Investment Q&A

Q: I've owned ENGH for over a year and disappointed at its lack of traction. Would you do a flip of ENGH (closed at $61.85 as of 1/26) for NVEI (closed at $68.26 as of the same day) as a better name for a long term hold? If not NVEI can you recommend other names. Thanks.

Q: Can you please compare and contrast BFT (Paysafe) and Nuvei? I have started to see a lot of buzz on BFT ahead of it's transaction and wonder if you would consider it a buy? Picking between BFT and Nuvei would you favour one or the other? The numbers seem impressive. Who are their other competitors and what is the potential total addressable market?

Thanks!

Q: First of all, thanks for the service you provide. I have found it extremely useful since becoming a member. Second, I apologize for the number of stocks covered in the question. If it is too many, please do not respond / post.
Within the last 12 months, I have purchased the above stocks strictly for growth or as momentum plays.
I would like to know which ones you would sell, either because their momentum has likely peaked, or because their share price growth prospects are poor. Please deduct as many credits as required. Thanks

Q: I'm looking at tech companies for a long term hold. How would you rank these three: DND, DCBO and NVEI in terms of share price growth in a year or two? Thanks.

Q: My SHOP and LSPD positions have grown to 7% and 6% of my portfolio, looking to trim the positions slightly and add to some smaller weights in my portfolio with long term high growth. How would you rank as the best to add to currently out of NVEI, FB, AMZN, VEEV, CSU, DOCU or AT? This would be for TFSA.

Also for smaller caps like WELL and XBC, would would you consider as full positions? In the 3-5% range depending on one's risk tolerance? Thanks!

Q: Hi 5i team, following a recent question on a drop of price without news, can we assume profit taking. If so, is it good time to add? thanks.

Q: Hello Peter,
In general, what does one do if a stock that was doing very well all of a sudden goes in a downward spiral without any news? I am using Nuvei as an example, but the question applies to other stocks that may experience similar investor sentiment.. Also, what is the best site to get earnings release dates as wells as latest news releases? Thanks very much

Q: Would you please rank these tech stocks for a long term buy at current prices, 5+ years, total return, growth-oriented portfolio. Thanks. NVEI, DCBO, ENGH, DND, KXS, OTEX.

Q: Please rank for (1) growth over medium term - 3 to 5 years, and (2) risk (lowest first).
(3) What percentage would you allocate to each.

Q: Hi, Nuvei took a hit Wednesday morning, I understand, in line with downward pressure on Big Tech, with Democrats win in Georgia senate. This company appears to be a favorite with 5i, based on your recent comments as well as the payment space, it operates. I think, it was also mentioned in one of the answers that Nuvei has a niche in sports and gaming payment settlements space. I noticed some news this morning which helped sports betting stocks like Draftking etc, jump 3-5%. Will this be beneficial to Nuvei ? I bought a small 0.5% position, today and still considering to bring it up to 1-1.5%. Thank You

Q: This morning, both Lightspeed and Dye & Durham have taken hits of over 6% however, I cannot find news. I have done very well on both and plan to take profits off the table or would you recommend I exit? Any thoughts?

I sold NVEI last week as it reached my stop and continues downhill. Any news?

Thank you and very best wishes for a great 2021.

Q: Of the above stocks which would you feel is the best to add to our TFSA and why? Could you also rank them in order best first, in case I decide to add 2.

Second related question: LSPD, CTS, and DCBO are in a non registered account They could be moved over to the TFSA but am reluctant to do so because l have a capital gain on them, 200%, 60%, and 60%. LSPD would be a partial move due to its greater value.
Thanks for all your guidance and suggestions in the Q and A. The 3 above profits are a result of 5i.

Happy New Year to all.
John

Q: could you kindly share your opinion going forward thanks

Q: Hi Peter, you seem favourable on Nuvei. They are reportedly in 'payment solutions'. Can you briefly tell us whether they are just a tiny version of a Paypal, Visa, LSPD, etc. Or do they offer a different solution? And as they are not yet profitable, where (from what activities or types of customers) do you see their growth occurring? Thanks.

Q: I have held Visa since low $30 USD and I am interested selling a portion and buying NVEI. Your comments appreciated.
Also, Merry Christmas and as always thanks for your advice!

Q: I am starting to think about what should I buy with the $6K I can add to my TFSA in January. I like growthy names, and currently have BYD, DSG, ENGH, KXS, LSPD, REAL SHOP, and WELL in my TFSA. I have a well diversified portfolio, so not worried about the sector.

I was thinking of NVEI, DND, or maybe Topicus. Or some of your US favourites: CRWD, U, VEEV, PLTR.

Can you suggest your 2 top favourites from Canada and the US for a TFSA for a long term hold.

Topicus is supposed to be trading on the TSX Venture exchange. Do you think that will limit investor interest? I decided a few years ago that one of my rules was never to buy anything on the Venture exchange. But maybe I will have to break that rule (I will get Topicus shares from the CSU spinout). What is your overall opinion of Topicus, and how would you rank it in terms of growth prospects and capital appreciation in relation to the stocks I have in my TFSA, and NVEI, and DND.

Thanks,
Paul

Q: I reviewed your recent answer to a question on Haivision and wanted to follow up. I have had some success profiting from DND on the IPO and a less pleasant experience with BBTV. I am wondering if you can dig a little deeper on Haivision to help me understand if it's more of an LSPD/DND/NVEI company in terms of opportunity vs BBTV which sounded exciting? Does Haivision have a large TAM and if so, is it a market already dominated by a few players or is Haivision a pioneer or one of the early entrants? Who do they compete against (US or Canada) and are they growing more quickly or more slowly than the competition? Lastly, if there are major competitors, does Haivision have any unique offerings that give them an advantage?

Thanks as always for your thoughtful and profitable replies!

Q: Hi 5i,
They both increased 100% within 3 months with the similar price and Price/Book. Which one do you think is better for the coming 2-3 years? If I can only buy one. Kindly advise, many thanks.

Q: Without looking at any other factors, which of the above 3 stocks have the best potential for growth over the next 6 months and your reason for that pick.
Thank you Ian

Q: Two questions here, please deduct as fit.
I have a triple with DND, about8.5% of over all holdings, and am thinking of selling 50%, and buying NVEI, or would you just hold and enjoy the Christmas bonus ride for a bit longer, or a lot longer.
Two, is Peter's new fund up and running, and if so how can I buy some.
All the best, and many thanks for the great advice.