Investment Q&A

Q: Taking into account their current valuations, and their individual company risk, could you please rank these stocks in terms of overall risk from high to low for a 2 year time frame:
LSPD SHOP NBLY TOI NVEI WSP CAE TIXT GSY

Thanks for all your work!

Mike

Q: Do you think SHOP or TOI have the most potential over the next 30 - 60 days?
Lyle

Q: I have sold AMZN and TTD to harvest a tax loss. I will buy both after 30 days. Can you suggest proxies for either or both of these or is it best to just wait it out.

Appreciate your insight.

Paul F.

Q: hi 5i. I usually like to sell in times like these, to lock in the capital loss. I pair trade immediately after the sell, to stay invested, usually. the list is of my losers right now. are there any on the list you would not sell now and pair trade? and, can you provide a recommendation for each for another stock to pair trade with ( I am thinking hut8 for hive, perhaps nuvei for something? dsg for something? or maybe one name can replace 1 or more of the names. I would then most likely buy back the stocks I sold after the month of waiting is over, to lock in the losses. your thoughts/expertise is always appreciated. cheers, chris

Q: Further to Neil's question on May 9, can you list some tech/growth stocks that are looking good at current prices? I would like to start nibbling away with the understanding prices could go lower but with the 30% decline in Nasdaq from high, we must be getting close to the bottom here. Thanks

Q: Good day team,

I know that you always suggest trading/buying into positive momentum but if you were to choose some stocks (regardless of sectors), on both the CDN and US sides, what would they be? As we are all aware, there is a lot of red out there in certain sectors.

Q: Hi, Within less than 9 months these stocks have lost between 55 % to 90% of their value. LSPD took the hardest hit, with TOI, the least in this group. All these companies have been market darlings since their IPO's and still continue to be 5i favourites. We own all these names across all family accounts. Based on your recent comments, these stocks also have very high potential of a strong bounce back, once market sentiment towards Technology sector improves. Question: If these companies continue to execute against their respective business models, and Tech/Growth stocks slowly regain favour with investors - Based on some multiple expansion, what would be a reasonable price range expectation over 3-5 years time frame for each stock and how would you rate them, in order, as best placed or likelihood of accomplishing this. Thank You

Q: Of the 5 stocks listed in this question, do you see today as being a good time to purchase/ add to any of these names? And what order would you rank them, if buying today. Or, are there better ideas out there today that you would prefer? Thanks

Shane.

Q: Hello 5I,
I am down 50% on the above stocks. They are in taxable accounts but it’s not completely necessary for me to take losses necessary. I want to stay invested but am I just better to stay in these names or switch to something else? Basically are these good names to just stay in when things turn positive or do you highly recommend other names?
Thanks

Q: Given the current market sell-off, could you please give me three growth stocks and three value stocks that you believe are seriously oversold and "on sale" at current levels. Would appreciate a line or two on why you are choosing these stocks.
Thanks!

Q: Good morning, Today, what stocks are catching your interest given their current prices? for both higher and lower risk investors. Does DND make that list?
Thanks for your services?

Q: For the companies listed, do you believe any are at risk of fully going out of business with respect to the current market and recent/anticipated stock pricing effecting their ability to continue to operate? thanks!

Q: Based on your reply to Paul on May 9th...."We think buying over a year will end up looking pretty good in two or three years". Of the following Companies that make up my portfolio what would be your TOP 3 conviction names to ADD to over the next year based on long term growth potential, good valuation, well run, good management, no brainer this will be a good investment type choice. There is opportunity here so don't want to miss the boat. Yes everything is down. Yes people are panicking. But it will go back up and simply want to focus my energy on the ones with more conviction. I don't need the money for the next 15-20 yrs but don't want to be a moron either and be happy with a bit of dividend here and there when I could see larger returns by making a good decision today. Thanks again.

Q: Are these stocks still expensive? In what order would you buy them today?

Thank you for great service.
Milan

Q: Is it possible that SHOP will renege on its 10 for 1 split? By the time it does it, it will be a penny stock and have to reverse split.


Sheldon

Q: I know you don't have a crystal ball, but one analyst yesterday says sell SHOP with a US$400 target and a two year runway to better days and another today gives them a US$1000 target with this being a short blip.

In a non-reg account, would you sell for the loss? What would be your 30 day replacement? What would you suggest in a registered account?

Thanks.

Q: what do you think is in store for shop going forward. 5i has been suggesting it is one of your best recommendations for a rebound. do you still feel this way after results. what might shop do to turn things around.

Q: Please comment on SHOP quarterly results (were they that bad?) and also do you think they will lead to SHOP’s final flush to a bottom or very close to a bottom?

Q: Hello Peter and team,
Your comments on Topicus results were positive but the stock dropped.. Any idea? Is it a good time to increasing one's position in Shopify? Thanks very much

Q: Thoughts on FTNT, SHOP, FB, TWLO?