Q: Hi, Results look decent. Could you comment, please. Does guidance provide any direction for the company and the stock ? Thanks
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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: Please comment on results
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Trisura Group Ltd. (TSU)
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Enthusiast Gaming Holdings Inc. (EGLX)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
Q: Of the following, are there any you see as particularly vulnerable today? Held in a long-term account but I am considering shifting the risk profile in light of existing market conditions, and potentially closing out 1 or 2 positions:
SHOP, LSPD, TIXT, EGLX, TSU
SHOP, LSPD, TIXT, EGLX, TSU
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Sangoma Technologies Corporation (STC)
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WELL Health Technologies Corp. (WELL)
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Enthusiast Gaming Holdings Inc. (EGLX)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Nuvei Corporation (NVEI)
Q: Growth focused investor, high tolerance for volitility, trade very little, seems buy and hold works much better for me, except in the above mentioned stocks. I'm down 50% or more in them all. Stocks are held in either TFSA or RRSP. Considering getting rid of one or all, reentering LSPD? If you were selling, what stocks and what order?
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goeasy Ltd. (GSY)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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Crocs Inc. (CROX)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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CrowdStrike Holdings Inc. (CRWD)
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InMode Ltd. (INMD)
Q: YOU ARE smart and patient investors give me 5 five ones you like that have a double in them if market turns
Q: Hi good people,
I understand that techs like SHOP, LSPD, NVEI and CTS are riskier stocks than the average TSX stock.
Would you say GSY is as risky, or as I suspect, somewhat less so?
Can you estimate how much less risky, if it is indeed less risky?
Please use a 2 year time frame if possible.
Thanks!
Mike
I understand that techs like SHOP, LSPD, NVEI and CTS are riskier stocks than the average TSX stock.
Would you say GSY is as risky, or as I suspect, somewhat less so?
Can you estimate how much less risky, if it is indeed less risky?
Please use a 2 year time frame if possible.
Thanks!
Mike
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Meta Platforms Inc. (META)
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PayPal Holdings Inc. (PYPL)
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The Walt Disney Company (DIS)
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Magna International Inc. (MG)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Veeva Systems Inc. Class A (VEEV)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
Q: Imdown 10 % tomuch higher abovei am cocerned more about pypl meta mg than others.
i like to sell two with the lowest 0outlook
i like to sell two with the lowest 0outlook
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Apple Inc. (AAPL)
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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CrowdStrike Holdings Inc. (CRWD)
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Topicus.com Inc. (TOI)
Q: Can you please rank the above tech stocks looking out 2-3 years. I am looking to drop a couple and add to ones you like better as some have become much smaller after dropping this year.
Thanks
Thanks
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
Q: Shopify or Lightspeed for an aggressive growth holding for 5 years?
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goeasy Ltd. (GSY)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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Converge Technology Solutions Corp. (CTS)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Nuvei Corporation Subordinate Voting Shares (NVEI)
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Topicus.com Inc. (TOI)
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Quipt Home Medical Corp. (QIPT)
Q: Looking to reposition out of Oil&Gas. The noted companies have been beaten down. How would you rank for a 3 year horizon. Highest to lowest. Any other names you would add to this list?
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NVIDIA Corporation (NVDA)
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Bank of America Corporation (BAC)
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JPMorgan Chase & Co. (JPM)
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3M Company (MMM)
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Realty Income Corporation (O)
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Royal Bank of Canada (RY)
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Toronto-Dominion Bank (The) (TD)
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Bank of Nova Scotia (The) (BNS)
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Bank of Montreal (BMO)
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Canadian Imperial Bank Of Commerce (CM)
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Sun Life Financial Inc. (SLF)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Miscellaneous (MISC)
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goeasy Ltd. (GSY)
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Exchange Income Corporation (EIF)
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Roku Inc. (ROKU)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
Q: Good morning everyone at 5i! You have always said that you can’t time the market. I am going on the premise that the market is close to the bottom, and it is time to slowly start to add some names to the portfolio and to add to existing ones. Could you please suggest 5 growth and 5 income stocks ( US or Canadian) which you consider good buys at this point on time? Cheers, Tamara
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NVIDIA Corporation (NVDA)
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Salesforce Inc. (CRM)
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Honeywell International Inc. (HON)
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BRP Inc. Subordinate Voting Shares (DOO)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Block Inc. Class A (SQ)
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goeasy Ltd. (GSY)
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Roku Inc. (ROKU)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
Q: Hi Peter, could you list 5 Canadian and 5 US growth stocks with solid fundamentals that you consider the most unjustly oversold and that represent great buying opportunities at these levels?
