Q: shop reported this morning. call is still to come. 5i continues to endorse it as a top growth pick but price continues to fall. looking from a macro view, is 5i trying to catch a falling knife. for those who followed your recommendation many months ago, its been a terrible ride down. after call, I expect 5i to remain positive and endorse buying at these new lower levels. Can you explain why shop is so special and warrants all this positive attention. The ceo was touted as a strong point but he admits he got things wrong. I'm fortunate I bought very early, sold most but still hold a small position. my confidence with shop and 5i grows thin. looking for comments after call. sell, hold or buy?
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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: Time to step in on this? Thoughts on wether the bottom is near. How do you like for a 2 year hold?
Alternatively would you be more comfortable with quality O&G companies? Assuming I am currently diversified.
Alternatively would you be more comfortable with quality O&G companies? Assuming I am currently diversified.
Q: Please comments on Shop earnings? Many thanks
Q: Hello- it appears that shop has now pulled back to pre-pandemic levels. Do I have that right? Can you compare then and now in terms of rations, PE, PtoS and growth expectations.
Q: What would be a great entry price for Shop? Many thanks
Q: TK on July 26 (I saw this on the 25th) questioned you about SHOP saying he didn't want to throw good money after bad. You advised you added it to your portfolio indicating it was a buy. I seen this prior to buying it on the 25th at $47.9 and on the 26th in the morning it was down under $40. I assume you follow this stock quite closely as it seems one of the more popular stocks you deal with, Was this so well hidden by the company that even Sherlock Holmes would not uncover the issues they were having? Thank you,
Q: when does shop report - date and time- and what expected from analysts. what do you expect?
- Apple Inc. (AAPL)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- CrowdStrike Holdings Inc. (CRWD)
- Topicus.com Inc. (TOI)
Q: Can you please rank the above tech stocks looking out 2-3 years. I am looking to drop a couple and add to ones you like better as some have become much smaller after dropping this year.
Thanks
Thanks
- BCE Inc. (BCE)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- iShares S&P/TSX Capped Information Technology Index ETF (XIT)
- Vanguard FTSE Canada All Cap Index ETF (VCN)
Q: Historically speaking, what is the average rate of return of ETF’s compared to individual stocks?
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
Q: Shopify or Lightspeed for an aggressive growth holding for 5 years?
Q: shop reduces staff 10%, stock down heavy. ceo admits he got it wrong. 5i has called shop a top growth stock in this market. repeatedly. what is your opinion now. is it a top growth pick from its new price. investible? or sell
Q: Shopify down 12% on announcement of 10% layoff in global workforce
Thoughts and comments on this.
Sheldon
Thoughts and comments on this.
Sheldon
Q: So I had SHOP at a full 5% position in my portfolio and now with all the carnage it's less than 2%. So my question would be - does it make sense to average down from the ridiculously high price I paid to bring the position up a bit or just let it grow back (if ever)? Am I just throwing good money after bad in trying to make up the loss? I do like SHOP and intend to hold it for many years. Thanks!
- NVIDIA Corporation (NVDA)
- Bank of America Corporation (BAC)
- JPMorgan Chase & Co. (JPM)
- 3M Company (MMM)
- Realty Income Corporation (O)
- 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)
- Sun Life Financial Inc. (SLF)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Miscellaneous (MISC)
- goeasy Ltd. (GSY)
- Exchange Income Corporation (EIF)
- Roku Inc. (ROKU)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
Q: Good morning everyone at 5i! You have always said that you can’t time the market. I am going on the premise that the market is close to the bottom, and it is time to slowly start to add some names to the portfolio and to add to existing ones. Could you please suggest 5 growth and 5 income stocks ( US or Canadian) which you consider good buys at this point on time? Cheers, Tamara
- Kinaxis Inc. (KXS)
- Premium Brands Holdings Corporation (PBH)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Balanced Equity Portfolio (BEPORT)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Boyd Group Services Inc. (BYD)
- Topicus.com Inc. (TOI)
Q: Hi there,
I'd like to start a concentrated version of your balanced equity portfolio that is focused on growth. What are your top 6 ideas from the portfolio are you most bullish on, sector agnostic? The purpose would be concentrated growth.
Thanks!
I'd like to start a concentrated version of your balanced equity portfolio that is focused on growth. What are your top 6 ideas from the portfolio are you most bullish on, sector agnostic? The purpose would be concentrated growth.
Thanks!
- NVIDIA Corporation (NVDA)
- Salesforce Inc. (CRM)
- Honeywell International Inc. (HON)
- BRP Inc. Subordinate Voting Shares (DOO)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Block Inc. Class A (SQ)
- goeasy Ltd. (GSY)
- Roku Inc. (ROKU)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
Q: Hi Peter, could you list 5 Canadian and 5 US growth stocks with solid fundamentals that you consider the most unjustly oversold and that represent great buying opportunities at these levels?
Thanks for your great service,
David
Thanks for your great service,
David
Q: What do you think about SHOP partnering with YouTube and TikTok? It seems the sky is the limit for e-commerce TAM. With AMZ antitrust scrutiny SHOP long term looks VERY appealing…
Q: the globe mail had a report from wells Fargo analyst saying things aren't looking good for shop. June numbers were down. analyst revised his price target down to 40. shop has consistently been one of your favourite growth picks. do you still feel this way. what do you make about specific claims from Wells Fargo.
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
Q: Hi Peter/Ryan, I have $1000.00 I can invest in my TFSA and was considering adding to either my 15 shares of NVEI or my 75 shares of SHOP. Is it a good time to add to these and which would you be more likely to add to at this time. Thanks
Q: Could I please have your thoughts on an article in the Globe and Mail (july 4)with regards to CEO compensation in particular Shopify CEO with more than $25 million in salary and another $25 million in stock options in a year when the stock has lost 75% of its value. On a positive note I see CSU Mr. Leonard still owns more than 1 billion dollars in stock with no stock options.