Investment Q&A

Q: I have a 1/2 position in Lightspeed which I've acuired at an average cost of $61. I would like to begin adding more starting now. Although I generally don't try to time my purchases per se, I have preferred with LPSPD to look for slight pull backs given its volatility. Based on current circumstances, if one were looking for a "good" entry point price wise, what would that be, and if one were looking for a "very good" entry point price wise following a pull back what would that be?

I have the same basic question about 2 of your other recommendations I currently own - ATZ and EGLX. Based on current circumstances what do you consider to be a good entry point and a very good entry point for each of them?

Thank you. waiting for a pull back, but also content to purchasena With today's positive earnings release and the likehood of continued la ped on

Q: Please comment on earnings

Q: Roku buckled after reporting...is now a good time to buy and with perspective to your other favs such as nvda, lspd, ttd, veev or others?

Q: Please rank the following for growth 10+ year investment in a TFSA.

Please include risk involved, 10 being high risk.

ATZ, LSPD, ROKU, TOI, MG, WSP, TFII

Also, would you avoid investing in LSPD if one already owned SHOP?

Thank you

Q: Could you please recommend a few stocks for two RESP accounts? First account for 4 years old grandchild. Second account for three grandchildren (4, 5, and 8 years old). Planning to contribute $2000 ($500 for each grandchild). The first account has already 26 ENB shares. The second account is a new account. Thanks in advance for your very valuable advice.

Q: Thinking of selling my DND to pick up LSPD. The former hasn't done much and, if it goes private, then I'll need to sell in any event.

Robert

Q: i believe that lightspeed is coming out with their quarter report on August 4, do you expect lightspeed to meet their target with their report on August 4. Thanks again guy's for the advises you are great.

Q: Could you please rank SQ, NVEI, PYPL and V for a growth investor with moderate risk tolerance and a time-frame of at least 5 years. Please add other suggestions that fits the theme. LSPD is already owned. The reasons for your top two choices would be appreciated. Thanks.

Q: Can you share your top 3 Canadian and US growth picks over the next 5yr timeframe?

Q: Just looking for an opinion,

In what scenario does this ever get back to it's glory days before the oil fallout years ago? I have owned this for sometime in a TFSA and wondering if I should just keep holding due to not being able to harvest tax loss or take the loss and move the proceeds into something else in a different industry where over time I could recoup the loss.

Q: Hi 5i team
A number of questions on LSPD's write-offs of Accounts Receivable please.
- Note 13 of LSPD's March 31, 2021 audited statements shows an Allowance for Loss on Accounts Receivable of $3,519 against Trade A/R of $15,477, or well over 20%. Do you see anything concerning in this?
- Also, LSPD did not disclose the 'movement' in their Allowance for Bad Debts a/c for the year. Is that disclosure not required by GAAP?
-Does 5i have any information on Receivable write-offs during the year?
-I ask the above questions knowing that LSPD plans, as I understand it, to start extending financing to certain customers. I would prefer if LSPD stayed with their core business, and did not become a bank to their customers. How does 5i feel about LSPD extending financing to customers.
Thank you for your comments.
Edward

Q: I know tech stocks have been taken a beating this whole week. I there a reason for LSPD to decline $10.00 a share in week

Q: In a registered account I own CSU, DND, LSPD, BEP.UN, MG, BYD, TFII, TOI and WSP. FI am looking for 3 new companies for a TFSA. Ideally not a company listed above. Moderate risk and a 10 year outlook.

Thanks in advance!

Q: Hi Team,
Three part question. Firstly, I know as professionals you do not recommend “winners” climbing to over a certain % of ones Portfolio. However, if early investors in Apple or shopify for example would of bailed ; some would not be millionaires now. Or in some cases , billionaires where the CEO’s are holding most their wealth in their company stock. How can one hope to land that “life changing trade”(1000% or more) if one keeps trimming eternal winners ? Does it not make sense if a person finds that “winning company” to keep holding of goals are set high?

Secondly..is GSY one of those stocks, if you were to choose the likelihood of a solid company with good prospects, to choose to be overweight in and aim for that life changing 1000% move over a 10 yr or so period? I ask this company specifically because I am overweight this company and this is my goal. (Up over 200% so far and metrics still make this stock look cheap to me)

Thirdly… if you were to speculate a few different companies, either US or Cnd as your “best guess’s” so to speak of having the likelihood of producing 1000% gains over the next 10yrs or so; what would they be? Thanks for your input and deduct credits as you see fit. Thanks
Shane

Q: Hi Guys....great service. Looking for an undervalued stock that you think could have a big rebound in the next 6 months to 1 year...do you have a few on your radar?(US or Canada)….thinking of something at least mid-cap....thx

Q: I do not have technology shares in my RRSP. I'm well covered in energy, financials, utilities, transportation, tel coms and an ETF US equities. There are quite a few techno companies out there. For a long term investment, any suggestions and why.

Q: Hi Guys,

These two companies, are quite similar in terms of total market cap, and both are in payment processing sector. are they overlap with each other or serve different industries? Could you help me to understand them? How would you rank them over all, future growth, and risk/reward, respectively. If to buy now, which one to start with? or divide the funds to buy both at the same time. Thanks.

Q: Would you consider either of these stocks Fintech's?

Q: At current levels, which stock is a better buy in the short term vs. long term and what would you consider is a good entry point for each?

Thank you!

Q: My KXS shares have recently doubled and haVE exceeded my arbitrary 5% holdings threshold . I have a long term view of my tech holdings but wondered if you think selling off some KXS for Topicus or LSPD (or both) is worthwhile for some added growth for the next 5 years?
I am not adverse to holding onto to KXS if you think it could revisit its historical high in the next 12 months.
Some shares are in a TFSA and some in a registered account.

Thank you for your continued support.

Kevin