Investment Q&A

Q: Hi 5i,

I am thinking to start invest the above stocks. In term of risk, potential grow, please kindly provide the ranking. Please take out any if not suggest for the moment to invest. Many thanks.

Q: Up some 30% on LSPD in my TFSA. Considering selling and replacing with either REAL, KXS. or SHOP. Would you hold the course with LSPD? If not, which of the three would you replace it with? Thank you.

Maureen

Q: Looking to clean mine and my wifes TFSA(s) up and move the US stocks to my RSP and then relocate / New a cdn stock(s) back to my TFSA due to tax withholding moving forward (lesson learned). Thoughts on KXS, LSPD, others (cdn) for my TFSA moving forward?

Q: Good morning. Could you please comment on LSPD's results? Thank you!

Q: Should there be any concern with Lightspeed CEO being sued for stealing the code he used for starting company from previous employer? Article says he has been trying to settle for a few years or get case dismissed with no success.

Q: Hi, Could you please post earning estimates for these companies for the quarter. Thanks

Q: Hello 5i, I have a large position in LSPD, and I am finally breaking even. Today its up over 7% . I have not been able to find any news. Do you have any info? is it the fact that it may report good numbers on Thursday? or takeover chatter? or up on market trend?
Thanks for your great service,
Carlo

Q: Hi 5i Team - Just wondering if you could give me your opinion on whether Lightspeed might be in a similar growth position that Shopify was a few years ago. I am not asking for a firm prediction here, just a general idea. Also what are the similarities and differences to Shopify's business structure.
Since this is my third question in the last two days and it is still the holiday weekend please feel free to take your time in responding - no rush.
I hope everyone had a good long weekend!
Cheers.
Rob

Q: LSPD on US today closed @ US$33.94 + $5.77 on 135shs(4392 sh , av/3mos) on no apparent news.On July 31,CIBC issued a report expecting a good Q1 with a outperform & C$47 TP. PI has a C$43 TP On July 30 it announced a launch of new features to drive digital transformation of retail smbs. Do you have other news? Reporting on Aug 6 before open.What is the estimated EPS & Rev. Txs for u usual great services& views

Q: I just started a new portfolio few months ago targeting for 1 to 2 years, brought Air Canada @ $21 with 2/3 of the funds , and LSPD @ $35 with 1/3 of the funds.
The reason I brought them because the tradition of fundamental concept keep telling me of the book value for AC is near 1, which should be more safe. The book value of LSPD is 7 which is high risk, therefore I divided portion due to the risk. Do you think my concept is out dated, perhaps I should change my mind to adjust my portions?
However, I am so upset for the performance of Air Canada. Should I sold half of the AC to buy other stock instead, any suggestion is welcome. I don't mind to keep for 3 years, but just worry that I may missed out the opportunities cost.

Many thanks.

Q: What should we expect from the 3 quarter results coming tomorrow from real. And it looks like that lightspeed will have their's on April 6 2020. These 2 companies have had a pretty good ralley the last couple of weeks, i would expect strong results. Do you see the same here?

Q: Hello,
I am down in my TFSA by average 25% ( MX, RVX, CERV, CHEM, OVV, POW,CHR). I am up with EMA by 25%. I was thinking of selling EMA and buy some growth companies for a 5 year outlook. Is it good to get into LSPD, REAL, KXS and DCBO at this time.
Thanks
Ravi

Q: What is your top choice for playing the gold sector? This will be my only exposure to precious metals.

What are your top 10 growth names (Canada or US) for a new investment with a minimum 5 year hold? I'm not concerned about sector diversity or weighting because we're well diversified in other, larger parts of our portfolio.

Thanks.

Q: Is there any indication that LSPD is diversifing toward Businesses not so impacted by Covid 19 . Heard this weekend its been 6 months since 1st Covid case in Canada ( Officially) . Hoping they can Pivot and change to other customers as I am sure demand is huge . Thoughts ?

Many Thanks,
Greg

Q: Hello. I have about $75,000 to invest in my tfsa. Please give me your top 10 recommendations Canadian or US.

Thanks, Mike

Q: Peter and crew; I hold shares in both Lightspeed and shopify, the former plods along at a snails pace and the later is on fire. Is it just the difference between the Canadian and US markets or are there other fundamentals I should be aware of. I currently hold US funds that could be used if a better choice could be made in the US markets.
I have been more than pleased with your past suggestions and look forward to your comments..

Q: Whenever there are these swings in the market from growth/tech to value/consumer it makes me think about diversification. I have also noticed that companies that bring tech to another field are thriving. Examples being SHOP bringing technology to consumers, REAL bringing it to consumers and real estate, VEEV bringing it to health care, etc.... Also the US markets just recategorized to decrease the amount of technology companies. I am presently 27% technology but only if I place REAL and AMZN in consumer, GOOG in communications , etc.

I own all the above listed companies except ROP. I am currently considering selling LSPD (technology or should just categorize it as consumer) to buy ROP (industrial or is it technology). This would bring technology to under 25% and increase Industrials and US exposure which I am underweight in. The problem is that I can’t help but think that I am making a trade just to make the diversification boxes all line up. One could easily consider ROP as technology.

In the medical profession we have a term for this. “Euboxic”. Which means making all the lab values line up to hope for the best but often with no real value added.

Q: If you were permitted to trade on both sides, my guess is you trade near 100% in the US.
If my assumption is wrong, over and above already owned US stocks, which ones would you get in Canada ?
And would you buy now or wait ?

Thanks for your help.

Q: Thanks for your answer I would like to buy these two stocks am I too late to get them or will they have room to grow

Q: Good day guys:
I’m up about 40 percent with lightspeed and is now my highest weighing .. should I take abit off the table and buy more of well which is my second highest weight.. I am planning on holding these 2 for the long term and realize the volatility involved ..
thank u for expertise
Mark