Investment Q&A

Q: Can you list, in order of preference, the top 10 Canadian companies for pure growth over the next year.
As well, can you list the 5 growth companies that you feel are most over-rated and should be sold if owned.

Q: Hello
Could you please rank your top 10 companies from the list above. Ones that you would be happy to own at a full position. Thank you!

Q: Which one do you prefer or both? Your opinion is much appreciated, Thanks

Q: WHAT IS YOUR CURRENT OPINION OF LIGHTDPEED

Q: Thanks for your insights in structuring the TFSA for 2022 and going forward, dated October 26, 2022. To transition to the new "alignment", I will need to transfer a number of Technology stock positions, see above, to a trading account, or sell....and I would like your take on this matter as the intention is to transition is DSG and NVDA.
The present TFSA is tilted, well more than that, like 45% + to tech positions, including VEEV. As the TFSA is tilted to growth-eee positions which ones would be better now held in a trading account, aka lower growth going forward....or if there are any that are no longer high conviction, please let me know....Thanks for all the sound/solid insights......Tom

Q: Good day ,
Most of your answers when people ask about your top growth stocks was this name .. after this debacle are you in the same mindset .. I own this and am feeling the pain this morning .. that being said I hold stocks for the long term .. so in 3 to 5 years time will this beat down even matter?
Thx
Mark

Q: What price would be attractive entry for Lspd.? Thanks

Q: Hi Peter,

Upon reviewing the quarterly results, I am surprised at the irrationality of the market.

Growth is still intact as far as I can see. The only "issue " that I can see might be the weak guidance for next quarter. However, the full year guidance has been raised.

Am I missing something?

Thanks,

Q: No specific question, just a thank you.
I have been a member for 7 years and always look at your various resources before making any buy/hold or the more difficult sell decisions. I have always been disciplined in your suggested sector diversification and portfolio weighting. LSPD proof of portfolio weighting. Initial purchase at $35.00 and trimmed 1/3 at $150.00 (It still went up to $165.00. Oh well still slept better). After the short attack I trimmed again at $110.00 and it went back up. Today I still feel good holding a stock up 142% with a big payout on the trimming and a portfolio weighting of 3.5%. The decline was not as dramatic as it could have been. It was very hard to trim a stock on such an upward trajectory (still looking for that 10 bager). Thank you for the continued reminder of portfolio weighting and being able to sleep at night.
Roy

Q: In light of today's market action what do you see as an attractive entry point for these two stocks? Would you add to an existing position? Thank you.

Q: Did you learn anything in the conference call that would make us buy, hold, or sell? 30% drop seems extreme.
Thanks

Q: What crappy news to wake up this a.m. All down substantially pre market

When you consider the results of each of these companies and they were all current holdings at reasonable weightings would you hold, sell, or buy more given the levels they have fallen to and your outlook going forward?

Sheldon

Q: Based on lowered guidance from LSPD, do you see this as an opportunity to buy for the long term based on lower stock price today. Thanks.

Q: It looks like a beat for LSPD. Any reason why it is down pre-market?
Thanks

Q: Please rank the following companies based on future growth in 5-10 years and overall confidence.
Also which companies have the widest moats or even monopolies?
Thanks

Q: At what price do you suggest a purchase of LSPD for a hold over one year?

Q: Hi Team,
I would like to buy one of these two NVEI and LSPD, which is a "better buy" ? are they kind of same business ?
Thanks as always,
Tak

Q: how would you rank these stocks value wise , growth wise and voltility wise ? Thanks Donna

Q: I need to do some trimming of Lightspeed due to substantial gains since purchase at $20 to $25. I am undecided though as to whether to wait for the quarterly report which I think comes out on Nov.4. I read the estimates in your answer to a recent question, $124 m revenue and loss of $0.18. In your opinion would meeting these estimates provide stability to the stock price. Do you know of any general consensus out there as to whether it will meet, miss or beat estimates. I realize this last question involves some guess work so please feel free to leave it out in your response.
As always many thanks for the great service!

Q: Can you give me analysts expected revenue and earnings for the upcoming quarter for the following:
Topicus
Lightspeed
Docebo
Thx