Investment Q&A

Q: I am debating which one of these to purchase, both are growing fast, neither are profitable. I am looking for a 5 year + investment. How would you compare these, what merits stand out for you?

Q: Would appreciate your "crystal ball" thoughts on how low Crowdstrike might go during this continuing correction.

Q: Hi Peter, Ryan and associates,

I am an investor residing in Canada, and I am considering investing in US ETFs. What is your opinion of the following two ETFs: ETFMG Prime Cyber Security ETF and Global X Robotics & Artificial Intelligence ETF? Would you invest your own money in these ETFs?

Thanks for the great service you provide.

Q: Good Day 5I Team,
LSPD is sold, by which 2 or 3 stocks US or Can same sector can be different industry to replace it ?
Thanks
Best Regards

Q: I am a long time holder of OTEX and it has been a slow but steady performer over the years. I am thinking of swapping it out to purchase more shares of CSU and TOI as i see good things to come for both in the next 5 years and I no longer need the dividend income from OTEX.

Appreciate you advise and all the wise answers to our daily questions.

Kevin

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

Q: Which one is / are your favorite (s) to add at this time and please explain briefly why. Long term investment. Thanks!

Q: do you like this company. insiders own 21% not very liquid but an analyst upgraded it with a 162. price target-sounds ridiculous, but its selling at 5 times sales compared to kinaxis 10 times sales-same business saas.
sounds like this should be in the growth portfolio.
dave

Q: Hi Team,
Docusign is dropping like a lead balloon after hours on earnings. Please comment on earnings and the outlook for the company going forward, and should a guy sell tomorrow? Or buy into the weakness? Or just hold? Thanks
Shane.

Q: I guess that a company’s name becoming a verb just isn’t what it’s cracked up to be. I’m really kicking my wounds on this one.

Q: Thoughts on the quarter??

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 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: 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

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.