Investment Q&A

Q: Which of these 3 companies have the type of business that will thrive post COVID 19 and would it be a buy recommendation?
Thank you

Q: Shop has become one of the top 3 companies in terms of market cap in Canada. Past companies such as BlackBerry, Valeant etc when they took the top stop their fall was epic. Do you think this time is different and investors are ready to have tech lead over banks? In the US we see tech as these trillion dollar companies but in Canada we still value to banks as the biggest companies. I think the tide might we changing.

Q: I think that this crisis might have an impact on supply chains, accelerating the globalization pendulum swinging in the opposite direction. I'm assuming KXS could benefit from more supply chains moving back to domestic markets like the USA - do you agree?

Q: I have held Kinaxis for a few years and it has always been fairly steady with growth. For the last few months it has really moved up. From your previous comments you indicate it has been adding new contracts with existing customers to explain this. My question is how could this cycle be disrupted. I feel comfortable not trimming on a stock like this.
What are your thoughts
Thank You, Peter

Q: Hello Peter and Staff
Can you please provide quarterly sales for the last 4 quarters and anticipated sales to be reported next?

Thanks for all you do
Dennis

Q: Good Morning

I’m looking to add some US exposure. I currently have Guardant, Roku and Alteryx. Regardless of sector what would recommend for a long term hold.?

Thank you

Q: I own all these as part of my tech sector which has now grown to 26.57% (getting a bit high I think)
CGI-1.5%
SHOP-11.77%
KXS-3.27%
CSU-3.7%
LSPD-2..21%
FB-1.05%
GOOG-1.81%
XLNX-1.25%

SHOP position has grown a bit larger recently, how would you balance this out? If I trim back SHOP a few %, what other names here would you increase right now?

Thanks!

Q: Pardon my logic (or lack thereof as it 5:40 am). I did a comparative chart of Shop and AMZN for a period of 1 year and 3 months. Over those two time periods SHOP is up 197% and 65 %, respectively while AMZN is up 21% and 24% over these two respective time periods. I am using the G&M watchlist.
If there is a hint of logic in Shop's share price would that not make AMZN a screaming buy?

Q: Hello team,
please help me on this, compare these two ETFs, with size spread; returns; fees; and so on.. if only one to go with, which one and why? please confirm they are NON Hedged, as I DO stay with US currency

Thanks

Q: Hi,
SHOP has been a great performer for my portfolio. I reduced my position by approximately 40% yesterday. (April 21), thinking that the stock looked “topped out”. To my surprise it continued its uptrend today. I like to term this stock a “monster”. It’s unbelievable they way it’s moving up. Is this move sustainable and do you think we could see $1000 in the near future ? Also what is really driving this stock.... could you share your thoughts ?

Thank you and be safe .

Q: Thoughts on earnings and guidance?? I bought this stock a few quarters ago as a 5G play. Would you consider this as a good holding for 5G exposure or are there some better options??

Q: What do you think of SYZ's announcement this morning that they made an acquisition? Looks like it's right up their alley (good fit) but not sure how material it is.

Q: Do you have a sense of how the Covid crisis will impact the earnings of ENGH over the next few quarters and longer term?

Thank you very much..

Q: Hi 5i team,

I enjoyed your flash update and the reasons for stock downgrades or holding the line, even though I am largely U.S. focussed these days. AKAM has come to my attention in a couple of analyst reports as being a backbone of the stay-at-home theme in routing traffic through its servers and its traffic levels are soaring. However, I don’t fully trust the theme in medicine and video conferencing as their valuations are extreme. I also note that on bad market days the stay-at-home stocks do well and on good market days, they do poorly, as if the market seems to be skeptical of them. So, does AKAM have some staying power if the stay-at-home trade ultimately wanes?

Thanks again for the insight.
Dave

Q: COVID-19 has pushed forward the whole work at home concept. That said, technology supporting this shift in working norms will be sought after. I own a few big tech companys now, yet there are so many more names that have been pushed into the limelight (like Zoom), that are extremely expensive. Would you think it better to buy an ETF or two rather than trying to pick individual stock future winners? Any ETF or otherwise suggestions?
Thanks

Q: do you know this company.
it keeps ripping higher everyday.
would you buy it.
dave

Q: I just received a notification of a class action suit and it advises that you must opt out by March 25, 2020 which date has come and gone.
I guess I have no choice now .. I am part of the class action. Will this create a problem for me .. what should I do? I have been involved in stocks as part of a class action. The forms and info requiredwere very time-consuming and received pennies on the dollar for it.
AYX, AMD, NVDA, TTD, FIVN, and CRM. What type of ETFs would have these type of stocks in them? I was with Dundee Private Vestors for a very long time one of their very top picks was the Sprott Growth Fund which I did well by .. manager Peter Hodson. Thanks Dennis

Q: In your opinion what would be a good way to buy the Nasdaq 100

Q: Which one would you add to now?

Q: 1st question on ENB , I see lots of recommendations on ENB. I understand that this co. has mostly take or pay contracts (I am also aware of their investments in renewables etc.) however, it looks like there is a possibility of oil storage filling to capacity, if this does happen many pipelines will have basically slow to a trickle or even stop for a while, if this were to happen would this not give energy cos. stuck with take or pay an out as their contracts wouldn't be honored, it seems like a very risky situation to me for all the pipelines, what is your take on this?
2nd question would you endorse buying ZQQ for a 1 stop tech exposure ( I like the idea of being hedged) or would you prefer something else. I was also looking at the ARK etf's F W K ( tesla seems heavy in some of these) which of these would you prefer in combo with a ZQQ or instead of? dock as many as needed as I don't use many, lol. Thanks for your perspectives and all the work you do.
Tom