Q: Your opinion on the January 17th LSPD wpress release: reduce head count and profitability in 4th Q. Clayton
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Profitability, why is this so difficult to achieve for LSPD? Is one reason that the CAO and Board are still continuing to be driven or leaning to expansion and therefore changing to control control is difficult to achieve? But that does not make sense because we have heard they want to be profitable in 2024! I am confused. Clayton
Q: Given that LSPD is not yet profitable and since they owned close to 4 percent if I’m correct in the FTX. Crypto (now bankrupt), to me their future has been significantly compromised. I can’t believe I indirectly held crypto!!!!!!! Comments?
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
Q: Hi,
Is there a possibility of a downgrade coming for either SHOP or LSPD, in your company reports section?
Thanks.
Is there a possibility of a downgrade coming for either SHOP or LSPD, in your company reports section?
Thanks.
- WELL Health Technologies Corp. (WELL)
- Converge Technology Solutions Corp. (CTS)
- Enthusiast Gaming Holdings Inc. (EGLX)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
- TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
Q: I have the above stocks in my TFSA and they are all down and smaller positions. I also have GSY, KXS, SHOP, TOI, ECN, SIS, SU, MEG and ENB in this 300K TFSA (thanks to SHOP and 5i). I am wondering about topping up 2-3 of the above down stocks or something new with this year's contribution. My usual approach has just been to top up the losers but this market has me struggling for ideas. Would you add to any of the losers above or do you have 2-3 new suggestions for me. Thanks.
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Brookfield Corporation Class A Limited Voting Shares (BN)
Q: Happy New Year to the 5i Team. I enjoyed Lightspeed on its ascent in my TFSA, and suffered buying back too early. I believe, supported by some analysts, that it has a future. Should I take my lumps, sell LSPD and invest the proceeds to increase my position in BN to 4%, or continue to hold LSPD. Which stock does 5i feel will generate the best overall return over the next 5 years?
- Illumina Inc. (ILMN)
- Intuitive Surgical Inc. (ISRG)
- Sea Limited American Depositary Shares each representing one Class A (SE)
- Brookfield Renewable Partners L.P. (BEP.UN)
- Enghouse Systems Limited (ENGH)
- MercadoLibre Inc. (MELI)
- IDEXX Laboratories Inc. (IDXX)
- The Trade Desk Inc. (TTD)
- Etsy Inc. (ETSY)
- JD.com Inc. (JD)
- Roku Inc. (ROKU)
- WELL Health Technologies Corp. (WELL)
- Pure Storage Inc. Class A (PSTG)
- Crocs Inc. (CROX)
- Axon Enterprise Inc. (AXON)
- Guardant Health Inc. (GH)
- Redfin Corporation (RDFN)
- Perion Network Ltd (PERI)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Pinterest Inc. Class A (PINS)
- Zoom Video Communications Inc. (ZM)
- Fiverr International Ltd. no par value (FVRR)
- CrowdStrike Holdings Inc. (CRWD)
- InMode Ltd. (INMD)
- Lemonade Inc. (LMND)
- Palantir Technologies Inc. Class A (PLTR)
- Airbnb Inc. (ABNB)
- Upstart Holdings Inc. (UPST)
- Mitek Systems Inc. (MITK)
- Taboola.com Ltd. (TBLA)
- Riskified Ltd. Class A (RSKD)
- Lantheus Holdings Inc. (LNTH)
- Catalyst Pharmaceuticals Inc. (CPRX)
Q: Over the past two years with the downturn of the market, I am down significantly with majority of these holdings in various accounts. I have a long-term 10+ year outlook, so looking to see if you feel any of these can be sold off given the outlook, management of the company? If so, what are your recommendations for a growth investor in either CAD/US stock options?
Thanks!!
Thanks!!
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Nuvei Corporation (NVEI)
Q: Good morning, Can you see a turning point after bottoming out for growth stocks of this nature this coming year for company's like Shop, Nuvei and Lighrspeed, just to name a few, thanks?
Q: one of raymond james top picks for 2023 is their a good outlook or wait till next earnings , thanks
- Meta Platforms Inc. (META)
- Algonquin Power & Utilities Corp. (AQN)
- ECN Capital Corp. (ECN)
- Plug Power Inc. (PLUG)
- WELL Health Technologies Corp. (WELL)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Digital Turbine Inc. (APPS)
- Dye & Durham Limited (DND)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
Q: Hello Peter
Best wishes for the Season
I owne the above in my non taxable accounts with a considerable loss. I am a senior who tended to invest in growth stocks with some sucess exept in the last 12 months.
I consider that above list has some potential for recovery.
I would like to concentrate on the bests with the greatest potential recovery in 2023.
I will appreciate your advice on the stocks I could sell or add on or replace.
I always value your opinion
Raouf
Best wishes for the Season
I owne the above in my non taxable accounts with a considerable loss. I am a senior who tended to invest in growth stocks with some sucess exept in the last 12 months.
