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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Nuvei Corporation Subordinate Voting Shares (NVEI)
Q: I hold the 3 following positions : SHOP (3%), LSPD (1.5%) with a 30%loss and NVEI (1%) with a 65% loss.
I want to clean a bit my portfolio, and clear at least one of NVEI or LSPD.
In which one would you prefer to consolidate? Would you even consider consolidate all in Shop or there’s a good case for keeping NVEI or LSPD?
Thank you!
I want to clean a bit my portfolio, and clear at least one of NVEI or LSPD.
In which one would you prefer to consolidate? Would you even consider consolidate all in Shop or there’s a good case for keeping NVEI or LSPD?
Thank you!
5i Research Answer:
We would prefer to sell LSPD here. NVEI has its 'issues' and we would certainly prefer SHOP to it, but with recent guidance, positive momentum and a possible small cap January bounce, we would be OK keeping it a while longer.