Investment Q&A

Q: Your comments please on earnings and your views on this company going forward. Unlike Lightspeed, they appear to be profitable. What's not to like?

Thanks

Q: Hi, can I have your opinion on the best Canadian fund to follow the nasdaq. Thanks

Q: I bought into the story and concept of Topicus being a Constellation 2.0 junior. However, the S.P. performance has been anything but. Can you provide the top 3 reasons to own this (I am currently down 25%), I am hanging on for the simple fact I do not want to miss out for when this changes course. What timeline should I have in mind for better days and performance.

Q: Could I please have your views on the best mid to large cap buys out there tor a long term hold, with a focus on USA. What do you think has the most potential upside with the least downside? Though call I know. I was looking at Amazon, Shopify, lspd, upst, Etsy, salesforce and square as candidates. Thank you.

Q: Can I please get 5iR thoughts on Calian Groups second quarterly results. Thanks … Cal

Q: Hi,

May I get your take on earnings that were reported yesterday, after hours.

Thanks

Q: Which company would you prefer, or would you sell both and take the capital loss? Thanks

Q: Why the big jump in Lightspeed today?

Q: Do you think SHOP or TOI have the most potential over the next 30 - 60 days?
Lyle

Q: I have sold AMZN and TTD to harvest a tax loss. I will buy both after 30 days. Can you suggest proxies for either or both of these or is it best to just wait it out.

Appreciate your insight.

Paul F.

Q: hi 5i. I usually like to sell in times like these, to lock in the capital loss. I pair trade immediately after the sell, to stay invested, usually. the list is of my losers right now. are there any on the list you would not sell now and pair trade? and, can you provide a recommendation for each for another stock to pair trade with ( I am thinking hut8 for hive, perhaps nuvei for something? dsg for something? or maybe one name can replace 1 or more of the names. I would then most likely buy back the stocks I sold after the month of waiting is over, to lock in the losses. your thoughts/expertise is always appreciated. cheers, chris

Q: Please comments on today's earnings announcement.

Thanks

Q: Further to Neil's question on May 9, can you list some tech/growth stocks that are looking good at current prices? I would like to start nibbling away with the understanding prices could go lower but with the 30% decline in Nasdaq from high, we must be getting close to the bottom here. Thanks

Q: I would like to know your thoughts on this company. I have a small investment and wanted to add. What do the financials look like and is it over sold?

Q: for an 18 year old buying TFSA of 6 000, summer work earnings, but not needing money for a long time, probably targeting first home buy 10 + years down the road (education covered) what would you suggest if ETF, 3 suggestions please. Also, plan B, basket of 5 growth stocks, (being 18, she is interested in apple, alphabet, amazon and Microsoft)

thanks

Q: Hi, Could you please comment on SYZ earnings release. Results appeared to be decent - although market does not seem impressed ? Thanks

Q: Hi, for TFSA which would be a better long term hold in your view, this would be for a portfolio clean- up, have too many positions.
Thanks

Q: What are your thoughts on PHG, QUIS and GLXY? Would you recommend accumulating slowly and waiting patiently? Thanks.

Q: Hi, I am intrigued to watch the precipitous price decline of Topicus stock, over past several weeks. True, most high multiple Technology shares have come under tremendous selling pressure, recently. But, a general understanding had been that TOI stock is mini Constellation , of sort, with higher growth potential, but similar business model and management approach. While CSU share price has been fairly resilient during the Tech sector decline, TOI, with 55% decline from its peak, has not displayed similar attributes. Is it the current geopolitical uncertainties in Europe, which has caused this or you see some inherent issues with the company ? With $67, share price has gone in full circle back to the initial days when stock just started trading. Thank You

Q: Hi, Within less than 9 months these stocks have lost between 55 % to 90% of their value. LSPD took the hardest hit, with TOI, the least in this group. All these companies have been market darlings since their IPO's and still continue to be 5i favourites. We own all these names across all family accounts. Based on your recent comments, these stocks also have very high potential of a strong bounce back, once market sentiment towards Technology sector improves. Question: If these companies continue to execute against their respective business models, and Tech/Growth stocks slowly regain favour with investors - Based on some multiple expansion, what would be a reasonable price range expectation over 3-5 years time frame for each stock and how would you rate them, in order, as best placed or likelihood of accomplishing this. Thank You