Investment Q&A

Q: Which of these 3 would you average your cost down on (i.e. increase holdings at lower cost levels)?

Q: Any reason for the price surge 7.7 % in DCBO ? Is NVEI a buy at all time low ? Thanks a lot.

Q: Please comments on today's earnings announcement.

Thanks

Q: We have money put away for a 17-year old's growth portfolio (long time horizon of over 10 years, no need for income and willingness to take risk).
Portfolio already has VTI, SKYY, BYD, TSU & SHOP. Thinking of adding DCBO for the balance of cash. Would you endorse this? Or would you recommend a different holding?

Q: Time to do a little spring clean up on the portfolio. Thinking of selling DCBO and buying FSV instead. Your thoughts?

The idea is to take a little risk off the table.

Leo

Q: Your comments please on today's earnings. What rating would you likely give this company in a report. A brief explanation would be helpful. Thanks.

Q: Two years ago, energy fund managers were pounding the table to buy oil and gas stocks.
Whoever listened did great.
Now tech prices continue to plummet. The prices are off 60-80%.
Should I pick a few and wait two years for a similar upsurge?
Would you buy shop, lspd, dcbo, toi, nvei or nvda and please rank them with a brief overview.
Thank you.

Q: Right after I purchased this e-learning company last week they announced a $200m shareholder dilution. Naturally the stock tanked and I'm down around 25% in less than a week. Yikes-what should I do?

Q: I was planning on growing my position in these companies during 2022 in my TFSA account. Is there any of these companies you wouldn't invest in or replace for an other company (please indicate witch company you would replace it by).

Also can you say in what order you would rank these companies from highest to lowest, highest being you favourite and lowest least favourite?

Q: For 2022 what are your top AI picks? If you could please indicate a large cap and small cap option in canadian, us and or european markets.
Thx

Q: Hi 5I
I have $180,000 split evenly amongst above companies in RRSP. I was going to begin withdrawing $10,000 every year and am looking for strategy to draw down to maximize growth of account. Is there a ranking of companies to sell first, or take a bit from each? I like them all so tough call for me. Appreciate all your advice since my initial membership in 5I.

Q: Please rank Toi, dcbo and lspd and would you buy one or all three proportionately? Thanks

Q: What sequence would you add for largest overall return for 2 years and least risk for AND, ANRG, DCBO, LCFS, NBLY, STLC

Q: Please rate in order of long term potential. Thanks.

Q: What's your take on DCBO earnings this morning? I thought it looked reasonable but the market doesn't seem to like the report.

Q: Can you give me analysts expected revenue and earnings for the upcoming quarter for the following:
Topicus
Lightspeed
Docebo
Thx

Q: NO PROFIT... NO PROBLEM...

This is a story in the Globe and Mail dated Sept 25th 2021. The article made all lot of sense and there seems to be a disconnect with growth at all cost with no profit. Maybe this is how things are done just look at how our government is run.

I don't have a specific question to any of the companies mentioned above but with LSPD in the news lately maybe it will apply. I know there has been a short report put out on LSPD and from some of the comments that I am reading from 5i that they are false.

My question is how do you know?

We don't know the real workings of a company and what we get from them is what they want us to hear. Take for example XBC, that wiped out all of value from investors because we didn't get the correct information from Management. It's what they wanted us to hear and we believed them.

I think there should be some healthy skepticism with regards to what Management says and does and investors should take away that capital preservation is paramount.

If LSPD or any company that gets shorted and can't explain the reasons for the discrepancy in a respectfully dialogue then maybe there is some truth to it but like I said we don't really know.

Who is right? The short trader or the Stock promotor?

Until we get all the information it will always be Buyer Beware and don't fall in love with any stock.

Sincerely.

Q: HELLO 5i TEAM, I'm looking to add a couple of tech stocks after this down draw is past. Please advise the "NET DEBT" for each of the above companies, and which 5i would recommend a buy in a month or so.

Q: Are Thinkific and Docebo competitors? I understand what Docebo does but I am not sure Thinkific does exactly the same thing.

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.