Q: Regardless of sector, in which order would you add for long term positions?
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Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: You show 4 different symbols for this company, which symbol & Canadian symbol is best to buy?
What is your opinion of management and what percentage do insiders own?
Thank you.
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Descartes Systems Group Inc. (The) (DSG)
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Enghouse Systems Limited (ENGH)
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Kinaxis Inc. (KXS)
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Nuvei Corporation (NVEI)
Q: Besides csu what are the top canadian tech names with a good valuatin, good revenue, low debt and good growth potential
Read AnswerQ: I thought the Paya acquisition would have really gave this some momentum. US exposure for growth. Couldn't think of better news. I guess I'm wrong about this. What am I missing. Do you think this is a strong buy.
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CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
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ATS Corporation (ATS)
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BRP Inc. Subordinate Voting Shares (DOO)
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goeasy Ltd. (GSY)
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Nuvei Corporation (NVEI)
Q: I have owned this stock for a very long time but its share price is the same as it was 6 years ago and the dividend is small. I would appreciate your opinion of the future of this company. It is one of the first stocks I purchased and I accept there is an emotional attachment which could be clouding my judgement as I think I should sell it.
Appreciate your insight.
Paul F.
Q: Hi team,
Can you please comment on the current valuation of this company and it's long term potential? Looking to initiate a position in it.
Thank you,
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Apple Inc. (AAPL)
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NVIDIA Corporation (NVDA)
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Constellation Software Inc. (CSU)
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Kinaxis Inc. (KXS)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Converge Technology Solutions Corp. (CTS)
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CrowdStrike Holdings Inc. (CRWD)
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Nuvei Corporation (NVEI)
Q: Could you please rank the above tech stocks. I am trying reduce the number of stocks i have and I can't decide which of the above i should sell or trim.
Thaks
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Nuvei Corporation (NVEI)
Q: Good morning, Can you see a turning point after bottoming out for growth stocks of this nature this coming year for company's like Shop, Nuvei and Lighrspeed, just to name a few, thanks?
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Questor Technology Inc. (QST)
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Meta Platforms Inc. (META)
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Alphabet Inc. (GOOG)
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PayPal Holdings Inc. (PYPL)
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Welltower Inc. (WELL)
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NFI Group Inc. (NFI)
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goeasy Ltd. (GSY)
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Roku Inc. (ROKU)
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Coin Hodl Inc. (COIN)
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CrowdStrike Holdings Inc. (CRWD)
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Lightspeed Commerce Inc. Subordinate (LSPD)
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Unity Software Inc. (U)
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Upstart Holdings Inc. (UPST)
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Nuvei Corporation (NVEI)
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Propel Holdings Inc. (PRL)
Q: The following are some of the companies I’ve lost money with and will sell for tax purposes. I am wondering what your opinion is re their repurchase as commented on below.
The following I don’t feel I need to buy back, unless you feel differently.
NFI, QST
The following I would like to buy back ASAP unless you feel otherwise. Considering the state of the market do you think I would need a proxy for the next 30 days?
CRWD, GSY, META, NVEI, ROKU, WELL
The following are stocks I would like to buy back but don’t see the urgency, considering how the market currently views these companies, notwithstanding their financial outlook.
COIN, LSPD (I already own SHOP), U, UPST
Thank You.
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PayPal Holdings Inc. (PYPL)
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BRP Inc. Subordinate Voting Shares (DOO)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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goeasy Ltd. (GSY)
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WELL Health Technologies Corp. (WELL)
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Dye & Durham Limited (DND)
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TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
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Nuvei Corporation (NVEI)
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Nu Holdings Ltd. Class A (NU)
Q: Thanks for your guidance. As we come to end of the year I am looking to book tax loss as I am down substantial on several stocks, including some highly recommended by 5I. My question is in 2 parts
Of the above stocks which one you still have conviction and would recommend buying back after 30 days
Are there any stocks that may move substantially and is advisable to buy proxy or buy the same stock in family members name for the next 30 days
Thanks
Q: Would you be a buy here?