Thanks for your great service,
David
Thanks for your great service,
David
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Exchange Income Corporation (EIF)
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iShares Global Healthcare Index ETF (CAD-Hedged) (XHC)
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Vanguard S&P 500 Index ETF (VFV)
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INVESCO QQQ Trust (QQQ)
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First Trust ISE Cloud Computing Index Fund (SKYY)
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Vanguard Growth ETF Portfolio (VGRO)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
Q: New retiree caught with pants down. Need to sell some stuff in RIF to cover current cash needs. Horrible position to be in with current market. Lesson learnt. Maybe (tough to be on the sidelines in a bull market)
Please help with sell sequence, which I guess should be based on which of these holdings is least likely to see near term growth from here OR which is most susceptible to further declines in near future??
Please list in order starting with the holdings you think should be sold first, ending with the holdings you think should be retained longest, and advise your rationale. All will need to be liquidated by mid 2023
Your crystal ball will be better than mine.
Thanks,
Jim
Please help with sell sequence, which I guess should be based on which of these holdings is least likely to see near term growth from here OR which is most susceptible to further declines in near future??
Please list in order starting with the holdings you think should be sold first, ending with the holdings you think should be retained longest, and advise your rationale. All will need to be liquidated by mid 2023
Your crystal ball will be better than mine.
Thanks,
Jim
Q: Good day ,
Do u guys plan on doing a report on this name any time soon ..,and in a years time do U expect this story to be much higher then it is today .. certainly tested ones patience owing names like this
Thank u
Mark
Do u guys plan on doing a report on this name any time soon ..,and in a years time do U expect this story to be much higher then it is today .. certainly tested ones patience owing names like this
Thank u
Mark
Q: Everyone, I never believed the multiple at $160 per share and I don’t believe the multiple at $25 per share. What is the appropriate multiple for today and one year from today. I have held the stock since the summer of 2019 and I have added many times since. I believe the strategic plan the company has changed for the better, with added features to the software. Clayton
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Microsoft Corporation (MSFT)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Dye & Durham Limited (DND)
Q: I have an interesting question regarding value vs growth. I don't have exposure to MSFT and still feel bad for not having bought it in the 2009 crash. With a 5 year time frame please rank the above from top stock to least stock performance (prediction, prediction). If you were to sell one of the above to buy MSFT which would it be?
Thank you
Yves
Thank you
Yves
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Nuvei Corporation Subordinate Voting Shares (NVEI)
Q: NVEI Nuvei Corp or LSPD I have both. Thinking of buying more while on sale.
Which has the most potential coming out of a recession.
Thank you.
Which has the most potential coming out of a recession.
Thank you.
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
Q: Shop had split yesterday. Please compare, contrast and rank these two companies, which one would you prefer better? Many thanks
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Nuvei Corporation Subordinate Voting Shares (NVEI)
Q: Just a follow up to my previous question. Would you initiate a partial position in both or do you prefer one more than the other?
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NVIDIA Corporation (NVDA)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
Q: I sold these earlier these in a panic , to avoid losing what was left of a fantastic profit : I am OK on the 30 day rule . Technicals seem to be hooking upward and this appears to be an opportunity . I suppose repurchasing is considered bottom fishing but they pass the "would you BUY this stock today?" question .... so would you ?