Q: globe story saturday about shop and churn rate. story claims retention rate is lower that rivals and getting worse. as you continually rate shop as a top growth pick, what do you make of globe story. any concerns? is shop still a top pick.
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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: Looking at the one year charts for LSPD and SHOP, haven’t they bottomed? LSPD was trading below where it is today back in May and SHOP back in June.
- CAE Inc. (CAE)
- Magna International Inc. (MG)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Profound Medical Corp. (PRN)
- WELL Health Technologies Corp. (WELL)
- Enthusiast Gaming Holdings Inc. (EGLX)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Digital Turbine Inc. (APPS)
- Unity Software Inc. (U)
- Anaergia Inc. (ANRG)
Q: In your response to Guy R. (Oct 22) about Tax Selling, you indicated the likelihood of a considerable sell-off still to come for this year's 'worst performing' stocks. Yikes !! Taxable account or not, wouldn't it be advantageous to sell the “worst” now, then repurchase in early December those stocks that you wish to own for the future? Otherwise, by holding, you are faced not only with recouping the loss already established, but on top of that, the additional loss anticipated in the coming 5 weeks.
My “worst performing” list includes: Canadian stocks: ANRG, AT, CAE, EGLX, LSPD, MG, PRN, SHOP, WELL. US stocks: APPS, U.
1) Are there any of these that you would suggest NOT selling ?
2) Of those to be sold, are there any that you would suggest NOT repurchasing in December ?
3) You mentioned some investors will want to buy “less worse” performing stocks so as not to miss out on a possible short term rally. Do you support this approach in the current situation, rather than just holding the cash proceeds temporarily ? If so, are there a handful of “less worse” performing stocks, that you would suggest and, would they be temporary or more long term replacements ?
Use whatever question credits appropriate. Thank you , as always.
My “worst performing” list includes: Canadian stocks: ANRG, AT, CAE, EGLX, LSPD, MG, PRN, SHOP, WELL. US stocks: APPS, U.
1) Are there any of these that you would suggest NOT selling ?
2) Of those to be sold, are there any that you would suggest NOT repurchasing in December ?
3) You mentioned some investors will want to buy “less worse” performing stocks so as not to miss out on a possible short term rally. Do you support this approach in the current situation, rather than just holding the cash proceeds temporarily ? If so, are there a handful of “less worse” performing stocks, that you would suggest and, would they be temporary or more long term replacements ?
Use whatever question credits appropriate. Thank you , as always.
- Meta Platforms Inc. (META)
- Alphabet Inc. (GOOG)
- BRP Inc. Subordinate Voting Shares (DOO)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- goeasy Ltd. (GSY)
Q: Bear markets are historically fantastic opportunities to build wealth for longer-term investors... what are your top 5 - 7 stocks that in retrospect we will be happy to have bought when we go back to a bull market ? Thanks !
- Brookfield Renewable Partners L.P. (BEP.UN)
- Magna International Inc. (MG)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Veeva Systems Inc. Class A (VEEV)
- Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS)
- Roku Inc. (ROKU)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
- Upstart Holdings Inc. (UPST)
Q: I am planning to sell these names for tax-loss. Should I buy a replacement for each to protect against a turnaround in the next 30 days, or do you think I'm better off holding the cash for that period given the current outlook for equities. If you still recommend replacements can you offer a suggestion for each - or perhaps only for some? Thanks.
- Apple Inc. (AAPL)
- Amazon.com Inc. (AMZN)
- Alphabet Inc. (GOOG)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- Constellation Software Inc. (CSU)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- goeasy Ltd. (GSY)
- Trisura Group Ltd. (TSU)
Q: Hi 5i Team,
With small and mid-cap stocks at very low valuations what would be your must owns for stocks in the US and Canada for solid growth over the next 1-5 years with the core characteristics that you look for including solid growth in revenues, strong balance sheet and etc.?
Over the course of the next 6 months would you be a buyer of small to mid cap stocks or large cap stocks? I'm a long-term investor with a medium to high growth risk tolerance.
Thanks as always,
Jon
With small and mid-cap stocks at very low valuations what would be your must owns for stocks in the US and Canada for solid growth over the next 1-5 years with the core characteristics that you look for including solid growth in revenues, strong balance sheet and etc.?
Over the course of the next 6 months would you be a buyer of small to mid cap stocks or large cap stocks? I'm a long-term investor with a medium to high growth risk tolerance.
Thanks as always,
Jon
Q: Has there been any support from insiders yet?
