Q: Please comment on today's earnings report. Thanks.
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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.
- goeasy Ltd. (GSY)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
- Topicus.com Inc. (TOI)
- Taiga Motors Corporation (TAIG)
Q: I am interested by growth companies that have a lot of potential, and preferably relatively secure and not extremely volatile. I thought of the following companies: LSPD, NVEI. TOI, GSY, TAIG and LEV. If you would have to buy those companies, in what order would you buy them. Feel free to include other ones that are not on this list or exclude some of these if you think that they are not appropriate.
- PayPal Holdings Inc. (PYPL)
- Visa Inc. (V)
- StoneCo Ltd. (STNE)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
Q: Hi 5iTeam - Would you consider Nuvei a buy today for a full position or is its price mostly factoring in future growth. The timeline is 3 to 5 years. Also could you provide an update on insider ownership and recent trading. Are there any fundamentals that you think should be noted. Also do you have any suggestions for a similar company with good growth prospects - one Canadian and one U.S. if possible. More if you think it applies. Thanks.
- Sangoma Technologies Corporation (STC)
- Photon Control Inc. (PHO)
- NVIDIA Corporation (NVDA)
- Constellation Software Inc. (CSU)
- Descartes Systems Group Inc. (The) (DSG)
- Kinaxis Inc. (KXS)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Advanced Micro Devices Inc. (AMD)
- The Trade Desk Inc. (TTD)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- CrowdStrike Holdings Inc. (CRWD)
- Docebo Inc. (DCBO)
- Dye & Durham Limited (DND)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
- Unity Software Inc. (U)
- Topicus.com Inc. (TOI)
Q: I'm looking to reduce the overall amount of positions. Of my tech names which would you suggest selling?
From what I can gather you prefer NVDA to AMD and would suggest one of either SHOP or LSPD. Is this accurate? Other suggestions or ideas to pair down?
Thank you very much
From what I can gather you prefer NVDA to AMD and would suggest one of either SHOP or LSPD. Is this accurate? Other suggestions or ideas to pair down?
Thank you very much
- Converge Technology Solutions Corp. (CTS)
- Docebo Inc. (DCBO)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
Q: How would you rank the above 3 stocks for growth? CTS is much smaller but valuation appears to be better than the other 2 - can you please comment? Is debt a concern with any of these stocks? NVEI seems to be about the same size as LSPD - do you feel it is currently over-valued like LSPD? I recall 5i recently decreased the rating on LSPD from B+ to B.
Thank you!
Thank you!
- Photon Control Inc. (PHO)
- BRP Inc. Subordinate Voting Shares (DOO)
- Kinaxis Inc. (KXS)
- Magna International Inc. (MG)
- goeasy Ltd. (GSY)
- ECN Capital Corp. (ECN)
- Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS)
- Converge Technology Solutions Corp. (CTS)
- Docebo Inc. (DCBO)
- Dye & Durham Limited (DND)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
- TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
Q: For a stock price to double in 5 years requires an average gain of about 15% compounded, annually. Would you please rank these 12 stocks in order for the likelihood, in your opinion, they will double in price in the next 5 years. Roughly how many of these 12 would you expect to achieve that target? Assuming no major long term market melt down which would preclude good stock performance over this period. CTS, DCBO, DND, DOO, ECN, GOOS, GSY, KXS, MG, NVEI, PHO, TIXT.
- Constellation Software Inc. (CSU)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Fastly Inc. Class A (FSLY)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
- Topicus.com Inc. (TOI)
Q: I hold below 13 technology stocks - it is about 30% of my portfolio. My target is to reduce it to 20% If I need to sell or reduce which one would you recommend to sell and in what order. Are all 13 stocks consider as technology.
Currently - MiTK, CRM & PLTR in a loss. Rest everyone is in profit. No concern about capital gain or loss.
