Investment Q&A

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

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!

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

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?

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

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

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!

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

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

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

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

Q: What would be a good entry price for Lspd? Thanks

Q: Hi Team,
I have heard DOO mentioned quite a bit in top canadian recommendations. Although sales have been good for the company and demand for their product is high, do you see sales/ numbers slumping for them for the next while due to supply chain issues. I know where I am the dealers have very little for inventory, and are only getting "spring break" snowcheck deliveries in for customers that pre ordered snowmobiles last spring. Will this not hurt their numbers for the next few months until supply chain issues getting straightened out?
Also, in a quick pitch...what are the main selling points for investing in this company for a 5yr plus time frame? Would it be one of your top picks today for canadian investment for share price appreciation...or after recent sell offs are their others you would choose over this one (please list)? Thanks

Shane.

Q: Hi,

I have owned shares of OTEX for several years and have a modest gain in my TFSA. In order to add a bit more growth to my portfolio I am thinking about selling OTEX and buying shares of KXS. Is this a move that would make sense to you or would you replace with something else?

Thanks very much.

Q: I find TOI’s slide puzzling. With no news from TOI can we assume that a portion of the selling is profit taking and some is the downward momentum spurred by such selling? Perhaps there’s no way to know.

I have been considering selling some or all of my CSU position to participate in a TOI upswing, though I hate to part with it, but the gain has been large. TFSA, so no tax implications.

Am I being too greedy, or is this an opportunity?