Investment Q&A

Q: Hi 5i Team - Once again thanks for your calm and to-the-point advice on guiding us through another volatile market situation. This is yet another question on Lightspeed. There are four parts: What is its cash position, does it have debt and if so is it manageable, what are the insider holdings/ has there been any recent buying or selling, does it have a solid management team that can guide it through this turmoil. Thanks.

Q: Everyone, at times when the market is in a short term downward trend I look at the companies 3 or 5 year share price and it always cheers me up. If the fundamentals have not changed then the long term trend will always continue UP :) Clayton

Q: Toi closed the end of oct at $138. To day it was as low as $98 before recovering slightly.
Do you think Csu and Toi insiders are selling Toi shares to provide funds to the new venture capital fund?
Does Toi have their own acquisition team or do they rely on Csu?
Is Toi restricted to only Europe ?
Would they have enough cash flow to finance an acquisition or will they have to borrow or issue shares?
Finally if one planned to invest $30,000. today in Csu and Toi for at least a a 5 year hold,how should one proportion it?

Q: Dear 5i,
I often see and hear the word "growth" describing a particular stock in the media. This term seems very nebulous to me. Does it refer to earnings growth, sales growth, revenue growth, operating cash flow growth, free cash flow growth, others??? Analysts often say a stock is expected to grow 10% but, what does that really mean? Hope you can clarify.

thanks

Q: These companies pay high dividends. Any red flags?
Are the dividends relatively safe?
Thank you.

Q: I was about to buy a full position in X. No current exposure. Has anything change at the company in view of recent weakness?

Q: Many of my quick growing stocks have been hit recently and I'm sorry I didn't sell some when they were doing well. TRI continues to perform well and hasn't been hit by recent market fear. Do you consider it worth holding long term or would you sell?

Q: First Call Consensus has upgraded XBC from Hold to Buy. would this be a signal to average down if one was so inclined?

Carl

Q: I have a small amount of shares in this company. My question is if I should take a tax loss, add at this low price or wait a quarter or two.
Thank you!
Albert

Q: I would like your opinion / preference where I should add some funds. A short explanation would help.
Thank you!
Albert

Q: There was some misses today but also lots of positives. Yet their stock dropped 25% is that an overreaction? Would now be a time initiate a position?
Marj

Q: Hi 5i Team - I am ready to sell Mission Ready but when selling a losing stock I prefer to replace it quickly with a similar company, in this case not necessarily in the same sector but with a similar market cap along with with better fundamentals and better growth profile. What would be your suggestion(s) be for a replacement. Thanks.

Q: What would be a good replacement for Martello. You had some suggestions a while ago but am just looking for a couple of up-to-date ideas given the recent market volatility. Thanks.

Q: Hi 5i,

as of Dec. 2, 2021, ATVI price is approx. $57 and down approx. 44% from it's 1 year high. This company definitely has issues. In your opinion does this current price represent an excellent risk/reward entry point for an investor wishing to hold for at least 3 years in a TFSA? If not, what approx. price would entice you to buy this beaten down stock?

thanks

Q: In light of the meltdown (ie- LSPD, WELL, AT, XBC, etc...) what 1 company would be most attractive for you to buy over the next couple of weeks?

Q: A comment, not a question:

Brett asked you a question on 2 DEC 2021 regarding buying US shares in his TFSA --> whether to first purchase USD and buy US stocks in a USD TFSA account or simply buy US stocks using CDN dollars in his (presumably) CDN TFSA account.

My experience in buying US stocks with CDN dollars in a CDN TFSA account is that in the event of a sale of the US stocks, my online brokerage (CIBC's Investors Edge) automatically converted the sale proceeds into CDN dollars. Which I didn't necessarily want done, but I wasn't given a say. Ultimately, I opened a US banking account to transfer USD into my US TFSA account. Sale proceeds of US stocks are kept in USD and I am free to convert back into CDN dollars. Or not. Which I prefer to the alternative.

I hope my experience helps Brett and others.

Q: Which of these two do you like better for Value, Growth and upside potential(and what ever other criteria you would apply) over the next 2-5yrs?

Q: How would you rank these at current prices?

Q: The following are drawdowns from ATH:
STNE -85%, PTON -75%, TDOC -70%, FOOD -70%, FVRR -60%, PLTR -60%, UPST -60%, ZM -60%, PINS %60, CDON -50%, APPS -50%, SINCH -45%, SNAP -45%, EVO -45%, MELI -45%, UPWK -45%, ESTC -40%, PYPL -40%, TWLO -40%, SQ -35%, SE -30%, VEEV -30%, MTCH -30%, DOCU -30%.
I would like you to guess on which names will get back to their ATH and which names will never recover.
Thanks

Q: Hi, between these 2 unloved stocks, which one would you prefer over a 2-3 years period (I’m no teen!). Don’t need revenue but OK in TFSA for example.