Investment Q&A

Q: I read the LSPD short report.
i thought spruce point made some valid points.
i sold all my lspd yesterday, will revisit at a later date.
my question is have you read the whole report and do you agree with some of the points or not.
dave

Q: There is enough negative news on LSPD that crashed its share price by a short seller spreading fear this morning and then an ambulance chaser type of law firm did a pile on later.

Has the company issue anything yet? If there is no rebuttal from LSPD by tomorrow morning I would be very concerned. Usually the quicker the response from the company the better the assurance for investors. What is your view on this situation? Thanks.

Q: Hi 5i,

LSPD is dropped 8%, do you think $130 is a good price to buy in? Perhaps what is the attractive price range to jump in?

Many thanks.

Q: Hi 5i,

Just a comment: The short report on LSPD reminds me of a similar short attack on SHOP, at a time when SHOP had attained the lofty heights of around $120 a share and the short report concluded that it couldn't be worth any more than about $60 a share. It is very difficult for investors to have any certainty in the moment but that short thesis on SHOP turned out to be garbage and it is quite possible that this one on LSPD is too.

Q: what price point looks really good to you if LSPD keeps dropping??

Q: Hello,

Would you suggest buying LSPD on this dip or should we wait and let the dust settle?
Thank you

Q: Spruce Point Capital Management Announces Investment Opinion: Releases Report and Strong Sell Research Opinion on Lightspeed Commerce Inc. (NYSE: LSPD / TSX: LSPD)

Why are they issuing a strong sell?

Thank you.

Q: Dear 5i,

I looked at the DOO company web site and could not find any products that use batteries. I think that this might be a good growth area. Do you know if they have any products that use batteries are if there any in development. I understand one of their competitors, Polaris has battery operated products available. Do you think DOO might experience supply, labor shortages in the near term which might impact their earnings?

thanks

Q: I am interested in purchasing this stock which you currently recommend. However, it seems that the trade volumes of AND are very low. Is this an additional risk factor?

Q: Hi team!

I currently hold MG, NPI, QST, REAL in my TFSA and am down in all. Which would be your favorite to add another half position to at the moment?

Or would this be a better opportunity for me to take that money and purchase NVEI at this current lower price point?

Thanks for all you do!

Q: Have the rapid increase in bond yields changed your positive view on Gsy

Q: It is falling today on volume higher than usual. Is there some news?

Thanks,
Milan

Q: X Div date on SIS is 9/28, If I buy tomorrow,Sep 27,do I get the Div. Txs for u usual great services & views

Q: I have a nice gain on TFII of 40%. Given its higher valuation with recent price increases, would you trim or change this holding to another industrial? Its currently about 4% of our retirement portfolio.

Q: Hi Team,
I read a news release sept.20 stating magna will acquire veoneer. I just wanted to confirm this is now a done deal. And do you see this deal as a long term positive or am I the only one judging by investor sentiment? Last I had heard Qualcomm had a higher bid?? Can you confirm ; and as well is it worth holding magna at these levels or should I be taking a tax loss on it (down 8% on it )? Are there any catalysts that could help the stock in the next few months or do you expect further down side? As of today it’s my only play on the EV sector. I had thought when I bought it to be a safe play on the sector and expected strong auto demand once the chip shortage went away. Thanks for your input !

Shane

Q: Which company, DSG or KXS, would have the best long term ability to help businesses sort out the current supply chain issues. I own both but would like to add to one. From reading all the answers to questions I suspect you like both but consider DSG larger and maybe cheaper. But I don't get a sense of how each one might increase business due to current supply chain issues going forward. Perhaps they are pretty close to being equal, but could you split hairs and indicate which one you think might be more worthy of topping up now?

Q: Who will be interested in buying REAL? If the real estate is strong and this company can't get a bid what will happen when the real estate (and market for that matter) tanks?

Q: Morning Peter & Team,

I know your long term outlook for CAE is positive. Have held it for some time and although technically it has shown higher lows and high highs over the past year, gains in the last 10 months have been moderate. Especially when compared to some of it's industrial sector piers such as ATA & TFII the later of which has a dividend as well.

I am thinking of switching up to one of your other (previous) recommendations. Would you consider this a good idea? Or would you suggest I continue with my patient hold of CAE?

Thanks for all you do.

gm

Q: I tried to pull a stock list of B+ companies based on your reviews. Your thought on investing as an equal weight portfolio with a 5 year horizon.

Thank you!

Q: In your opinion, which one of these 2 companies has the better growth potentiel in price appreciation for the next 3-4 years ? Both have large addressable market. Thanks