Investment Q&A

Q: It’s starting to feel like 2008 but for the tech stocks. How do you currently feel about shopify? It seems quite irrational that it’s trading at lower valuations than pre-pandemic. Almost as if the pandemic didn’t boost their revenues by many multiples

Q: Pleas comment on Well's upbeat expectations of upcoming Q1.Txs for u usual great services& views

Q: Hello 5I,
I recently bought $GSY on your recommendation as I thought it was a good fit for my portfolio. I then came across some comments it was a predatory lender.. I wondered is this accurate or just a disgruntled ex-employee or customer? I know they deal with less qualified borrowers and get paid more for that risk but is it not a necessary service that is policed by the government?
Thanks

Q: On 4/23 DOO reported preliminary FY2023 of $7.52B-7.83B Rev beating estimated $6.99B & $8.53-8.81 Eps better than est $8.30. 10.82 P/E. Currently over US$74.80( 50day m.a) & us$81.25 (00day m.a.). Please comment. Txs for u usual great services & views

Q: Would Bam.a be your best all round Canadian idea at these price levels currently?If not what would be?Kim

Q: I want to add BRP to my portfolio but I dont want to be the sucker that adds it just before it and the market tanks even more. Thoughts on timing to add this name?

Q: Follow up to your answer to Greyhair on TCL.A Are TCL.A days numbered in the income portfolio? Bought a position after the drop last fall but the slide seems to continue. Yields is good but is it time to move on?

Q: Hello,

What happened to TCL, is it a good entry point or we need to let the dust settle.

Thank you
Ed

Q: Hi,

How will a transportation company be able to make money in an environment with high gas prices, high inflation, high interest rates and short supply of workers? Unless they are able to transfer the costs to the customer..Even so will it impede their growth? Thanks.

Shyam

Q: I see an opportunity to be greedy when everyone else is fearful. In June 2021, AcuityAds Holdings sold a total of 5,665,025 common shares at a price of US$10.15 per share, for gross proceeds to the Company of US$57,500,003.75. As of the last quarterly report they still have the proceeds of this public offering sitting unused on their balance sheet. They have just announced a normal course issuer bid to repurchase up to 5,350,000 common shares. ATY closed at US$3.34, more or less unchanged today, after initially popping on news of their share repurchase. To me, this seems like a no-brainer for ATY: sell at US$10.15 and buy at US$3.34. At today's closing price, ATY could repurchase 5.35 million shares for US$17.9 million and still have nearly US$40 million left in the bank from their public offering!! I don't see any fundamental change in ATY's business prospects since June 2021. ATY is currently 1.6% of my holdings and I am wondering why I wouldn't keep buying shares at current prices until it reaches a full weight of 2.5%. What am I missing? Should I be greedy or fearful? I would appreciate your insights.

Q: Thank you for your great service I look at the questions almost every day. My question is about Shopify it looks to me that it has broken some support level. Could this mean the next level of support is back in the march lows of 2020? My technical analysis is not very good so please correct me if I’m wrong.

Q: what , if anything,will trigger a rebound in shop apart from general market conditions. if they buy deliverr is this a good move.

Q: Goeasy is a great buying opportunity under $120 ($119.30 as I write) with a 3% dividend, 7/8 years of dividend increases plus great management, great growth, etc. I'm thinking people are afraid of inflation (I'm 70 so been there) or repositioning funds. Even with a full weight 5% posn I am tempted to add. Your thoughts on going over weight.

Q: Morning 5i,
I know there have been many recent questions on GSY but I'll still ask:
To me GSY is acting very volatile and I wonder if you agree that it's behaving more like a stock that's being traded than a name that's attracting investors? If I'm right in that, do you have any thoughts as to why, and by rights shouldn't a relatively large financial services company be much more stable than GSY is at present. Its current yo-yo behaviour doesn't instill much confidence, in me at least.
Thanks, and I look forward to your thoughts.
Peter

Q: what is expected from CSU this quarter?

Q: Can you comment on Amazon taking another run at SHOP. This one seems more established than the last attempt to replicate. Also throwing it in free for Prime users could be appealing to new business owners. How concerning is this?

https://www.businesswire.com/news/home/20220420006188/en/Amazon-Unveils-Buy-with-Prime-Expanding-Prime-Shopping-Benefits-Beyond-Amazon.com?fbclid=IwAR26gQ4as3YfmQt4ckp1N8POB_C_89ik1d4yYkXikCX9GvGPiFqUscqhClc

Q: What are the expected earnings for the upcoming quarter (Q1 2022).

Q: These 2 darlings are now ugly ducklings. Not long ago,Shop was the biggest company in Canada overtaking perrinnel leader,RY. Recent drastic drop from $2228 H to $658,1year Low.Any reasons for the 14% haircut today besides news that it is in talks to buy startup,Deliverr. Think market does not like this type of acquistion nowadays as it will likely increase its losses & prolong its plan to profitability in this market backdrop.Is this a entry point or more pain to come. Txs for u usual great services & views Is this an entry point for GSY which got hammered today too & trading near 1yr low.

Q: It's time for my annual RRSP contribution; I follow the Balanced Equity Portfolio for my RRSP.

I am currently underweight in AEM, AC, BYD, CAE, CCL, KXS, MG, SHOP, SLF, TOI.

As of today, which three or four of these should I add to?

Thank you!

Q: I notice in your answer to Jacques ISD about what "buy and forget" stocks you would suggest in the US and Canada, conspicuously SHOP is missing from that list.

I detect from the tone on many of your answers you are becoming less and less positive on this name.


So, why was it not on your list to him, and am I right with my observation and if so, why?

Thanks


Sheldon