Investment Q&A

Q: Any idea what is going on with sea Ltd and lightspeed?

Q: The stock has plummeted from 130 in Sept to 49 today. I don't recall a 5i recco that has fallen so dramatically and ever recovered to where it was.

Obviously the shorts have it right (so far) to be short was the right thing to do.

1)Do you sincerely feel that LSPD will ever recover to where it had been?

2)If yes, what dramatic course of events would do it?

Sheldon

Q: What would be a good entry price for Lspd? Thanks

Q: Can I get your quick thoughts on CRWD and VEEV earnings? Do you still like both for long term growth?

Also thoughts on the VIX cracking above 30? With rates expected to rise in the near future, do you see a shift from more growth to value and more headwind for high growth stocks? I’m holding some high growth names such as SHOP, NVEI, LSPD, U, CRWD, APPS, WELL, VEEV and am a long term investor. Do you still have high confidence in all these names? Have done well but the recent pullback is tough to see. Thanks!

Q: Morning:

I've got some cash to top up one of my tech holdings.
Which of theses 3 do you feel has the best growth potential at current valuations over a 5 year timeline.

Thanks in advance,
Greg.

Q: Hi 5i,

I'm new to the service and joined with the hope of finding an unbiased second opinion on my portfolio of stocks. I had the good fortune of purchasing in my TFSA SHOP ($1200); LSPD ($26.31); SE ($149); MELI ($769.45) and continue to hold. This year, not so good, I had purchased REAL ($18.16); ABST ($13.79); AT ($10.36) which with the exception of MX are all currently in the red.

My problem is that given my current YTD is at -13% I should probably shake up the TFSA. However, when I look at each stock individually I just can't bring myself to sell, I love the growth potential of them all.

I'm (obviously) ok with volatility in my portfolio and I do not anticipate needing the funds for 3+ years. I would appreciate your thoughts or ranking of these stocks in terms of growth potential from this point forward. Are there better stock opportunities I should consider out there for my TFSA ?

Thank you in advance.

Q: Today, stocks are on sale. Can you opine on which large and midcap CDN and US caps look like they are being hit for no fundamental reason? Thanks.

Q: Can you please explain why LSPD is being hit with all these class actions?

Q: Everyone.
My thoughts for investing: only invest in the the best of the best; hold long term and stuff will happen to test you.

As I look back on LSPD:
Should I have sold when the short report happened? No because nothing materially changed. The report was fluff and noise.
Should I have sold after the last quarter report? No because there was only a small misstep. High growth companies do have missteps.
Should I have sold when price dropped below 50 or 200 day moving average? No nothing materially changed. Apple and Amazon have dropped below both of those markers.
The only thing that has changed is the price people are willing to purchase shares.
The company strategies are still intact, but should I have sold earlier and what would be the key signal to sell?
Clayton

Q: Which of these two companies do you prefer more at this point for growth?

Q: I would like to build a more concentrated techy portfolio of our holdings with a 3 year time horizon by concentrating funds on stronger names and selling those you have less confidence in 3 years. Please rank names for
A. new funds to add with a short blurb about
1. growth potential and profit margins
2. risk/ debt, particularly at a time of rising rates
3. competitive advantage
4. management
B. selling with comment about reasons.
Appreciate service you provide - thanks

Q: Between WELL and LSPD, which would you pick to provide the best return over the next 5 years?

Q: Hi Team,
I sold MRS at a 66% loss in my TFSA. Should I put the leftover money towards PINS, EGLX, PLTR, LSPD or WELL? Please list in order or preference. Or should I wait in the new year with the additional funds that I will add?
Thanks

Q: What would be some of your top picks (Canadian, U.S.) for buying based on (presumably temporary) downward pressures due to current tax loss selling?

Q: Now that LSPD has crashed through $68, do you think it could fall as low as $50? Thank you.

Q: What did you think of Lightspeed’s Investor Day? It seemed to me that they insist that their technology and underlying business remain strong.

Q: Hi,
Last year around this time, you were asked to guess a few names in the US or CDN Market that had 100 bagger potential. Some of the names mentioned were WELL, TTD, LSPD, XBC, MGNI, PLTR, VEEV, PINS, KRR, & STC. Just wondering if there were any names you would add or delete from this list? I realize identifying the next 100 bagger is next to impossible, just for some fun.
Thanks

Q: Would you take some profit from shop and sell 1/2 your shares? Is LSPD going to bounce back or is it time to sell? Cheers Brian

Q: So I'm trying to decide what to do with all my positions that are less than 2% of my portfolio. Both LSPD and BLDP are (1.4% and 1.06%, respectively) and I need to decide if I top up to 2%+ or dump them. Remarkably, I'm up 50 and 60% on both.

I've got my own opinions on what to do, but value 5i's input to these sorts of things. Are these stocks worthy of doubling down on, or should I move on?

Note that I still like the spaces these two operate in, so if you suggest I move on, please recommend a replacement for each.

C.

Q: Are there any warrants on LSPD?