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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: Hi team,
Given the tensions around Russia and Ukraine and the increased likelihood that we may see a war in Ukraine, what sectors do you think would be less likely to see a negative impact from this conflict? Are there sectors that may benefit if we do see war in Ukraine?

Appreciate your insight on this.
Paula
Read Answer Asked by Paula on February 22, 2022
Q: This stock has had a 20% waterfall decline in the past few months. The extent of the decline on this stock in this sector has surprised me.

Another close $3 lower could technically take it $12 lower to the next support level.

What is your take and what do you suggest on this one? Step aside and wait?


Sheldon
Read Answer Asked by Sheldon on February 22, 2022
Q: Hi Team;
I know that you often say “no one rings a bell at the bottom” but I do seem to recall some time ago you suggested a number of indicators one could watch for? One of them might have had to do with intra-day reversals, and maybe another was volume related?
Thanks,
Read Answer Asked by Stephen R. on February 22, 2022
Q: I have very little exposure to staples and industrials in my portfolio, which is mainly composed of ETFs. What do you think of these companies, which are all rated outperform by RBC? Is KPT a good proxy for staples? If not, what would you suggest? Please rate the other three in the industrials category in order of preference. Thank you.
Read Answer Asked by Paul W on February 22, 2022
Q: Hi,
In recent weeks so many blue chip/ growth companies stock has fallen any where from 5% to 40%. That includes PYPL, SQ, BABA SHOP etc. These are growth names and were trading at high multiple. But there are some stocks but are not trading at that high multiple, consistently paying dividend like DHR, AMT, APD are also down. I understand it because its market. My question is how much ( say 20% or 30% price drop from its high) drop is considered a good value and a time to deploy fresh capital for a small investor. I keep my US$ portfolio of 10 to 12 stocks.
I will appreciate your views.
Thanks
Piyush
Read Answer Asked by Piyush on February 22, 2022
Q: I'm confused by the forward P/E I'm seeing for CSU in the 31 range using earning estimates of about $67 versus the trailing P/E of 111. Earnings per share before non recurring items was $23 in 2018, $21 in 2019 and $28 in 2020. Should I have much confidence in the high earnings increase for 2022 and 2023?
Read Answer Asked by Murray on February 22, 2022
Q: Hello 5I.
Just wondering if there are any payment/fintech stocks out there that are actually cheap? I know many have had big falls? Please add names I missed. Thanks
Read Answer Asked by Tyler on February 22, 2022
Q: Hi 5i Team - According to my calculations Lightspeed has about $7 per share in cash. Could you confirm if this accurate. Since the stock is now in the mid-thirties is this a fairly high proportion of the price to have in cash. Has Lightspeed indicated how they might use their cash e.g. acquisitions, R&D, etc.

Secondly, with the restaurant business opening up again, shouldn't this be good for Lightspeed and is it being overlooked in today's share price.

Thirdly, what multiples would you use to value Lightspeed at a price in the 35 to 40 dollar range.

Thank you.
Read Answer Asked by Rob on February 22, 2022
Q: Hi

Based on what is happening, that is not going to end anytime soon.

Is it time to reduce our Canadian investments and move the lions share to the US and
Europe?

Thank you
Read Answer Asked by Mike on February 22, 2022
Q: CELH is due to report (date please)? The least little bit of a miss everything in this Market drops about 20% and so do you think it will have a bit of a miss? ALB - it had quite a drop, were the earnings that bad or another one to fall if everything isn't perfectly aligned? Your thoughts are appreciated.
Read Answer Asked by Dennis on February 22, 2022
Q: Can I get detailed comments on each three and which you would buy and why? Which is the “cheapest” on metrics and which has the greatest upside in your opinion?
Read Answer Asked by Robert on February 22, 2022
Q: I have the above listed in my US $ account, all in a positive position. Is it time to add or should I hold until market direction is more positive (re Ukraine).
What would be your sequence of adding.
Thanks for your help as always.
Albert
Read Answer Asked by ALBERT on February 22, 2022
Q: I'd like to start picking up some tech stocks and am looking for recommendations in Canada and the US. Currently thinking of the following:

US: EPAM, ADBE, MSFT, FB
CA: TOI, TIXT, SHOP and NUVEI

Do you like this list or are there changes you would make to my list?
Read Answer Asked by Carla on February 22, 2022
Q: I'm thinking the drop in OTEX price is making it look attractive. The current P/E of 24 looks reasonable for this company but I'm seeing a range of forward P/E of 14 to 55 for OTEX. Are you aware of any concerns over future earnings? Do you consider
CSU:CA as more attractive for a 5 year hold?
Read Answer Asked by Murray on February 22, 2022
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