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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: If you would have to start new position today what would be your preference LSPD or SHOP and why?

Second question:I have unregistered joint account what is the value of USD holdings in joint account that requires filing T 1135 ,is it market value or book cost at time of purchase.
Andrew.
Read Answer Asked by Andrzej on June 21, 2019
Q: Interesting news from Shopify re: opening fulfillment centers in the U.S. ($1 Billion over 5 years). I see this as more directly competing with AMZN, whom I thought they were friendly with.

I own SHOP but I'm honestly not too sure how dependant they are on AMZN for their business. Here on 5i it's been mentioned that they have a serious relationship, but I've never seen it quantified...are you able to share how much of SHOPs business is from AMZN (based on revenue, EPS or other) and what specifically their partnership is?

With this news and within a year or two I'm guessing SHOP will either be dropped by AMZN or bought out.
Read Answer Asked by Cameron on June 20, 2019
Q: Today Shopify made couple of announcements, one of them is all new platform of "shopify plus" which will be faster, more intuitive and more scalable point of sale (POS) software which is the main business for LSPD. Given the size of shopify, it seems this roll out will create heardwinds for LSPD. Your thoughts on this matter please. Thanks.
Read Answer Asked by Lin on June 20, 2019
Q: Hi Peter, Great to be back on this platform after a number of years. Thank you for the great work you and team are doing. Apart from LSPD, what other 2 to 3 companies do you think have little or no debt and have a great growth profile like LSPD or even better? Thank you,
Read Answer Asked by ilie on June 17, 2019
Q: Hi All at 5i! You have been fielding a lot of questions about Shopify already, so here is one more. I have seen a large value increase in this stock in my TFSA. In your opinion and considering a long term view, do you think the stock has the potential to grow even more? And if so , if you had to speculate, how high might you think it could go ( I realize this involves crystal ball gazing.) Cheers, Tamara
Read Answer Asked by Tamara on June 11, 2019
Q: What are the company's that compete directly with Lightspeed?
Read Answer Asked by Albert on June 10, 2019
Q: list your 3 best growth stocks with little debt eg KXS. and your 3 best growth stocks with high debt eg TSGI. and your 3 best growth stocks with 50 percent or more revenues derived from USA operations. thanks Richard
Read Answer Asked by richard on June 04, 2019
Q: I’m certainly not complaining but Shopify has be so strong this year, can you provide any insight? Do you see this momentum continuing? Amazon seems now to be limiting the number of smaller sized vendors, is this a big plus for Shop?
Thank you
Read Answer Asked by Marty on May 28, 2019
Q: Hi the great 5i team, it seems that meeting estimates move stock prices up or down after quarterly report. Are there stocks in your portfolios that beat estimates 3 or more out of 4 times ?
Read Answer Asked by victor on May 21, 2019
Q: Please comment on the impact of recent US China tariff & Huawei development on these stocks. Which will suffer long term adverse effect ? Most come down a lot on May 20. Thanks a lot.
Read Answer Asked by Lai Kuen on May 21, 2019
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