Investment Q&A

Q: I am about to triple the size of my investment in the portfolio above and give equal weighting to all. Virtually all of this new money will be in non-registered accounts. In total, this self-directed portfolio will represent 20% of my holdings; I also have 40% in a growth-focused pension fund, and 40% in a mix of ETFs through a robo-advisor.
Do you have any suggested changes to the list of names? I am primarily focused on growth, with a 3-5 year horizon.
Do you recommend a different weighting e.g. heavier on some, lighter on others?
What are your thoughts regarding timing? I am tempted to put all of the new money in now, betting on the sustainability of the recent recovery. But I understand that a phased approach will reduce risk.
Thanks for your help.

Q: Looking for some good growth prospects over the next 5+ years. Don't mind taking on something higher on the risk scale. I am evaluating some stocks that seem to be quality companies that have fallen dramatically. Would you please rank DOO, GOOS, CAE, LSPD as to how much upside you see from the current stock price for a long term hold.

Q: I have a full position in kxs partial position in otex and a small position in lspd. I am looking to add more tech to my tfsa and considering either gib.a or dsg. Which would you recommend and is there much overlap between what I already have and dsg and gib.a? Thank you.

Q: Hi,

What are the top 3-5 Canadian tech companies that you think still undervalued, have potential to recover their heights and to grow beyond that?

Q: Peter, I am interested in buying into Lightspeed and Boyd Group in 2 or 3 tranches. Both companies have earnings coming up in the next couple of weeks. What are the expectations and would you be comfortable buying at these levels, or prefer waiting until after earnings? Thanks so much.

Q: Hi guys great job again.
I have about 5% of lspd in my tfsa and 2 % of bldp. I have noticed that lightspeed as been doing well this past week my concern is since all restaurants are still closed, i know that they have plenty of money but how long can they survive no one as a clue when restaurants will re-open and i believe less people will be dining out. Your thoughts on this company please as should i still hold i have it at $32.75 per share or should i dump and just move on. thank you Wilson

Q: I currently own DSG,KXS,LSPD,OTEX,PHO,SYZ. I know you took out SYZ some time ago and can't find what you replaced this stock with? I know you still follow SYZ and just wondered if you feel that there is a better stock than SYZ or would you continue to hold this stock with the other stock mentioned?
Thanks

Q: Hi 5i,
I currently have shares in LSPD and RESN and looking to add two more tech oriented names, and can be either US or CAN$. Do you have two growth companies you could suggest to start new positions at current share prices, with the intention for a 5 year min hold?
Thank you
Terry

Q: Hi 5i,
Based on your input, I'm looking to stack up on Industrials, Tech, and C. Discretionary. I have a 5-10 year+ timeframe and have a huge focus on outsized YoY revenue growth / returns for my portfolio. I can tolerate a lot of volatility and risk.

1. For Canadian industrials, what would be your top growth picks? Also looking to get one aviation exposure, what would be the best one out of AC, CAE, EIF?

2. For Canadian Tech, I currently have SHOP, KXS, LSPD, REAL. As you can see I'm aiming for outsized YoY Revenue Growth. Can you suggest other names? How does PHO and STC compare with them?

3. I have BYD, DOO, and GOOS. Can you name two MUST HAVES for Consumer Discretionary/Cyclical in the US?

Please subtract credits as you find appropriate. Thanks!

Q: Would you please give me your expert opinion on this particularcompanyHow would you compare it with Shopify. ........... THANKYOU

Q: Given the bounce back has been "quicker" than expected, what would be your top 5 US and CDN growth picks ranked in order with a strong management and balance sheet that would be considered "on sale" still from the Covid effects? Given I have a 5-10 year timeframe. Thanks.

Q: I have multiple questions. Please charge accordingly:
What is Freehold's revised dividend? Time to buy now?
Please comment on Vermillion results. Time to buy at $6?
What is Knight's revised shareholder account after 12M share buyback?
Is Lightspeed rebounding too fast or would you step in now?
Thank you.

Q: Hello Peter,
From your reports, Shopify has an inside ownership of 7.4 percent whereas Lightspeed only has 1 percent. Could this somehow be viewed as Lightspeed's management does not have the same confidence in the company as Shopfiy's? I am looking at LIghtspeed as potentially smaller version of Shopify's and am reluctant to put more than 1 percent given the inside ownership.. Please comment. Also, from the cannabis companies, would Organigrams be decent one at this price? Thank you

Q: I sold Lightspeed at $26.64, and would like to get back in, but I'm wondering if it would be better to wait until the next report on May 21. It will be their annual report, how do you see this report looking, will it reflect any downturn in business due to Covid, or would that be the subsequent report? Thank-you!

Q: Hi!

I believe 5i has correctly stated in the past that in a recovery the bigger, stronger names will bounce earlier and more powerfully than smaller and perhaps more speculative names. Companies like TTD and TEAM have either bounced or held up better than names like RUBI or YEXT which fits your comments. SHOP vs LSPD in Canada would be another example. My question is not about these names specifically but if you could please list 4-5 names in the USA space that are well capitalized (can survive) and undervalued (haven't bounced like you might have thought yet). I am not looking for value stocks but growth themed stocks that have been unfairly punished or neglected in the recovery.
Thanks so much!

Q: What is your current best pick (or top 5) for pure growth over 1-3 year term?

Q: Clearly high tech and e-commerce companies are doing much better than the general market. What would be your recommendation among cloud computing companies including those in the US. Thank you for your great service.
Peter

Q: I own all these as part of my tech sector which has now grown to 26.57% (getting a bit high I think)
CGI-1.5%
SHOP-11.77%
KXS-3.27%
CSU-3.7%
LSPD-2..21%
FB-1.05%
GOOG-1.81%
XLNX-1.25%

SHOP position has grown a bit larger recently, how would you balance this out? If I trim back SHOP a few %, what other names here would you increase right now?

Thanks!

Q: One thing I have noticed and wondering if this is just coincidence?
Stocks in your portolios and research reports such as DSG, REAL, KXS, ENGH are all doing well and near all time highs because they have great balance sheets and no long term debt?
On the other hand, stocks like DOO, GSY, CAE, MTY all are down over 50% because they have a considerable amount of debt?
The only exception on this is LSPD which is down over 50% with no long term debt?
Any reason why LSPD hasn't kept up with the others? Is all this because we do not know how long this virus will last and the market is punishing stocks who have lots of debt since they might have trouble covering them?

Q: I recently sold Shopify at a huge gain, as it had become more than 30% of my portfolio. Thank you for the recommendation. It was in my non-registered account, so I have a substantial capital gain. I have a lot of room in my TFSA, so I am going to move a majority of the proceeds there to avoid future capital gains. I will buy back into Shopify if the price retreats. Can you recommend any stocks, understanding that there is higher risk, that have a similar potential to Shopify? Can be Canadian or US. I have some Lightspeed already. Also, for future reference, did I make a reasonable move or should I have taken a different approach? Thanks