Investment Q&A

Q: Why Shop has such high volumes yesterday, over 12 millions shares? Thanks

Q: It looks like this is close to the time to start buying cyclical stocks. Would you agree? Which cyclical companies do you think have the most potential to become three baggers in the next three years. Not looking for ten baggers! LOL

Q: As part of a balanced portfolio, we have the following 3 equities that I would like to add to, for some additional tilt towards growth:
SHOP at 1.6% of portfolio (down 46%),
GOOG-NE @ 2.5% of portfolio (down 12%),
NVDA at 3% of portfolio (up 11%).
What portfolio % would you feel is reasonable for each for a balanced but leaning to growth approach ? Would you purchase all at this time or divide the purchases into 2 or 3 tranches over the next # (?) of months ?
Many thanks, as always.

Q: Could you please give your take on the leadership changes at SHOP. Thanks

Q: Good afternoon, I am down between 30% to 50% on BABA, SHOP and NVDA (over the last 6 months) and I'm considering averaging down on some or all if them, If you had to choose where to allocate your "average down" dollars what would be your first, second and third choices and why?
Many thanks
Tim

Q: Hello 5I,
What would be your top 5 picks in tech right now in Canada and Us?
Thanks

Q: Is Shopify cheap now? In light of future growth?

Q: I know you like both stocks, but which one would you side with if you have to choose one ? Many thanks

Q: Hi 5I, I currently own Topicus,Lspd and Shop. Down on all 3 and am considering taking a loss on 1. Any preference on which one? Am thinking of replacing one of the 3 with NVEI. Thoughts and if your wouldn’t mind ranking. Thanks

Q: What do you think about buying these two stocks today as a long term hold? Have they been beaten enough?

Q: Hi 5i!

I still have a small weight position in Shopify and remain up over 500% from when I first bought. I'm thinking of selling and adding to a half weight position in GOEASY which looks to have better growth prospects. Would you endorse this move in today's market?

Thanks,
Greg.

Q: Hi group markets really tough to read right now ? what you 3 top sector's c/w 3 top picks in each / ideal entry price /short blurb on each.
I am particularly interested in Health care as I am presently below target. I just sold LLY because info on Diabetic drug was getting poor reviews that proved to be untrue so not am looking to get back in. so what a good entry point ? Thanks for your help

Q: I was interested in your reply to the 10-bagger inquiry. I want to buy lspd, shop and nvei "to have and to hold". Is now a good time or should I wait for further rate increases? All 3 are in the same group. How does a 40/40/20 split sound?
I think, at some point, they will rise dramatically, too.
Thank you.

Q: Peter, for a portion of my portfolio I’m looking for companies with 8-10 bagger potential over the medium term, say 3 years. Please provide your 5 best cdn. and u.s. names for such potential gains. Regards Greg

Q: In my portfolio analytics my shopify does not show the increase in number of shares now that the stock has split, will this be done or should it be done manually?

Q: What would you consider a good entry point for starting a position in SHOP? Thank for your ongoing support.

Q: Hello, I have holdings that replicate the Balanced Equity portfolio with weightings being within about 1% for each stock based on the model portfolio. I have also aimed to hold a small number of stocks from the growth portfolio and currently have 1-2% for each of LSDP and WELL. I am considering adding 1-2% holding to SHOP, LSDP, WELL or adding 2% for TOI or DOL. I have a 20 year time frame.

I am leaning towards SHOP, TOI, LSDP for adding shares but am aware of my heavier weighting in the technology sector and am considering if Dolorama may be a good option at this time. With the war in the Ukraine and inflation, also based on my time frame, can you recommend which stocks you would suggest adding to of the ones listed at this time?

Q: Assuming we are due for a rebound, can you provide your top 5 Canadian and top 5 US growth stocks that you would be buying today for a 3 year hold. Any commentary would be helpful.

Thanks for all your great advice.

Q: Hello Peter,

I would like your opinion on Shopify not just on its own merit but in relation to the ecommerce business of Amazon. While the long term adoption is in place the rate of growth has slowed according to Shopify. However, Amazon being a much larger and mature business had an impressive revenue growth for the quarter?
How will the market value Shopify as compared to amazon? And when taking into account Shopify's vertical integration and Amazon's diverse business, which one would give a better return to the investor for the next 12-18 months?
Regards
Rajiv

Q: Of the following, are there any you see as particularly vulnerable today? Held in a long-term account but I am considering shifting the risk profile in light of existing market conditions, and potentially closing out 1 or 2 positions:

SHOP, LSPD, TIXT, EGLX, TSU