Investment Q&A

Q: What would you do with the CSU shares, after Mark Leonard's resignation ? Thanks

Q: Thoughts on the recent news?

Q: Thanks for the blog link on CSU. My focus is on LMN.

Can Leonrad's comments be directly translated to LMN's outlook as well? Do you see any differences in potential risk for LMN ? Do you have any experience in this type of investment uncertainty where a floor is eventually established on stock price when it simply becomes too hard to resist (I acknowledge this one is a bit of a predictive question ! ).

Q: What is the average P/e over the last 10 years and what is it today?
I am trying to decide whether to take advantage of its price drop to add to its position in my Tfsa.

Q: The TSX has reached an all time high this month. Based on current prices, which 5 Canadian Stocks are your top choices for new money and your reasons for choosing those stocks.

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: For arguments sake, let’s say AI does start to eat Constellation’s lunch. How could a person hedge their position in Constellation? A company like Palantir?
Thanks

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: Thanks for the detailed Blog Post.

Please advise if you would consider CSU as a buy or hold. What price would you consider as Strong Buy.

Thanks for the great service

Q: I already own CSU and GSY at a Full Position, but I like to buy things on sale;)

I assume the short position report might hurt GSY for a bit, but if fundamentals are good it should bounce back in short order.

As with CSU, I don't think I would ever bet against it.

I don't need to own more of either, but when good companies move like this, I think there is a good opportunity to make 10-20% on a rebound.

I know that is not good long term strategy, but in this circumstances like this, is it a okay strategy to try and catch the bounce back or is there to much risk.

I would rebalance after the bounce if it comes in short order, but also okay if it becomes a longer term hold.

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: Csu, Atd both are acquisitors,have excellent management and are down sharply from their all time highs
In your opinion which one would provide the best return over the next 3 to 5 years?

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: Thank you for the timely and well-done blog on CSU.
Two questions:

1) Would YOU put new/fresh money into CSU TODAY? Please give a brief reasoning for your answer.

2) If YOU had owned CSU shares for a number of years, what would you do with them today (irrespective of portfolio make-up)? Please give a brief reasoning for your answer.

Thank you

Q: Has the CSU blog been posted? Could you provide a link?
Thanks.

Q: What is your opinion on the ai conference today ? Leonard feels it’s hard to determine which scenario — a renaissance or a recession — is more likely because the state of AI is changing rapidly and no one has a real sense of what it will be capable of a year from now.

Q: Your thoughts on the conference call.

Q: Hello, please tell me of the comparable at current price which one that you would choose for total return for a 1-3 year hold and a 3-5 year hold. Also if you could provide a brief reason why would be appreciated.

1 IFC or SLF
2 PRL or GSY
3 CNR or TFII
4 LMN or SHOP
5 CSU or BN or TRI
6 PNG or ZDC
7 KSI or VHI

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.