Investment Q&A

Q: I typically only trade options in USD due to the liquidity of their option markets and the general dearth of bids on the TSX. Recently though, I noticed that LSPD, on the Canadian side, had robust interest and trading options was easy. Has there been a general change in option trading volume on the TSX or is LSPD a special case? Thank-you.

Q: Hello, I have holdings that replicate the Balanced Equity portfolio with weightings being within about 1% for each stock based on the model portfolio. I have also aimed to hold a small number of stocks from the growth portfolio and currently have 1-2% for each of LSDP and WELL. I am considering adding 1-2% holding to SHOP, LSDP, WELL or adding 2% for TOI or DOL. I have a 20 year time frame.

I am leaning towards SHOP, TOI, LSDP for adding shares but am aware of my heavier weighting in the technology sector and am considering if Dolorama may be a good option at this time. With the war in the Ukraine and inflation, also based on my time frame, can you recommend which stocks you would suggest adding to of the ones listed at this time?

Q: Assuming we are due for a rebound, can you provide your top 5 Canadian and top 5 US growth stocks that you would be buying today for a 3 year hold. Any commentary would be helpful.

Thanks for all your great advice.

Q: BNN's Lightspeed earnings headline featured the $100M loss without mentioning the adjusted loss is $15.6M and better than expected.. Not impressed with their negative recap.
The stock is down 13% at one pm - is this short selling or anxiety about the headlines? They doubled their sales and have a billion in the bank! I'm a buyer!

Q: Hi, Results look decent. Could you comment, please. Does guidance provide any direction for the company and the stock ? Thanks

Q: Please comment on results

Q: Of the following, are there any you see as particularly vulnerable today? Held in a long-term account but I am considering shifting the risk profile in light of existing market conditions, and potentially closing out 1 or 2 positions:

SHOP, LSPD, TIXT, EGLX, TSU

Q: Growth focused investor, high tolerance for volitility, trade very little, seems buy and hold works much better for me, except in the above mentioned stocks. I'm down 50% or more in them all. Stocks are held in either TFSA or RRSP. Considering getting rid of one or all, reentering LSPD? If you were selling, what stocks and what order?

Q: YOU ARE smart and patient investors give me 5 five ones you like that have a double in them if market turns

Q: Hi good people,

I understand that techs like SHOP, LSPD, NVEI and CTS are riskier stocks than the average TSX stock.
Would you say GSY is as risky, or as I suspect, somewhat less so?
Can you estimate how much less risky, if it is indeed less risky?
Please use a 2 year time frame if possible.

Thanks!

Mike

Q: Imdown 10 % tomuch higher abovei am cocerned more about pypl meta mg than others.
i like to sell two with the lowest 0outlook

Q: Can you please rank the above tech stocks looking out 2-3 years. I am looking to drop a couple and add to ones you like better as some have become much smaller after dropping this year.
Thanks

Q: Shopify or Lightspeed for an aggressive growth holding for 5 years?

Q: Looking to reposition out of Oil&Gas. The noted companies have been beaten down. How would you rank for a 3 year horizon. Highest to lowest. Any other names you would add to this list?

Q: Good morning everyone at 5i! You have always said that you can’t time the market. I am going on the premise that the market is close to the bottom, and it is time to slowly start to add some names to the portfolio and to add to existing ones. Could you please suggest 5 growth and 5 income stocks ( US or Canadian) which you consider good buys at this point on time? Cheers, Tamara

Q: Hi Peter, could you list 5 Canadian and 5 US growth stocks with solid fundamentals that you consider the most unjustly oversold and that represent great buying opportunities at these levels?

Thanks for your great service,

David

Q: New retiree caught with pants down. Need to sell some stuff in RIF to cover current cash needs. Horrible position to be in with current market. Lesson learnt. Maybe (tough to be on the sidelines in a bull market)
Please help with sell sequence, which I guess should be based on which of these holdings is least likely to see near term growth from here OR which is most susceptible to further declines in near future??

Please list in order starting with the holdings you think should be sold first, ending with the holdings you think should be retained longest, and advise your rationale. All will need to be liquidated by mid 2023

Your crystal ball will be better than mine.

Thanks,

Jim

Q: Good day ,
Do u guys plan on doing a report on this name any time soon ..,and in a years time do U expect this story to be much higher then it is today .. certainly tested ones patience owing names like this
Thank u
Mark

Q: Everyone, I never believed the multiple at $160 per share and I don’t believe the multiple at $25 per share. What is the appropriate multiple for today and one year from today. I have held the stock since the summer of 2019 and I have added many times since. I believe the strategic plan the company has changed for the better, with added features to the software. Clayton

Q: I have an interesting question regarding value vs growth. I don't have exposure to MSFT and still feel bad for not having bought it in the 2009 crash. With a 5 year time frame please rank the above from top stock to least stock performance (prediction, prediction). If you were to sell one of the above to buy MSFT which would it be?

Thank you

Yves