Q: Hello, are you expecting any impact or issues on investors by the automatic conversion this week of ATD.B shares to ATD.A? Thanks, Aaron
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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: In my cash non registered account I bought LSPD shares at $115.00 they have since dropped in half. Do you think I should sell for a tax loss? What date do I have to sell to claim the loss? Do you still see LSPD as a growth company and see the share price doubling in the next 4 years? Thank you
Q: In your answer to Rob today you state 'we don't think the company has really done anything 'wrong'.'
You've looked closely at the report and earnings now. What do you 'really' think the company did? Please speculate on what you feel went wrong. If the short report wasn't completely false, what did it maybe get right? Were mistakes made through omission? Were they simply growing too fast or playing a little fast and loose with the rules? No doubt there is a trade here but is this a company and management that you still have the same long term respect and confidence in as 6 months ago?
A past short report on SHOP has been mentioned on several occasions as a comparison. Did the management at SHOP make similar mistakes, if any, and is this par for the course? Or is this situation with LSPD different?
thanks, Mark
You've looked closely at the report and earnings now. What do you 'really' think the company did? Please speculate on what you feel went wrong. If the short report wasn't completely false, what did it maybe get right? Were mistakes made through omission? Were they simply growing too fast or playing a little fast and loose with the rules? No doubt there is a trade here but is this a company and management that you still have the same long term respect and confidence in as 6 months ago?
A past short report on SHOP has been mentioned on several occasions as a comparison. Did the management at SHOP make similar mistakes, if any, and is this par for the course? Or is this situation with LSPD different?
thanks, Mark
Q: 2 underperformers trading near 1yr low.Well in my non registered a/c & Rif. AT in Tsfa. Thinking of selling both especially Well in non-reg a/c for tax loss.. Please give U opinion,& replacements if appropriated. Txs for u usual great services & views
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Kinaxis Inc. (KXS)
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Topicus.com Inc. (TOI)
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TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
Q: Which one is / are your favorite (s) to add at this time and please explain briefly why. Long term investment. Thanks!
Q: Everyone,
If one was to start buying LSPD when would you start. I don’t sell or buy very often because I am a long term holder but I am interested in adding to my position. I would look at a minimum of three up days in a row with above average or heavy trading volumes with a minimum of 15% gain in those days. Fundamentally nothing has changed in the last few months except the price people are willing to pay for growth. What are your thoughts.
Clayton
If one was to start buying LSPD when would you start. I don’t sell or buy very often because I am a long term holder but I am interested in adding to my position. I would look at a minimum of three up days in a row with above average or heavy trading volumes with a minimum of 15% gain in those days. Fundamentally nothing has changed in the last few months except the price people are willing to pay for growth. What are your thoughts.
Clayton
Q: Hi 5i,
I'm looking to add to my TFSA. No concern with volatility and looking to hold for minimum 3-5 years. I already hold TOI (1/2 position) but don't yet own any LSPD. Would you favour adding to existing TOI or start a new (small-ish) position in LSPD. If you were to start a position in LSPD, how would you go about deciding on when to buy? I struggle with this...the stock is down quite a bit, so $60/share seems attractive but would you prefer 2-3 days of positive momentum before buying? Do you use technical analysis (I have no experience with this) when considering an entry into these growth stocks? Invariably I'm always wrong when trying to time a good entry into growth stocks but I suppose it doesn't matter too much in the long run if it performs well...
Finally, can you name 1 other growth stock you'd prefer to start a position in today (if not TOI or LSPD)?
Thanks!
I'm looking to add to my TFSA. No concern with volatility and looking to hold for minimum 3-5 years. I already hold TOI (1/2 position) but don't yet own any LSPD. Would you favour adding to existing TOI or start a new (small-ish) position in LSPD. If you were to start a position in LSPD, how would you go about deciding on when to buy? I struggle with this...the stock is down quite a bit, so $60/share seems attractive but would you prefer 2-3 days of positive momentum before buying? Do you use technical analysis (I have no experience with this) when considering an entry into these growth stocks? Invariably I'm always wrong when trying to time a good entry into growth stocks but I suppose it doesn't matter too much in the long run if it performs well...
Finally, can you name 1 other growth stock you'd prefer to start a position in today (if not TOI or LSPD)?
Thanks!
Q: Good morning
I currently have a position in STC would you consider this to be a good opportunity to top up or would you hold off for things to maybe settle down a little more?
Thks
Marcel
I currently have a position in STC would you consider this to be a good opportunity to top up or would you hold off for things to maybe settle down a little more?
Thks
Marcel
Q: Hi 5i Team - Once again thanks for your calm and to-the-point advice on guiding us through another volatile market situation. This is yet another question on Lightspeed. There are four parts: What is its cash position, does it have debt and if so is it manageable, what are the insider holdings/ has there been any recent buying or selling, does it have a solid management team that can guide it through this turmoil. Thanks.
Q: Toi closed the end of oct at $138. To day it was as low as $98 before recovering slightly.
Do you think Csu and Toi insiders are selling Toi shares to provide funds to the new venture capital fund?
Does Toi have their own acquisition team or do they rely on Csu?
Is Toi restricted to only Europe ?
Would they have enough cash flow to finance an acquisition or will they have to borrow or issue shares?
Finally if one planned to invest $30,000. today in Csu and Toi for at least a a 5 year hold,how should one proportion it?
Do you think Csu and Toi insiders are selling Toi shares to provide funds to the new venture capital fund?
Does Toi have their own acquisition team or do they rely on Csu?
Is Toi restricted to only Europe ?
Would they have enough cash flow to finance an acquisition or will they have to borrow or issue shares?
Finally if one planned to invest $30,000. today in Csu and Toi for at least a a 5 year hold,how should one proportion it?
Q: Many of my quick growing stocks have been hit recently and I'm sorry I didn't sell some when they were doing well. TRI continues to perform well and hasn't been hit by recent market fear. Do you consider it worth holding long term or would you sell?
Q: First Call Consensus has upgraded XBC from Hold to Buy. would this be a signal to average down if one was so inclined?
Carl
Carl
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Sun Life Financial Inc. (SLF)
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Constellation Software Inc. (CSU)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
Q: Hi, I was wondering what you would suggest for additions to an RESP which currently holds VGG
and GSY. Long term hold, moderate risk ok.
Two or three top recommendations please, and Thanks for your excellent service! Thanks, Lavern
and GSY. Long term hold, moderate risk ok.
Two or three top recommendations please, and Thanks for your excellent service! Thanks, Lavern
Q: Oh BYD! BYD has been beaten up a bit lately. Are you still believer or is the pretty good run over...
Q: Hi 5i,
What is your opinion on Alimentation vs. Parkland? Over the last couple years I’ve held in the hopes it might turn out to be a ‘baby ATD.B’. Is this a case where an investor should pay up for the quality proven business?
Thank you!
What is your opinion on Alimentation vs. Parkland? Over the last couple years I’ve held in the hopes it might turn out to be a ‘baby ATD.B’. Is this a case where an investor should pay up for the quality proven business?
Thank you!
Q: My question concerns the change in value and division of shares with STC. Why did they change the structure and value.
Sorry to sound so vague….vl
Sorry to sound so vague….vl
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
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: Peter/Ryan:
with recent market weakness, should we be reading anything into the fact that NBLY has held up so well? I ask, as we've fairly recently opened up a small position in the company and wondering if adding a bit more seems to be a good strategy.
thanks
Paul L
with recent market weakness, should we be reading anything into the fact that NBLY has held up so well? I ask, as we've fairly recently opened up a small position in the company and wondering if adding a bit more seems to be a good strategy.
thanks
Paul L
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