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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: In assessing my portfolio weightings, I am wondering if most companies in a given sector should largely be expected to act similarly to events or will the across the board reaction differ from sector to sector? I would expect, for example, to see most REITs drop if interest rates were to rise or most oil companies not do well if the price of oil drops.

But I wonder how "homogeneous" the tech sector is. I currently hold full positions of KXS, SHOP, GIB and CSU. To me, these are all rather different kinds of companies. For example, GIB has a lot of recurring sticky government business, SHOP is growing in the retail sector and KXS is a smaller company selling to worldwide industrial companies. In your experience, would all these stocks be likely to drop (at least to varying degrees) in a tech sell off or are investors a bit more discerning than that? The reason for my question is to help me decide if being a bit overweight in tech is as risky as being overweight in utilities might be as I would expect every company to decline by similar amounts if rates rose.

I would like to add Lightspeed to my holdings but not at the risk of increasing my risk in my overall portfolio.

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on June 24, 2019
Q: Good Morning, Could I have your opinion on SNAP and CLDR for their long term potential? I saw some previous post was very negative about SNAP's future but it had increased stock price more than 3X for the past half year. Is there any fundamental change for SNAP and make it more attractive for long term?

Thanks,

Adam
Read Answer Asked by Adam on June 24, 2019
Q: If you would have to start new position today what would be your preference LSPD or SHOP and why?

Second question:I have unregistered joint account what is the value of USD holdings in joint account that requires filing T 1135 ,is it market value or book cost at time of purchase.
Andrew.
Read Answer Asked by Andrzej on June 21, 2019
Q: Interesting news from Shopify re: opening fulfillment centers in the U.S. ($1 Billion over 5 years). I see this as more directly competing with AMZN, whom I thought they were friendly with.

I own SHOP but I'm honestly not too sure how dependant they are on AMZN for their business. Here on 5i it's been mentioned that they have a serious relationship, but I've never seen it quantified...are you able to share how much of SHOPs business is from AMZN (based on revenue, EPS or other) and what specifically their partnership is?

With this news and within a year or two I'm guessing SHOP will either be dropped by AMZN or bought out.
Read Answer Asked by Cameron on June 20, 2019
Q: Today Shopify made couple of announcements, one of them is all new platform of "shopify plus" which will be faster, more intuitive and more scalable point of sale (POS) software which is the main business for LSPD. Given the size of shopify, it seems this roll out will create heardwinds for LSPD. Your thoughts on this matter please. Thanks.
Read Answer Asked by Lin on June 20, 2019
Q: There will be SLACK IPO tomorrow . Can you please comment on the investable stock price range. Thanks a million. I appreciate your excellent service.
Read Answer Asked by Lai Kuen on June 20, 2019
Q: do you think I should continue to hold ROK or perhaps switch to something with more potential.
I could add to AVGO and I do like CRM and or MRVL.
I realize I wouldl be reducing industrial and adding to tech.
Would you have any suggestions. Thank you.
Read Answer Asked by Maureen on June 19, 2019
Q: Hi Peter, Great to be back on this platform after a number of years. Thank you for the great work you and team are doing. Apart from LSPD, what other 2 to 3 companies do you think have little or no debt and have a great growth profile like LSPD or even better? Thank you,
Read Answer Asked by ilie on June 17, 2019
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