Q: WHAT IS YOUR CURRENT OPINION OF LIGHTDPEED
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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: With the chip shortage, what is your outlook on Lam Research.
Is it a long term hold ?
Where do you see Brookfield Business Partners going forward.
The stock is relatively flat for months.
Thank you
Is it a long term hold ?
Where do you see Brookfield Business Partners going forward.
The stock is relatively flat for months.
Thank you
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Applied Materials Inc. (AMAT)
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KLA Corporation (KLAC)
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Lam Research Corporation (LRCX)
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NVIDIA Corporation (NVDA)
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ASML Holding N.V. (ASML)
Q: I've been lucky enough to own NVDA in the last year. Its now 4% of my portfolio. I'm considering buying a semi supplier like AMAT, LRCX,ASML, etc. What do you think? is it too much to own NVDA and a supplier? if so, which would you suggest?
Q: Engh traded in a range of high $60's to low $50's. this past year.Since reaching a H$6 in early Sept.,it declined almost straight down to current $53.25.It is a relative underperformer.Is this a good price to add to my small holding,p/p $64.Thanks for u usual great service & views.
Q: Hi Guys
knowing that its the price you pay for a stock, that in the end determines how much money you make. Just curious why you wouldn't have picked up this stock in January of 2017 when it was trading at around $9.00 dollars, with a P/S of around 1.8x and a P/E of around 27x
Looking at it trading today at $55 with a forward P/E around 190x it seems it will take along time to grow into its price, and if it doesn't the risk on the downside could be a disaster. I know in 2000 there were a lot of stocks that never did grow into their pricing.
Thanks ! Gord
knowing that its the price you pay for a stock, that in the end determines how much money you make. Just curious why you wouldn't have picked up this stock in January of 2017 when it was trading at around $9.00 dollars, with a P/S of around 1.8x and a P/E of around 27x
Looking at it trading today at $55 with a forward P/E around 190x it seems it will take along time to grow into its price, and if it doesn't the risk on the downside could be a disaster. I know in 2000 there were a lot of stocks that never did grow into their pricing.
Thanks ! Gord
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iShares Russell 2000 Growth ETF (IWO)
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iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ)
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Vanguard Dividend Appreciation FTF (VIG)
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S&P 500 ETF TRUST ETF (SPY)
Q: I am looking for your opinion on tech weighting. My USA exposure is currently VIG, SPY and IWO. ( 40-40-20%). This puts me a bit underweight tech relative to the overall USA market ( and globally in my portfolio). I've had in my "plan" to shift a small amount of spy and vig to xqq to get my tech allocation up from low teens to high teens.
So long way to ask: Is now a good time to add XQQ or has the run been too good to keep going.
So long way to ask: Is now a good time to add XQQ or has the run been too good to keep going.
Q: For a TFSA, long-term outlook, growth potential is primary with valuation a secondary consideration, which one would you add first? Am patient and can wait for more of a pull back, can you please provide an attractive entry point for each? Thank you for all your insights and advice.
Q: Do you recommend buying IPO DTOL?
Q: Good day,
It seems your outlook on ANET has changed from Nov 2nd to Nov 5th, going from ‘not that compelling’ to a strong US idea. Can you give some context pls. Thx as always for terrific service
It seems your outlook on ANET has changed from Nov 2nd to Nov 5th, going from ‘not that compelling’ to a strong US idea. Can you give some context pls. Thx as always for terrific service
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Salesforce Inc. (CRM)
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Constellation Software Inc. (CSU)
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Kinaxis Inc. (KXS)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Atlassian Corporation (TEAM)
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Veeva Systems Inc. Class A (VEEV)
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The Trade Desk Inc. (TTD)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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CrowdStrike Holdings Inc. (CRWD)
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Topicus.com Inc. (TOI)
Q: Thanks for your insights in structuring the TFSA for 2022 and going forward, dated October 26, 2022. To transition to the new "alignment", I will need to transfer a number of Technology stock positions, see above, to a trading account, or sell....and I would like your take on this matter as the intention is to transition is DSG and NVDA.
The present TFSA is tilted, well more than that, like 45% + to tech positions, including VEEV. As the TFSA is tilted to growth-eee positions which ones would be better now held in a trading account, aka lower growth going forward....or if there are any that are no longer high conviction, please let me know....Thanks for all the sound/solid insights......Tom
The present TFSA is tilted, well more than that, like 45% + to tech positions, including VEEV. As the TFSA is tilted to growth-eee positions which ones would be better now held in a trading account, aka lower growth going forward....or if there are any that are no longer high conviction, please let me know....Thanks for all the sound/solid insights......Tom
Q: I’m getting a bit Descartes valuation. P/E of around 80 for 20-25% earnings growth going forward. Am I better to switch to Google for a five year hold, just in terms of share price gain potential? Thx.
Q: With a capitalization of approximately $400m , would $100 of this be cash?
If so , in your opinion, does this make it attractive as a takeover candidate?
Roy
If so , in your opinion, does this make it attractive as a takeover candidate?
Roy
Q: Do you have any information on the most recent drop in ATVI. Are there bigger issues other than recent employee/management problems. Would you recommend it as a purchase at this time. Thanks
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iShares Core MSCI All Country World ex Canada Index ETF (XAW)
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iShares Russell 2000 Growth ETF (IWO)
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BMO Aggregate Bond Index ETF (ZAG)
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iShares Core S&P/TSX Capped Composite Index ETF (XIC)
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iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ)
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Purpose International Dividend Fund (PID)
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Vanguard FTSE Developed Europe All Cap Index ETF (VE)
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Vanguard FTSE Emerging Markets All Cap Index ETF (VEE)
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iShares Biotechnology ETF (IBB)
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S&P 500 ETF TRUST ETF (SPY)
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INVESCO QQQ Trust (QQQ)
Q: What are your top 10 ETF’s to hold forever?
Would you buy them on the US or Canadian markets if available. I know some of the US listed ETF’s are more liquid. Thanks
Would you buy them on the US or Canadian markets if available. I know some of the US listed ETF’s are more liquid. Thanks
Q: Your analysis of results please
Sheldon
Sheldon
Q: Hi 5i Team,
Pls comment on Pinterest future outlook.
It reported earning beat, but MAU still declining.
Would you be comfortable initiating a position of this stock?
Thanks you for great advice.
Pls comment on Pinterest future outlook.
It reported earning beat, but MAU still declining.
Would you be comfortable initiating a position of this stock?
Thanks you for great advice.
Q: What are some safer ways to gain exposure to the emerging Metaverse theme?
Q: Just trimmed my nvda (makes up for my lspd & mrna positions)
What % would you recommend keeping NVDA at?
Thanks for all your support.
Mark
What % would you recommend keeping NVDA at?
Thanks for all your support.
Mark
Q: Please comment on earnings
Q: What price would be attractive entry for Lspd.? Thanks