Investment Q&A

Q: Hi Team,
I was looking at buying some NVEI. However, I am already heavy tech in general. If I were to buy some shares I would need to sell something to do this. The stocks that I already hold that would consider trimming to buy shares in NVEI would be: LSPD, WELL, SQ, MITK. Do you consider NVEI as having more long term potential than any of the other 4 mentioned? If so, which one of the 4 would you recommend trimming to buy some NVEI? Thanks
Shane

Q: I am considering selling U (down 24% in my TFSA) and replacing it with one of the following: WELL, NVEI, DOCU, MED, or APPS. Please rank in order of preference if purchased today. Can I assume all of the above stocks would likely have higher rates of growth than U and that the sale of U would thus be justified?

Thank you.

Q: Hi, I was looking to buy NVEI and LSPD, would this be a good move or is there too much correlation between the two, thanks?

Q: As a 20 year-old, can you suggest 6 high risk/high reward Canadian or US stocks for part of my investments (I would look to buy on dips)? Would you recommend a portion invested in cryptocurrencies or is this just really gambling with the high volatility? I have a 5-year time line.
Thank you!!

Q: Can I have your opinion on this company.

Thanks

Q: I am looking to add 1/4 positions in my growth portfolio with AT and NVEI. Or I could add to my half positions in U, CRWD or NVDA. I would like your thoughts on which is better at this time for long term growth. I am underweighted in US stocks. Thanks

Q: Good morning Team. Loving the website uptake. Managing along with my 3 adult kids (18,21,24) their TFSA. They have done very well with above. Recently sold OTEX and KXS which 2 older ones have held for 3-4 years. Advice should they consider
1. adding 2 new Canadian growth stocks or
2. should they add to five remaining ones

Realize very tech heavy but their time Horizon is long. Any advice would be much appreciated. Thanks. Chris

Q: What's your opinion on Nuvei, their management team, debt, and business? What do you think of a half position in them today for a typical balanced portfolio or would you prefer another company in the same sector? Thank you.

Q: I am participating in a fun challenge at work wherein all staff get $100,000 of play money to invest in stocks June 30, 2021. The "portfolios" will all be valued September 30, 2021 and the three highest value portfolios win a small prize. I know this is nothing more than a crap shoot, but can you recommend a few (I'm thinking 5 or less) stocks that might run during that period?

Q: I would appreciate your thoughts on holdings in the portfolio. All have been winners - I am fairly prudent yet always looking for trends and will hold long term. I don't rely on dividends though they are preferable. Would you make changes for another holding(s)?

Petroleum: TOU, FRU, ENB
Finance: GWO, NVEI
Steel: STLC, LIF (Watching cyclical trends)
Auto: MG
Mining: CXB, KL, (TRQ - I expect an upturn in 2 quarters)
Software: CTS, LSPD, TOI
Healthcare: WELL

Thank you for your support.

Q: Hi Team,

Any idea why this company is not held in XIT at present ? Do you think it will be added at some point?

Thanks

Q: I hold a small position in ENGH. Since peaking on Sept 4th at just over $80, it has been in a long steady decline for 9 months, to the low $50's, a drop of about 1/3 of its value. The results just released Thursday night look very weak to me, especially compared to the previous year, although covid helped their video division significantly last year, and the stock is still trading at pretty high multiples, despite the decline in the stock price. I know you have mentioned many times that you feel ENGH is a good long term steady business. Wondering if you still feel this stock is worth adding to, or is it time to sell and move on to something that offers more growth? Or do you still think there is reason to expect good revenue and income growth from ENGH over the next few years? Would you sell ENGH and add to existing positions in NVEI, TOI or DSG? Thanks.

Q: What are your thoughts on PSFE now that it has reported quarterly results? Is it a buy for significant growth over the next 2 years. I recently purchased NVEI as well (on the dip) and have been pleased so far. Thanks.

Q: Between NVEI and TOI which one do you favour and why?
Thanks.

Q: If dnd good private what is a good company to replace it in my tfsa growth portfolio.

Q: How would you rate these tech companies for growth and safety?

Q: Hi, What's your view on the Nuvei's Secondary Offering of 7.2 mln shares @ US$69.78. There seems to be no dilution and selling shareholders including CEO Philip Fayer, Novacap, CDPQ and others will continue to own almost 90% of their current stake ? Is it a good opportunity to Buy/Add ? Thanks

Q: Hi, What would be the market demand for Nuvei shares, due to MSCI Canada Index inclusion ? Thanks
"MONTREAL, May 26, 2021 (GLOBE NEWSWIRE) -- Nuvei Corporation (“Nuvei” or the “Company”) (TSX: NVEI and NVEI.U), the global payment technology partner of thriving brands, today announced that effective as of the close of the market on May 27, 2021 it will be added as a member of the MSCI Canada Index, as part of the May 2021 Semi-Annual Index Review for the MSCI Equity Indexes."

Q: In a growth orientated TFSA I hold Real that I am tempted to sell and replace with Nuevi is this a good idea? (Oddly Real is up today and Nuevi is down)

Q: Good morning. I have some cash in a growth portfolio and am looking for a high potential growth stock...what do you think of Nuvei over the next year or two?
Thank you.