchase DATA, unless you have misgivings about DATA in general.

As always, thanks for your insight.