Investment Q&A

Q: As a follow up to my previous question regarding the number of stocks, which two stocks do you have the highest conviction in if the goal is pure growth over the next 10+ years (GUD, EGLX, APPS, NVEI, and TOI)

Q: Hi, Over several years now, Tech holdings have grown to be over 45% of our portfolio. Balance of our funds are invested in decent dividend paying companies - Banks, utilities, industrial and ENB. Largest tech weightings are : CSU - 15% and SHOP -11%, with other like LSPD - 6%, TOI- 5%, NVEI-4% and KXS-3%. Except, LSPD, a fairly large portion of all others shares are held in a Non-Regd account. We have already trimmed SHOP and CSU, over past 2-3 years, but still % weight keeps growing and their ACB is very low ( $300-$400 ).

We are approaching our retirement years and are trying to avoid large capital gains to our Estate, while still continue to own a large stake in these tech companies, over time. The plan is to trim highest % Tech holdings, in the Non Regd account, in a phased manner, each year, for next 15-20 years. In addition to a fairly large stream of dividend income, we also wish to supplement our cash flow/cash from sale of Non Regd Tech holdings. ( Our TFSA accounts are already loaded with LSPD, part SHOP/CSU). We really like CSU over SHOP for its steady-eddy growth/stable profile, although, both companies are unique and hold strong growth potential, we believe.

Questions:

1. Does it sound like a decent strategy, given our life stage/taxes ?
2. Is 45% Tech ownership reasonable for retirement years ( even if we are comfortable) ?
3. Is it reasonable to have 15% weight in CSU?
4. What would you suggest to trim each year - CSU or SHOP or any other companies above, and your reasoning, please.

Please deduct as many question credits, as needed.

Thank you so much.

Q: Hi 5i , just wondering why nvei is up so much today thx Kim

Q: Assuming you could keep track of N companies, would it not make sense to own as many as possible if business fundamentals are good, the price is reasonable, and you have the funds? This is compared to trying to select which specific company to add to or purchase from a basket of options. My understanding is that often a few really great companies can end up carrying your portfolio and make up for the losers (I believe this was from Peter Lynch's book). The reason I'm asking is because I look at more volatile growth stocks like APPS, AT, NVEI, EGLX, TOI and GUD , and keep asking myself that question. I'd love to hear your thoughts.
Marc

Q: In your answer to Dan today, you rated the desirability of holding stock for a 5 year + period. You show NVEI and MAGT as 8 and KXS as 6. While all three are expected to show good year over year earnings growth the analysts high target price for KXS is $288, up 60% while the high for NVEI is $169, up 30%.
Just looking for your thoughts on what would suggest a higher rating for NVEI and MAGT.
Many thanks
Mike

Q: The landscape of tech stocks in Canada seems to be rapidly evolving, with several impressive IPO's of late, and some very strong growth stories emerging. In a well diversified portfolio, how would you rate the desirability of holding each of the following tech stocks on a scale of one to ten, with 10 being a must own, 1 being a definite "no", and 5 being something OK, but nothing special. 5+ year holding period.

CSU, CTS, DND, DSG, ENGH, KXS, LSPD, MAGT, NVEI, OTEX, TIXT, TOI

Q: Can you please rank above stocks based on the valuation and growth?

And which one would you be comfortable adding today?

Q: Hi 5i team,

Can you please rank listed stocks above based on valuation and current price?

Thanks,

Q: Hello Peter,
Can you comment on Greenlane's earnings release? Is it worth adding to it? Also, for Nuvei and Well, are both worth adding or just a hold for now? With current numbers for knight, beating on eps and revenues, do you think the company is finally showing signs of upward movement in the stock price ( it is up but are things looking good now). On my last question on Enthusiast Gaming,, is the stock a hold now and any ideas as to why it was not one of the takeover targets ( i know it is speculation but why would you think score over eglx). Much appreciated for your comments.

Q: Appreciate if you can let me know what you think of these companies and at the current prices if a buy sell or hold.
Thank you

Q: Can you please give me your current view on MDF, it's latest results along with it's Periscope acquisition?
Is this company worth holding or would you suggest a switch to LSPD or NVEI?
Thank you!

Q: Everyone,
A BIG thanks for recommending: SHOP, LSPD and NVEI. I am up 40x times on my original SHOP investment - only recently sold a small piece to by CSU. LSPD is now 4x my original investment after two years and I will not sell. And only up 70% for NVEI investment since I bought it this spring.
Thank you!
Clayton

Q: Hello Peter, I hope this question does not reduce my credits as it is more of a clarification. On July 30, 2021 the numbers you provided for estimates were $197 M for revenues, and EPS of .44; however, on the earnings date of August 10, you had replied to a question on Nvei;s numbers which you stated as .44 cents of EPS to be ahead of estimates and revenues that were less than $197 which do not reflect well on estimates provided on july 30th. Perhaps, i misunderstood. Can you please clarify? Thanks for the great service.

Q: Hi 5i TEAM,

I am regret that I didn't add more on Nuvie before the earning. Is it still buyable with 13% jumps on the share price today?

Q: Morning... your thoughts on NVEI earnings and progress as a company.

thx. M

Q: Morning, which of these two would you buy today for growth addition to a TFSA? Thanks

Q: Can you please give me your opinion on PayPal. Does the recent price drop represent a buying opportunity or is this an indication of head winds ahead. What would be your top 5 Fintech stocks for a 3 to 5 year hold. Thanks for all your expertise.

Q: Nuevi announced an acquisition today and dropped $2. Topicus announced an acquisition and jumped $6. Why the opposite swings?

Q: On July 30th you mentioned NVEI, SQ, and PYPL all have their own moats. Could you please elaborate on this further and discuss the strengths/weaknesses of each?
Thanks
Marc

Q: Hello,
What are your thoughts on Nvei as a long term hold and what are the estimates on its next earnings, and would you know the date of the release? Is Square and Paypal its closest competitors? Any idea why Cielo Waste Solutions is dropping? Do you think it is due to management change? Thanks very much.