Investment Q&A

Q: I am looking for one us stock and one Canadian stock for my tfsa .
Which one us and one Canadian stock would you choose of this list in terms of best return potential ( all of which you have recommended highly in the past)
Always value your opinion
Thank you

Q: Please list companies in your balanced equity and growrth model portfolios that are now in bear market territories and of those what would be your top 5 listed in preference to add to for a long term hold.

Q: Hi 5i Team – Having read the latest questions and responses on Lightspeed, I have a few to add and hopefully there isn’t much of an overlap here.

1) On BNN the new CEO talked about the launching of new products. Could you explain what these products are.
2) He also said that Lightspeed is replacing the old Legacy system for its clients with a more up-to-date system. Could you explain what that means.
3) Are there headwinds with more in-store shopping expected as pandemic restrictions are being lifted and at least some of the population wants to return to the personal shopping experience as opposed to the online experience.
4) What will it take for Lightspeed to become profitable and do you have an idea how long that will take.
5) I know Lightspeed has just under 1 billion dollars in cash but does it have any significant debt.
6) Could you describe any similarities to Shopify and also elaborate on the differences.

There are many questions here and even though they relate to just the one company, please feel free to deduct credits as needed.

Thank you.

Rob

Q: I’ve read the previous questions about AAPL’s movement into the payments space and their direct challenge to SQ. I have LSPD, NVEI and GSY in the financial space. Given the potential reach of ApplePay and the evolution of Buy Now Pay Later (along with other innovations I may not even be aware of), could you please discuss potential future challenges that may negatively impact the 3 companies I hold. Thanks!

Q: After results/changes in mgmt. and a bit of time to dig in what is 5is conclusion forward looking on the company?


Thanks

Sheldon

Q: I have 6K in my TFSA that I’d like to deploy. Presently the TFSA contains the following names and the weight for each one of my TOTAL portfolio (Margin+TFSA+RRSP).

EGLX 0.87%
GSY 3.75%
LSPD 1.62%
MG 5.41%
NTR 6.26%
SHOP 2.05%
WELL 1.94%
NVDA 3.42%
PLTR 1.33%
PINS 0.53%
TFII 5.74%
U 2.29%

Should I sell EGLX and PINS since they have dropped below 1% of the portfolio?
Should I add to one, two or three of these names? If so in what order of preference?
Or should I go with another suggestion? If you can list 5 in order of preference.
Any sector CDN or USA.
I will not need the cash for another 8-10 years minimum.
Thanks for all you do.

Q: How did JP do on his first earrings call? He is an extremely intelligent and capable leader. Also in relation to Dax, many are assuming he was forced out. Dax is a great leader and great leaders know when it’s time to pass the torch. Time will tell of course but I would not through in the towel on Lightspeed.

Q: Has there been any insider buying of this stock during the huge price fall ?

Q: In response to your answer about the earnings report, it seems that 5i is perturbed that the board had chosen to make a change at the top. Is this more a reaction to being caught off guard, or that Mr DaSilva’s removal from the CEO position indicates internecine warfare amongst the board?

Q: Hi Team,
I remember LSPD going to $12 in March 2020 and how surprised you were.
Today, when you state that you will be "reviewing everything", it makes me worry. You mention the report will be updated as soon as possible but that could take days.
Would you be able to provide insight to your members (sell/hold/buy more) sooner that waiting for a report?
Thanks

Q: Earnings and big announcement from lspd. What does this mean for the future? Is this still a good growth company to own? What lies ahead? Has your rating changed?

Q: Looks like it will open around 34 dollars. Take the hit and move on or wait it out.

Q: Hi Team,
Should I be selling Lspd on weakness , or buying more ? Or hold for better days? Thanks
Shane

Q: In a previous comment, you speculated that the Board may have made the CEO change. Were you surprised with the departure of Dasilva from the CEO position? Based on past results, did you see this as a possible move? What do you think was the catalyst that triggered the change? Will you be updating your report on LSPD and if so, what is the timing? Is it a buy (probably not), hold or sell?

Q: Morning 5i team: Which would you buy today and why?Or neither or another? Tks. Larry

Q: Thank you for helping us navigate through the volatility with a cool head. I have 2 questions.

In a long term horizon 3 years and more for the above list could you separate them into 3 buckets and identify 1 group for which you would add funds, 1 group to keep and 1 group to sell? All stocks mentioned are now reduced to 1% or less in a non-taxable portfolio.
XBC -20%
AT -15%
CARE -50%
LSPD -45%
DOC -60%
WELL -30%
EGLX -30%
ENGH -30%

My 2nd question:

For the following securities in a corporate account with a 2-year horizon. Do the same exercise and separate into 3 buckets which ones you would add funds to, which ones are keepers and which ones you sell.
AT -50%
LSPD -45%
DOC -60%
WELL -30%
EGLX -30%
ENGH -30%

Thanks again

Q: Looking to take advantage of the pullback in growth names. The names above are standing out to me as companies that have been beaten up and 'may' offer a good short term bounce as well as long term potential. Is this a buying opportunity for those listed above? Are there other names you would suggest and could you rank them please? I am a fairly aggressive long term investor with an otherwise diversified portfolio.

Q: LSPD reports F2022/Q3 on February 2 after the market closes. For this quarter, what is the estimate for revenue and gross margin, and what is the estimate for adjusted EBITDA (loss) and adjusted EPS (loss)? Thank you.

Q: With interest rates rising, companies with heavy debt loads may suffer somewhat.
Can you please offer 5-10 top picks with large cash balances and low debt w/best bets in each Cda and US? also which big cap sectors would you stay away from due to large debt holdings? many thanks...

Q: Hello 5I
After the last couple weeks of the sell off are the any higher risk stocks you really like that you could see being home runs over the next 3 years? Thanks