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
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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.
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Constellation Software Inc. (CSU)
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ATS Corporation (ATS)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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goeasy Ltd. (GSY)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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WELL Health Technologies Corp. (WELL)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Nuvei Corporation Subordinate Voting Shares (NVEI)
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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
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Apple Inc. (AAPL)
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Costco Wholesale Corporation (COST)
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
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Bank of America Corporation (BAC)
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JPMorgan Chase & Co. (JPM)
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Constellation Software Inc. (CSU)
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Dollarama Inc. (DOL)
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Alimentation Couche-Tard Inc. (ATD)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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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!
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Constellation Software Inc. (CSU)
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Dollarama Inc. (DOL)
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Air Canada Voting and Variable Voting Shares (AC)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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goeasy Ltd. (GSY)
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Tamarack Valley Energy Ltd. (TVE)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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Galaxy Digital Holdings Ltd. ordinary shares (GLXY)
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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.
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Sangoma Technologies Corporation (STC)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Block Inc. Class A (SQ)
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The Trade Desk Inc. (TTD)
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Converge Technology Solutions Corp. (CTS)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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CrowdStrike Holdings Inc. (CRWD)
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Magnite Inc. (MGNI)
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Unity Software Inc. (U)
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Topicus.com Inc. (TOI)
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TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
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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
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Descartes Systems Group Inc. (The) (DSG)
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Kinaxis Inc. (KXS)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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BMO Nasdaq 100 Equity Hedged To CAD Index ETF (ZQQ)
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iShares S&P/TSX Capped Information Technology Index ETF (XIT)
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CTS Corporation (CTS)
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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.
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Costco Wholesale Corporation (COST)
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Alphabet Inc. (GOOG)
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
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JPMorgan Chase & Co. (JPM)
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Constellation Software Inc. (CSU)
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Dollarama Inc. (DOL)
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Alimentation Couche-Tard Inc. (ATD)
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Premium Brands Holdings Corporation (PBH)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Bank of Nova Scotia (The) (BNS)
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Digital Turbine Inc. (APPS)
Q: Our grand-daughter, age 19, needs help with investing mid 6 figures $$, with funds not needed for 10 years or more. She is seeking guidance from her parents and grandparents with this. We would appreciate if you could provide appropriate suggestions and some direction.
Thank you for helpful service.
Cyril
Thank you for helpful service.
Cyril
Q: Can you explain the SHOP price disparity on the US and CAD exchanges that occurred recently? Reference your answer to a member question yesterday 'SHOP had an unusual spike close on Friday and was up $122. Today it is down $110 and still up over two days. On the TSX where there was no spike the stock is down $20 only today.'
Q: Down big time. What’s happening?
Sheldon
Sheldon
Q: Hello Peter et al,
You have mentioned in the past that Amazon needs Shop or it runs into monopoly problems and that Shop has a strong moat.
When I look at the size difference Amazon has 14x the market cap and 1500x the employees.
When I look at stock price Amazon has been a steady climber with a minimal hit over the past 6 months vs Shop being more than halved in mkt cap.
If I were CEO of Amazon reviewing the co. dashboards and heatmaps - I think I would look at the Shopify roadmap and see either noise or an opportunity we could setup for and pre-empt (if that business is on our roadmap).
How scalable is Shop given that Amazon has a long track record, the most money and supply chains to the best strategic minds?
How sustainable is the Shop competitive advantage?
I ask this wondering how likely Shop is to regain the lofty $2000 level.
Thank you for sharing your insight.
You have mentioned in the past that Amazon needs Shop or it runs into monopoly problems and that Shop has a strong moat.
When I look at the size difference Amazon has 14x the market cap and 1500x the employees.
When I look at stock price Amazon has been a steady climber with a minimal hit over the past 6 months vs Shop being more than halved in mkt cap.
If I were CEO of Amazon reviewing the co. dashboards and heatmaps - I think I would look at the Shopify roadmap and see either noise or an opportunity we could setup for and pre-empt (if that business is on our roadmap).