Nuvei Corporation Subordinate Voting Shares NVEI (1.31%)
CONSTELLATION SOFTWARE INC CSU (2.64%)
Topicus.Com Inc TOI (0.55%)
Fastly Inc. Class A FSLY (1.42%)
BlackLine Inc BL (3.49%)
Lightspeed POS Inc. Subordinate Voting Shares LSPD (5%)
Mitek Systems Inc MITK (1.52%)
Square SQ (2.42%)
Dye & Durham Limited DND (3.32%)
Salesforce CRM (2.22%)
Telos Corp TLS (1.72%)
PALANTIR TECHS INC CL-A PLTR (2.73%)
DESCARTES SYSTEMS GROUP DSG (3.57%)
ProShares Online Retail Index ETF - ONLN (3.89%) - Is this consider as technology or Consumer Cyclical.
Thanks for the great service.
Currently - MiTK, CRM & PLTR in a loss. Rest everyone is in profit. No concern about capital gain or loss.
Nuvei Corporation Subordinate Voting Shares NVEI (1.31%)
CONSTELLATION SOFTWARE INC CSU (2.64%)
Topicus.Com Inc TOI (0.55%)
Fastly Inc. Class A FSLY (1.42%)
BlackLine Inc BL (3.49%)
Lightspeed POS Inc. Subordinate Voting Shares LSPD (5%)
Mitek Systems Inc MITK (1.52%)
Square SQ (2.42%)
Dye & Durham Limited DND (3.32%)
Salesforce CRM (2.22%)
Telos Corp TLS (1.72%)
PALANTIR TECHS INC CL-A PLTR (2.73%)
DESCARTES SYSTEMS GROUP DSG (3.57%)
ProShares Online Retail Index ETF - ONLN (3.89%) - Is this consider as technology or Consumer Cyclical.
Thanks for the great service.
- North American Construction Group Ltd. (NOA)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Dye & Durham Limited (DND)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
Q: Which of the above companies do you see as performing quite well when the market picks up over the upcoming year and over a longer term of 2-3 years?
Thank you for considering my question, I look forward as always to you answer.
Thanks, Jim
Thank you for considering my question, I look forward as always to you answer.
Thanks, Jim
- Toronto-Dominion Bank (The) (TD)
- Bank Nova Scotia Halifax Pfd 3 (BNS)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
- Affirm Holdings Inc. (AFRM)
Q: I get why rising rates would help good 'ol fashion bank stocks. While fintech names seem to be considered more growth oriented, wouldn't higher rates ultimately help those stocks as well?
I own the names above. Any issues with any of them?
Thanks
Dave
I own the names above. Any issues with any of them?
Thanks
Dave
- WELL Health Technologies Corp. (WELL)
- Dye & Durham Limited (DND)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
- Topicus.com Inc. (TOI)
- TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
Q: I have a half position in each of the above stocks.
Would you add to any of them at this level to take them to a full position? Would you sell any of them at this level? I have a five year time frame.
Would you add to any of them at this level to take them to a full position? Would you sell any of them at this level? I have a five year time frame.
- Block Inc. Class A (SQ)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Shift4 Payments Inc. Class A (FOUR)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
Q: Hello 5i,
Please comment on the growth prospects for SQ FOUR NVEI LSPD and rank 1-4 as far as your preference.
Thank you
Dave
Please comment on the growth prospects for SQ FOUR NVEI LSPD and rank 1-4 as far as your preference.
Thank you
Dave
Q: Can you comment on the latest news update on NUVEI? Would you consider it a BUY at the 91/3% decrease drop at the open?
Thank you
09:56 AM EDT, 03/18/2021 (MT Newswires) -- Nuvei Corporation (NVEI.TO, NVEI-U.TO), a global payment technology partner for brands, was at last look down 9% after it announced that funds managed by "Selling Shareholders", and the company had entered into an agreement with some big banking institutions to complete a secondary offering on a bought deal basis. Under the agreement, the underwriters have agreed to purchase 8.2 million subordinate voting shares of the company at a purchase price of US$60.22 per subordinate voting share for total gross proceeds to the Selling Shareholders of near US$494 million. Fayer Holdco will also be donating 600,000 subordinate voting shares to a charitable foundation.
