Q: Hi 5i team - What amount of cash holdings does Shopify have. Also what is the level of profitability and what are the expectations for its growth in this area. Also has there been any significant insider trading recently and what is the overall insider ownership. Thanks.
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Investment Q&A
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- CGI Inc. Class A Subordinate Voting Shares (GIB.A)
- Constellation Software Inc. (CSU)
- Open Text Corporation (OTEX)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- iShares S&P/TSX Capped Information Technology Index ETF (XIT)
Q: If the fear of higher interest rates was causing the share prices of tech companies to fall, why would share prices rise today (April 13) with the announcement of a 0.5% rate increase?
Puzzled...Steve
Puzzled...Steve
- Amazon.com Inc. (AMZN)
- Alphabet Inc. (GOOG)
- Canadian Imperial Bank Of Commerce (CM)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Miscellaneous (MISC)
- DexCom Inc. (DXCM)
Q: Hi 5i Team - Could you provide an estimate on when Shopify, Google and Amazon might do their stock splits. Also do you know of any other quality companies planning a share split. Thanks.
- Meta Platforms Inc. (META)
- Alphabet Inc. (GOOG)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- Constellation Software Inc. (CSU)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Brookfield Asset Management Inc Class A Limited (BAM)
Q: Looking at these names at current prices for a non registered account. Can you give me your top 5 names for a 7 year hold.. would any of the above names be included?
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Crocs Inc. (CROX)
- ExlService Holdings Inc. (EXLS)
- Digital Turbine Inc. (APPS)
- dentalcorp Holdings Ltd. Subordinate Voting Shares (DNTL)
- LifeSpeak Inc (LSPK)
Q: Good Morning,
Have you identified any new growth stocks in U.S./CDN outside the 5i growth portfolio that have you excited on their long term growth potential?
Thanks
Have you identified any new growth stocks in U.S./CDN outside the 5i growth portfolio that have you excited on their long term growth potential?
Thanks
- BRP Inc. Subordinate Voting Shares (DOO)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- goeasy Ltd. (GSY)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
Q: Based on today price, what are your top 5 stocks to hold in a TFSA for 10+ years with high growth and medium-low risk for that frame period ?
Can you rank then in order if there's one ?
Can you rank then in order if there's one ?
- Amazon.com Inc. (AMZN)
- Alphabet Inc. (GOOG)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- DexCom Inc. (DXCM)
Q: following up on question/response about shop, you mention 'there has been a recent increase in announcements'. what were the main ones and how important were they?
Q: The company is splitting its shares 10:1,
Why are they bothering, the market is doing it for them already?
LOL
Sheldon
Why are they bothering, the market is doing it for them already?
LOL
Sheldon
Q: Grateful for your review of the pros and cons of the governance announcement to protect the CEO's voting powers during the upcoming stock split. Is it unusual ?
Thanks
Thanks
Q: Hi, At times like these when positions at companies like Shop and Nvda are eroded..when does it make sense to add? Should one wait until the interest rate cycle is over and wait for the tides to turn? What indications should you look out for for growth stocks to rebound? Thanks. Shyam
- Descartes Systems Group Inc. (The) (DSG)
- Kinaxis Inc. (KXS)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- goeasy Ltd. (GSY)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Topicus.com Inc. (TOI)
Q: In this market backdrop, is it timely to buy Toi plus these fallen angels,,Atz, Gsy,Shop,Dsg,Kxs & Lspd.Please provide a good entry point for each,& rank for entry with best first.Txs for u usual great services & views.
- Amazon.com Inc. (AMZN)
- NVIDIA Corporation (NVDA)
- Constellation Software Inc. (CSU)
- Kinaxis Inc. (KXS)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Atlassian Corporation (TEAM)
- Veeva Systems Inc. Class A (VEEV)
- Roku Inc. (ROKU)
- DocuSign Inc. (DOCU)
- Upstart Holdings Inc. (UPST)
- Topicus.com Inc. (TOI)
Q: I need to lighten up on techy/growth stocks and replace with more defensive/value names. Of this list, are there any you would sell? If not, and if I wanted to sell something anyway, in what order would you suggest selling? Thank you.
Q: Good morning,
I want to harvest the tax loss on this one but don't want to miss the upside although the market reversal seems unlikely in the short term in this market. Thinking of LSPD as a temporary replacement or should I keep LSPD?
Thanks for everything!