I consider that above list has some potential for recovery.
I would like to concentrate on the bests with the greatest potential recovery in 2023.
I will appreciate your advice on the stocks I could sell or add on or replace.
I always value your opinion
Raouf
- Adobe Inc. (ADBE)
- Amazon.com Inc. (AMZN)
- Microsoft Corporation (MSFT)
- Netflix Inc. (NFLX)
- Mastercard Incorporated (MA)
- Constellation Software Inc. (CSU)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- goeasy Ltd. (GSY)
- Atlassian Corporation (TEAM)
- ARK Next Generation Internet ETF (ARKW)
- ARK Innovation ETF (ARKK)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- ARK Fintech Innovation ETF (ARKF)
- ARK Autonomous Technology & Robotics ETF (ARKQ)
- Topicus.com Inc. (TOI)
Q: I hold the above stocks in my Unregistered,TFSA,and RRIF accounts. I understand that as of January 1, 2023, the IRS will require a 10% withholding tax when Canadian residents sell US stocks. Does this rule apply to sell any of the above mentioned my stocks ?
2) If I sell above Stocks before end of 2022, will I avoid paying new IRS 2023 10% withholding tax?
2) If I sell above Stocks before end of 2022, will I avoid paying new IRS 2023 10% withholding tax?
Q: Hi team,
LSPD is my largest position in my TFSA and it is down 75% from my purchase price. The TFSA itself is down 50%.
You are obviously not positive about the future of LSPD. And, at 82 years old, I am not in for the long term.
My choice is to sell to save whatever is left of it or to keep it with the hope of selling it later with a smaller loss than now. What do you think ?
What would you do if you were in my shoes ?
Thank you for your attention.
Jacques IDS
LSPD is my largest position in my TFSA and it is down 75% from my purchase price. The TFSA itself is down 50%.
You are obviously not positive about the future of LSPD. And, at 82 years old, I am not in for the long term.
My choice is to sell to save whatever is left of it or to keep it with the hope of selling it later with a smaller loss than now. What do you think ?
What would you do if you were in my shoes ?
Thank you for your attention.
Jacques IDS
Q: A few months ago you indicated a multiple of 7.5 to 8 times sales. What do you believe the multiple will be in 12 months. The question is in regards to selling my entire position. My average price is $36.31. I believe we will have a low chance of a recession because the job market is still strong. Clayton
Q: Your opinion on LSPD please. Is it buyable now? thank you. Fooklin
Q: Hello 5i team,
There was an extremely large volume of transactions for lightspeed today. Do you know if there is anything material that happened or was it simply news of a slow down in interest rate hikes in the states?
Andrew
There was an extremely large volume of transactions for lightspeed today. Do you know if there is anything material that happened or was it simply news of a slow down in interest rate hikes in the states?
Andrew
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
Q: Hi Team,
You now recommend selling Lspd . I am down 40% on the name. What stock should I then replace it with with the highest probability of getting my investment back? Would a switch into Shop be wise? Currently they seem to trade fairly equivalent. Thanks
You now recommend selling Lspd . I am down 40% on the name. What stock should I then replace it with with the highest probability of getting my investment back? Would a switch into Shop be wise? Currently they seem to trade fairly equivalent. Thanks
- Sylogist Ltd. (SYZ)
- Enghouse Systems Limited (ENGH)
- Open Text Corporation (OTEX)
- The Trade Desk Inc. (TTD)
- Converge Technology Solutions Corp. (CTS)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- CrowdStrike Holdings Inc. (CRWD)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
- Topicus.com Inc. (TOI)
- TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
Q: Hi Peter and Staff
For new money with desire for 3 small positions amongst the above companies please pick your 3 picks for long term holds based on current entry price and future prospects.
Thanks for all you do
Dennis
For new money with desire for 3 small positions amongst the above companies please pick your 3 picks for long term holds based on current entry price and future prospects.
Thanks for all you do
Dennis
- Primo Water Corporation (PRMW)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Anaergia Inc. (ANRG)
Q: Just to clarify, 5i is selling all of ANRG and PRMW and LSPD from the portfolios.
ANRG and LSPD are at all time lows. So you're selling at the lows.
Prmw is bullish and moving higher and is near its high and you're selling that as well.
What happened to run with the winners and sell the losers (not at their low)?
Sheldon
ANRG and LSPD are at all time lows. So you're selling at the lows.
Prmw is bullish and moving higher and is near its high and you're selling that as well.
What happened to run with the winners and sell the losers (not at their low)?
Sheldon
- Meta Platforms Inc. (META)
- PayPal Holdings Inc. (PYPL)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
Q: lspd meta pypl are the worst performers in my portfolio . is any of these worth keeping long term .
Is aqn a buy at tthheselevel
i
Is aqn a buy at tthheselevel
i
Q: Please comment on their respective quarters as it relates to the overall industry in general. Clayton