Thank you
09:56 AM EDT, 03/18/2021 (MT Newswires) -- Nuvei Corporation (NVEI.TO, NVEI-U.TO), a global payment technology partner for brands, was at last look down 9% after it announced that funds managed by "Selling Shareholders", and the company had entered into an agreement with some big banking institutions to complete a secondary offering on a bought deal basis. Under the agreement, the underwriters have agreed to purchase 8.2 million subordinate voting shares of the company at a purchase price of US$60.22 per subordinate voting share for total gross proceeds to the Selling Shareholders of near US$494 million. Fayer Holdco will also be donating 600,000 subordinate voting shares to a charitable foundation.
Q: Hello,
Can I get your take on Nuvei Corporation. Is it a buy?
Thank-you.
Antonio
Can I get your take on Nuvei Corporation. Is it a buy?
Thank-you.
Antonio
- NVIDIA Corporation (NVDA)
- PayPal Holdings Inc. (PYPL)
- Salesforce Inc. (CRM)
- Sea Limited American Depositary Shares each representing one Class A (SE)
- Kinaxis Inc. (KXS)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Veeva Systems Inc. Class A (VEEV)
- Teladoc Health Inc. (TDOC)
- DocuSign Inc. (DOCU)
- Guardant Health Inc. (GH)
- Perion Network Ltd (PERI)
- CrowdStrike Holdings Inc. (CRWD)
- Dye & Durham Limited (DND)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
- Unity Software Inc. (U)
- Affirm Holdings Inc. (AFRM)
Q: I wish to de-risk our portfolio. These are some of our holdings with high PEs [although that is not always the most appropriate criteria for risk assessment]. Would appreciate your advice as to top 10
(a) most at risk currently and
(b) great companies, even if currently expensive, that you have most conviction longer term.
(a) most at risk currently and
(b) great companies, even if currently expensive, that you have most conviction longer term.
Q: I can't find when the NUVEI shares' lockup ends. Could you provide the date pls and how many shares are locked up? Would you be wary of it?
Also, I can see NVEI and NVEI.U ticker symbols. Does that mean I can buy in $CAN NVEI and get $US by selling the same shares as NVEI.U?
Also, I can see NVEI and NVEI.U ticker symbols. Does that mean I can buy in $CAN NVEI and get $US by selling the same shares as NVEI.U?
- BRP Inc. Subordinate Voting Shares (DOO)
- goeasy Ltd. (GSY)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Dye & Durham Limited (DND)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
Q: What do the short positions look like on these stocks? Do you see any stocks with possible "unfair" levels of shorting?
Thanks as always.
Dave
Thanks as always.
Dave
Q: Which would you be buying today?
Q: Hi,
I would appreciate if you could put dollar amount on DND and NVEI stocks value.
What prices do you think I should buy them?
Thank you.
I would appreciate if you could put dollar amount on DND and NVEI stocks value.
What prices do you think I should buy them?
Thank you.
- WELL Health Technologies Corp. (WELL)
- Converge Technology Solutions Corp. (CTS)
- Docebo Inc. (DCBO)
- Dye & Durham Limited (DND)
- CloudMD Software & Services Inc. (DOC)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
- Wishpond Technologies Ltd. (WISH)
- TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
Q: In a broadly diversified portfolio, for a risk tolerant investor, how would you rate these stocks on a 1 - 10 scale, with a "10" meaning for sure you want this stock in your portfolio, and a "1" being you absolutely do not want this stock in your portfolio. Long term time horizon, looking for growth. AT, CTS, DCBO, DOC, DND, NVEI, TIXT, WELL, WISH.
Q: Please comment on earnings announcement and views regarding the company going forward.
Thanks
Thanks