Investment Q&A

Q: Any idea what is going on with sea Ltd and lightspeed?

Q: Have a capital loss on VLDR and am looking to sell for tax planning purposes. There has been a lot of negative news related to the Founder and Management direction for the company and that seemed to have put pressure on the stock as well as other factors. Lidar looks like a good long term technology to invest in, should I consider re-buying VLDR back after 30 days or can you suggest a better opportunity in the space. Your opinion on this is appreciated.

Q: The stock has plummeted from 130 in Sept to 49 today. I don't recall a 5i recco that has fallen so dramatically and ever recovered to where it was.

Obviously the shorts have it right (so far) to be short was the right thing to do.

1)Do you sincerely feel that LSPD will ever recover to where it had been?

2)If yes, what dramatic course of events would do it?

Sheldon

Q: Please comment on results/outlook

Q: Please comment on results/outlook

Q: Your opinion/advise regarding Paypal. I am down considerably, unfortunately held in a US$ RRIF so no tax loss selling advantage. Do you think it will recover , I am in no rush to sell if there's any hope.
Thanks

Q: Hi,

I have owned shares of OTEX for several years and have a modest gain in my TFSA. In order to add a bit more growth to my portfolio I am thinking about selling OTEX and buying shares of KXS. Is this a move that would make sense to you or would you replace with something else?

Thanks very much.

Q: Can I get your thoughts on Calians recent earnings and any reason for recent decline.

Thanks you

Q: I find TOI’s slide puzzling. With no news from TOI can we assume that a portion of the selling is profit taking and some is the downward momentum spurred by such selling? Perhaps there’s no way to know.

I have been considering selling some or all of my CSU position to participate in a TOI upswing, though I hate to part with it, but the gain has been large. TFSA, so no tax implications.

Am I being too greedy, or is this an opportunity?

Q: Mgni vs Apps are in the same space as advertising? which company do you prefer more at this point for more growth and what would be a good entry price? Many thanks

Q: Does it make sense if Enghouse is to be bought by CSU? I've always thought that the Enghouse was kind of a mini-constellation.

Q: What do you think is going on with Matterport that has caused it to run? I bought a small initial position last week following comments from you and another analyst. What would you look for to complete a position?

Thanks so much for your ongoing sage advice.

Q: Just read a piece in FP on the option market and TSLA which appears to be an iceberg. While I have worried about TSLA and what it might do to the market should it crash it appears like I have missed an even larger worry. Is a TSLA failure capable of being a black swan event for the market as a whole?

Q: Morning:

I've got some cash to top up one of my tech holdings.
Which of theses 3 do you feel has the best growth potential at current valuations over a 5 year timeline.

Thanks in advance,
Greg.

Q: Would you recommend investing in CRWD at this nervous time or wait until
the new covide disturbance is over?

Q: Today, stocks are on sale. Can you opine on which large and midcap CDN and US caps look like they are being hit for no fundamental reason? Thanks.

Q: Is it a good time to buy RIVN?

Q: Hi Peter & 5i team,
Many investors consider cryptocurrency highly speculative or even risky. Recently portfolio managers are adding crypto to their holdings. What would be a good way for the retail investor to add a small percentage ( if any) to their portfolio?
Thank you for your opinions.

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: Is this a buy right now?