Thx
Thx
- Royal Bank of Canada (RY)
- Toronto-Dominion Bank (The) (TD)
- Bank of Nova Scotia (The) (BNS)
- Bank of Montreal (BMO)
- Canadian Imperial Bank Of Commerce (CM)
- National Bank of Canada (NA)
- Constellation Software Inc. (CSU)
- Intact Financial Corporation (IFC)
- Descartes Systems Group Inc. (The) (DSG)
- Kinaxis Inc. (KXS)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
Q: Hi 51,
Thanks for your thoughtful answer to my question earlier this morning asking which sectors you expect to recover more quickly, and for some names you like in each.
The names you listed in the two sectors you identified (tech and consumer discretionary) were all US companies. Do you see the same sector recovery pattern being followed in Canada, and can you provide some Canadian names in the sectors you like that you would expect to 'lead the charge'? Thanks!
Peter
Thanks for your thoughtful answer to my question earlier this morning asking which sectors you expect to recover more quickly, and for some names you like in each.
The names you listed in the two sectors you identified (tech and consumer discretionary) were all US companies. Do you see the same sector recovery pattern being followed in Canada, and can you provide some Canadian names in the sectors you like that you would expect to 'lead the charge'? Thanks!
Peter
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Roku Inc. (ROKU)
- Guardant Health Inc. (GH)
- Pinterest Inc. Class A (PINS)
- Digital Turbine Inc. (APPS)
- Mitek Systems Inc. (MITK)
Q: why has MITK had such a run recently?
Apps,GH,Pins,Mitk....which ones would you sell for tax-loss and what would be you favorite replacement in the tech sector.
I am looking at SHOP and ROKU
Apps,GH,Pins,Mitk....which ones would you sell for tax-loss and what would be you favorite replacement in the tech sector.
I am looking at SHOP and ROKU
- Intel Corporation (INTC)
- NVIDIA Corporation (NVDA)
- Walgreens Boots Alliance Inc. (WBA)
- 3M Company (MMM)
- Philip Morris International Inc (PM)
- Williams Companies Inc. (The) (WMB)
- Bank of Nova Scotia (The) (BNS)
- Enbridge Inc. (ENB)
- Sun Life Financial Inc. (SLF)
- TELUS Corporation (T)
- SmartCentres Real Estate Investment Trust (SRU.UN)
- Capital Power Corporation (CPX)
- Parkland Corporation (PKI)
- ATS Corporation (ATS)
- Richards Packaging Income Fund (RPI.UN)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- K-Bro Linen Inc. (KBL)
- A&W Revenue Royalties Income Fund (AW.UN)
- Acadian Timber Corp. (ADN)
- Boston Pizza Royalties Income Fund (BPF.UN)
- goeasy Ltd. (GSY)
- Blackstone Inc. (BX)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Trisura Group Ltd. (TSU)
- Stag Industrial Inc. (STAG)
- Scotts Miracle-Gro Company (The) (SMG)
- SVB Financial Group (SIVB)
- Crocs Inc. (CROX)
- Fox Factory Holding Corp. (FOXF)
- Lantheus Holdings Inc. (LNTH)
Q: Can you provide a 'buy' list for a person wanting to deploy $200,000 (inside RRSP) with the goal of creating 5% or more sustained cash flow - as well as growing the original capital to keep up with inflatiion? We do not have company pensions - this would serve to supplement our government pensions.
Thinking, 20 stocks across all sectors @ $10,000 each (or 5%)
Also could you include 10 growth stocks (inside TFSA) for a total of $250,000 - gotta have some fun ;)
Many Thanks
Jan
Thinking, 20 stocks across all sectors @ $10,000 each (or 5%)
Also could you include 10 growth stocks (inside TFSA) for a total of $250,000 - gotta have some fun ;)
Many Thanks
Jan
- NVIDIA Corporation (NVDA)
- Whitecap Resources Inc. (WCP)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Topicus.com Inc. (TOI)
Q: Hi Team,
I was considering selling out of my oil stock WCP to purchase either / or a combination of adding to Shop, Nvda, and Toi. Would you see this as advisable for a goal of maximum returns over the next 5yrs ? Thanks
Shane
I was considering selling out of my oil stock WCP to purchase either / or a combination of adding to Shop, Nvda, and Toi. Would you see this as advisable for a goal of maximum returns over the next 5yrs ? Thanks
Shane
- Alphabet Inc. (GOOG)
- NVIDIA Corporation (NVDA)
- Constellation Software Inc. (CSU)
- Kinaxis Inc. (KXS)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Converge Technology Solutions Corp. (CTS)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- CrowdStrike Holdings Inc. (CRWD)
- Unity Software Inc. (U)
- Topicus.com Inc. (TOI)
- Nuvei Corporation (NVEI)
Q: I own these stocks as part of my technology sector. Do you see any overlap in any of these names? Particularly between SHOP, LSPD and NVEI, or are they different enough to own all? Also if you were to choose to high grade 1-2 names, what would you choose if any? Thanks!
