Investment Q&A

Q: Your opinion on the best balance of growth and safety between shopify and lightspeed?
Thank you.

Q: I am interested in investing part of my TFSA in cyber security US/Canada stocks/ETFs.
Are Cyber Security ETF (CYBR-T) and Evolve Cyber Security ETF (CAD Hedged) good buy? Are CrowdStrike (NASDAQ:CRWD) and Palantir Technologies (NYSE:PLTR) good buy at their current price levels and are they high risk/high valuation, strong growth stocks?
Please provide the preference of your choices of three cyber security stocks and three ETFs and rank them, and brief reasons why you choose those stocks/ETFs. Thank you.

Q: NOW ... is investable with a future ... seems to be gaining momentum

Q: I believe tech stocks usually go up in January, why is that ? Do you see this happening again next month ? Regarding Palentir, a year ago, you were in love with, now you just like it, what has changed other than the price, what needs to happen for you to love it again.

Many thanks,

Q: Would appreciate any info. you have with respect to the takeover of Cerner by Oracle. Thanks and Happy Holidays. Brian

Q: Hello 5i Team
Is there any news on Toi that would cause the stock to out perform the market the last 2 days ?
Thanks

Q: Could you comment on DND's latest acquisition of Link Group? 3.2 Billion dollar deal. Thanks.

Q: Your perspective on Tokens.com Corp.Thanks.

Q: Can you share your view of NVEI Corp..
Will it get back to $180.00 in the next year?
I know you like NEO better but is there more to gain with NVEI?

Q: Hi Team,

Would you consider this an attractive price to add to a long-term core position in this ETF?


Thanks

Q: I would like your thoughts on the two above referenced companies. I realize that these two securities are quite different but which of the two would you recommend for a 5 year time frame.Thank You and enjoy the Christmas season.

Q: Lightspeed
In regard to Clayton‘s question this morning on your profile page there is a bar chart that shows institutional buying and selling, how often is that updated?
Would you give that chart any consideration when buying or selling a stock

Q: A tale of 2 companies. CSU is acquiring companies at a record pace and ENGH says everything is too expensive. Thoughts please?

Thx

Q: A big question for this one...LSPD has traditionally used it's stock as currency to fund it's growth by acquisition strategy. By nature of it's recent huge decline from it's highs, does this not now make any new growth very expensive and far more dilutive to current shareholders?

When the company is not making a profit and it's acquisition currency (stock) just took about $115.00 share haircut off it's highs, what's this going to do to it's ability to meet growth expectations?

Won't they either have to make smaller acquisitions which won't move the needle as much for growth rate OR have to issue more stock at lower prices, thereby further reducing the current value of the stock (dilutive to current shareholders) and does this not change the fundamentals of the story?

Do we know what they are doing to generate growth organically and what their expected growth rate would be organically (ie without acquisitions) until they can streamline their operations and hopefully become profitable? Would you add to this now, sell or hold?

Q: Great response to Dennis’ Dec 18 question about today’s Tech sector valuations vs. the 2000 Tech bust – one of your finest. I remember it well. I wanted to transfer my 15K Technology mutual fund to something else, but my advisor didn’t think it was a good idea. It eventually shrunk to 2K. Obviously I do my own investing these days.

My question is actually on ARKK. I do like the disruptor make-up of this portfolio. So, besides your above response, I also think that for this reason ARKK is a more solid investment compared to many dot-com stocks 20+ years ago.

However, on the other hand I respect your response to another question that was specific to this ETF. You point out that “The average price/sales ratio of its holdings is 10X, so it needs to be considered very risky.”

Is there any past history on the average P/S that Tech stocks have typically traded at? Or at what approx. ratio would 5i Research feel “more comfortable” in taking a position?

Q: If you were to add just one more stock to the Technology portion of your growth portfolio. Which of these two would you add and why please? Thanks again.

Q: Hi, I got in to this at approx $45 with a half a position, so down 18%. It appears to be fairly priced now at $40. Just wondering if I should/could top up my posn now or wait a bit for a better price around 29 December.

Thanks

Q: Would you swap a position in CGI for ACN ( I hold in a registered account)? CGI's price appreciation has been underwhelming over the past 5 years compared to ACN.
Anything in particular about ACN's services or management quality that allows it to dominate CGI?

Q: Everyone.
I am looking for the current number of shares held by institutions and insiders. I can find data to the end of September or some in October. When does insiders and institutions report the number of shares they hold on LSPD?
Clayton

Q: SC & MC especially high growth tech cos with no profit have been hammered recently, Today even the big techs were attacked. Now that the Fed stated that it will increase tapering of monthly purchase & rate hike(s) likely sooner than later. Uncertainity is cleared up for now. So is it time to sell the high growth stocks with no profit like my aforementioned holdings. Would appreciate u views on each of them.All in the non registered a/c so can be tax loss selling to offset capital gains. Txs for u usual great services & views.