Investment Q&A

Q: This morning, both Lightspeed and Dye & Durham have taken hits of over 6% however, I cannot find news. I have done very well on both and plan to take profits off the table or would you recommend I exit? Any thoughts?

I sold NVEI last week as it reached my stop and continues downhill. Any news?

Thank you and very best wishes for a great 2021.

Q: Of the above stocks which would you feel is the best to add to our TFSA and why? Could you also rank them in order best first, in case I decide to add 2.

Second related question: LSPD, CTS, and DCBO are in a non registered account They could be moved over to the TFSA but am reluctant to do so because l have a capital gain on them, 200%, 60%, and 60%. LSPD would be a partial move due to its greater value.
Thanks for all your guidance and suggestions in the Q and A. The 3 above profits are a result of 5i.

Happy New Year to all.
John

Q: could you kindly share your opinion going forward thanks

Q: Hi Peter, you seem favourable on Nuvei. They are reportedly in 'payment solutions'. Can you briefly tell us whether they are just a tiny version of a Paypal, Visa, LSPD, etc. Or do they offer a different solution? And as they are not yet profitable, where (from what activities or types of customers) do you see their growth occurring? Thanks.

Q: I have held Visa since low $30 USD and I am interested selling a portion and buying NVEI. Your comments appreciated.
Also, Merry Christmas and as always thanks for your advice!

Q: I am starting to think about what should I buy with the $6K I can add to my TFSA in January. I like growthy names, and currently have BYD, DSG, ENGH, KXS, LSPD, REAL SHOP, and WELL in my TFSA. I have a well diversified portfolio, so not worried about the sector.

I was thinking of NVEI, DND, or maybe Topicus. Or some of your US favourites: CRWD, U, VEEV, PLTR.

Can you suggest your 2 top favourites from Canada and the US for a TFSA for a long term hold.

Topicus is supposed to be trading on the TSX Venture exchange. Do you think that will limit investor interest? I decided a few years ago that one of my rules was never to buy anything on the Venture exchange. But maybe I will have to break that rule (I will get Topicus shares from the CSU spinout). What is your overall opinion of Topicus, and how would you rank it in terms of growth prospects and capital appreciation in relation to the stocks I have in my TFSA, and NVEI, and DND.

Thanks,
Paul

Q: I reviewed your recent answer to a question on Haivision and wanted to follow up. I have had some success profiting from DND on the IPO and a less pleasant experience with BBTV. I am wondering if you can dig a little deeper on Haivision to help me understand if it's more of an LSPD/DND/NVEI company in terms of opportunity vs BBTV which sounded exciting? Does Haivision have a large TAM and if so, is it a market already dominated by a few players or is Haivision a pioneer or one of the early entrants? Who do they compete against (US or Canada) and are they growing more quickly or more slowly than the competition? Lastly, if there are major competitors, does Haivision have any unique offerings that give them an advantage?

Thanks as always for your thoughtful and profitable replies!

Q: Hi 5i,
They both increased 100% within 3 months with the similar price and Price/Book. Which one do you think is better for the coming 2-3 years? If I can only buy one. Kindly advise, many thanks.

Q: Without looking at any other factors, which of the above 3 stocks have the best potential for growth over the next 6 months and your reason for that pick.
Thank you Ian

Q: Two questions here, please deduct as fit.
I have a triple with DND, about8.5% of over all holdings, and am thinking of selling 50%, and buying NVEI, or would you just hold and enjoy the Christmas bonus ride for a bit longer, or a lot longer.
Two, is Peter's new fund up and running, and if so how can I buy some.
All the best, and many thanks for the great advice.

Q: I was fortunate to acquire DND at issue and have a nice profit. In reply to the recent questions about DND - specifically about 3-5 year hold for capital gains - you ranked it behind KXS, NVEI, XBC, although noting it is the largest/ safest among NVEI and XBC. My question is whether you would advise to sell all or part DND and reinvest in NVEI or XBC, which I do not presently own to maximize gains over 3-5 year time frame.

Q: After REAL's bad Q, should I continue to hold or would I get a better chance at quicker growth from NVEI? (I realize while both are Tech, services and markets are different)

Q: For a 3- 5 year hold,please list the following companies,best first, for their potential to generate capital gains:bbtv,kxs,dnd,dcbo,real and nvei.Thanks.

Q: Hello Peter,
First, I want to thank you and your team for a fabulous job. I really find your service useful not just from stock selection, but gaining knowledge in the industry overall. Best wishes for Xmas and the New Year.
The stocks are from various sectors so not apples to apples comparison but if you had to choose the list from lower risk to higher risk, what would it look like and what factors did you use to select the profile.. Many thanks.

Q: Can you please rate these stocks for growth over the next two years and possibly throw in a couple more choices you prefer. Thanks

Q: As the year ends, there will surely be many experts making their top picks for the new year. Care to look in to your crystal ball and pick a few Canadian stocks you believe will have a big 2021?

Q: Hi folks...I see Nuvei won a contract with Columbia's leading operator on on-line gaming; Wplay. It accounts for almost 50% of gaming revenue in Columbia with 1.6M users. Any idea if this is the biggest on-line gaming contract Nuvei has won to date (Colorado, Indianna, West Virginia). Is Nuvei the leader in processing payments for on-line gaming....and should it be the big beneficiary on recently legalized on-line gaming in US & now Canada. Stock has done well but seems to be flying under the radar with min volume, and not much reaction from analysts....thanks as always, jb Piedmont QC

Q: Would like to pick your brain.
Can you give me 5 Canadian NON 5i portfolio stocks that you consider high growth and would probably put in your growth portfolios if you had the cash.

Like KXS, DSG, CSU 5 years ago or LSPD, WELL etc 2 years ago.

Thanks


Sheldon

Q: What % gold should you hold in your portfolio?

Q: Hi,
If I wanted to do a comparison of LSPD to similar companies in the industry in which it operates, which ones would you consider?

Thanks,