Q: What do you think about buying lightspeed right now?
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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: Would you add to a half position today? Thanks.
Q: Whats up with the ATZ 7% drop today, didn't see any news? Thanks.
Q: Would you prefer buying GSY or Shopify at current levels and please give some reasons why.
- Park Lawn Corporation (PLC)
- WSP Global Inc. (WSP)
- Descartes Systems Group Inc. (The) (DSG)
- goeasy Ltd. (GSY)
- Boyd Group Services Inc. (BYD)
Q: The above companies are all down considerably in the last few months. Do you see any of them continuing on a downward trend such that it is best to sell now, and take the loss, and invest in something more stable? Or do you foresee any of these companies rebounding from their lows such that they are currently great buy low candidates? If so which one(s)?
Q: Well it seems that market might like at least one of our stocks.
Can we have your comments on the quarter please
Sheldon
Can we have your comments on the quarter please
Sheldon
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?
Q: Hi 5i Team - According to my calculations Lightspeed has about $7 per share in cash. Could you confirm if this accurate. Since the stock is now in the mid-thirties is this a fairly high proportion of the price to have in cash. Has Lightspeed indicated how they might use their cash e.g. acquisitions, R&D, etc.
Secondly, with the restaurant business opening up again, shouldn't this be good for Lightspeed and is it being overlooked in today's share price.
Thirdly, what multiples would you use to value Lightspeed at a price in the 35 to 40 dollar range.
Thank you.
Secondly, with the restaurant business opening up again, shouldn't this be good for Lightspeed and is it being overlooked in today's share price.
Thirdly, what multiples would you use to value Lightspeed at a price in the 35 to 40 dollar range.
Thank you.
Q: What is your opinion of Tobi Lutke posting on twitter Friday afternoon: hell of a deal ? Shopify at 666$ US
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.
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.
Q: Recent decent Q results & announcement of a possible spin off, prompted Bam.a reached a New High of $79.04,but has since dropped to current $67.91.Any reason(s)? Should I add to my position at this level or wait for market to settle down?Russia creating havoc with its latest aggressive action. Txs for u usual great views & services
Q: What do you make of CTS's news release today,sounds like business is picking up!!
Q: Hi 5i Team, Have held WELL long enough to be down over 30% in a TFSA account. and am considering swapping it out for TOI on the recent pullback. I know you like both, so could I have your opinion on this move for a long term hold ?
Thanks, Gary
Thanks, Gary
Q: Why would GSY be down today instead of up? The results are seemingly stellar and the 38% increase in dividends should indicate the company is sound going forward. Please advise.
Q: Can I have your thoughts today on SLF.
Is it a buy at this price?
This would be going in my TFSA income portfolio.
Steve.
Is it a buy at this price?
This would be going in my TFSA income portfolio.
Steve.
Q: hi folks:
yikes, that's some value destruction
comments?
thx
yikes, that's some value destruction
comments?
thx
Q: Many of us have stuck with Shopify as it has been descending , only to suffer severe paper losses on the recent price collapse.
I "hung on" because of comments made by 5i about keeping invested . We incurred a similar situation with Lightspeed last year .
Many of us are risk takers, but we put a great deal of trust in your experience. When we are blind-sided like this , comments suggesting that the price will likely recover in 5 or 10 years aren't helpful ...
I "hung on" because of comments made by 5i about keeping invested . We incurred a similar situation with Lightspeed last year .
Many of us are risk takers, but we put a great deal of trust in your experience. When we are blind-sided like this , comments suggesting that the price will likely recover in 5 or 10 years aren't helpful ...
Q: would you buy shopify at these prices what is your outlook
Q: It feels like a gut punch. Down 20% today. Down 60% for 90 days ago. Sentiment is negative. It is now rated as Moderate Buy with 7 buy ratings and 5 hold (Tipranks).
A number of analysts have not rerated yet cause the earnings are so fresh.
The Balanced portfolio is now down +25% since inception of the position.
I am afraid (little late I guess) that the stock, not necessarily the company is broken.
I do not see a short to intermediate term catalyst that will turn this freight train around and just thinking, Where Are the Opportunities Now?
Sorry, still in a little daze about the drastic decline of this position. Not sure what to do at this point?
Sheldon
A number of analysts have not rerated yet cause the earnings are so fresh.
The Balanced portfolio is now down +25% since inception of the position.
I am afraid (little late I guess) that the stock, not necessarily the company is broken.
I do not see a short to intermediate term catalyst that will turn this freight train around and just thinking, Where Are the Opportunities Now?
Sorry, still in a little daze about the drastic decline of this position. Not sure what to do at this point?
Sheldon
Q: From the 5i balanced PF . . . If you were starting to build this PF today what would your first ten stocks be in order of preference and what % dollar wise allocation would you assign?