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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 know you don't have a crystal ball, but one analyst yesterday says sell SHOP with a US$400 target and a two year runway to better days and another today gives them a US$1000 target with this being a short blip.

In a non-reg account, would you sell for the loss? What would be your 30 day replacement? What would you suggest in a registered account?

Thanks.
Read Answer Asked by Gregory on May 05, 2022
Q: I've read the Nov. 4, 2021 report and all questions since. Given premium to peers in Nov report and its more than 50% decline, taking into consideration price changes since Nov in peers (KXS, DSG, SYZ), would you say the case is stronger on a relative basis today to consider TCS for a buy? If you ranked the 4 today where would you put TCS and if it's in the 3 or 4 position, what particular weaknesses are causing you to rank it lower? Thanks for all you do. John
Read Answer Asked by John on May 03, 2022
Q: Hi 5i Team -In a question recently asked you mentioned that Shopify is still not cheap. At what price could it be considered a decent valuation. Also in your answer to a previous question you mentioned Shopify has $6.7 Billion in cash. How much per share does this work out to be and is it a significant amount in this context. Do you see them deploying some of this cash to make an acquisition or even to buy back shares. As a summary, are the fundamentals much the same as they were a few months ago when Shopify's share price was much higher. Thank you.
Read Answer Asked by Rob on May 03, 2022