Q: WHY NOT SELL LIGHTSPEED WHICH IS DOWN MORE THAN .20% FROM ITS HIGH? IN OTHER WORDS, WHY HOLD IT IN THE GROWTH MODEL PORTFOLIO?
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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.
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Constellation Software Inc. (CSU $2,584.12)
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ATS Corporation (ATS $46.55)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $146.80)
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goeasy Ltd. (GSY $33.37)
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Aritzia Inc. Subordinate Voting Shares (ATZ $147.24)
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WELL Health Technologies Corp. (WELL $4.40)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $13.25)
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Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
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Topicus.com Inc. (TOI $96.79)
Q: What are the best types of stocks to include in TFSA for long term hold (15-20yrs) with medium risk tolerance? Growth only or growth + income? Have heard that dividend stocks in TFSA can be good as income can compound over time tax free but if the growth outperformes the dividend yield would that not be better? Also could you include your top 10 Canadian picks right now for allocation in TFSA (sector doesn't matter)? Thanks
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Dollarama Inc. (DOL $174.81)
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FirstService Corporation (FSV $181.60)
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goeasy Ltd. (GSY $33.37)
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GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $36.57)
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Aritzia Inc. Subordinate Voting Shares (ATZ $147.24)
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WELL Health Technologies Corp. (WELL $4.40)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $13.25)
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Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
Q: Comprised of the above Canadian companies, our TFSA represents a small portion of our overall portfolio and is its most growth oriented component. All investments are made with the intent to be long-term holds (10+ years).
Two of the holdings, AT and LSPD are down over 50%, while FSV, GSY, NVEI and WELL are all down by about a third. We intend to do some rebalancing. How would you rate (1-10) these 6 for additional money today? Please include a brief explanation for the ratings.
Finally, if you could add one more Canadian company to the mix, what would it be?
Two of the holdings, AT and LSPD are down over 50%, while FSV, GSY, NVEI and WELL are all down by about a third. We intend to do some rebalancing. How would you rate (1-10) these 6 for additional money today? Please include a brief explanation for the ratings.
Finally, if you could add one more Canadian company to the mix, what would it be?
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Constellation Software Inc. (CSU $2,584.12)
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Dollarama Inc. (DOL $174.81)
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Air Canada Voting and Variable Voting Shares (AC $19.76)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $146.80)
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goeasy Ltd. (GSY $33.37)
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Tamarack Valley Energy Ltd. (TVE $11.79)
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Aritzia Inc. Subordinate Voting Shares (ATZ $147.24)
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Galaxy Digital Inc. Class A common stock (GLXY $28.26)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $13.25)
Q: We'd all love to get a look at a few stock prices from 5 years in the future. Get a big winner, or avoid a big loser, with no risk. If you could get a list of the prices of 10 Canadian stocks 5 years from now, which ones would you pick? Let's say stocks with a min market cap of roughly $1 billion Cdn.
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Descartes Systems Group Inc. (The) (DSG $101.36)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $13.25)
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Copperleaf Technologies Inc. (CPLF $11.99)
Q: hi. can I get your opinion on these 3 growth stocks. and could rank them in regards which you would consider the best buy for a tfsa. also, do you think all 3 would fit well into a tfsa, and if you have any other names to add, feel free, always appreciate the expert advice, cheers, chris
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Sangoma Technologies Corporation (STC $5.81)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $146.80)
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Block Inc. Class A (SQ)
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The Trade Desk Inc. (TTD $24.43)
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Converge Technology Solutions Corp. (CTS $5.99)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $13.25)
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CrowdStrike Holdings Inc. (CRWD $497.42)
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Magnite Inc. (MGNI $13.00)
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Unity Software Inc. (U $29.72)
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Topicus.com Inc. (TOI $96.79)
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TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $6.07)
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Nuvei Corporation (NVEI)
Q: Hi Peter and Staff
In my basket of TECH, I have many losers that you have been high on(not your fault).
I have regretted selling "losers" that recovered sharply and sat on some that the opportunity cost turned out to high.
Are there any in the list above that the risk/reward of hanging on justifies not selling to top up positions in SHOP,TOI and/or CRWD that are also down.
Which order would you sell from the sell list and which order would you buy from the 3 buys
Thanks for all you do
Dennis
In my basket of TECH, I have many losers that you have been high on(not your fault).
I have regretted selling "losers" that recovered sharply and sat on some that the opportunity cost turned out to high.
