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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 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: 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 Theron 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
Q: Looking at the recent weakness in the growth stocks above, my first question is whether you'd begin considering initiating positions in them, my second is how would you rank them and my last is why you would choose that order. Thanks in advance!
Read Answer Asked by Stephen on February 18, 2022
Q: Hi team

slf has reported decent earnings, but like other insurance co, has pulled back in price
recently, despite impending interest rates increase which will favor both banks and insurance companies , is there any fundamental reasons for the pull back in price?
is it a good chance to add on to the holdings with the aim of some income and slow appreciation of capital (medium to low risks)
thanks
Michael
Read Answer Asked by Michael on February 18, 2022
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