Investment Q&A

Q: Shopify stock has declined by over $100, from a high of $253, in Oct,25 to $150, now.

What is causing the outsized drop and negative sentiment ?

Even today when the entire Tech sector bounced back nicely in Friday's trading, SHOP has lagged the market and continues its downtrend of several weeks with a red tape.

Do you think strong earnings, next week could change the scene ?

Thank You

Q: Good Day,

I have just started adding in to my cash account, which now has me considering tax ramifications. Since I am not looking to pay MORE taxes, what are some names you would suggest for a longer term hold with no or really low dividends and a long runway for growth. I have listed PNG GRID GRGD VNP and CLS. Would you add a couple other names and rank them with a comment on their preospects.

Thanks!

James

Q: Hello Team,
Is SHOP a buy today for two year hold?
Many thanks!

Q: Hi Group took some profits on Google (still hold 6%) any have some cash would like to pick 3 from the above list and start 3 new positions . Please give me you 3 to add to as well suggestions in 3 new positions Amazon Apple Meta i no longer have maybe they qualify

Better to add or start new positions is the question please list in order of preference in both Growth and value are the target thanks

Q: Hello,
If i decide to sell my PYPL shares, on which i have lost 70% of their value, which stock could i replace them with if i want to increase my chances of recovering my loss ?
Thanks !
Nancy

Q: Sorry to sound like a broken record, but I'm kind of a deer stuck in headlights right now with regards to these software names, notably CUS, LMN, TOI, and with the news impacting TRI this morning. I've largely held onto these names and I'm not sure what to do here. Seeing constant and relentless daily selling is tough to stomach and time will only tell how much AI will impact these companies fundamentals.

In the meantime, what do I do? I don't want to hold onto losers and continue to see these go down further, at the same time, I don't want to sell at these lows. I know trimming some is an option. I have positions in these other names, do you feel any of these are vulnerable to AI severely impacting them? CRWD, SHOP, SRAD, GENI, SPOT

Thanks!

Q: I currently have HIVE,ZOMD,SHOP,GFL,CLBT and TOI. All are less than 2% weight. Would you be buying any of these stocks today? I am a long term holder and money not needed for 15 years.

Thanks

Q: These stocks are all down today. Does this have anything to do with Anthropic?

thanks

Q: Don't see any news. Why is SHOP getting hammered 10% today? I know it's a volatile stock but could someone know something? Analysts are generally positive about it. Thoughts? If no reason for downdraft, could this be a buying opportunity?

Q: Would you buy GlXY on this pullback?
Also can you comment on the reasons for the decline in MSFT and Shopify ?

Q: Can you provide your 5 top Canadian growth companies (in order) along with where (price) you think they might be a year from now and 2 years from now. For each one, please provide a quick note on what makes each company so compelling and rate each with a confidence indicator (10 highest). I understand these are your best assessments of things at this time.

Q: Why the dig drop in SHOP today. Down 7% to 10% as of early afternoon. It's performed poorly for a while. Any news that I'm missing? What do you (5i) expect next earnings which I believe is February 11.

Q: Why the steady down trend? Is it time to sell and buy amazon?

Q: Hello
How would you rate the following in order for each group for a buy today at todays price for a 3 year hold on a scale of 1-10. With 1 being don't buy and 10 being a great buy.

Group 1
CSU
SHOP
CLS
BN
WSP
TRI
BIP.UN

Group 2
GSY
GLXY
LMN
VNP
ZOMD
VHI
DCBO

Thank you for letting me ask this question

Q: Could you provide the top (and rank) 3 or 4 stocks from each of the Income, Balanced and Growth portfolios to buy today.
Thank you

Q: When do these companies next report earnings and what is expected? Do you see them beating estimates?

Q: 5 Day-12.76%
1 Month-18.43%
3 Month-16.34%
YTD-13.70%
1 Year+25.12%

More recently SHOP performance has not been good. Is there any update/comment/analysis you can share with us as to why the weakness is occurring?

Has the outlook changed here? What are your thoughts please?

Sheldon

Q: The stock is having a bad momentum. Do you see anything that can be causing it? Downgrades?

If you had a half a position would you be adding to it?

Q: For a portfolio overweight in Tech, which would you suggest trimming? The highest weights are VGT and NVDA, with less in GOOGL and MSFT, and a small portion in each of CSU and SHOP. Thanks for all you do!

Q: I know the market is having a bad day.

CSU has hit a 52 week low, ATZ and SHOP are down 5-6%.

Yes the latter 2 have been doing very well lately, espectially ATZ but are there any other reasons these 3 are going down so dramatically vs the market , especially CSU.

Thanks


Sheldon