Investment Q&A

Q: Can you comment or provide any additional insight on rumours of a possible impending block trade of 1M shares by Morgan Stanley?

Q: Currently have full positions in AMZN, SHOP and SE. What is your view of MELI? Would you advise peeling off 10-15% each to invest in MELI at todays market prices? How would you rank for growth over next 3-5 years?

Q: In the Ottawa area I am hearing radio commercial from Square promoting their services to local stores. The services Square is selling seem similar to what Shopify’s has to offer. Is Square now offering the same services that Shopify offers. Thanks … Cal

Q: I’m adding to a partially established portfolio (growth-oriented, long-term). I’m interested both in taking advantage of the recent tech downturn (although not too much, as I’m already somewhat tech-heavy) and in further diversifying. Two questions:

1. I own partial positions in the following securities and am looking to add more. Could you rank them in your order of preference for purchasing now? Any you’d avoid buying now?

WELL, SHOP, ATZ, STC, PHO, ENGH, KXS

2. I’m considering buying positions in the following new securities (not easily comparable, I know), with a view to diversity and growth, as well as US exposure. Could you rank them in order of preference for purchasing now? Any you’d avoid buying now?

BNS, SLF, PLC, MG, LAC, REAL, TFII, NVDA.US, ROKU.US, SQ.US

Thanks for your great work and please feel free to dock me for two questions.

Chris

Q: Top ten growth stocks in a TFSA for 10+ years? US and CND

Q: I wish to de-risk our portfolio. These are some of our holdings with high PEs [although that is not always the most appropriate criteria for risk assessment]. Would appreciate your advice as to top 10
(a) most at risk currently and
(b) great companies, even if currently expensive, that you have most conviction longer term.

Q: Hello 5i Team,
I recently listened to "The Outsiders: Eight Unconventional CEO's". I quite enjoyed it. However, it was written almost 10 years ago; so I'm wondering who are the Outsiders for the next 10 years?

Thank you,
Brent

Q: With the recent 10% correction in technology stocks, do you think it is a good time to buy. Would appreciate your recommendation of 3 Canadian and 3 US stocks to buy. I am looking for growth and can take risk. Thanks

Q: hi
what would be your top picks from your income and balanced portfolios in this current downturn in terms of valuation? do you consider their current prices to be good entry levels or should we wait a bit?
thanks for your help

Q: I realize all tech is getting clobbered, the past few days in particular. SHOP is down quite a bit. As a bigger growth company do you feel SHOP is buyable now or has the market soured on it with its elevated valuation? At times it seems you feel hesitant about the company and other times a big booster of its longer term picture. How do you feel now and provide reasoning.

Q: In your reply to a question today about these three companies, you ended with "We would still prefer BIGC." I wonder if you perhaps meant "...still prefer SHOP?" If not, could you elaborate on BIGC's virtues?

Q: BigCommerce Holdings looks like it entered a promising partnership with Wal-Mart. How do you like the name and their future prospects as they compete n the same space with shopify etc..

Q: Markets are really backing off with Nasdaq down over 500 points Thursday afternoon. Looks like a good correction. Can you list your top 10 stocks (1 to 10) you would buy that seem to be set up for big rebounds.

Q: Good Morning 5i,
A number of stocks such as GSY, SHOP, and LSPD seem to have been long time 5i favorites identified early-on that have done quite well to-date and appear to have a lot of room left to run.
Finding 'the next' is why a lot of us are here. Regardless of industry, is there a company or two that might not be favorites yet but are on your 'watch list'.
(Also understanding that nothing is guaranteed. If it was easy to identify 'the next' then we'd all be sipping drinks on the beach right now)

Q: What do you think of the share offering? They already have $6+ Billion in cash, and Tobi often mentions his reluctance to dabble in larger M&A. Thank you for your thoughts.

Q: Hi,

Looking for about 5 Canadian growth names to add to my TFSA. What would you recommend right now?

Thanks,
Jason

Q: Good Afternoon,

I am overweight in tech. Which of these would you reduce/sell first?

Thanks.

Q: Hi Team,
I'd like to start positions in an aggressive growth portfolio in the artificial intelligence, genomics, renewable energy (and EV) sectors (2-3 positions per sector). Holding time 2-5 years.
Also considering Bionano Genomics (BNGO).
1. Please rank the sectors for expected growth. Are there any others I should consider? Are they already overbought/overpriced?
2. Please rank the stocks in each sector for expected growth. Are there any others I should consider?
Thanks!

Q: Would you see today’s price share drop as a buying opportunity or would you wait for volatility to settle down?

Q: Hi team,

Please provide your opinion on Shopify Q4

Thanks!