Q: Thanks to your stellar advice, I now have three stocks over 5%: WSP (up 156% in a non-registered account), GSY (up 105% in a non-registered account) and LSPD (up 325% in a TFSA) . Based on past guidance to 'let winners run', at what point would you suggest I start rebalancing? Call me a very happy 5i client!
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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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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Nuvei Corporation Subordinate Voting Shares (NVEI)
Q: Lightspeed is up 5 fold since I purchased it.Thank you very much.I am considering selling half to buy Nuvei. What do you think?
Q: Yesterday I casually came across an article in which LSPD was upgraded by some firm to the "overweight" rating level Not knowing what that means I looked it up and to my surprise it means such rated stocks have the chance to advance much further in the next 12 months ahead! Really? LSPD inspite of the meteoric rise of late still has room to grow! WOW!
Anyway, my question is: are there three or four other "overweight" rated Canadian stocks that you can name and share? That information should be very helpful to us uninformed semi-novice investors. Thanks.
Anyway, my question is: are there three or four other "overweight" rated Canadian stocks that you can name and share? That information should be very helpful to us uninformed semi-novice investors. Thanks.
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NVIDIA Corporation (NVDA)
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Constellation Software Inc. (CSU)
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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)
Q: What grade would you give Converge Technology Solutions? How would you rank the stocks above at current valuation to buy right now? Thanks
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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)
Q: Hi There,
My son (15) would like to take a small position in two growth stocks.
He is considering LSPD, NVEI, TOI.
With the recent run up in all three of these stocks, which two do you think look the best today?
Thank You
My son (15) would like to take a small position in two growth stocks.
He is considering LSPD, NVEI, TOI.
With the recent run up in all three of these stocks, which two do you think look the best today?
Thank You
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Constellation Software Inc. (CSU)
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Kinaxis Inc. (KXS)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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goeasy Ltd. (GSY)
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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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Topicus.com Inc. (TOI)
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TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
Q: Just finished the book '100-baggers'. As a buy and hold guy, the 'coffee can portfolio' approach is relatable. If you guys could purchase 10 Canadian stocks to not touch for the next 5-10 years which stocks would you include? Thanks.
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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)
Q: You recently stated that you would find these companies more interesting with NVEI @$150, TOI @ $110 and LSPD @ $120. Is there any math that your using to arrive at these numbers?
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Nuvei Corporation Subordinate Voting Shares (NVEI)
Q: Nuvei or lightspeed which company do you like better for growth in a rrif.
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Sangoma Technologies Corporation (STC)
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Real Matters Inc. (REAL)
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Converge Technology Solutions Corp. (CTS)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Dye & Durham Limited (DND)
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Nuvei Corporation Subordinate Voting Shares (NVEI)
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Topicus.com Inc. (TOI)
Q: I am overweight in Canadian tech and would like to reduce my holdings. please list in order of confidence for long term capital appreciation, high risk tolerance.
Dave
Dave
Q: LSPD has had quite the run recently. Not worrying about position size would you be taking some off the table here? Or let it ride for a bit longer. Say $160?
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WELL Health Technologies Corp. (WELL)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Topicus.com Inc. (TOI)
Q: Which of these three companies has the most upside. In what order would you rank them.
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PayPal Holdings Inc. (PYPL)
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Block Inc. Class A (SQ)
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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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Affirm Holdings Inc. (AFRM)
Q: Katapult and other non-bank financials seem to be attracting greater investor attention. Which « have legs » per long-term growth from your perspective?
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Adobe Inc. (ADBE)
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Alphabet Inc. (GOOGL)
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NVIDIA Corporation (NVDA)
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Constellation Software Inc. (CSU)
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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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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)
Q: Please rank the US and Canadian stocks listed above for growth with a 5 yr +
time-frame.
Thanks
time-frame.
Thanks
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ONEX Corporation Subordinate Voting Shares (ONEX)
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Dream Office Real Estate Investment Trust (D.UN)
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Enghouse Systems Limited (ENGH)
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Killam Apartment Real Estate Investment Trust (KMP.UN)
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BTB Real Estate Investment Trust (BTB.UN)
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Dream Industrial Real Estate Investment Trust (DIR.UN)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
Q: In my TFSA I am looking to move it to a more growth oriented stance. In keeping with this I have added ENGH and LSPD already. In what order would you sell the above (other than LSPD and ENGH)? I could sell off whole positions or just reduce the holdings either is fine. Any reasoning behind the ranking would be useful too.
