Investment Q&A

Q: Trying to understand todays (noon Thursday) reaction to what looked like positive earnings. Shop is down. I would have expected better. Can you speculate on what’s happening and why? Is this a buy opportunity?

Q: Hi, Why market reacted negatively and SHOP sold off $10, in 2 days, despite excellent results and slew of analyst upgrades ? Thanks

Q: Hi Team,
Shop is falling again today despite earnings beats and price target increases across the board. Is it a good time to buy the shares from todays profit takers? Also in general do you see this market sell off sparked by the fitch downgrade of the US credit rating a buying opp? There has been some brutal sell offs over the last 2 days. Which names would you be looking to buy in this weakness? Thanks

Shane

Q: Probably already asked, but just in case, can you describe how 5i feels about earnings numbers and what mgt is saying about the future. What impact will this have on stock short term and long term?

Q: Your expert opinion on earnings please and of course your analysis of the outlook. Thank you, Sheldon

Q: Please comment on the earning . Is SHOP growth slowing ? Thanks a lot.

Q: I would like to add to one of the above as a new position.
Please indicate your preference and possibly the position size. Are there any I should stay away from/
Thank you for your info.
Albert

Q: These positions are getting large in my portfolio (7% or a little higher). I don't mind letting runners run, but do you see any that you would recommend trimming because of insecurity regarding the future of the position? Thanks!

Q: I am selling some of my stocks from an RRSP. Based on your advice to avoid trimming the flowers to feed the weeds, I am thinking I should sell the ones that are down. TVE is down 23%, ENB 17%, and SHOP 19%. Which would be the priority to sell or is there a better approach in this situation? They will be sold as cash is needed each month so it will just be a reduction in my position. Adding info to my question earlier. I am generally following the Balanced Portfolio, except I have substituted TVE for Suncor but in a much smaller position.

Q: I currently hold these 9 stocks with the noted weight in my portfolio: ADBE (4%); AMZBN (3.5%); CRM (2%); CSU (4.5%); CRWD (1.5%); NVDA (1,5%); QCOM (1.5%); SHOP (2.5%); GOOG (4%).

This adds up to about 25%, and to make matters worse, I recently reduced NVDA from 4% for a temporary wait on the sidelines and I intend to restore that in the next while.

So although most are all fairly different, there is too heavy a concentration in tech and reduction is in order. If you were me, which of these holdings would you sell? Trimming across the board is not impossible but as I wish to add some new ideas and already have more stocks than is probably efficient, so selling one (or more) is somewhat more preferred.

FYI, my goals are mostly growth and capital preservation, dividends are less important.

Thanks for your excellent assistance.

Q: I was wondering what companies in Canada might be in a position to benefit from the AI technology? Would SHOPIFY be on your list? Thank you.

Q: Hello 5i Team,
What are decent entry prices for the above (5+ yr hold), ranked by risk.
Thank you,

Q: Hello Peter,
In order of preference, which ones would you prefer to buy first: shop, nvei or pypl and what would be the reasoning? Any comments on CSU's acquisition of Optimal blue business.. thanks very much

Q: Hi - can you give a brief synopsis of your stance on the company and what you like and dislike? Also what their general risks are from a competition, macro and execution viewpoint? Are the risks a high probability or the same as most other businesses. Basically, I'm trying to determine if the company is now sustainable and has carved out a good "spot" and should be a long term winner.

Q: Please list companies in your portfolios that have returned in excess of 100% over the last 5 years.
Please also show their % returns.
Thank you.

Q: Seems there's a possibility the market might be headed for a bit of a pull back. If this scenario plays out I'm thinking companies flush with cash may do better than others. What Canadian companies that have a lot of cash do you think have the best chance of doing relatively well in a market correction?

Q: What would you consider a good entry point for GSY, WELL and SHOP.

Q: Hello 5i
Could you please rank the above stocks for growth over the next 1-3 years.
Thank you
Dave

Q: Can you suggest a few US and Canadian stocks with good momentum and fundamentals that are well positioned to trade, but at the same time can be kept long term if the trade goes sour?

Q: I have to sell most of my TFSA holdings but have the option to leave a bit in the account. I have approximately equal positions in the following stocks and I am down on each one. Each seem to have positive comments from the 5i team.

Could you please rank the 4 stocks in the order that you would keep them for a 5+ year hold in the TFSA?

GSY (-39%), SHOP (-15%), ATZ (-27%), TOI (-14%)