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.
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
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: What would be a good replacement for Martello. You had some suggestions a while ago but am just looking for a couple of up-to-date ideas given the recent market volatility. Thanks.
Q: In light of the meltdown (ie- LSPD, WELL, AT, XBC, etc...) what 1 company would be most attractive for you to buy over the next couple of weeks?
Q: Which of these two do you like better for Value, Growth and upside potential(and what ever other criteria you would apply) over the next 2-5yrs?
Q: The following are drawdowns from ATH:
STNE -85%, PTON -75%, TDOC -70%, FOOD -70%, FVRR -60%, PLTR -60%, UPST -60%, ZM -60%, PINS %60, CDON -50%, APPS -50%, SINCH -45%, SNAP -45%, EVO -45%, MELI -45%, UPWK -45%, ESTC -40%, PYPL -40%, TWLO -40%, SQ -35%, SE -30%, VEEV -30%, MTCH -30%, DOCU -30%.
I would like you to guess on which names will get back to their ATH and which names will never recover.
Thanks
STNE -85%, PTON -75%, TDOC -70%, FOOD -70%, FVRR -60%, PLTR -60%, UPST -60%, ZM -60%, PINS %60, CDON -50%, APPS -50%, SINCH -45%, SNAP -45%, EVO -45%, MELI -45%, UPWK -45%, ESTC -40%, PYPL -40%, TWLO -40%, SQ -35%, SE -30%, VEEV -30%, MTCH -30%, DOCU -30%.
I would like you to guess on which names will get back to their ATH and which names will never recover.
Thanks
Q: What are your thought about Asana's earnings report. Do you expect that it will become profitable. My position shows a good gain. Should I keep holding or is it better to exit and put the money elsewhere.
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
-
Sea Limited American Depositary Shares each representing one Class A (SE)
-
Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
Q: Any idea what is going on with sea Ltd and lightspeed?
Q: Have a capital loss on VLDR and am looking to sell for tax planning purposes. There has been a lot of negative news related to the Founder and Management direction for the company and that seemed to have put pressure on the stock as well as other factors. Lidar looks like a good long term technology to invest in, should I consider re-buying VLDR back after 30 days or can you suggest a better opportunity in the space. Your opinion on this is appreciated.
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: Please comment on results/outlook
Q: Please comment on results/outlook
Q: Your opinion/advise regarding Paypal. I am down considerably, unfortunately held in a US$ RRIF so no tax loss selling advantage. Do you think it will recover , I am in no rush to sell if there's any hope.
Thanks
Thanks
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.
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: Can I get your thoughts on Calians recent earnings and any reason for recent decline.
Thanks you
Thanks you
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?
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?
Q: Mgni vs Apps are in the same space as advertising? which company do you prefer more at this point for more growth and what would be a good entry price? Many thanks
Q: Does it make sense if Enghouse is to be bought by CSU? I've always thought that the Enghouse was kind of a mini-constellation.