Review of Lightspeed POS
APR 13, 2020 - This payment processing software provider has seen its shares slash by ~70% over the past two months given the impact from the restaurants and retail shutdowns. With a strong net cash position, LSPD remains far ahead of its competitors. Rating maintained at 'B+'.
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Sangoma Technologies Corporation (STC)
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Sylogist Ltd. (SYZ)
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Photon Control Inc. (PHO)
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BCE Inc. (BCE)
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TELUS Corporation Common (T)
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Constellation Software Inc. (CSU)
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Kinaxis Inc. (KXS)
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Real Matters Inc. (REAL)
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Lightspeed POS Inc. Subordinate Voting Shares (LSPD)
Q: Hi, I feel my Tech. Sector 30+% is getting too big, in case a correction is in the future.
T- 3.5 - Kxs- 5 - Lspd- 4.4 -Pho -4.3 - Real -4.1
Csu- 3.5 - Syz - 3.4 - Stc- 2.1 -Bce - 3.4%
Would you consider all these Tech. Stock? I like to keep my sector allocation to 9 or 10 sectors for simplicity ,but I do know there are sub- groups.
Would you sell any of these positions ,or trim all or some? Thinking a 18-22% sector weight, would you agree?
Thanks
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Eguana Technologies Inc. (EGT)
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Sangoma Technologies Corporation (STC)
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Sylogist Ltd. (SYZ)
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Photon Control Inc. (PHO)
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Bank of Nova Scotia (The) (BNS)
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Constellation Software Inc. (CSU)
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Brookfield Renewable Partners L.P. non-voting limited partnership units (BEP.UN)
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WSP Global Inc. (WSP)
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Stella-Jones Inc. (SJ)
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Enghouse Systems Limited (ENGH)
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Kinaxis Inc. (KXS)
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Knight Therapeutics Inc. (GUD)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Lithium Americas Corp. (LAC)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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Real Matters Inc. (REAL)
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Xebec Adsorption Inc. (XBC)
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WELL Health Technologies Corp. (WELL)
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Lightspeed POS Inc. Subordinate Voting Shares (LSPD)
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Boyd Group Services Inc. (BYD)
Q: Thanks for all your excellent work. Having recently moved to the US and opted to convert my young-ish Nova Scotia pension account to an RRSP and a LIRA, I’m looking to invest the ~100k in these accounts. Horizon: at least 5 years, but probably much more (I’m 40). Having narrowed down a tentative list of names (see below – tech-heavy, I realize), and with a focus on growth, I’m hoping to sort out the best buying strategy. Specifically: (1) At this moment, does the conventional wisdom to buy each stock gradually makes sense to you as good rule of thumb (e.g., over the course of a year, for each stock, adding a quarter of the total intended position once every few months or so)? (2) Also: I’d greatly appreciate seeing a ranked list of, say, which five of these stocks you think it would be especially wise to start with (i.e., buy now, or buy more of sooner) and which five you think I should wait to buy. Feel free to dock me for two questions! Thanks a ton, Chris
CSU, SHOP, LSPD, XBC, SYZ, BEP.UN, PHO, KXS, ENGH, WELL, GUD, EGT, SJ, BNS, WSP, STC, ATZ, LAC, BYD, REAL
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NVIDIA Corporation (NVDA)
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QUALCOMM Incorporated (QCOM)
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Descartes Systems Group Inc. (The) (DSG)
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Kinaxis Inc. (KXS)
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Lightspeed POS Inc. Subordinate Voting Shares (LSPD)
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Pinterest Inc. Class A (PINS)
Q: I am looking to add 2 technology stocks to my TFSA account. They can either be Canadian or US stocks, either hardware or software, social media etc. I am buying them for growth, also I can take risks.
Thanks