How scalable is Shop given that Amazon has a long track record, the most money and supply chains to the best strategic minds?
How sustainable is the Shop competitive advantage?
I ask this wondering how likely Shop is to regain the lofty $2000 level.
Thank you for sharing your insight.
Q: I know this might be an impossible ask. But what happened with shop on Friday at the end of the close and after hours. Is this voodoo? Jk. An almost 20% move and large volume? Any insight into this would be appreciated. Thanks.
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Amazon.com Inc. (AMZN)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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The Trade Desk Inc. (TTD)
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Roku Inc. (ROKU)
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Digital Turbine Inc. (APPS)
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Unity Software Inc. (U)
Q: I own all of these high multiple tech stocks in low quantities in tfsas. No particular concern about timelines. Would you continue to advise holding all of them or would you suggest eliminating one or more for the other? Is there a simple way to compare?
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Sangoma Technologies Corporation (STC)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Xebec Adsorption Inc. (XBC)
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Enthusiast Gaming Holdings Inc. (EGLX)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
Q: Today Xbc soared 21.3%,LSPD 15.85% Shop 4.98%(recovered from $650 recent low) & yesterday STC 13.5% and Eglx 11%..Bam.a recently traded in the $66-$70 range. Is it timely to buy or add to them & please provide a good entry point for each. Txs for u usual great services & views
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Constellation Software Inc. (CSU)
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Descartes Systems Group Inc. (The) (DSG)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
Q: Hi 5i: I am considering getting back into some Canadian tech stocks. I would be pleased if you would provide me with your three best picks. A combination of cash on the balance sheet and moderate growth would be the criteria. I am a long term investor. Thank you always for providing great insights on investment decisions.
Docsinc
Docsinc
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Apple Inc. (AAPL)
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Meta Platforms Inc. (META)
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Alphabet Inc. (GOOG)
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Booking Holdings Inc. (BKNG)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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DexCom Inc. (DXCM)
Q: Good day team, I was wondering if you could provide some growth stocks either in the US and Can that have very little to no debt.
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Lassonde Industries Inc. Class A Subordinate Voting Shares (LAS.A)
Q: Would you sell Lassonde and buy Shop at this time?
Thanks
Thanks
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Amazon.com Inc. (AMZN)
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Meta Platforms Inc. (META)
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Alphabet Inc. (GOOG)
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Microsoft Corporation (MSFT)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Crocs Inc. (CROX)
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Digital Turbine Inc. (APPS)
Q: Hi,
I'm looking for 5 or so US companies who will recover very quickly once we hit bottom. My plan is to do a little gambling and buy long term calls.
Thanks for all the help over the years.
Jerry
I'm looking for 5 or so US companies who will recover very quickly once we hit bottom. My plan is to do a little gambling and buy long term calls.
Thanks for all the help over the years.
Jerry
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Alphabet Inc. (GOOG)
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NVIDIA Corporation (NVDA)
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Constellation Software Inc. (CSU)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
Q: I have $35,000 CAD to invest in a non registered account. Can you suggest a couple of names worth looking at (US/Can)and why? I have a 7 year time horizon.
Thoughts on how you might deploy? Buy now, in thirds over the next few months or wait?
Thanks
Thoughts on how you might deploy? Buy now, in thirds over the next few months or wait?
Thanks
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Ballard Power Systems Inc. (BLDP)
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Greenlane Renewables Inc. (GRN)
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Nuvei Corporation Subordinate Voting Shares (NVEI)
Q: Hello Peter and team
What are the PE ratios for Nuvei and Shopify? Could you please provide your view on Greenlane Renewables and Ballard Powers recent results?
What are the PE ratios for Nuvei and Shopify? Could you please provide your view on Greenlane Renewables and Ballard Powers recent results?
Q: Where would you rate Shopify at todays price as buy on a scale of 1-10 (10 being a very strong buy) for a medium to long term hold?
Thank you
John
Thank you
John