Investment Q&A

Q: My kids RESP currently hold CSU, SHOP, SIS, ATZ, XIC, BN, PNG, VTI. CSU was purchased at $3,250 and SHOP at $210. Is it wise to average down now or is there another one or two that will be good to add to this mix?

Thank you!

Q: I'm confused about when it makes sense to do tax loss selling. I am down almost 30% in CSU and LMN. Does it make sense for me to sell and register the loss and possibly rebuy after the 30 day wait? I am an older senior and don't have a lot of time to patiently wait for recovery, and despite the speed with which it dropped, I suspect recovery will be much longer. My main confusion, I think, is not really understanding how tax loss selling actually works.

Q: Energy is obviously trading at a premium, given the current conflict, and with this in mind I was thinking of taking advantage of the bump and trimming my CNQ and SU positions. While I don't have any concerns about the companies, it would seem to make sense to monetize some of those gains. That being said, the current conflict has obviously impacted other sectors and companies negatively. What are some opportunistic buys (in your opinion) of companies that are currently depressed by the current conflict, but whose balance sheets and business models are sound, and who will probably do fine over the next 5 years.

Q: Four oil companies make up 30 percent of my portfolio. Purchased during covid and have had big gains in all four. The yield on cardinal based on cost base is 22 percent. This is stupid I know but if not for these four my portfolio is a disaster. It’s basically kept me flat while the tech sector has taken a dive. Should I start to exit some of the oil positions and where do you go if the majority of the 5i favourites are all ready owned ?

Q: Hi Peter, can I get your thoughts on Mark Leonard’s announcement not to stay as a board of directors of CSU. He is staying on with their PEMs strategy as an advisor. Does this change your view at all at how you look at the three companies and how do you think the market will react.

Q: In response to a recent question on companies worth considering, 5i suggested ATD, CSU and CNR. I have 'some basic understanding' of ATD's and CNR's business, strengths, and financials. Just now taking an initial look at CSU, and wondering, how does a company with a P/E ratio (using 2025 EPS) of roughly 100, more debt than equity, and a negligible dividend rate so highly in today's uncertain environment?

Q: Did you see the video by Mohnish Pabrai (buffet-mimicker) where he talks about CSU being at a price where he would jump in ie 2300 range vs SP 500 and his meeting with the former ceo. He stated that they look at 50-70000 companies per 2 year cycle and estimates that 2% or so might be up for grabs( due to retirement ceos etc). He feels like you have mentioned that AI MIGHT be a significant tailwind for them. I have held for over 15 years and bought some along the way but wondering about accumulating new shares-- is 2300 a good price for accumulation ? This time i think i will also add some in my tfsa due to the tax consequences. Incidentally he has a 5% holding in his wagon equity etf, and he holds topicus and i think lumine group as well. Thanks for all the great suggestions over the years , really appreciate it.

Q: Can you name 3 Canadian and 3 US companies that have above average EBITDA, pricing power, generate high cash flow. Please rank in order of preference to buy now for long term hold

Thx Yves

Q: What do you think of TRI at these prices? It seems quite volatile but recent news of solid customers, product and co-operation with AI firms should have calmed things down. What are your thoughts? Any alternatives?

Q: Hi team,

On Dec. 9, 2025 in a reply to Clayton, you listed stocks which could be multi baggers in the next 10-20 years.

Which stocks, in order, would be in your list of multi baggers now ?

Would you consider to update that list every 3 months ?

Gratefully,

Jacques IDS

Q: Hello,

Does the brief rally followed by a pullback that these four stocks have just experienced carry any meaningful signal, in your view, is it positive or neutral?

Thanks

Q: Good day.

The valuation of CSU has declined a lot, while the earnings continue to grow nicely. Lets suppose there is a permanent rerating of the stock. To a level half way between where it used to trade and where it trades now. And the company continues steady state growth. What would the stock price be in 2 and 5 years?

Thanks.

Q: What are the lessons learned on these to avoid in future on the above stocks. All of these were unfortunately full positions over many years.

Q: Would it be possible for this group to be taken private with the low valuation of the stock?

Thx

Q: Any news which would sink CSU 5% today? NBIS/NVDA deal? Thanks.

Q: Did 5i have a chance to listen to the conference call from CSU and if so was there anything of note for members to know?Also any insider buying in any of CSU or LMN or TOI? post earnings?
Thx

Q: What is your top 5 Canadian buys in order at today's price for each
Small cap
Mid cap
Large cap

Thank you

Q: Dear Awesome team:

A different type of a question on the most frequently mentioned stocks on 5i !

Please "Don" your fancy Technical Analysis "Fedoras" !! Are we seeing clear signals of "Trend reversal" on one year daily charts?

Q: CSU just posted quaterly report today. Your thoughts on results and going forward. Thanks.
Robert

Q: Hi gang at 5i.....just wanted to say thank you. A few weeks back you guessed on a capitulation price on CSU. You said maybe $2,200. I bought some around the $2270 mark or so. The low turned out to be $2,196.. looks like you missed it by $4 LOL. Keep up the good work