Investment Q&A

Q: Apologies in advance for yet another question on Lightspeed, and not sure if you caught Jim Cramer's show this evening, but he slammed Lightspeed - seemingly went out of his way, for a prolonged period of time - to embrace the short report as gospel, and to sell, sell, sell.

Obviously there will likely be an enormous hit in the morning. But in your estimation, is this game-over for this high-flier? The company turned down an invitation to defend themselves on-air, likely a wise choice given Cramer's current sentiment towards the firm, but given his wide appeal (and I'm assuming influence) is it possible to overcome this negativity? Or just wait, and the numbers will - or not - speak for themselves. I think I know you'll say that I answered my own question, but given this mess, I wanted your sound judgment.

Thank you as always...

Q: Is there any credibility in the recently published short seller’s report? One would wonder given the sell off in the stock.

Q: Hi folks
Is there an advantage to buying some LSPD on the US side? Or no difference at all?
Much thanks

Q: Can you please rank these companies in terms of your preference, with a growth perspective in mind, starting from most preferred first?

Q: HELLO 5i TEAM, I'm looking to add a couple of tech stocks after this down draw is past. Please advise the "NET DEBT" for each of the above companies, and which 5i would recommend a buy in a month or so.

Q: What are your thoughts on the most compelling buys today regardless of sector or country?

Q: Happy to see LSPD bounce off resistance at recent issue price this week. Can you provide some commentary on Lightspeed's acquisition of Ecwind? Seems like there was some dilution.

Q: Does this investigation look legit? Thx, James

Q: Hello would you view the recent pulback in lightspeed a buying opportunity. thanks

Q: Hello,
I am considering selling LSPD and buying more ARX and/or CVE given the current environment. Would this plan be a good way to make money in a down market?

Q: Hi Peter,

Does a portfolio, that is made up of the stocks listed above, agreeable to you if one has a longer term time frame, say 5 years plus and has a high tolerance for risk?

Thanks,

Q: LSPD has issued a response to the short attack:

https://stockhouse.com/news/press-releases/2021/09/29/lightspeed-comments-on-short-seller-report

I would be very reluctant to sell shares in LSPD and more inclined to purchase more. Like previous short attacks on high growth companies like SHOP and NVDA, I'm quite sure this one will prove to be bogus and just another cynical attempt to profit from the resulting sell-off. In the case of SHOP and NVDA short attacks, the short-sellers who issued the reports even pledged to give lavish donations to charities if the stocks recovered (In the case of SHOP, $200,000 USD was pledged if it ever rose above $200!). Wouldn't we all love to buy SHOP for that price today?

My only question in all of this is whether there will ever be any regulatory control over short-attacks that can be proven to be opportunistic.

Q: I know your not fans of stop loss orders but if you were forced to initiate one for LSPD what would be your price point?
Thanks

Q: First time poster here.
With the slight decline recently, which of these following companies do you guys like the most for a growth portfolio for the next 5-10 years? I have 150K to invest (consider this fun spending money and money to play with), and I want to know how much of the 150K would you guys invest in each of these companies separately? ie. 35k in CSU etc
(side note), the report card for TOI said it was valued at 10 billion when it was $60/share. But now it's $131/share and everywhere I read it says 5 billion market cap. Was this a typ-o?). Thanks!

Q: All 3 are down today (Wednesday) when market is up. LSPD down a lot, no longer muted. Can you comment more on what's happening to LSPD and what outlook holds? Any adjustment in your opinion? As for SHOP, it's been flat to down for a while now. Any reason why? What is the compelling story behind it? Would you buy it now?

Q: Please U take on LSPD's response this afternoon to Spruce'short attack. Txs for u usual great services & views.

Q: I read the LSPD short report.
i thought spruce point made some valid points.
i sold all my lspd yesterday, will revisit at a later date.
my question is have you read the whole report and do you agree with some of the points or not.
dave

Q: There is enough negative news on LSPD that crashed its share price by a short seller spreading fear this morning and then an ambulance chaser type of law firm did a pile on later.

Has the company issue anything yet? If there is no rebuttal from LSPD by tomorrow morning I would be very concerned. Usually the quicker the response from the company the better the assurance for investors. What is your view on this situation? Thanks.

Q: Hi 5i,

LSPD is dropped 8%, do you think $130 is a good price to buy in? Perhaps what is the attractive price range to jump in?

Many thanks.

Q: Hello 5i team,
With the short attack on lightspeed, how accurate/right has been Spruce Point Capital in the past? Are they the same firm that shorted Dollarama a few years back?

Thanks,
Andrew