Investment Q&A

Q: Hello Peter,
There is a lot of chatter about rotation to value stocks. Nuvei and Lightspeed are growth stocks, but after the short report, are they getting into value territory and if so, would you think this is a good time to enter those names with an initial position? Also, from your experience, why would a short report damage the stock for longer period (as in case of Nuvei and Lightspeed) when the market liked those at higher levels but now all of a sudden, institutions don't seem to be backing up the truck. Could this imply that the short report had some merits as i would have thought as a minimum, the leaders in these companies would have stepped up and bought more stock? Lastly, if inflation is a concern, would an etf for banks like zeb a better choice than individual banks? Thanks very much.

Q: What is a good price point to buy UPST, GOOGL, NVDA, LSPD.TO, ATZ..TO and SHOP.TO and NVEI.TO for 2022?

Q: In a TFSA, I have ERF, LSPD, LSPK, NVEI, WELL. IN 2022 can add another $6,000 to TFSA. If you were going to add to existing holdings in what order would you add. If instead, you were going to add a new stock to the TFSA, what would you add?

Q: Season's Greetings 5i team,
We will be making a 6k contribution to each of our TFSAs in the New Year. The two accounts hold the following securities:

TFSA1: ATA, DSG, WELL and TOI
TFSA2: ATZ, BAM.A, DOO, NVEI and TOI

In what order might you invest the $ in the securities in each of the two accounts? (Given the relative size of this investment, overall diversification (across all accounts), size of holdings and industry allocation will not be affected).

Thank you for your dedication and all of the great work you do for us DIY investors. Merry Christmas and HNY!
Steve

Q: Can you list your potential biggest January bouncers, maybe 5 Canada and 5 US for aggressive investors? Thx!

Q: Thanks for the great services and very meaningful insights. I had asked this questions 2 days ago not sure if t was received by your team as I didn't see a response. I am a long term Investor. Normally I don't trade but want to try out the Tax loss strategy . Planning to Invest about $25k in 4 to 5 US or Canadian stocks which are oversold due to tax loss claims. Planning to buy this week and sell them in Q1 2022. What are your strongest convictions/ recommendation on this strategy at the current level. Can you please provide a few names that you have the most conviction in(Not necessarily the most upside)? Please rank them, provide a suggested price and the reason for your strong conviction.

Thanks and Wish a very Happy Holidays to everyone at 5I team.

Q: Can you share your view of NVEI Corp..
Will it get back to $180.00 in the next year?
I know you like NEO better but is there more to gain with NVEI?

Q: Hi- are there any equities on the TSX you see having compelling valuation right now, particularly for a young, longer term investor.
Jordan

Q: Hello Peter,
For the potential surge in EV stocks in 2022, i am considering investing in rare earths and am trying to decide between Neo Performance in Canada or MP materials in US. Which one do you feel is better for longer term in the EV sector? Also, is there any news on Nuvei for big increase in share price today or is it simply catching up after the short seller report? Thanks very much.

Q: Hello,

I am down about 60% on NVEI which I hold in a non-registered account. Would it make sense to sell for tax loss purposes? If yes, what stock would you suggest I invest the sale proceeds in, in the event there is a bounce in the market in January? I have a 3-5 year time horizon.

Thank you

Q: Hi 5i,
I’m in the process of rebalancing my RRSP and TFSA and looking to be greedy while others are fearful.
Specifically moving TD, FTS, T, and LNF to an RRSP so that my TFSA can be growth oriented.
My remaining TFSA positions would be as follows:
- Half Positions: NVEI, EGLX, LSPD, WELL, U, APPS, BAM.A, SIS, DND, BYD, MITK
- Full Positions: GSY, TOI, CRWD, ATZ

I am planning to deploy as follows:
- Complete existing positions: NVEI, LSPD, APPS, U
- New Partial Positions: AT, XYL
- New Full Positions: DOL, SHOP, VEEV, ANRG, ATD, TIXT
Would you swap out anything on this list that would better compliment my existing positions? I have a 10+ year horizon so I’m leaning towards aggressiveness.

Thanks!

Q: Can you please summarize the CEO's stock buy/sell transactions during 2021? And what is his current stock holding?

Thanks.

Q: Your answer to a member's question on LSPD and NVEI being "expensive stocks" and your interpretaion they are still considered expensive ones inspite of selling at roughly 1/3 of their peak prices, is not understandable as there are many non software companies whose stocks are selling at around 15-20 times their sales. Why don't we admit that it is the short attack as the only reason for this decline instead of beating around the bush.

Q: Hi 5i,
I sometimes have trouble following your metrics. Yesterday, in an answer to Steve, you said that LSPD and NVEI were still expensive at 9x and 8x sales respectively. That makes sense and with little difference in the two. When I look at the 5i members’ database, I see LSPD at 16 x sales and NVEI at 6x sales. Here, NVEI is clearly the cheaper of the two. This makes it difficult sometimes to assess a company. Why the differences?
Thanks again.
Dave

Q: Both companies are trading at roughly a third of their 52 week highs. Being such you have answered recent questions saying they are expensive. I assumed they wouldn't be. At what price are they not expensive and what metric do you use for this. I'm trying to improve my investing skills and make some sense of this.

Thanks Steve

Q: Since both stocks have been hit hard of late - for similar reasons. Which stock would you think has the best chance of short-term recovery and long-term success. I own some NVEI shares but was wondering if it might be good to trigger the loss and replace with LSPD shares if it had a stronger outlook. Or if going a more conservative route - what 3 or 4 stocks would you say have decent growth prospects and good valuations and could pick up a decent amount of shares if have about $5k?

Q: Good Morning

I understand the NVEI issued a statement about the Short Report. Have you seen it and analyzed it?

What is your takeaway from it. Do you believe it has credibility?

Sheldon

Q: I agree with Joel about the passive response from Canadian companies and sometimes you need to give the antagonist a bloody nose otherwise they will never stop doing this. These shorters need our shares to short and the institutions are only allowed to lend those out from a margin account, so I believe. I do wonder if in fact that is the case.
The only way you can be sure that your shares are secure in your regular account is if you hold those shares physically as stock certificates. Who does that today in this electronic age?

The regulators need to do much more in preventing this rape of our portfolios happening.

If nothing is done, no stock will be safe, this will continue, people will still panic and the long term objective of realizing your nest egg will take a lot longer as these attacks can technicaly damage the stock.

I have been a customer of 5i since 2013 and am in a position that I am very comfortable with my portfolio today thanks to your help. I very rarely need to ask a question and therefore I am happy to donate 3/4 of my 168 question credits.

Keep up the good work

Peter

Q: FYI, I think Citron since last year are no longer publish sell report...

Q: Not a question but RBC just released a report this morning in which they reaffirmed their support for NVEI and maintained their US$145.00 target.