Investment Q&A

Q: Hello Peter,
First, I want to thank you and your team for a fabulous job. I really find your service useful not just from stock selection, but gaining knowledge in the industry overall. Best wishes for Xmas and the New Year.
The stocks are from various sectors so not apples to apples comparison but if you had to choose the list from lower risk to higher risk, what would it look like and what factors did you use to select the profile.. Many thanks.

Q: Hi guys,

I will be able to move on January 2nd one of the following from my non registered account to my tfsa. (Lspd,gsy&shop)
Merry Christmas and Happy New Year's to the staff of 5i
Jim

Q: Hi Peter and team,
Could please share your thoughts on the growth path in between SHOP/AMZN and TESLA, seems like you 've been having totally opposite views on theirs valuations, growth, a bit confused. is Tesla at stage of SHOP /AMZN 3 years ago?
Thanks

Q: Is there any news for SHOP big price increase on Wednesday ? GSY increase 10% in 2 days . Is it an effect from triple witching due on Friday ? When would PEO acquisition completed ? I am thinking to avoid the possible tax increase in capital gain . Is it a good idea just to sell it now? I greatly appreciate the excellent service at 5i. Happy Holiday.

Q: Hi Team,
A report was published this past week indicating Jeff Bezos is concerned about Shopify's rise and is contemplating of building a competing service. May I please have your thoughts on this news and how is this going to affect Shopify's share both in short and long terms.
Cheers,

Q: HI Team,

Any news out of SHOP, or just a technical break out of trading range?

Thanks!

Q: The average P/E of my stock and ETF portfolio (63) reflects the tech/momentum binge I've been on since Spring 2020. I'm considerably overweight in tech yet I'm finding it difficult to jettison or trim any of my names in that sector. Can you please help by identifying 5 of these that you're less bullish on compared to the others? I have a reasonably long investment horizon and good risk tolerance (5 yrs until my children's post-secondary education and ~20 until retirement). Thanks again.

Q: When Peter last appeared on BNN Market call, I’m sure he mentioned that in fact stocks that are more expensive to buy outperform stocks that are cheaper. Could I get a clarification and if true, an explanation for that statement. I know some folks may stay away from an Amazon or Shopify simply because the price for one share seems so high. Thanks

Q: I became a 5i subscriber approximately four years ago and one of the first companies I bought was SHOP at $69. I sold my position last week for a $28,000 gain. At the time I never heard of Shopify, thanks for the service you provide. Needless to say I will be a subscriber for life.

Q: I know it’s a good problem to have but my listed tech stocks have done really well thanks in part to recommendations from 5i. So much so that I now have 41% in the tech sector. Since selling my mutual funds and establishing my own portfolio, your guidance and suggestions have been so much appreciated. It seems that other sectors may be the place to be as we come out of the pandemic. The issue is that these are for the most part proven quality stocks. I’m not keen on selling any of these. Does one bite the bullet and sell some ? If so suggestions are appreciated? Or does one just trim profit and migrate into other sectors and buy more of companies like DOO GSY and WELL? Thanks

Q: I have a DOY balanced portfolio (Alpha-Balanced for guidance) , with less than 10 year timeframe.
I’m underweight communication services, and energy. Not a fan at this stage of oil or precious metals. Overweight in industrials and technology.
My concern is with my overweight in technology. Reading a number of opinion articles that refer to the tech boom as another dot.com. The reply often is oh but this is different.
Here’s my two cents worth especially related to tech stocks I own. First of all investors/traders seem to be jumping in and out of technology based on the latest COVID-19 / vaccine news.
Re KXS; will still be in demand long after Covid-19. LSPD; somewhat sensitive to Covid-19 but have done a good job diversifying and adapting restaurant services etc. Will do well in recovery.
Maybe more acquisitions.
SHOP; like Amazon will carry on even though the valuation is high. Younger generation will still shop on line.
Now comes the tricky part. WELL and VEEV. I don’t quite have a handle on. Not sure if the demand for their service will still be there post COVID-19.
Your comments and/or thought would be greatly appreciated. I have a feeling that many of your clients would be interested in what you have to say.
I’m an experienced investor but don’t have access to the kinds of info I once did. I depend a great deal on your unbiased expert opinion.
Merry Christmas

Roy

Q: Hi,
If I wanted to do a comparison of LSPD to similar companies in the industry in which it operates, which ones would you consider?

