Investment Q&A

Q: Topicus has been trending down. Is it because the recent quarter missed expectations or their prospects have changed due to the change in the CEO?

Q: Topicus has been straight down almost 30$ from 143$in less than three weeks.What’s the problem?

Q: They're are 7 analysts following this stock with an average of 12.45 12 months out. Does it have any chance to doing this. Do they get these targets on a perfect scenario because it seems far fetched to me. What does 5i have as a target price.

Q: Further on Magna, why wouldn't Biden's desire to protect the US auto industry, in particular EVs, not be a risk to Magna?

Q: Just joined 5i Would like to know where you stand with Well Health. Bought it about 18-20 months ago on Peter’s research.
Thx
Phil G

Q: Wow, really getting pummeled today. I was searching to see if there was news re a financing tied to the acquisition announced today, but couldn't find anything. Any news out there that you can see which could be contributing to today's drop. Seems the wind coming out of TFII sails lately.

Q: Hi 5i,

I'm new to the service and joined with the hope of finding an unbiased second opinion on my portfolio of stocks. I had the good fortune of purchasing in my TFSA SHOP ($1200); LSPD ($26.31); SE ($149); MELI ($769.45) and continue to hold. This year, not so good, I had purchased REAL ($18.16); ABST ($13.79); AT ($10.36) which with the exception of MX are all currently in the red.

My problem is that given my current YTD is at -13% I should probably shake up the TFSA. However, when I look at each stock individually I just can't bring myself to sell, I love the growth potential of them all.

I'm (obviously) ok with volatility in my portfolio and I do not anticipate needing the funds for 3+ years. I would appreciate your thoughts or ranking of these stocks in terms of growth potential from this point forward. Are there better stock opportunities I should consider out there for my TFSA ?

Thank you in advance.

Q: Hi 5i Team,
In general I follow 5i Balance Equity Portfolio. Lately, I went through comparing my portfolio to 5i Balance portfolio I found that I have to add the following stocks BDGI,PKI and SHOP and I am under weight on AEM,ATD,ATZ,BAM.A,CCL, ENB,TFII. Can you please advise in order which stock consider a good buy at this time.
Also, Can you please advise good buying stocks from the Growth Portfolio.
Thanks,

Q: Reported today that SHOP's Black Friday sales increased by 21%. Is this good, bad or indifferent? What was expected? As of 9:40am Monday market is up but SHOP is down. Thoughts?

Q: Can you please explain why LSPD is being hit with all these class actions?

Q: Everyone.
My thoughts for investing: only invest in the the best of the best; hold long term and stuff will happen to test you.

As I look back on LSPD:
Should I have sold when the short report happened? No because nothing materially changed. The report was fluff and noise.
Should I have sold after the last quarter report? No because there was only a small misstep. High growth companies do have missteps.
Should I have sold when price dropped below 50 or 200 day moving average? No nothing materially changed. Apple and Amazon have dropped below both of those markers.
The only thing that has changed is the price people are willing to purchase shares.
The company strategies are still intact, but should I have sold earlier and what would be the key signal to sell?
Clayton

Q: What is your current assessment of the Boston Pizza Royalties fund? With a dividend yield just over 6% do you think that this is sustainable?

Q: Hi, Any comments on the new initiative announced by Constellation Software, starting a Venture Capital Fund with $200 mln, to provide financing for start-up and rapidly growing vertical software businesses ? Thanks

Q: Do you have any insight into recent price action on Enghouse? There was a nice bump on sale speculation but since then it's not behaving well. Are you still constructive on Enghouse?
Thanks

Q: good morning - do you think that BYD just bottomed out, after a recent RSI of 17? The PE is a still a bit gaudy but I'm thinking of adding now to address a small allocation issue. Your thoughts, please. Thank you. Al

Q: What is your opion of the legal case that has just started against Lightspeed? Does it have any merit?

Q: Is this a good entry point for Topicus? In light of someone's recent question on it, it's trading effectively at 14X revenue. Isn't CSU cheaper on that basis?

Q: I own AC in my TFSA ( bought at 24 ) for a Covid rebound play. Traffic numbers are looking good across the industry, now I am trying to ascertain the effect of high oil prices on the company. Do they have long term fuel contracts and at what price? What % of costs is fuel ? Any metrics on this is appreciated. Derek

Q: Is the flooding in British Columbia going to have a negative affect on Trisura's earnings and profit. Any comments you have on this company would be appreciated.

Thank You.

Q: Now that LSPD has crashed through $68, do you think it could fall as low as $50? Thank you.