Investment Q&A

Q: No specific question, just a thank you.
I have been a member for 7 years and always look at your various resources before making any buy/hold or the more difficult sell decisions. I have always been disciplined in your suggested sector diversification and portfolio weighting. LSPD proof of portfolio weighting. Initial purchase at $35.00 and trimmed 1/3 at $150.00 (It still went up to $165.00. Oh well still slept better). After the short attack I trimmed again at $110.00 and it went back up. Today I still feel good holding a stock up 142% with a big payout on the trimming and a portfolio weighting of 3.5%. The decline was not as dramatic as it could have been. It was very hard to trim a stock on such an upward trajectory (still looking for that 10 bager). Thank you for the continued reminder of portfolio weighting and being able to sleep at night.
Roy

Q: In light of today's market action what do you see as an attractive entry point for these two stocks? Would you add to an existing position? Thank you.

Q: Did you learn anything in the conference call that would make us buy, hold, or sell? 30% drop seems extreme.
Thanks

Q: What crappy news to wake up this a.m. All down substantially pre market

When you consider the results of each of these companies and they were all current holdings at reasonable weightings would you hold, sell, or buy more given the levels they have fallen to and your outlook going forward?

Sheldon

Q: Based on lowered guidance from LSPD, do you see this as an opportunity to buy for the long term based on lower stock price today. Thanks.

Q: It looks like a beat for LSPD. Any reason why it is down pre-market?
Thanks

Q: Please rank the following companies based on future growth in 5-10 years and overall confidence.
Also which companies have the widest moats or even monopolies?
Thanks

Q: At what price do you suggest a purchase of LSPD for a hold over one year?

Q: Hi Team,
I would like to buy one of these two NVEI and LSPD, which is a "better buy" ? are they kind of same business ?
Thanks as always,
Tak

Q: how would you rank these stocks value wise , growth wise and voltility wise ? Thanks Donna

Q: I need to do some trimming of Lightspeed due to substantial gains since purchase at $20 to $25. I am undecided though as to whether to wait for the quarterly report which I think comes out on Nov.4. I read the estimates in your answer to a recent question, $124 m revenue and loss of $0.18. In your opinion would meeting these estimates provide stability to the stock price. Do you know of any general consensus out there as to whether it will meet, miss or beat estimates. I realize this last question involves some guess work so please feel free to leave it out in your response.
As always many thanks for the great service!

Q: Can you give me analysts expected revenue and earnings for the upcoming quarter for the following:
Topicus
Lightspeed
Docebo
Thx

Q: I would like to add to 5 of the above positions in my TFSA. Based on the current environment, which 5 positions would benefit the most from a larger base. Thank you.

Q: Which of the 5i favoured tech stocks often hi-lighted on the Q&A pages (e.g. LSPD, NVEI, AFRM, GOOG) will likely see a significant short-term hit with rising interest rates to combat inflation and any that might be immune?

Q: Good morning!

I hold a 1/2 position in Magna. I do believe in this stock longterm. With the shortages and things appearing to be priced in. Is it time to top up to a full position?

On a separate question what are your highest conviction growth pics in TECH for the 4Q.
Preferably US but can spribkle some Canadian names as well.

Thank you for the amazing input and service. It's been immeasurable.

Q: Hi Peter and staff,
Thanks for the great information that you guys provide.
These are the holdings in my wife's TFSA account. I have owned CNR since March of 2020 and have done quite well but I'm wondering if this stock has reached the top of the price range and it's time to move on. The average Price Target is $165. Do you think that CNR still has upside or can you name two stocks to replace it.

Thanks and have a great day
Joe

Q: Hi the great team, can you name some examples of positive momentum stock . Thanks.

Q: All of the above are existing positions in my TFSA. Which three would you suggest adding to today?
Thanks

Q: Hi, The recent price action for past 2 days has been encouraging, I think. Do you see signs of some short covering or investors jumping back in ? Any insight into if Spruce has already covered their short position ? Should we be prepared for more volatility until results on Nov 4th. Thanks

Q: I have been tempted to buy Lightspeed to put in my tfsa, as i see it falling. It is hard for me to judge, though, whether a fairly new stock, like this and quite volatile is appropriate for a retired person. I have a moderately high risk tolerance. But is this too risky for that demographic, do you think?
Thanks as always