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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: hi, looking at your model growth portfolio, all these entities are down in share price. are they all a buy today? any a sell? any other growth equities in the portfolio you like better than these listed right now? and are there any CDN growth equities not in the portfolio you like better than these ( eg ?LMN etc. )

Read Answer Asked by chris on September 18, 2023

Q: Hi, between these 2 stocks who have recently reported not so enviable quarters (and knowing they could go even go lower from here before they settle a bit)....are they both a show me story now? Is there more conviction in one or the other ...or would you put new money elsewhere? I currently own about 2% of each.
It seems both of their recent 1/4 releases were surprises to most of us. Not very credible management to not have seen this coming, IMHO.

Cheers,
Steve

Read Answer Asked by Stephen on September 18, 2023

Q: Please sort the list if you were assigned a task of bottom fishing.
Firstly sort them (best to worst) in terms of growth perspective for next 3-5 years.
Secondly sort them from fundamentals/safety perspectives.
Ignore diversification.
Also feel free to add your own favorite bottomed pick.

Read Answer Asked by Jabs on August 16, 2023

Q: Thinking of jumping in to Nuvei. It looks like this company is set to report cash flows of more than $300+ million in 2024 and then growing more than 20% annually. Their net debt is low. They are growing sales despite the loss of a large customer. Additionally, they acquired Paya in February which has $250 million in revenue and is net earnings and cash flow positive. Paya is based in the US, and in verticals that are new to Nuvei, and less cyclical than their traditional verticals.
Is it just me or is this a screaming buy here on valuation and future growth prospects? It is only 1.5X sales and 10X forward earnings.

Read Answer Asked by Michael on August 15, 2023

Q: Thinking of buying a new mattress with a concealed side zipper. I find it hard to believe that a stock that trades in the USA and Canada can in one month lose 50% of its value because of a slight miss in earning and its outlook. Why?

You have strongly recommended NUVEI for quite some time and I was hesitant after involvement with LSPD. However, when another reputable investment newsletter (with a very conservative outlook), recently recommended this loser (NUVEI), I decided to take the plunge and pull the trigger. Boom, down 50%.

My question is about warning signs. How can one detect such things in advance? Obviously, nobody did, but for company to loss 50% of its value in less than one month, there must be something? No insider selling (or buying) unless it was done another way. The insiders must have known that they were going to lose half of their investment. Maybe they donít own much? No idea?

I think something stinks here.

Anyway, I am off to Sleep Country.

Read Answer Asked by Dan on August 15, 2023

Q: ALB-N,ICLN-N,REMAINING ALL TSE,RCI.B,FCR.UN,TCN,GOOS,NTR,TSU,NVEI
Which stocks need to sell or all of them.

Read Answer Asked by Nizar on August 15, 2023

Q: Sorry for another NVEI question.
In the responses on NVEI, 5i considers it a HOLD. I'm down 60% in a taxable account and will probably sell for tax reasons. My plan was to buy it back after 30 days.

What would it take for your recommendation to become a "buy" or "add to an existing position"? On the other hand at what point does it become a "sell"?

Are you considering the same "hold" status for the growth portfolio of will you be making changes with NVEI?
Thanks

Read Answer Asked by Marco on August 14, 2023

Q: Do we know which large customer did NVEI lose? At what cost?

We often see sell/buy transactions with no divulged details. Being naÔve, shouldnít the investors know these details, when they could impact the financials. Do analysts know more than we do? Iím aware we are talking private companies and their competitors, but it is a bit frustrating.

Thanks for your work.

Read Answer Asked by Denise on August 14, 2023

Q: I have LSPD at a loss in my TFSA. A two year chart suggest both NVEI and LSPD have dropped about 75% from their highs. With no tax loss benefit, is it worth switching to NVEI. (I am in no particular need of cash from this account for many years, if ever.)

Read Answer Asked by Dave on August 11, 2023

Q: Hello, i know you don't believe in averaging down but of these companies that really blindsided me on somewhat over reaction on earnings,which company has the best chance to bounce off these lows possibly like 10-20% up from here i am thinking could be possible which do you pick and why....thanks

Read Answer Asked by Greg on August 11, 2023

Q: Value shopper here with interest of buying and forgetting about stocks on sale with solid future potential. Are these 3 of the best for this strategy. Would you add ECN to the pile and are there others???

Read Answer Asked by Christopher on August 10, 2023

Q: Argh!! Not a good day on the quarterly earnings front for some of these names in my portfolio. After recent developments, would you still consider these names still a add/hold/sell?

I know hindsight is 20/20 but sometimes I wonder why I didn't put more of my capital into a stock like Constellation, which is just best in class and steady, rather than into these other names. I currently have a large position in CSU and others which largely offset these losses, but waking up to these drops of 20-30% are getting really irritating, but I understand this is the how it is. No pain, no gain! Thank you!

Read Answer Asked by Keith on August 10, 2023

Q: Hi Team,
Can I have your thoughts on nvei earnings? Currently the market is not happy with them and SP is dropping like a stone. In the release I see the net earnings have collapsed due to what appears to be interest payments on debt. This being said; what would possess them to start giving out a cash dividend when net income is almost now zero? Wouldn't the money be better spent trying to pay the debt down that is now sinking their net earnings? It seems even though revenue is building and even though they keep adding new customers they just can't get their earnings to improve. Is it time to dump this name or hold out for better days, or perhaps a takeout?

Shane.

Read Answer Asked by Shane on August 09, 2023

Q: Based on the recent earnings report it looks like Nuvei's growth is challenged. The announcement of a modest dividend appears to be an effort to mollify negative sentiment. Given the recent negative momentum and the muted forward guidance, please give your opinion on continuing to hold at a considerable loss (TFSA) vs selling and redeploying the cash to add to either TRI or ATS. Thank you. Please use as many credits as you need.

Read Answer Asked by JANE on August 09, 2023

Q: what would you recommend for this year's TFSA for an average investor? Thank you. Fooklin

Read Answer Asked by Fooklin on August 04, 2023