Investment Q&A

Q: Hi Peter/Ryan, I bought LSPD in my RRSP 200 shares at an adjusted cost of 26.0. Its now 11% of the portfolio would it be wise to sell half of this now even though it's down at this level. I did'n t sell at 150. but hind site and all, that's done. Would you sell. Thanks

Q: The stock has plummeted from 130 in Sept to 49 today. I don't recall a 5i recco that has fallen so dramatically and ever recovered to where it was.

Obviously the shorts have it right (so far) to be short was the right thing to do.

1)Do you sincerely feel that LSPD will ever recover to where it had been?

2)If yes, what dramatic course of events would do it?

Sheldon

Q: Please comment on Q results released this a.m. Initial very positive reaction,now turned negative.Why? Txs for u usual great services & views

Q: What would be a good entry price for Lspd? Thanks

Q: In the health sector, would you be more enthusiastic about growth for Well or Neighbourly Pharmacies ? Looking at a three to five year time period. Thnks

Q: Hi Team,
I have heard DOO mentioned quite a bit in top canadian recommendations. Although sales have been good for the company and demand for their product is high, do you see sales/ numbers slumping for them for the next while due to supply chain issues. I know where I am the dealers have very little for inventory, and are only getting "spring break" snowcheck deliveries in for customers that pre ordered snowmobiles last spring. Will this not hurt their numbers for the next few months until supply chain issues getting straightened out?
Also, in a quick pitch...what are the main selling points for investing in this company for a 5yr plus time frame? Would it be one of your top picks today for canadian investment for share price appreciation...or after recent sell offs are their others you would choose over this one (please list)? Thanks

Shane.

Q: Thank you for your response to my last question. As a follow-up, do the four utilities stocks that I currently own (BEP, FTS, AQN, NPI) offer adequate diversification within the sector? Just wondering if I should add to these (in the best to worst ranking you provided) or is there another utilities name (Cdn nor US) that you would add to be better diversified and if there is, would you sell one of my current 4 utility stocks or just add the other name?
Your insight much appreciated,
Doris

Q: Thoughts on the quarter?

Thx

Q: Would you add to any of these tech companies at the moment. Have small position in all of them. If so in which order.
Thanks for your advice.

Q: Topicus has been trending down. Is it because the recent quarter missed expectations or their prospects have changed due to the change in the CEO?

Q: Topicus has been straight down almost 30$ from 143$in less than three weeks.What’s the problem?

Q: They're are 7 analysts following this stock with an average of 12.45 12 months out. Does it have any chance to doing this. Do they get these targets on a perfect scenario because it seems far fetched to me. What does 5i have as a target price.

Q: Further on Magna, why wouldn't Biden's desire to protect the US auto industry, in particular EVs, not be a risk to Magna?

Q: Just joined 5i Would like to know where you stand with Well Health. Bought it about 18-20 months ago on Peter’s research.
Thx
Phil G

Q: Wow, really getting pummeled today. I was searching to see if there was news re a financing tied to the acquisition announced today, but couldn't find anything. Any news out there that you can see which could be contributing to today's drop. Seems the wind coming out of TFII sails lately.

Q: Hi 5i,

I'm new to the service and joined with the hope of finding an unbiased second opinion on my portfolio of stocks. I had the good fortune of purchasing in my TFSA SHOP ($1200); LSPD ($26.31); SE ($149); MELI ($769.45) and continue to hold. This year, not so good, I had purchased REAL ($18.16); ABST ($13.79); AT ($10.36) which with the exception of MX are all currently in the red.

My problem is that given my current YTD is at -13% I should probably shake up the TFSA. However, when I look at each stock individually I just can't bring myself to sell, I love the growth potential of them all.

I'm (obviously) ok with volatility in my portfolio and I do not anticipate needing the funds for 3+ years. I would appreciate your thoughts or ranking of these stocks in terms of growth potential from this point forward. Are there better stock opportunities I should consider out there for my TFSA ?

Thank you in advance.

Q: Hi 5i Team,
In general I follow 5i Balance Equity Portfolio. Lately, I went through comparing my portfolio to 5i Balance portfolio I found that I have to add the following stocks BDGI,PKI and SHOP and I am under weight on AEM,ATD,ATZ,BAM.A,CCL, ENB,TFII. Can you please advise in order which stock consider a good buy at this time.
Also, Can you please advise good buying stocks from the Growth Portfolio.
Thanks,

Q: Reported today that SHOP's Black Friday sales increased by 21%. Is this good, bad or indifferent? What was expected? As of 9:40am Monday market is up but SHOP is down. Thoughts?

Q: Can you please explain why LSPD is being hit with all these class actions?

Q: Everyone.
My thoughts for investing: only invest in the the best of the best; hold long term and stuff will happen to test you.

As I look back on LSPD:
Should I have sold when the short report happened? No because nothing materially changed. The report was fluff and noise.
Should I have sold after the last quarter report? No because there was only a small misstep. High growth companies do have missteps.
Should I have sold when price dropped below 50 or 200 day moving average? No nothing materially changed. Apple and Amazon have dropped below both of those markers.
The only thing that has changed is the price people are willing to purchase shares.
The company strategies are still intact, but should I have sold earlier and what would be the key signal to sell?
Clayton