Investment Q&A

Q: Given Lightspeed’s announcement of a 10% staff reduction and up to 10% share buyback, a Scotia analyst suggests it’s a buy, stating Canadian tech is quite undervalued. LSPD has lagged the tech rebound, and I’m interested in your take. Is Lightspeed doing enough to regain investor confidence such that we might see a material increase in the share price?

Q: 4-5 years ago you gave the edge to LSPD between these two. Is that still your view? What are your thoughts and analysis of AGYS, many thanks.

Q: Hey team 5i: I’ve paid the price for hanging on to my Lightspeed LSPD shares. I bought into the company in the Spring of 2020, watched it reach its peak of $160.00 plus, per share and yes; was foolish enough to keep the shares during its massive decline, thinking the Company could fight off the Shorts, in much the same way Shopify did a couple of years prior. Anyway, I wish I could say you live and learn, but I just can’t seem to grasp that skill of when to sell! I’m encouraged with the recent change of leadership, but not all that confident that Dax Dasilva can make the changes necessary to bring the stock price back to where it once was! / I’ve been watching Vitalhub Corp (VHI) over the past # of weeks and note the positive commentary as it relates to it being a stock to watch! / Would it be a wise decision to sell my LSPD shares and buy into VHI? / Thank You in advance. I appreciate your great service. Stan.

Q: Hello, I would like your opinion on light speed.
I am presently down 70%, and wonder if it’s time
to move on and put what’s left into something that will crank up. I also want to mention I read the Q&A faithfully and have done very well, especially like AI stocks over on the US side. Thank you very much for your insights
Maurice

Q: Good morning. I hold the above stocks in my TFSA. Together they now account for approx. 6% of my TFSA. I am thinking I'd like to consolidate them into one or possibly two positions. Which would you choose to keep if you went that route. Alternatively can you suggest one or two Canadian and one or two American growth stocks to take their place. I already hold full positions of CSU, LMN, TOI, NVDA, and SHOP. Thanks for your advice, Rod

Q: Could you formulate who are the direct competitors of Nuvei listed on North America stock market please?

Thanks

Q: HI folks
Sadly, I am down on all of these somewhere between 60 to 95%!!! They mostly but not all started out as somewhat small positions 2 to 4 years ago! I have time to wait longer but: 1)are there any that are absolute failures and therefore should be sold. 2) Would you please rate the selIs from 1 to 10 ..10 being the absolute SELL. 3)How many years should I give these? (tough to answer but just a guess). I will not get much at all for any of them! Please take as many credits as you see fit.
Much Thanks and happy Family weekend

Q: What is your view on the change in leadership at Lightspeed and why the interim appointment of Dasilva? Thanks.

Q: Hi,

When you say LSPD is trading at a premium valuation, what parameters are you refering to ? What in your mind would be a more reasonable price ?

Thanks

Q: Hello 5i!

What is your is your take on PINS, TEAM and LSPD? Would you be buyer? How would you rank them?

All 3 had good earnings beating estimates but put in dog house for lower projections than anticipated.

Thank you

Q: After reading your response to earnings, I was surprised by the sell off. Things looked pretty good but I guess the market wants more, and quicker. What's your take on things after the sell off? Was the size of it justified? Buy, hold or sell?

Q: Comments on recent quarter? Are things turning around here?
Thanks

Q: I currently have BBU, BBUC, BN, CRWD, LSPD, MSFT and U in my TFSA account. BN, CRWD and MSFT have shown good growth but I have losses in the other stocks. I will be investing $7000 in my TFSA for 2024. Would you suggest any changes to my current stock holdings? For my 2024 TFSA investment, would you suggest adding to one on my current stock holdings or investing in another stock such as LMN, AMZN or LMN? Thank you

Q: What do you think about using the 20 DMA to determine a bid to start a new position? I don't have the time nor access to the data required to do a thorough analysis. Any other suggestions?

Thank you

Q: I am thinking of dumping Lightspeed in favour of Galaxy, for a bit more punch in the 2024 portfolio. Your thoughts, please. I've held on for so long with LSPD, but my patience is ebbing, and wondering if I'm just hanging on for "sentimental" reasons, and not for good financial sense. Thanks, as always!

Q: I purchased LSPD at its high of $100.00, now it is down to $25.00. I am 60 yrs old, don’t need the money. Should I sell it and move on, or wait for it to rebound somewhat. If I sold it what would be a good replacement. It is in my TFSA!
I need some advice!
Thank you.

Q: Everyone, I have owned LSPD since 2019 and bought and sold shares in 2023. Recently, Recently I sold the last of my shares. My philosophy is to but the best of the best and hold for a long time. For me buying is a long process of researching and waiting to make sure it conforms to my requirements. Why is it hard to sell stocks that you have believed in yet performed differently? Clayton

Q: For a 3 year hold, how would you rate these stocks, 1 means "forget it", 10 means "high growth expected": Nvei.to, shop.to, payfare.to, LSPD.to, PayPal, afrm, upst?

If possible, what would be a good entry price? Thanks

Q: I’d like to know your opinion on Wayfair (W) please.

Q: I am currently in the negative on T, AMZN, TTD, TCN, NVEI, CPRX, ATZ, ENGH, LSPD, ABNB, WELL, BEP.UN, ROKU, ILMN, SE, PINS, and ZM. I have a 10+ year outlook, however would like to know based on the company and growth potential, what would you Sell or Hold? And if a Hold, please advise your perspective. Thanks!!