Q: Shop had anice bounce Anything to account for it?
Thx
Thx
- NVIDIA Corporation (NVDA)
- Constellation Software Inc. (CSU)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Trisura Group Ltd. (TSU)
- SVB Financial Group (SIVB)
Q: submitted a question last week but received no response
provide your top 5 growth picks. place them in ranked order from excellent to good. also provide why each one is on the list. what makes each one worthy.what is catalyst for a big move apart from general market sentiment. what makes each one standout.
provide your top 5 growth picks. place them in ranked order from excellent to good. also provide why each one is on the list. what makes each one worthy.what is catalyst for a big move apart from general market sentiment. what makes each one standout.
- Royal Bank of Canada (RY)
- Toronto-Dominion Bank (The) (TD)
- BCE Inc. (BCE)
- Sun Life Financial Inc. (SLF)
- Constellation Software Inc. (CSU)
- Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A)
- Brookfield Renewable Partners L.P. (BEP.UN)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- goeasy Ltd. (GSY)
Q: Please advise of 10 companies (Canadian) I can buy in my new TFSA and add to and DIP for next 30 years , This will be my retirement.
Thank you
Cec
Thank you
Cec
- Adobe Inc. (ADBE)
- Amazon.com Inc. (AMZN)
- Salesforce Inc. (CRM)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
Q: I am looking at a purchase in my non-registered account. All the above stocks are below there targets and some are at 5 star price levels. What would be your choice from the list for growth for a 3 - 5 year hold?
- Apple Inc. (AAPL)
- Amazon.com Inc. (AMZN)
- Alphabet Inc. (GOOG)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- Bank of America Corporation (BAC)
- Citigroup Inc. (C)
- JPMorgan Chase & Co. (JPM)
- Nike Inc. (NKE)
- Target Corporation (TGT)
- Royal Bank of Canada (RY)
- Toronto-Dominion Bank (The) (TD)
- Bank of Nova Scotia (The) (BNS)
- Bank of Montreal (BMO)
- Constellation Software Inc. (CSU)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- goeasy Ltd. (GSY)
- Trisura Group Ltd. (TSU)
Q: Understanding that we are currently seeing significant negative sentiment and volatility, can you please rank your current top Cdn and U.S. quality-name buying opportunity candidates that will reward patient investors with 3-5 year time horizons?
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Block Inc. Class A (SQ)
- Topicus.com Inc. (TOI)
- Roblox Corporation Class A (RBLX)
Q: Hi Team,
This is more of a general question/ observation of todays price action. On a very negative day yet again, across all major index's where it seemed almost everything is down, some of my worst performers which I thought would be down even more yet were actually positive on the day. In specific (RBLX,SHOP,SQ,TOI (almost NVDA...was positive for a while). Anyways, should we read much into this? Is this a sign that some of these beat down names may actually be flirting with bottom? Or is is just wild trading and a one off perhaps? Your thoughts would be appreciated. Thanks
Shane.
This is more of a general question/ observation of todays price action. On a very negative day yet again, across all major index's where it seemed almost everything is down, some of my worst performers which I thought would be down even more yet were actually positive on the day. In specific (RBLX,SHOP,SQ,TOI (almost NVDA...was positive for a while). Anyways, should we read much into this? Is this a sign that some of these beat down names may actually be flirting with bottom? Or is is just wild trading and a one off perhaps? Your thoughts would be appreciated. Thanks
Shane.
Q: What’s the book value per share for Shop and what price would be attractive to buy ?, thanks
- NVIDIA Corporation (NVDA)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- WELL Health Technologies Corp. (WELL)
- Topicus.com Inc. (TOI)
Q: Hi Team,
I was looking for a list of some beat down, quality names in this carnage with robust potential, to hold my breath and buy some more shares for the long term. Names that have the potential to recover and continue climbing higher, once the market normalizes (whenever that may be). 4 names I was thinking of were either NVDA, SHOP, WELL or TOI. Which of these would be your top choice for the highest return potential over the next 10yr period? Do you have any other names in mind which you would prefer or the ones I listed? Thanks
Shane.
I was looking for a list of some beat down, quality names in this carnage with robust potential, to hold my breath and buy some more shares for the long term. Names that have the potential to recover and continue climbing higher, once the market normalizes (whenever that may be). 4 names I was thinking of were either NVDA, SHOP, WELL or TOI. Which of these would be your top choice for the highest return potential over the next 10yr period? Do you have any other names in mind which you would prefer or the ones I listed? Thanks
Shane.