Investment Q&A

Q: Could you please provide your take on pending antitrust legislation in the US against big tech, especially Amazon. I own both SHOP and LSPD and am wondering about adding. My dilemma is I’m unsure if the legislation would be negative as all tech gets sideswiped or positive as it would impair Amazon’s competitive advantage, thus opening the door for improved growth for smaller tech companies. Your guidance is greatly appreciated.

Q: Over the last 10-20 years, I have found that I have done the best buying and holding several smallish, but established companies that seem to have good long term growth prospects. Have made very large gains by holding stocks like CSU, BYD, PBH, WSP and GSY for 5, 10 or more years. I am trying to identify which smallish but established companies might be the best candidates to produce some very significant gains over the next 10+ years. Would you please rank the following in order according to which you think are the most likely to generate some very significant gains over that time frame. I hold the majority of these, but not in large positions, and there are a few I do not currently hold. Also, if you have another 2 or 3 companies that you think would fit this strategy, could you indicate which ones and where they would rank in the list. I'm not worried about sector, as my portfolio is well diversified, and I am tolerant of risk. Take how ever many credits you feel this question is worth. Thank you.
ABT, DOO, ECN, ENGH, GDI, GOOS, LSPD, PEO, REAL, SIS, TCS

Q: Hi Guys,

These "growth" stocks are in my balance portfolio (thank you), would a "full" position be in the 3% range or do you feel comfortable with a 5% ownership?

thanks

Jim

Q: Good Afternoon
Can you recommend 3 stocks in Canada and the US that are good momentum plays? Also are there any ETF’s that track this that you can recommend?
Thank you

Q: When the bond market reverses which sectors of the market would benefit.
Please list your top 5 names on the TSX under such a scenario.
Thanks Richard

Q: What are your best HIGH Growth ideas in Canadian and US stocks.
I'm willing to accept high volatility and RISK.

Thanks

Q: is LSPD a shopify in the making

Q: Hello Peter,
In addition to my core portfolio built around the 5i Balanced, I have a margin borrowed portfolio that started with the idea of swing trades but has become the size of the core one as I stayed with the momentum. It is built on 3 pillars. Tech growth – (ZM, CRWD, VEEV, AVLR, LSPD, PHO, XLNX, ROKU), precious metals – (AEM, FNV, PAAS, MMX, WDO, KRR) and yield stocks -(ABBV, CU, CPX, ENB, PPL, FSZ) that help pay the interest. Two others not classified are DXCM and Visa. None of these started out as a long term holding for more than a year, but am willing to hold on in the current low interest environment. In fact, am willing to borrow more if opportunity shows up. Have my eye on NVDA, ADBE and TTD.
In case of heightened volatility which of the 3 pillars would you focus on holding and any suggestions on which ones would you exit sequentially?
Look forward to your suggestions. Thank you for your advice in advance.
Regards.
Rajiv

Q: I'm going to sell my ET position very soon. I would like to put the proceeds into one of the following three: LSPD, REAL or WELL. How would you order them in terms of risk? How would you order them in terms of most potential?

Best,
Don

Q: I’m considering adding to my SHOP and KXS positions and initiating LSPD and CJT positions. I’m in no hurry and would like to purchase shares that have gone on sale(lol). I’d appreciate your commentary on the likelihood of the impact of two events in our immediate future and their impact on prices. My concerns involve: (1) the coming of winter and the impact on LSPD as restaurants shutter, potentially for good and (2) the impact of the US election if the result is dragged out for weeks in an ugly transition of power. I have no problem buying today, and I know you don’t recommend timing the market as there is always something to worry about, but it seems foolhardy to not consider the impact of events staring us in the face. Thanks for the guidance.

Q: Hello 5i, my 23 year old son has a small position in LSPS and Otex. And he has about $5k in the TFSA to invest in a high growth stock(s).
Any suggestions?
Thanks
Carlo

Q: In the technology sector with the increase in prices of each holding I have gone overweight. I have previously reduced weighting. Have taken profits in each of the above. Could you suggest from first to last which you would be more app to sell either all , some or none
DSG up 25%, KXS up 16%, LSPB up 38%,REAL up 15% , SHOP up 7 %
I’ve been rebalancing my portfolio as per tracking and analysis. Last piece of the puzzle.
Thanks again for your excellent service. For DIY it’s excellent esp. q&a

Q: Could you please give me your opinion on this company. Would you consider it a good buy at this time and are there any other companies you would prefer in this space. Thanks for your advice.

Q: I own LSPD which I understand to be point of sale provider to retail, golfcourses, and restaurants. What advantage do you see they have going forward over Square, Touch Bistro, and Shopkeep? What tailwinds and headwinds do you anticipate?

Q: Hello 5i team,
I'm looking for small companies in the Science & Technology field.
Could you give me names in the Health/Bio/Med sector: 3 in US, 3 in Canada
Ditto in Tech/Soft/Serv?
Thanks and keep well
Antoine

Q: Hello Peter,
Is the symbol for GR silver mining GRSL as opposed to what you have on your database? Also, what do you think about the company? I was expecting Lightspeed to surge with listing in US but it has not gained any momentum.. Any thoughts. Lastly, is the opportunity cost too high to hold onto Knight. I still own about 3 percent of my portfolio in Knight (reduced from 5 percent). Do you think it is worth reducing for now? From the holdings i have, Knight has performed very poorly. Thanks very much.

Q: I am negative on subject three U.S. companies (FSLY, TWLO, ISRG) While these companies may be good growth companies if held long enough, I would appreciate your suggestions of several U.S. and Canadian companies that are likely to have more near term growth, any market segment and I have much risk tolerance. Thanks.
Klaus

Q: I own both SHOP and LSPD. As LSPD moves beyond services to restaurants into services for other merchants, I am wondering how much overlap there is between there two businesses. Is it advantageous to own both?

Thanks as always.

Q: Good day guys ,
This might be a silly question , that being said I own shares in Canadian dollars , would u advise to transfer the shares to the south of the border side ?
Also when will 5 i be represented on market call again .. it’s been awhile .
Thx
Mark

Q: Every morning I read all news that occurred overnight on the companies that I own. I then move to articles about the sector news about each company and then to the world geo political news. Almost everyday I read an article in Yahoo news about LSPD. Recently my thoughts have turned to a conflict of interest between the companies, especially small to mid cap stocks, and the news organizations that produce the articles. It is almost entirely the same information twisted a little. Is there a conflict of interest between the two organizations, News organizations and the companies? Or are the news organizations just want the clicks to their platform for advertising stats? I assume the company does not object because they are positive articles and any positive article is a benefit.
Appreciate your thoughts.
Clayton