Thanks,

Q: Hello Peter,
I thought Electrovaya's numbers were decent and yet stock sold off. Was this sell on good news and do you think it has potential in energy space? I have small position on Xebec but was wondering to raise to full position as opposed to buying Greenlane for diversification? Also, any reason why Enwave is chugging higher as your previous comments were not that positive. What has changed? Finally, is it too late to enter Shopify? i am sort of glad to have held onto blackberry and finally got a bit of pay off today.. I am just wondering if Knight may do same in the future by surprising the market with good news (I know one cannot forecast but based on its history as a company it has not done much.). Thank you.

Q: In a Friday question on AC, you mentioned "long term keepers". Who else would you put on this list?
Thx.

Q: Hi there,

Shopify has performed remarkably well since IPO and I noticed you've moved it from your growth portfolio and into the balanced equity portfolio. In terms of total stock price appreciation from here, which of the 2 do you think will outperform over the next 5 years? In your personal opinion, which would you buy today?

Thanks!

Q: Hi,

Not sure where I read it but somewhere I saw a comparison of SHOP to the FAANG stocks and that it could achieve that level over time. Do you agree? Could it be a trillion dollar company? Can you see a large tech company in the U.S. acquiring it?

Thanks,
Jason

Q: Hello.
This question may cause some issues or even an uproar amongst some of your members but we live in a free society and I am entitled to question what I feel like and air my views and opinions as I see fit.
China, for most part has been a bully to Canada including other counties like Australia and India. In my view , we should be moving away from Chinese companies, not working with them. I for example sold my position in SHOP purely because of their alliance with a Chinese company.
Many of these companies have bad work ethic not to mention stealing of information. How can we trust them?
Why would a Canadian company like SHOP do something like this when our relationship with China has never been worse. We should be boycotting them until they clean up their act.

Thanks

Q: With the increase in price of KXS,DSG, SHOP, REAL and LSPD I now have a total of 23% of my portfolio in these shares. I have taken profits and reduced my position each of them. The only concerns I have going forward is with KXS and DSG. Ross Healy on BNN did not have a very Rosie picture for KXS. I know that different views is what makes a market. You continue to be much more positive on KXS and continue to recommend it. DSG andKXS are somewhat similar. I respect your opinion, would you recommend selling either one? If so which? I view many of these guest as having a person interest in recommendations. I always take them with a grain of salt. I have seen this in my previous life while working for a major investment firm.

Q: Could you rank these companies in order of preference for future performance? Investing a lump sum gradually over the next 6 to 12 months and I have zero tech exposure right now.

Thanks,
Jason

Q: My 40-year-old daughter has $42K in her RRSPs with Scotia Bank. Her advisor put her in two funds. BSN378 and BSN385. One is 45% invested in basically bonds and 40 Canadian stocks. The other is 12.3 % cash and 47 Canadian stocks. The exception is 2% invested in Microsoft. I assume there is a lot of duplication between the two funds investing in the same Canadian Companies. The MER is close to 2%. Apart from this being a travesty - I would like to move her into a self administered RRSP with a mix of a balanced ETF and three other stocks. She is regularly adding more money. She won't be withdrawing money from this account for at least 25 years.

Would you kindly suggest a suitable balanced ETF.

The three stocks I would suggest for a long term hold would be BAM, SHOP and ENB. Could I have your opinion or options please. Deduct as many questions as you see fit.

THANK YOU!
Bryan