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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 recently sold my NVEI shares (basically broke even over the highs and lows) and have some cash to deploy in my TFSA. I am looking for recommendations on some growth stocks (US or CDN) for 3-5 year hold minimum that have good prospects. I already own PRL and LMN and was thinking about ARM, AVGO, and NVDA. However, is it too late for these stocks due to their impressive gains over the last couple of years. Any other stocks to consider? Thanks for your feedback.
Read Answer Asked by Rob on October 10, 2024
Q: NVEI has extended until April 1st 2025 for holders to decide on options for the buyout. This means that the privatization would have taken about a year from the announcement in March 2024. It looks stretched. Could there be hurdles we are not seeing, financing for example? Or the structure of the company makes it difficult? Just curious ..Thanks a lot.

Read Answer Asked by Denise on July 26, 2024
Q: I need to clean out the dogs and take some losses for tax purposes. In which order would you sell? Are there any keepers here?
Read Answer Asked by kevin on June 11, 2024
Q: Two questions. #1: Nuvei will be sold and go private. Shareholders will get $34.00 U.S. approx $ 46.90 Canadian today. Is it best to sell now or wait for the transaction to go through ?
#2 : HPS.A was moving along just fine and has recently gone down dramatically. Why ?
Read Answer Asked by Frank on May 13, 2024
Q: Hi 5i
Do you know when the deal is expected to close and how long would you expect these guys to wait to see if other offers may be forth coming.

Take over price of $34 US is about $46 canadian... SP currently sitting $43.75 canadian. Would you expect shares to trade up to the deal level.

If one wants to capture the full offer price, would one simply wait till the deal closes......
How would that work.

thx
Read Answer Asked by jim on April 01, 2024
Q: Hi 5i
Given recent news and increase in share price would 5i continue to be holders or would they be sellers.... and why?
The sp decline last week was very discouraging but the sp pop monday was very encouraging..... However trying to capture a diminishing upside is a risk since as you say there are no guarantees... I believe your estimated upside was around $40 canadian... As investors how would 5i analyse this decision to reduce emotional element...

thx
Read Answer Asked by jim on March 20, 2024
Q: Hi 5i
In your opinion do you think there is a strategic nature to leaked news of a potential " acquiring " of Nuvie?

As you mentioned the stock had been falling for a week to around $29.5 canadian now up today up around 28%....
....However If this news would have leaked 2 weeks ago at sp of around $36 canadian i believe management would have a harder time convincing shareholder that a potential $30 US take over price is a great price....
Am I dreaming ? Can you provide some commentary....

Thx
Read Answer Asked by jim on March 18, 2024
Q: Hi,

Down over 50% on NVEI since my purchases back in 2021 and mid 2023. Is it time to throw this weed into the trash? Holding between my TFSA and margin accounts and its less than 1% of my holdings now. This is one of the larger losers in my portfolio and I would likely roll it into one of LMN, CSU, TOI, TVK, or HPS.A. Thoughts on the recovery potential or is just better to proceed and dump this one?

Thanks!
Read Answer Asked by Keith on March 11, 2024
Q: Good morning. I hold the above stocks in my TFSA. Together they now account for approx. 6% of my TFSA. I am thinking I'd like to consolidate them into one or possibly two positions. Which would you choose to keep if you went that route. Alternatively can you suggest one or two Canadian and one or two American growth stocks to take their place. I already hold full positions of CSU, LMN, TOI, NVDA, and SHOP. Thanks for your advice, Rod
Read Answer Asked by Rod on March 11, 2024