Investment Q&A

Q: Now that the dust settled after Q results and SHOP drifted a bit lower would you view it as a good entry point? Would you expect it to grow faster then the Amazon stock?
There was very positive Barron’s article on Nov 12th.

Q: Hi, With the stock's magnificent rally of 25%, Today, after the blow out results, would you consider trimming and rebalancing the SHOP weight in the Balanced Portfolio ( Should be 8.5%, I believe, now from 5.96%, Oct end ) ? Or, you would be comfortable with it and let it run ?

Thank You

Q: Please give initial comments on Shopify's quarter; thanks

Q: Hi 5i,
I really like your creation of DOCCKS through amalgamating those 6 Canadian names, and the comparative 5 yr history you've put together of some salient numbers.
I think it might be helpful to also see where the money comes from, and wonder if you would also be able to break down the geographical origin (percentagewise) of each company's revenue and, further, compare those results to the net profit, FCF etc resulting from each geographical source of revenue?
Thanks 5i,
Peter

Q: Good day,

Based on my last question, Your order was

____________________
We would rank, today: GOOG, ISRG, SHOP, AEM, CROX, ATD, WPM, LUG, ATS, NTR, TMDX, CELH, BCE, GAU
____________________

These were my proposed and current holdings. My investment account is not unlimited, and many of my "concerning holdings" are in the bottom half of the list, and although they are currently 5i holds, would 5i get out of them to initiate positions in more lucrative opportunities?

IE, would 5i move CELH, TMDX, ATS, and CROX to the "sell" column if it meant being able to initiate positions in GOOG, ISRG, SHOP, and AEM?


Thanks for everything!

Q: Hi Peter...I have some cash in my TFSA and I'm considering buying either SHOP or DSG. I like SHOP but I just don't think the large amount of stock based compensation is shareholder friendly. I'm going to spend about $80,000 CAD so I want stock liquidity. I do have a lot of IT companies (NVDA, CSU, LUM, TOI, COHR). Do you think either DSG or SHOP would strengthen my IT grouping? Also do you think I am being unreasonable about SHOP and its stock based compensation? CSU, where the executives have to buy stock in the open market, being so shareholder friendly makes me hesitant with SHOP. Any comments you have would be appreciated.
Thanks,
Jim

Q: When does SHOP next report? What is the consensus? More importantly, what does 5i expect? Can you provide background/explanation on your assessment? Looking forward, what do you see as the biggest potential risks that might hurt SHOP over the next year and what are the biggest catalysts that can elevate SHOP to new highs over this time period?

Q: Finally investing into an RESP.
These are some of my choices I have come up with.
Decent plan?

Q: Hello Team,

I am re-balancing my portfolio and I have a bit of cash to invest. Of the 12 stocks listed, can you please rank in order you would add to an existing stock. Looking for a 3-5 year hold and not worries about risk and or industry. Thanks again.

Q: I have a problem because of you and I bet you hear this a lot <grin>…my Shopify holdings have grown out of hand and now represent 20% of my TFSA.

I think I should trim SHOP and reinvest in another growth company. Can you give me some suggestions?

Thanks for your help.

David

Q: I have looking at initiating a small position in either SHOP or CLS. Which would be the "better" investment, and why? And if growth was the main objective, do you see something else as having better long term potential? Many thanks for your excellent service.

Q: Hi Team,

What are your thoughts on the company's current valuation and it's future prospects?

Do you believe this could be a long term compounder? Would you be comfortable buying it here?

Thanks,

Q: Hello, I have a technical question. I read recently (Motley Fool) that: At 74.4 times earnings, SHOP is arguably more expensive than NVIDIA.

As I'm fairly new to investing, why would the 74.4 times earnings make a stock expensive? What does that actually mean? And if you could add any other thoughts on Shopify as it stands now, that would also be appreciated. Thank you.

Q: Hi; looking to check in on these high multiple stocks. Do you see them moving well, noting possible recession ahead and falling rates, other global things. Are they the best place to be.

Q: Hello, I have a small position in these four stocks and I'm up about 10 to 15% with all of them. I'd like to sell one to free up some funds. In which order would you recommend selling if you had to? I realize this is only an opinion and not advice. Thank you!

Q: Good day guys :
Which five Canadian growth stocks would be names to just put away and forget for the next decade .
Thank u
Mark

Q: With the markets at all time highs, are there certain stocks you think people can scoop up or add to that have good growth opportunities at a reasonable price? I know 5i is not usually worried about buying companies at 52 week highs, but it is still something difficult for me!

Q: Wondering what SHOP:Ca is going to be doing. It seems to be going sideways the last few months. Was thinking about selling. Sure would appreciate your input about it.
Thank You , appreciate your good work.

Q: Hello,

We are retired investors and own all three names in the group, with CSU - 13.5%, LMN - 4% and TOI - 3.5% weights. SHOP is the only other Canadian Tech at 5.5%, in addition to US Large caps tech holdings at 7%. So Technology sector is >30% of our combined portfolios. There is enough income through dividends and pensions.

Despite trimming CSU by more than 50%, over past several years, its weight continues to grow. ( Great !! )

1. Do you consider > 30% Tech holdings reasonable as a sector allocation, TODAY, for an investor ( with moderate to high risk tolerance ). If not, in what order would you trim ?

2. Would you be comfortable with 20% of portfolio allocated to Constellation Software family, more specifically 13-15% to CSU and what would be your high watermark for its weight. ( We particularly like CSU for its steady Eddie profile and prospects of more spin offs)

Thank You

Q: Hi Peter
Do you make anything of Toby's apparent sale of $200M of SHOP stock? Thanks