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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.

Q: Hi Peter and team, I don't hold any of the above stocks and they have done very well the last 2 years. I do own some of your favorites like BAM, TOI, CUS, SHOP and LSPD etc. How would you rank the above stocks and would they be good buy when the dust finally settles.

Regards
Anthony
Read Answer Asked by Anthony on February 25, 2022
Q: Hi team,

For new money what are your top names?

And which names are you watching closely to buy in another 10%?
Read Answer Asked by James on February 24, 2022
Q: The globeinvestor blurb on this company says it derives most of its revenue from the Philippines. Based on your report, I believe this is incorrect?
Scotia research implies that at about $30 CDN, the stock is trading at approx. 20-22 X 2022 expected adj. earnings. Do you agree?

Thanks in advance
John
Read Answer Asked by john on February 23, 2022
Q: This stock has had a 20% waterfall decline in the past few months. The extent of the decline on this stock in this sector has surprised me.

Another close $3 lower could technically take it $12 lower to the next support level.

What is your take and what do you suggest on this one? Step aside and wait?


Sheldon
Read Answer Asked by Sheldon on February 22, 2022
Q: I'm confused by the forward P/E I'm seeing for CSU in the 31 range using earning estimates of about $67 versus the trailing P/E of 111. Earnings per share before non recurring items was $23 in 2018, $21 in 2019 and $28 in 2020. Should I have much confidence in the high earnings increase for 2022 and 2023?
Read Answer Asked by Murray on February 22, 2022
Q: Hi 5i Team - According to my calculations Lightspeed has about $7 per share in cash. Could you confirm if this accurate. Since the stock is now in the mid-thirties is this a fairly high proportion of the price to have in cash. Has Lightspeed indicated how they might use their cash e.g. acquisitions, R&D, etc.

Secondly, with the restaurant business opening up again, shouldn't this be good for Lightspeed and is it being overlooked in today's share price.

Thirdly, what multiples would you use to value Lightspeed at a price in the 35 to 40 dollar range.

Thank you.
Read Answer Asked by Rob on February 22, 2022
Q: If you had $25K to add to your TFSA today with consideration to having a portfolio of 5-10 stocks, some of which could be better short term (2-5yrs) vs longer term (10-25yrs). Mix of medium to lower risk what would you suggest and could you advise on ideal way to allocate %?
Read Answer Asked by Marco on February 22, 2022
Q: More of a comment really.

Some members of 5i are having conniptions about SHOP. Me too. Nobody likes to see their investment tank any more than I do. But I am diversified so am not getting too hurt by the action of SHOP. The only advice I can offer is that if you have an outsized position in any stock, not just SHOP, maybe you should rethink your strategy. If you are well diversified, just suck it up. This too will pass.

I am pleased with 5i but markets do go down from time. And this is just one of those times. The market gained so much in the last 6 or 8 months that us market watchers are not least bit surprised about our current downturn.
Read Answer Asked by Fred on February 22, 2022
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