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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I am negative on subject three U.S. companies (FSLY, TWLO, ISRG) While these companies may be good growth companies if held long enough, I would appreciate your suggestions of several U.S. and Canadian companies that are likely to have more near term growth, any market segment and I have much risk tolerance. Thanks.
Klaus
Read Answer Asked by Klaus on September 15, 2020
Q: I own both SHOP and LSPD. As LSPD moves beyond services to restaurants into services for other merchants, I am wondering how much overlap there is between there two businesses. Is it advantageous to own both?

Thanks as always.
Read Answer Asked by Ken on September 14, 2020
Q: Every morning I read all news that occurred overnight on the companies that I own. I then move to articles about the sector news about each company and then to the world geo political news. Almost everyday I read an article in Yahoo news about LSPD. Recently my thoughts have turned to a conflict of interest between the companies, especially small to mid cap stocks, and the news organizations that produce the articles. It is almost entirely the same information twisted a little. Is there a conflict of interest between the two organizations, News organizations and the companies? Or are the news organizations just want the clicks to their platform for advertising stats? I assume the company does not object because they are positive articles and any positive article is a benefit.
Appreciate your thoughts.
Clayton
Read Answer Asked by Clayton on September 10, 2020
Q: Good morning 5i,

Looking to add two names to my portfolio, with the only criteria being a combination of balance and growth, and with a long-term horizon. Currently thinking of GSY and REAL/LSPD, are you good with these at today’s levels? Listed some others I’m interested in too. Any other of your favourites you’d consider (already own KXS, WELL). Thanks.
Read Answer Asked by Jeff on September 10, 2020
Q: I have been looking to take a position in Lightspeed for some time now, when it was in the $24 range, but it went up too fast too soon. with the current 15% drop and the IPO coming up, would you suggest I buy now, wait until the pricing is announced or until the issue is completed? Do you expect much volatility particularly to the upside in the interim?
Regards
Rajiv
Read Answer Asked by Rajiv on September 10, 2020
Q: I think we were due for today's pullback. What are your favourite names to add to here for a long term hold?
Read Answer Asked by Patrick on September 04, 2020
Q: My 27 yo son has just had $36k CAD deposited into his LIRA. His portfolio is reasonably balanced, so don't let sector influence your response. I intend to convert some or all of it into USD using Norberts. I would like to invest in 3 or 4 stocks that in 30 - 35 years will be like investing in Apple 30 years ago. Plse give me some names to consider.
Read Answer Asked by Bob on September 03, 2020
Q: What would be your top picks today as a growth 3-5 plus years.
I have done well and held back 30% in cash after adding In a fair bit with the top picks you mentioned in the March /April special report (thank you )and I feel comfortable to add another 15 % To 20 % in.
Thanks for your great advice/ideas.
Paul
Read Answer Asked by Paul on September 02, 2020
Q: After buying a majority stake in Circle Medical, do you still suggest to buy more for WELL, since the stock already increased over 20% today. The reason I asked because I am thinking to sell AC and buy more WELL, so far I owned 33% for AC:CA, 33% for LSPD:CA, 17% for WELL:CA, 17% for REAL:CA.
Read Answer Asked by kwokwai on September 02, 2020
Q: What companies on your radar have the strongest balance sheets? Thanks.
Read Answer Asked by Patrick on August 28, 2020
Q: Hello Peter and Ryan.

I was looking back at your portfolio updates from Mid March to July, congrats to you, I think all of your stock buys have been winners since March-17 updates. Specifically WELL up over 80%, SLF, LNF, XBC, DOL, DSG, QSR and more all up 20, 30, 40 percent or more. Also I wish somehow there was a way to track your USA stock picks as I imagine those would be even better since the March lows.

I am wondering though, how close you were to buying more of GSY, DOO and LSPD (all in your growth portfolio). These stocks in January and February of this year before COVID had all hit all time highs DOO - $75, LSPD - $45, GSY - $79. I know they were favourites before and still are, knowing that GSY and DOO were well managed with many years of great execution and Lightspeed which has been public for 1 year, but was clearly much stronger now after a year of growth and acquisitions and now in a business environment that really should accelerate its growth in the end (e-commerce and payment processing becoming a must have for mostt/all businesses).

5i was asked on March 19th about LSPD
Question: “Never in my wildest dreams could I have imagined LSPD at $11.03 and closing at $12. Is this the beginning of the end of a company like LSPD if the coronavirus issue continues to persist?”
Answer: “LSPD is fortunate in that it has about $300M in cash which is more than 15 years of cash (at 2019's spend rate) and no debt. We do not see this as the 'end'.”

I bought more LSPD shortly after I read your answer, so thank you for that and for all of the advice shared each day.

GSY reached a low of $22, LSPD $11 and DOO $20 March 18-19 and that last week of March wasn’t much better and buying any of these stocks at these lows essentially would get 300-400 % return if they ever returned to February highs (which seemed likely with a 5 year timeline), even in April on the 23rd when you bought again these stocks were still down 50% from previous highs.

Did you come close to buying these 3 stocks and what was your major hurdle for each?
Read Answer Asked by Michael on August 24, 2020
Q: These seem to be some of your favorite Canadian growth names - very different in terms of sectors, vol and size, however can you please rank them in terms of growth outlook for next 3-4 years to add some torque to a portfolio.
Thank you
Read Answer Asked by Kyle on August 21, 2020
Q: Tech has boosted my returns this year and now it is around 40% of my portfolio and that is after trimming half my SHOP and CSU and selling AYX, GIB.A and DSG. Trying to get down to 20% Can you please rank the above stocks to help me with my decision. And thanks for the great service.
Read Answer Asked by Neil on August 17, 2020
Q: Hi i5,

According to "Buffett Indicator", when it's in the 70% to 80% range, it is time to throw cash at the market. When it moves above 100%, it's time to lean toward risk-off. Now Market Cap to GDP Ration > 100% means stocks in bubble territory. Do you think Canadian stocks may also in bubble territory? If US in bear market, do you think the above Canadian stocks which I am holding can be survived? Perhaps, should we start to off load which may be in danger during the bear market into cash, or switch among balance or income portfolio. Any suggestion?
Read Answer Asked by kwokwai on August 14, 2020
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