Investment Q&A

Q: If nuclear fusion became a reality, what companies/suppliers would benefit? Based on the research activity, I assume this innovation would come out of the U.S.

Q: This is an excellent response which shows that 5i clearly understands both companies:

“SHOP is in talks to add AMZN's Buy with Prime service. It allows SHOP customers to get Prime benefits, such as fast shipping, free delivery and free returns. End customers will like it, but analysts are worried that it will effectively shift business from SHOP to AMZN. SHOP needs to be careful here. Some are calling it a Trojan Horse that could backfire on the company. Most SHOP merchants use SHOP because they don't want AMZN controlling the customer relationship. Thus, SHOP needs to maintain the customer relationships it has, and this is likely why it is taking its time with this decision.”

My next question: Amzn targets each individual customer and the customer buys straight from Amzn without needing to go through a merchant store. Amzn fulfillment/shipping/delivery is a huge competitive advantage. Shop on the other hand targets the merchant stores and gives them the tools to sell online directly to the individual customers. Individual customers want goods delivered quickly with option to return. If shop is using Amzn shipping then Amzn will be a part of the shop experience and Amzn will potentially control aspects of the customer experience at shop. What will then stop Amzn from completely absorbing shop within Amzn? Amzn will already be an integral part of shop so is the monopoly power and competition regularly approvals the only thing that would hold Amzn back from taking shop over on day???

Q: Would you endorse a switch from ENGH to NVEI for more long term growth? Or is there another stock(s) that would have more growth than ENGH, if so, could you list it?

Thanks for your service!

Q: I hold both of these. Is it necessary? Do they overlap? Which would you recommend if only owning one? Which do you think will do better over 5-10 yrs including dividends?
thanks
michele

Q: shop web call was a good primer for understanding its business and pointed to setting things up for growth but market and analysts are skeptical.
shop gave back a good chunk of its recent positive movement today. most analysts now have it as a hold which is as close to reduce as you can get without saying sell, with target prices close to what it is now. what does 5i say? where do you see things going short, medium and longer term. can you provide some price ranges. Thinking about topping up position but trying to decide when.

Q: Can you please comment on The Trade Desk (TTD) latest earnings release. Was there anything of particular interest to note from the call this morning (either good or bad)? Is this one of your strong growth high conviction names to hold onto?

Q: Peter, could you provide an update on Tucows as a recovery play?

Q: Please provide an update on the ATVI acquisition. Does this still makes sense as an arbitrage opportunity?

Q: Hi Peter,

It seems the market wants to take a breather what with inflation being sticky- makes me hesitant to put in new money?

Would you be a buyer of TWLO after today's price surge or wait for it to settle (and maybe miss the boat)? How would you compare it to CRWD as far as the return on investment is concerned? I have been using CRWD as a benchmark for comparison of risky growth stocks. Do you think that is a reasonably fair and quick method to evaluate ?

Q: There is mention of a partnership with Amazon. Is this a good or bad thing? Please explain

Q: No questions on FSLY since last August. I am still holding and pleasantly surprised by recent improvement. Appreciate your views on Buy, sell or hold and why ? If sell what would you replace it with ?

John

Q: Hi 5i team,

I am seeking to invest in AI and Cyber security funds. Could you please recommended some ETF names? My time horizon is 10+ years.

Q: I have SHOP and LSPD in my RRSP at loss and realize it will take time to return to the plus side, so throwing caution into the wind (for the 3rd time!!!), I am thinking of selling both and replacing with ARKK.

The logic being that it could erase the loses quicker than with the other two. What do you think ... is this swap a good or reasonable idea? Should I just do one of the two or hold tight? Thanks as usual for your thoughtful advice.

Q: Please rank these in order of preference for the long term? Greater than 10 years. A reasoning for each please.

Thanks

Nick

Q: I am considering buying some shop in tfsa please advise your reading on the company going forward after the company report today. Would you wait or is it time to buy now?
Cheers Doug

Q: Telus International Cda Inc was participating in the tech rally earlier this month but seams to have lost the correlation it had with the tech sector over the last 2 weeks. Is there an explanation for the stock's performance and behavior?

Q: Comments on Roku earnings? Up 12% before earnings today and then another 10% post-earnings after hours. Does that not look like there was a leak before the announcement? Thanks.

Q: so you have quite a few questions on converge,so my question without any takeover , i repeat without any takeover what do you think the stock is worth.
and my 2nd question, is 4.75 a good entry point, or possibly 4.25, what do you think.
its obvious from the sell off retail investors are exiting, but someones buying bigtime at 4.75.
dave

Q: Looking for some growth, long term holding...MSFT or APPL?

Q: Has the lumine split from Csu occured?
IF so what is the prefix for "Lumine?