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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 am just looking to expand my breadth of knowledge in the 'self driving car space.' With the exception of Texas Instruments (which I already own). Are there any other companies with exposure to this area that look like interesting investments?

Thank you,
Read Answer Asked by Liam on January 06, 2017
Q: You've referenced the relationship between SHOP and AMZN in recent questions, but haven't said anything specific about the relationship - could you tell me/us what the relationship is? Is there a financial relationship between the two, or does SHOP help AMZN indirectly through better inventory management of sellers?

Also, I used to own Channel Advisor (ECOM) (which I think is in a similar business as SHOP). I sold ECOM at a loss and am wondering how the two differ, and why SHOP is the better preformer, if you are aware?
Read Answer Asked by Cameron on January 06, 2017
Q: Happy New Year!

I am looking to buy a technology stock. Which of these two names would you prefer or is there another name you would suggest? If you had the option would you buy this in a TFSA or investment account?

Thanks
Read Answer Asked by Amy on January 03, 2017
Q: Best of the Season to All at 5i
Is 5i planning to do report on Shopify? If so, I was wondering if you could address the following: Shopify now has a market cap in excess of $5B. It has negative earnings, and is not expected to make a profit in 2017. Its estimated revenues in 2017, according to Morningstar are approx $0.55B
To put this in perspective, Linamar has a market cap of $3.8B. It made $350M of free cash flow in 2015 and will increase that in 2016. This is AFTER some $375M of capital investment is subtracted from earnings. I realize they are in entirely different industries, but if I could magically own one company or the other outright today, I would choose LNR in a heartbeat.
The market is always right I suppose, and you have a 100% gain on SHOP in your growth portfolio. But at what point does the reality of fundamentals come into play?
I recall years ago when Ballard Power had a higher market cap than Loblaws. That happened.
P.S. Yes, I do have a case of sour grapes because I did not heed your advice and buy SHOP when you recommended it!
Cheers
John
Read Answer Asked by john on January 03, 2017
Q: You've said this stock is expensive. What do you think of the citrus tweet which dropped it so much on Wednesday? If you were going to shift money to a different stock in the sector (aside from AMD which I also own) where would you put it?
Read Answer Asked by John on December 29, 2016
Q: Thinking of buying 1 or 2 of above 5.Is this a good entry point?Please pick 2 & list your preference.Appreciate u usual great services & opinions.
Read Answer Asked by Peter on December 28, 2016
Q: ZQQ-T (BMO Nasdaq 100 hedged) and XQQ-T (BMO Nasdaq 100 hedged) appears to contain the same tech companies in the same proportion. What difference do you see between the two ? What would be the equivalents on the U.S. market and is it better to buy this type of etf on the Cdian market (hedged) or directly on the U.S. Market ?
Thanks for your good attention,

Jacques


Read Answer Asked by Jacques on December 27, 2016
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