Are there any in the list above that the risk/reward of hanging on justifies not selling to top up positions in SHOP,TOI and/or CRWD that are also down.
Which order would you sell from the sell list and which order would you buy from the 3 buys
Thanks for all you do
Dennis
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Descartes Systems Group Inc. (The) (DSG $101.36)
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Kinaxis Inc. (KXS $148.42)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $146.80)
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BMO Nasdaq 100 Equity Hedged To CAD Index ETF (ZQQ $194.00)
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iShares S&P/TSX Capped Information Technology Index ETF (XIT $68.90)
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CTS Corporation (CTS $60.25)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $13.25)
Q: HI,
Do you think its time to get back to tech stocks? I already own CSU. If so, can u rank the CDN teck stocks (CTS, DSG, XIT, ZQQ, KXS, LSPD, Shop) based on reliable growth and manageable volatility? if you have better ideas please include them.
Do you think its time to get back to tech stocks? I already own CSU. If so, can u rank the CDN teck stocks (CTS, DSG, XIT, ZQQ, KXS, LSPD, Shop) based on reliable growth and manageable volatility? if you have better ideas please include them.
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Toronto-Dominion Bank (The) (TD $147.35)
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Bank of Nova Scotia (The) (BNS $106.60)
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Enbridge Inc. (ENB $72.99)
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Agnico Eagle Mines Limited (AEM $265.51)
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Aritzia Inc. Subordinate Voting Shares (ATZ $147.24)
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Trulieve Cannabis Corp (TRUL $13.03)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $13.25)
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Topicus.com Inc. (TOI $96.79)
Q: I have recently came across $30k unexpectedly from a former employer and was pleasantly surprised. It is currently in an mutual and it would not through my weightings out of balance. I have a well diversified and weighted portfolio with your quality names such as TD, BNS, VET, ENB, TOI, BAM, LSPD, AEM, ATZ, TRUL etc... If I was to move it from the fund to an equity only to set and forget(again) for 15 years what would you chose. At least your top 3. thx.
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Knight Therapeutics Inc. (GUD $8.04)
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Savaria Corporation (SIS $28.90)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $13.25)
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TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $6.07)
Q: I sold my GUD shares and would like to use this cash to add to either LSPD 1.7 % , SIS 3.4% , TIXT 1.1%. Which one would you add first or should I add to all 3? This is for a TFSA account.
Thanks
Thanks
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Kinaxis Inc. (KXS $148.42)
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Converge Technology Solutions Corp. (CTS $5.99)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $13.25)
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CrowdStrike Holdings Inc. (CRWD $497.42)
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Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
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Topicus.com Inc. (TOI $96.79)
Q: Hi Peter and Staff
I believe you are still high on the above companies....looking at possible subtraction of 2 of them to consolidate a bit.
a) Are there any of the above that are not expected to be profitable in 2022?
b) How would you rank the six companies most compelling keep to first to drop if dropping any
Moderate risk tolerance
Thanks for all you do
Dennis
I believe you are still high on the above companies....looking at possible subtraction of 2 of them to consolidate a bit.
a) Are there any of the above that are not expected to be profitable in 2022?
b) How would you rank the six companies most compelling keep to first to drop if dropping any
Moderate risk tolerance
Thanks for all you do
Dennis
Q: The recent bullish move then subsequent pullback indicates that the price action is due to short covering.
Do you see another reason for the move?
Sheldon
Do you see another reason for the move?
Sheldon
Q: How do these two compare in there offerings?
If you were to buy one which and why?
Thank You, Peter
If you were to buy one which and why?
Thank You, Peter
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Parkland Corporation (PKI $39.84)
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BRP Inc. Subordinate Voting Shares (DOO $78.01)
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Alimentation Couche-Tard Inc. (ATD $79.20)
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Premium Brands Holdings Corporation (PBH $88.83)
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Trisura Group Ltd. (TSU $43.36)
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Converge Technology Solutions Corp. (CTS $5.99)
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Enthusiast Gaming Holdings Inc. (EGLX $0.04)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $13.25)
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Neighbourly Pharmacy Inc. (NBLY $18.60)
Q: If you had to pick four out of the above names to add to today, which would you choose?
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Meta Platforms Inc. (META $621.27)
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Magna International Inc. (MG $85.06)
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Roku Inc. (ROKU $128.39)
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Shopify Inc. (SHOP $108.41)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $13.25)
Q: Hi Peter,
Your thoughts on FB or Shop at these levels?
Any other beat down names with a strong upside ?
