Investment Q&A

Q: I bought a small position of lspd at $78, watched it rally to $150. Did nothing which in hindsight I should have sold but I'm in it for more. Dropped to days price of $45. It has kinda of a 'blood is in the streets' feel right now. . Doubled the still small position to average $62. I can hold this one for a really long time. Am I crazy or am I sitting pretty?

Q: Hi Guys
Morningstar has ENGH @ Forward P/E at 26x and P/S at 5.3 x
Would you think taking my position up from 1.5% to 3.0% a good idea? or would your choice be another stock instead, I invest in companies, not trade stock prices.
Thanks !

Q: Hello,

What would be a good, great, or exceptional price to enter in to SHOP. Please rank them in order
1) Good
2)Great
2) Exceptional

Q: Between AT and Eglx, which one has better growth and which one you like it better? Thanks

Q: What do you think of CVO at this moment and what can we expect of this stock in the medium / long term? What would be a good entry point and do you think that it would be a good addition to a well diversified portfolio or if you prefer something else? Feel free to make any suggestion that you would think might be superior.

Q: I am a little overweight techs in a well diversified portfolio. Considering valuation contraction where do you see a new normal forward P.E. the S&P in 2022 and for those stocks highlighted?
Please provide forward P.E. and multiples for those that make profits and guestimate where the low end could be for the others.

Thanks

Yves

Q: The above is for a long term hold in a non registered account.

1.Please provide a break down of MER, AVERAGE TRADE VOLUME daily or monthly, Assets under management (is this the best indicator of safety)
2. Are they all tracking the nasdaq 100?
3. What are the differences between them? (I believe them to be unhedged purchased in Canadian dollars)
4. What should influence me to purchase one over another?

thanks

Ernie

Q: Which in your opinion has the best long term upside from current prices and which has higher risk?

Q: Conventional wisdom seems to be that growth stocks, esp. pricey hi-tech names, are being hit due to fears of interest rate increases. But some of these names don't seem to be directly vulnerable, with low/no debt, strong balance sheets to fund growth without borrowing, and products that wouldn't be especially vulnerable to rate increases for consumers (e.g. retail like shop or lspd). So what am I missing? Could you suggest 2 or 3 growth names that should be relatively safe, or at least bounce back quickly?

Q: hello 5i:
Took some profits at an opportune time in AVGO and PANW. I'd like to stay in the tech space with the proceeds (still have half positions in the 2 sold) and was considering some stocks you like. I left out NVDA as AVGO is in that space. Which do you like best between ADBE and QCOM, assuming they are 2 of your favourites, and why.
thanks
Paul L

Q: What are your thoughts on this etf? Are there any similar options to get exposure to these companies?

Q: Are there any Canadian or CDR companies in the Cybersecurity space that you think would do well over the next 5+ years?

As always thanks.

Q: Recently, Jim Balsillie has purchased a substantial number of shares and analysts seem to think this stock has some upside. I know you are not big on analyst price forecasts, but certainly seems to have a positive outlook from them. Can I have your take?

Q: Happy New Year - The Globe just featured MDA on an insider buy and many analysts estimating a very large increase in revenues per share over the next year. What do you think about MDA? Good entry price at present or unlikely to hit the revenue forecasts? Many thanks. Al

Q: For UPST, what are the consensus earnings expectations for each of the 4 quarters for 2022?

Also, what are the "interesting new initiatives" you referred to on jan 3 of this year?

Q: Hi Team,
Following the CSU model, if TOI does not issue new shares to finance acquisitions and its cash flow was negative at the end of its 3rd quarter, do they finance acquisitions solely with debt? Thanks

Q: What do you think of Atmofizer Technologies? It's around 200M market cap and it seems to have some innovative technology in the air filtration space that it's showcasing at the CES in Vegas starting today.

Q: Of the three companies which one has the most growth potential for the next 3 years.

Q: Hello 5i!

So I am a little overweight in technology and feeling the burn a little over the last few months. I am considering re-balancing but am wondering about timing (I know, its impossible! lol)
You have commented that the Q4 is typically good for technology stocks so would you anticipate that they may see positive momentum in the next month or so? I realize you don't have a crystal ball but just based on general market patterns?

Also, what is the general window for Q4 earnings reports? ( end of Jan to end of Feb?)

Lastly, a sincere thanks for all you folks do. Your expertise, education and general good common sense have made a world of difference to the whole 5i community (and their families!).

Wishing you all a healthy and happy 2022.

Q: Hi 5i team.
Looking for at least 3-5 year and likely longer hold on cybersecurity stocks or ETF. Would invest about 2 % of my equity funds in this.
Need high conviction for longer term capital preservation though I am quite OK with volatility. (A lot of tech stocks currently are relatively on sale.)

What would be your top 2 stocks and/or ETF recommendation? What price would you consider buying in at for your top recommendations.
Thank you so much.