I want to harvest the tax loss on this one but don't want to miss the upside although the market reversal seems unlikely in the short term in this market. Thinking of LSPD as a temporary replacement or should I keep LSPD?
Thanks for everything!
Q: what does todays announcement, 10 for 1 split, mean for the company and the stock? is it good? market so far seems to like it.
Q: hi, it may be in a previous answer, if so please, humour me. I am wondering why the forward EPS estimates have come down so much for SHOP? was there a fundamental issue that occurred, did they issue new shares? I thought SHOP was still in big growth mode. also, depending on where you look, research companies investing media etc, they all seem to have different values for the EPS, both trailing and forward? could you provide your numbers for these please. thanks, chris
- Constellation Software Inc. (CSU)
- ATS Corporation (ATS)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- goeasy Ltd. (GSY)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- WELL Health Technologies Corp. (WELL)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
- Topicus.com Inc. (TOI)
Q: What are the best types of stocks to include in TFSA for long term hold (15-20yrs) with medium risk tolerance? Growth only or growth + income? Have heard that dividend stocks in TFSA can be good as income can compound over time tax free but if the growth outperformes the dividend yield would that not be better? Also could you include your top 10 Canadian picks right now for allocation in TFSA (sector doesn't matter)? Thanks
- Apple Inc. (AAPL)
- Costco Wholesale Corporation (COST)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- Bank of America Corporation (BAC)
- JPMorgan Chase & Co. (JPM)
- Constellation Software Inc. (CSU)
- Dollarama Inc. (DOL)
- Alimentation Couche-Tard Inc. (ATD)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
Q: Hello,
Can you please provide your highest conviction names in the US and Canada?
Thanks!
Can you please provide your highest conviction names in the US and Canada?
Thanks!
- Constellation Software Inc. (CSU)
- Dollarama Inc. (DOL)
- Air Canada Voting and Variable Voting Shares (AC)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- goeasy Ltd. (GSY)
- Tamarack Valley Energy Ltd. (TVE)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Galaxy Digital Holdings Ltd. ordinary shares (GLXY)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
Q: We'd all love to get a look at a few stock prices from 5 years in the future. Get a big winner, or avoid a big loser, with no risk. If you could get a list of the prices of 10 Canadian stocks 5 years from now, which ones would you pick? Let's say stocks with a min market cap of roughly $1 billion Cdn.
- Sangoma Technologies Corporation (STC)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Block Inc. Class A (SQ)
- The Trade Desk Inc. (TTD)
- Converge Technology Solutions Corp. (CTS)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- CrowdStrike Holdings Inc. (CRWD)
- Magnite Inc. (MGNI)
- Unity Software Inc. (U)
- Topicus.com Inc. (TOI)
- TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
- Nuvei Corporation (NVEI)
Q: Hi Peter and Staff
In my basket of TECH, I have many losers that you have been high on(not your fault).
I have regretted selling "losers" that recovered sharply and sat on some that the opportunity cost turned out to high.
Are there any in the list above that the risk/reward of hanging on justifies not selling to top up positions in SHOP,TOI and/or CRWD that are also down.
Which order would you sell from the sell list and which order would you buy from the 3 buys
Thanks for all you do
Dennis
In my basket of TECH, I have many losers that you have been high on(not your fault).
I have regretted selling "losers" that recovered sharply and sat on some that the opportunity cost turned out to high.
Are there any in the list above that the risk/reward of hanging on justifies not selling to top up positions in SHOP,TOI and/or CRWD that are also down.
Which order would you sell from the sell list and which order would you buy from the 3 buys
Thanks for all you do
Dennis
- Descartes Systems Group Inc. (The) (DSG)
- Kinaxis Inc. (KXS)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- BMO Nasdaq 100 Equity Hedged To CAD Index ETF (ZQQ)
- iShares S&P/TSX Capped Information Technology Index ETF (XIT)
- CTS Corporation (CTS)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
Q: HI,
Do you think its time to get back to tech stocks? I already own CSU. If so, can u rank the CDN teck stocks (CTS, DSG, XIT, ZQQ, KXS, LSPD, Shop) based on reliable growth and manageable volatility? if you have better ideas please include them.
Do you think its time to get back to tech stocks? I already own CSU. If so, can u rank the CDN teck stocks (CTS, DSG, XIT, ZQQ, KXS, LSPD, Shop) based on reliable growth and manageable volatility? if you have better ideas please include them.