Thanks
Harry
Your thoughts on FB or Shop at these levels?
Any other beat down names with a strong upside ?
Thanks
Harry
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Sangoma Technologies Corporation (STC $5.81)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $146.80)
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Xebec Adsorption Inc. (XBC $0.51)
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Enthusiast Gaming Holdings Inc. (EGLX $0.04)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $13.25)
Q: Today Xbc soared 21.3%,LSPD 15.85% Shop 4.98%(recovered from $650 recent low) & yesterday STC 13.5% and Eglx 11%..Bam.a recently traded in the $66-$70 range. Is it timely to buy or add to them & please provide a good entry point for each. Txs for u usual great services & views
Q: Good day ,
Would u add to this name or still hold
Thx
Mark
Would u add to this name or still hold
Thx
Mark
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Constellation Software Inc. (CSU $2,584.12)
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Magna International Inc. (MG $85.06)
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goeasy Ltd. (GSY $33.37)
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Aritzia Inc. Subordinate Voting Shares (ATZ $147.24)
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Trisura Group Ltd. (TSU $43.36)
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Enthusiast Gaming Holdings Inc. (EGLX $0.04)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $13.25)
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Boyd Group Services Inc. (BYD $163.92)
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Nuvei Corporation (NVEI)
Q: In march,2021 you published a special opportunities report on 10 top picks beginning with byd,csu.
We would be pleased if you could provide an update.
Would you make any changes?
We would be pleased if you could provide an update.
Would you make any changes?
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Meta Platforms Inc. (META $621.27)
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PayPal Holdings Inc. (PYPL $46.89)
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Canopy Growth Corporation (WEED $1.56)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $146.80)
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Block Inc. Class A (SQ)
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Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $142.01)
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JD.com Inc. (JD $30.31)
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Roku Inc. (ROKU $128.39)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $13.25)
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Zoom Communications Inc. (ZM $107.44)
Q: Hi Peter
I have question regarding the following list of “fallen angels”. These ten stocks have achieved significant drops in valuation since Dec. 31, 2020. Can you please rank these “fallen angels” in terms of the best risk-return profile over a five-to-ten-year hold? Everyone likes a bargain! Sometimes it is possible to survive a falling knife particularly if you use tungsten as a shield!
We cannot all be superman!
Baba
Fb
Jd
Lspd
Pypl
Roku
Shop
Sq
Weed
Zm
Thanks George
I have question regarding the following list of “fallen angels”. These ten stocks have achieved significant drops in valuation since Dec. 31, 2020. Can you please rank these “fallen angels” in terms of the best risk-return profile over a five-to-ten-year hold? Everyone likes a bargain! Sometimes it is possible to survive a falling knife particularly if you use tungsten as a shield!
We cannot all be superman!
Baba
Fb
Jd
Lspd
Pypl
Roku
Shop
Sq
Weed
Zm
Thanks George
Q: Everyone, if you were the CAO of LSPD today what would be your strategic plan for the next 12 months? Clayton
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Costco Wholesale Corporation (COST $997.42)
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Meta Platforms Inc. (META $621.27)
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Alphabet Inc. (GOOG $394.31)
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Microsoft Corporation (MSFT $424.72)
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NVIDIA Corporation (NVDA $208.22)
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Salesforce Inc. (CRM $186.84)
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Enbridge Inc. (ENB $72.99)
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Constellation Software Inc. (CSU $2,584.12)
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Descartes Systems Group Inc. (The) (DSG $101.36)
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Kinaxis Inc. (KXS $148.42)
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Alimentation Couche-Tard Inc. (ATD $79.20)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $146.80)
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Aritzia Inc. Subordinate Voting Shares (ATZ $147.24)
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Crocs Inc. (CROX $104.77)
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Bank of Nova Scotia (The) (BNS $78.23)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $13.25)
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CrowdStrike Holdings Inc. (CRWD $497.42)
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Digital Turbine Inc. (APPS $3.98)
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Upstart Holdings Inc. (UPST $29.47)
Q: Dear 5i Team,
If there was an option to totally liquidate all of the investments someone had and start with a clean slate, which 20 stocks US and Canada (10 each) would you recommend for a 10 year horizon?
Thank you for your advice as always,
Much appreciated.
If there was an option to totally liquidate all of the investments someone had and start with a clean slate, which 20 stocks US and Canada (10 each) would you recommend for a 10 year horizon?
Thank you for your advice as always,
Much appreciated.