Investment Q&A

Q: If you were permitted to trade on both sides, my guess is you trade near 100% in the US.
If my assumption is wrong, over and above already owned US stocks, which ones would you get in Canada ?
And would you buy now or wait ?

Thanks for your help.

Q: Thanks for your answer I would like to buy these two stocks am I too late to get them or will they have room to grow

Q: Good day guys:
I’m up about 40 percent with lightspeed and is now my highest weighing .. should I take abit off the table and buy more of well which is my second highest weight.. I am planning on holding these 2 for the long term and realize the volatility involved ..
thank u for expertise
Mark

Q: Just reduced position in LSPD by 3.5%. To reallocate this cash, probably on a down day in the market. I’m investing based on valuation, potential total return and portfolio diversification.
Considering investing in one or more of the following. Adding to one or more of BAM.A, EIF or DOO. Or starting a new position in one or more of GSY, CAR.UN. You might want to suggest one or more alternatives alternative.Your opinion greatly appreciated .
Current portfolio on percentage basis total value approx $600000.
ATE-2.4,BAM.A-4.2,BEP-4.23,BYD-4.33,CPX-7.29,DOO-2.18,DSG-8.12,EIF-2.97,ENB-8.28, KXS-3.78, LSPD-9.95, PKI-4.74, PPL-4.35, REAL-5.96, TFII-4.49, VFV-2.79, VGG-5.91, VIG-4.12, VOO-2.45, Cason- 3.53.
ATE-2.4%

Roy

Q: Lightspeed is up 12% today and I don't see any news. Any idea why it is performing so well??

Ken

Q: I have trimmed stakes in LSPD, KXS and REAL having got in at opportune times, they were disproportionate in my portfolio. Can you suggest a stock or two to likely to perform well even if there is a further downturn?

Q: Which would you prefer for a 3-5 year hold,DCBO or LSPD?

Q: hello 5i Research team,
LSPD : from their last press release results: what % of sales for the last quarter and the last month was from acquisitions? If not divulged, are you able to estimate it using acquisitions press releases? Thank you for your collaboration, Eric

Q: In the short term, what are the biggest risks? COVID risks, an increase in cases to restrict SMB transactions; Offering price at $37.30, can the price cross the secondary offering price without an increase in selling volume; August quarterly report, that reflects the SMB reduced transactions due to shut in businesses; or the price ceiling at $35.00, that the price can’t get across?
Clayton

Q: Good morning,
I own a small house in Ottawa that is free and clear with a current market value of approximately $350,000.
A recent discussion with my trusted mortgage broker confirmed that a 5 year term (Closed & Fixed) term mortgage can be obtained at a rate of 2.29%. This mortgage is said to be:
a. insured through CMHC,
b. portable, and
c. transferable.
At that rate of 2.29% and given that the interest paid would be tax deductible if I use the funds for investment purposes, I'm seriously considering borrowing around $200,000 and investing this amount for an initial 5 year period with an expected net rate of return on investment of 4.5% .
Q1. With $200,000, what are your thoughts of splitting this amount in 5 different chunks of $40K in the following instruments:
a. Mawer Tax Effective Balanced Fund,
b. Mawer Global Balanced ETF Fund,
c. Vanguard Balanced ETF Portfolio,
d. IShares Core Balanced ETF Portfolio, and
e. BMO Balanced ETF

Q2. As an alternative to the above and given the 5 year time frame, would your preference be to invest the $200,000 in a selection of best in class individual stocks split between different sectors and if so, would you be so kind as to provide me with ya listing of your best ideas at this time.

I thank you and look forward to hearing your thoughts on both of these investment strategies.
Francesco

Q: LSPD participated conference hosted by RY on Jun 11. Any comments please.Will participate in fireside chart by 8 Capital at 2pm et June 15 & conference by NA on Jun 16 Txs for u usual great services & views

Q: Your opinion on its team up with Ivanhoe Cambridge.Txs for u usual great services & views.

Q: I'm a little concerned about the trade tension, possible 2nd wave of the virus, protesting, economic risk, etc.
Do you think we need to do something in case the market crash?
Currently I hold the above 4 stocks plus 20% cash. Are they safe? Any other stocks that you recommend?
Thanks!

Q: Hello there,
I have some funds to invest in the next week or so and I'm looking at LSPD and REAL. Originally I was going to buy LSPD only, looking to hold for at least the next 5 years +.
I have been watching REAL and its growth is looking strong over the next few years as well. Would you split the money between the two or would you lean toward one more than the other? Looking for max growth and risk not really a concern.
thanks

Q: We have been looking at these four companies but only have resources to take positions in two of them. Which two would you consider the best choices for returns over the next couple of years?

Q: Can you give me names of 10 companies - CDN and U.S - that you feel have:
* strong balance sheets,
* a strong likelihood to survive or thrive in the current environment
* appear to be of good current value with an eye on a potentially strong rebound given a bit of time.
Your opinion is greatly appreciated.
Thanks

Q: I have recently purchased three Canadiangrowth stocks and want to purchase another three. The stocks I purchased were LSPD, REAL and WELL. Please recommend three stocks ranked by order to purchase

Q: I'm looking to convert a RESP invested in mutual fund (chorus II agressive growth) to lower fees and menage it more actively. Kids are 5 and 2 years old.

I was thinking to diversify with 3 or 4 ETF for 70% of this portfolio. What are your thoughts about a combinaison of VFV, XIC, XIT, ZQQ and DXG for long term? Do you have better suggestions?

Althought, is investing in XIT and ZQQ and DXG a good idea on short term since tech valuation is already high at this moment compared to other sectors?

For the rest of portfolio (30%), i would go with stocks. What would be your top 4 on short term (next 6-12 months) and on long term?

Q: Hey team,

I seem to recall this theme being addressed as it pertains to Shopify but after listening to the PayPal CEO on Mad Money last night I Have to wonder if LSPD would not be a nice add for Paypal? It sounds like they really want to get more directly involved with retail/restaurants and POS to expand how people use their service. Could you foresee this happening and would you consider PYPL a buy today? Their CEO came across well.

Q: I have full positions in the above except KXS and REAL. For available cash is there a stock that you like and would consider adding to this portfolio .