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Constellation Software Inc. (CSU)
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Kinaxis Inc. (KXS)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Topicus.com Inc. (TOI)
Q: Hi Peter and Team
I have followed 5i and my well diversified RRIF now has >20% Tech due to the growth of the 4 companies held. Until recently, only KXS was in the Red but now all 4 look great. Would you consider any for trimming back to keep sector less than 15% and where else should one go for any buy and hold at this record levels ?
Thanks for all the expert guidance!
Peter
I have followed 5i and my well diversified RRIF now has >20% Tech due to the growth of the 4 companies held. Until recently, only KXS was in the Red but now all 4 look great. Would you consider any for trimming back to keep sector less than 15% and where else should one go for any buy and hold at this record levels ?
Thanks for all the expert guidance!
Peter
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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)
Q: Hi, These stocks have been on a tear recently, specially NVEI, and the guess is, with no specific news. The momentum has simply been Amazing !!! We have no immediate plans to add to or 5-6% position in each. But if we do, does it make sense ? Would you wait for share prices to settle and what would be a decent buy price for each ? Also could you prioritize them in order of current valuation vs growth prospects. Thank You
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Constellation Software Inc. (CSU)
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Descartes Systems Group Inc. (The) (DSG)
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Kinaxis Inc. (KXS)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Docebo Inc. (DCBO)
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Nuvei Corporation Subordinate Voting Shares (NVEI)
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Topicus.com Inc. (TOI)
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Magnet Forensics Inc. Subordinate voting shares (MAGT)
Q: Over the last couple of months a lot of Canadian tech stocks have seen huge gains in a very short time.
CSU from $1,730 to $2,130
DCBO from $65 to $104;
DSG from $70 to $97;
KXS from $135 to $199;
LSPD from $85 to $131;
MAGT from $26 to $55;
NVEI from $100 to $161;
TOI from $80 to $125.
1) Do you think this is getting overdone and are we due for some kind of correction in this sector?
2) Are any of the above still good buys after these large, rapid price increases?
3) Are there any Canadian tech stocks that have "missed the party" so to speak, haven't seen large rapid price increases like those above, and are good buys currently?
Thanks.
CSU from $1,730 to $2,130
DCBO from $65 to $104;
DSG from $70 to $97;
KXS from $135 to $199;
LSPD from $85 to $131;
MAGT from $26 to $55;
NVEI from $100 to $161;
TOI from $80 to $125.
1) Do you think this is getting overdone and are we due for some kind of correction in this sector?
2) Are any of the above still good buys after these large, rapid price increases?
3) Are there any Canadian tech stocks that have "missed the party" so to speak, haven't seen large rapid price increases like those above, and are good buys currently?
Thanks.
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Welltower Inc. (WELL)
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Mastercard Incorporated (MA)
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Canadian National Railway Company (CNR)
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CGI Inc. Class A Subordinate Voting Shares (GIB.A)
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Linamar Corporation (LNR)
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Algonquin Power & Utilities Corp. (AQN)
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Kinaxis Inc. (KXS)
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Magna International Inc. (MG)
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Block Inc. Class A (SQ)
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TD Science & Technology Fund - D Series (TDB3098)
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TD Health Sciences Fund - D Series (TDB3099)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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CrowdStrike Holdings Inc. (CRWD)
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Unity Software Inc. (U)
Q: Good afternoon,
I have about a 5% of both LNR and MG in my TFSA and have owned them since 2017.
Although I have seen reasonable returns LNR has lagged behind MG. I'm looking to sell LNR and get into something that has more growth can you please suggest two or three Canadian companies and a possible entry point.
Also I have owned AQN sing March 2020 and it has not done anything and thinking of switching over to POW BAM.A or any other suggestions and a possible entry point.
Thanks.
Joe
I have about a 5% of both LNR and MG in my TFSA and have owned them since 2017.
Although I have seen reasonable returns LNR has lagged behind MG. I'm looking to sell LNR and get into something that has more growth can you please suggest two or three Canadian companies and a possible entry point.
Also I have owned AQN sing March 2020 and it has not done anything and thinking of switching over to POW BAM.A or any other suggestions and a possible entry point.
Thanks.
Joe
Q: Hi 5i,
I have both tech stocks and now both have similar price. If I want to invest more for the current moment, which one have better potential for the long term.
Many thanks and please kindly advise.
I have both tech stocks and now both have similar price. If I want to invest more for the current moment, which one have better potential for the long term.
Many thanks and please kindly advise.
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Nuvei Corporation Subordinate Voting Shares (NVEI)
Q: Both of these are up YTD quite a bit, what are your thoughts in beginning position at current levels, which is your preference, and rationale. TIA