Investment Q&A

Q: My question from October 10, 2023.
“Everyone, I have held LSPD since the summer of 2019 and I bought and sold throughout the last 24 months. My remaining amount is less than 2% so not a significant amount of $. They have $700 million plus in cash; they call EBITDA positive this year; they reduced the head count which lowers expenses; interest rates will be increased once or twice then a wait period and then a slow decline. All positives for the stock price. And the Quebec Pension still owns a large block of shares - they haven’t given up! The stock price seems to have held at this price range, so there is no real material downside risk. SQ and Toast are in the same stock price position, an industry decline not a stock specific decline. In a better market this stock will quickly do a triple from here.. So … buy and wait … or… move on? Clayton”
This past year LSPD has been in a trading range of $17 ish to $15 ish. Today it has moved above that range with heavy volume. Is it time to buy or wait! If you are waiting, what are you waiting for?
Clayton

Q: Hi, Shopify rally, this year has been remarkable this year, and stock continues to have a strong momentum, despite recent downgrades from many US brokerages. Canadian analyst community, though, continue to have a more positive bias.

Stock is up almost 200% from its October 2022 lows. Do you think, it's mostly short covering or company has strong fundamentals for the stock to regain its highs of $200, in due course ?

Why, in your view, are so many US analysts, lukewarm on Shopify ?

Thank You

Q: These all in my RESP, most of them under water except ATD and BAM. Please advise what should I buy to add 10k to it for 2 years hold. Also any thing need to be cleaned up in this list.
Thank you

Q: Good morning, Over a one year short period of time, which of these two companies do you think has more potential, Docebo or Shopify, thanks? Disregarding the risk level.

Q: I realize it's not a very long time horizon but of these three stocks, how would you rank them for Capital appreciation over a one year period, thanks?

Q: I hold the 3 following positions : SHOP (3%), LSPD (1.5%) with a 30%loss and NVEI (1%) with a 65% loss.
I want to clean a bit my portfolio, and clear at least one of NVEI or LSPD.
In which one would you prefer to consolidate? Would you even consider consolidate all in Shop or there’s a good case for keeping NVEI or LSPD?

Thank you!

Q: There has been so much price increase , I wonder if there is any insider buying or selling in the last 3 months ? Does the increased stake in Klaviyo poses any significance ? Thanks a lot.

Q: Peter & Team; what are good aggressive picks now for 21 yr old's new FHSA with a home purchase timeline in 5-6 years ? LMN ? NXE ? A combo ? Any other aggressive picks you like given the timeline ? What would be a 1 stock more conservative pick for the same account ? Thank you.

Q: Many analyst reports on SHOP after investor day. A mixed bag with maybe a leaning to the downside. What do you make of all this? Stock popped a couple of days ago and then gave it back and more Wednesday. From your take on investor day, what were your impressions? Still a top pick?

Q: If you wanted to add to either TOI or SHOP but only have money for one which would you choose?

Thanks

Q: I'm hoping to take profit from ATD and maybe CSU. My weight in CSU is out of hand but I find it hard to sell that juggernaut. I also have TOI and LMN. I'm happy with my weighting of TOI and i plan to add a small weighting in LMN. I'm underweight in the following: SIS, PBH, SHOP, TD, BEP.UN, ENB, T, SLF, AW.UN. How would you rank these names going forward? Would you recommend swapping any of these for better opportunities that 5i covers or are in the balanced portfolio?

Q: Current PEs for CSU and Shop seem stratospheric and have me worried. How do they compare to historical PEs for these companies? Do the forward PEs for these two companies justify present share prices?

Jack

Q: As a follow-up to Blake's question a couple of days ago, I see there was a negative report from Piper Sandler to underweight due to recent runup, valuations and reference to elements in 2024, Am now underweight SHOP and wondering whether I should keep accumulating or wait for a pullback. Your thoughts would be greatly appreciated. Thank you for your great service!

Q: Whats popping this so nicely?

Thx

Q: Do you feel there's a good chance that we are in the midst of a true rotation to growth? What are a few Canadian and US names you think are well positioned to outperform in this scenario?

Q: Hello 5i Team,

Could you please suggest 20 Canadian and/or U.S. stocks for a "buy and hold" portfolio in an RRSP with average-to-above-average risk and a 5+ year timeframe.

Feel free to subtract as many credits as you see fit.

Thanks in advance for your always helpful advice!

Q: With the recent report showing that retail sales seem to be slowing, how vulnerable do you feel these companies will be to downward share price pressure - and your best guesstimate as to what degree and for how long?
Many thanks.

Q: Good evening, Shop is moving very well these days. Do you think it can keep this torrid pace up for a while yet. Iam concerned about FOMO and was thinking of getting back into it, thanks?

Q: I know you like all of the above for a TFSA - so do I - but need to raise some cash and am struggling with what to sell - is there one you would sell first? or maybe trim 2?
Thanks,
Terry

put as private but make public if you wish

Q: If you have a crystal ball and the economy starts to shrink, layoffs increase, spending slows and of course, inflation cools while rates come down faster than expected, what would be your top investment ideas over the next 9 - 12 months?