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Bank of America Corporation (BAC)
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JP Morgan Chase & Co. (JPM)
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Lowe's Companies Inc. (LOW)
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Pfizer Inc. (PFE)
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Target Corporation (TGT)
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Bank of Nova Scotia (The) (BNS)
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Brookfield Renewable Partners L.P. (BEP.UN)
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Maple Leaf Foods Inc. (MFI)
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Kinaxis Inc. (KXS)
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Premium Brands Holdings Corporation (PBH)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Savaria Corporation (SIS)
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Block Inc. Class A (SQ)
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Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ)
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Dream Industrial Real Estate Investment Trust (DIR.UN)
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Digital Turbine Inc. (APPS)
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Unity Software Inc. (U)
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Nuvei Corporation (NVEI)
Q: Can you supply a few suggestions of dividend stocks that may be good to purchase during tax loss selling? Canadian and US if possible.
A few growth stocks would be a good balance to this question as well! Thanks, James
Q: I am having a hard time seeing a path to profitability for LSPD. I get that their product offers client service management, however there are tons of different point of sales systems/payment providers. Much of their growth has come from acquisitions, with a tight capital environment I not sure that is a good plan going forward. Why buy this?
Any comments appreciated Leo
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Alphabet Inc. (GOOG)
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NVIDIA Corporation (NVDA)
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Constellation Software Inc. (CSU)
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Kinaxis Inc. (KXS)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Converge Technology Solutions Corp. (CTS)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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CrowdStrike Holdings Inc. (CRWD)
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Unity Software Inc. (U)
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Topicus.com Inc. (TOI)
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Nuvei Corporation (NVEI)
Q: I own these stocks as part of my technology sector. Do you see any overlap in any of these names? Particularly between SHOP, LSPD and NVEI, or are they different enough to own all? Also if you were to choose to high grade 1-2 names, what would you choose if any? Thanks!
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BRP Inc. Subordinate Voting Shares (DOO)
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goeasy Ltd. (GSY)
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AcuityAds Holdings Inc. (AT)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Nuvei Corporation (NVEI)
Q: Can you provide a list of 5 fallen angel stocks that you believe may rise from the ashes of this relentless market decline. Betting on phoenix companies that are down significantly so no thought to market, risk, sector.
Thanks
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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AcuityAds Holdings Inc. (AT)
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Enthusiast Gaming Holdings Inc. (EGLX)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Nuvei Corporation (NVEI)
Q: It looks like this is close to the time to start buying cyclical stocks. Would you agree? Which cyclical companies do you think have the most potential to become three baggers in the next three years. Not looking for ten baggers! LOL
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The Trade Desk Inc. (TTD)
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Roku Inc. (ROKU)
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Pure Storage Inc. Class A (PSTG)
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Digital Turbine Inc. (APPS)
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Nuvei Corporation (NVEI)
Q: Hello 5I,
I am down 55% or Apps.
Just wondering if you would hold on on switch into something else. Looking for something with similar upside of course.
Thanks
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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goeasy Ltd. (GSY)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Nuvei Corporation (NVEI)
Q: I was interested in your reply to the 10-bagger inquiry. I want to buy lspd, shop and nvei "to have and to hold". Is now a good time or should I wait for further rate increases? All 3 are in the same group. How does a 40/40/20 split sound?
I think, at some point, they will rise dramatically, too.
Thank you.
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Meta Platforms Inc. (META)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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goeasy Ltd. (GSY)
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LendingClub Corporation (LC)
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WELL Health Technologies Corp. (WELL)
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Codexis Inc. (CDXS)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Digital Turbine Inc. (APPS)
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Upstart Holdings Inc. (UPST)
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Nuvei Corporation (NVEI)
Q: Peter, for a portion of my portfolio I’m looking for companies with 8-10 bagger potential over the medium term, say 3 years. Please provide your 5 best cdn. and u.s. names for such potential gains. Regards Greg
Read AnswerQ: The average PE for GSY is 11-13 , now it is more than 15 according to yahoo finance. What price is a good entry point ? Please comment on earning of SFTC , is it a buy ? At what price ? At what price is good to start a position in NVEI ? Thanks a lot.
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