Investment Q&A

Q: HI

Thinking of selling my LSPD in my RRSP (358 Shares) and buying NVDA.

I also own XIT (1,000) shares in my RRSP.

This way I get more US stocks.

Your comments please.

Thank you

Mike

Q: Hi, I was looking to buy NVEI and LSPD, would this be a good move or is there too much correlation between the two, thanks?

Q: I currently hold the following in my TFSA: ENB, EGLX, LSPD, PLTR, SUGR, TIXT, TOI.
I propose to reduce LSPD from eight to six percent, use the proceeds to increase TOI from one to three percent
of my total portfolio and recapture my principal investment in LSPD. From a risk/reward and diversification move does this proposal appear, on the face of it, to be a reasonable change to make

Thank you for considering my question

Q: As a 20 year-old, can you suggest 6 high risk/high reward Canadian or US stocks for part of my investments (I would look to buy on dips)? Would you recommend a portion invested in cryptocurrencies or is this just really gambling with the high volatility? I have a 5-year time line.
Thank you!!

Q: SHOP & AMZN decline a bit after reaching highs a few days ago. LSPD still doing well.
Is LSPD running too far too fast. What is a good price for entry ? Thanks a million.

Q: I'm thinking of selling 1/3 of my LSPD holdings and buying one of ABST, CGY, or SYZ, or NVEI. Which would your preference be? I have a pretty diversified basket of tech already but none of those names. Thanks.

Q: Hi guys, thanks for the excellent service. Generally TFSA is the place for high growth but my highest growth has been in my RRSP. Is there any compelling reason I should sell anything in RRSP and rebuy in TFSA (e.g., NVDA)? I realize I will be taxed on RRSP withdrawals while TFSA withdrawals are tax-free - but - my RRSP has a lot more cash than my TFSA so there isn't room to move all my growthy stuff over. Because of the relative size of RRSP to TFSA, if I were to do equal weighting of all stocks, I'd only have 4 different stocks in my TFSA, which perhaps is fine? Are there any obvious adjustments that you would make to the following:

RRSP:
XQQ 13.68%
VXC 12.03%
NVDA 7.64%
AAPL 6.70%
JPM 4.73%
BNS 4.52%
GOOG 4.32%
ENB 4.13%
MSFT 3.98%
AMZN 3.86%
RTX 3.51%
COST 3.42%
PG 3.11%
DIS 2.82%
CASH 1.32%

TFSA:
GSY 5.28%
CRWD 3.31%
VEEV 2.50%
ROKU 2.44%
SHOP 2.26%
WELL 0.85%
XBC 1.08%

RESP:
LSPD 0.79%
BYD 0.76%

NON-REG:
SLF 0.51%
T 0.42%

thanks,

Q: I have full positions (4%) in LSPD and SHOP. I would like to sell one of these positions for portfolio reasons. If you have to choose between between these two stocks, which one would you keep and why would you do that?

thanks for your input.... I find selling stocks to be much harder than buying!

J

Q: Hi,

These stocks listed make up the core position of my Canadian and US holdings.

Would you consider this list to be a good one for a 3-5 year plus time horizon? I am able to tolerate high risk .

Thanks

Q: Looking at adding to my TFSA portfolio (junior investor - not playing with a ton of cash). I’ve had my eye on WELL for a few months and I’m looking to get in because of your recommendations. What would you say is a good price to buy at?

Also, could you rank ENB, ARX.TO, and SU.TO? Looking at enbridge alternatives, but maybe ENB is the best best way to go?

Would you prefer SHOP or LSPD.TO?

Out of all the above companies (WELL, SHOP, SU, ARX, LSPD, ENB), what order would you buy in?

Comfortable with a bit of risk.

Thanks for all you do!

Q: Most stocks were down on Friday . Is there any reason for LSPD stock price to go up so much ? Thanks for your excellent service .

Q: I would appreciate your thoughts on holdings in the portfolio. All have been winners - I am fairly prudent yet always looking for trends and will hold long term. I don't rely on dividends though they are preferable. Would you make changes for another holding(s)?

Petroleum: TOU, FRU, ENB
Finance: GWO, NVEI
Steel: STLC, LIF (Watching cyclical trends)
Auto: MG
Mining: CXB, KL, (TRQ - I expect an upturn in 2 quarters)
Software: CTS, LSPD, TOI
Healthcare: WELL

Thank you for your support.

Q: Hi,
According to estimates, E Commerce is set to grow rapidly over the coming years. Stocks like Shopify & Amazon are the one’s that come to mind. Is Lightspeed in or will be in that same category of E commerce?
Thanks

Q: If you were the Dax - what would be LSPD strategy going forward 12 months?
Clayton

Q: There have always been comparisons btw Lspd and Shop. Now with the recent acquisition Lspd is truly competing head on with shop, at least in certain industries. Do you think shop would buy them at some point?

Q: Happy Friday. Have some cash in my TFSA and would like to purchase either Topicus or Lightspeed for maximum growth.
Which would be your preference?

Q: would you buy lightspeed at current price of over 87

Q: Hello, I am overweight in LSPD in my TFSA.
Considering taking some gain - of perhaps 20% of shares and buying back later.
What are your thoughts?

Q: With these acquisitions, does that mean they will issue large amount of shares soon?

Thanks

Q: Hello 5i,
In your market updates it claims that the reason for selling 1% of LSPD is the P/S=21. The website claims it is P/S =39. By doing the calculation by share or by capitalization, the P/S is still 39.Yes, more reason to sell but why the discrepancy in P/S?