Q: Hi , it is always great answers from you all. Can you comment on the high trading volumes at the end of day on 27th (+) and 28th (-). Thanks.
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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.
Q: I recently trimmed my position in SHOP in my TFSA. I would like to put the new found cash to work. Looking for growth at a reasonable risk and would appreciate your top 3 suggestions other than the companies named above.
Thanks ram
Thanks ram
- Kinaxis Inc. (KXS)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Atlassian Corporation (TEAM)
- DocuSign Inc. (DOCU)
Q: It looks like there's some mean reversion going on today with some of the tech names that saw big spikes of the last few months. Any names you'd pick up today, or would you wait to see how this shakes out over the next little while?
Q: What the heck is happening to SHOP?
Q: Hello , any ideas why the drop in these stocks today ? All indexes in Canada and the US were up.
Was there any particular news for the over $ 100. 00 drop in SHOP?
Do you still like both stocks.
Thanks
CR
Was there any particular news for the over $ 100. 00 drop in SHOP?
Do you still like both stocks.
Thanks
CR
Q: With regard to Mike selling all his shares in SHOP too early; what I have learned from 5i is you do not have to sell your winners just because they are up; you trim if the stock position gets too big. What I have also done is sell enough shares equal to my original cost and let my profits ride until the position gets too big.
- Alphabet Inc. (GOOGL)
- Constellation Software Inc. (CSU)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
Q: Hi 5i, Stocks for a 5 year hold, I was thinking of Shop, CSU, GOOGL, how do you see growth of these stocks (inside my RRSP). Any suggestions ? Thank you!!!
Q: One of my investing mistakes I’ve made in the past is selling my winners too early. For example, I purchased Shopify at $30 and sold it at about $125. Never in my dreams did I think it would be as high as it is today - the largest company (by market cap) in Canada today. I always thought to myself: “how high could this really go? Isn’t is really expensive!?!”. I still don’t understand why Shopify is valued the way it is, but nevertheless I missed out and I don’t know how often these 30x baggers comes in one’s lifetime.
I now find myself in a similar position with Kinaxis. Thank you to 5i for the recommendation and I am up over 300% on this. I find myself asking similar questions - is it expensive? How high could this stock possibly go? Could it be another Shopify?
I know you like the stock, but is the move in the past few months sustainable? Do you think once the Covid crisis settles down, will the stock price comes down as well? Could this be another 10 bagger (or more)?
On a side note - how often do these 10x (or more) stocks come along in ones investing lifetime?
Thank you for this awesome service. I’ve learned so much for following (and not following) your advice.
I now find myself in a similar position with Kinaxis. Thank you to 5i for the recommendation and I am up over 300% on this. I find myself asking similar questions - is it expensive? How high could this stock possibly go? Could it be another Shopify?
I know you like the stock, but is the move in the past few months sustainable? Do you think once the Covid crisis settles down, will the stock price comes down as well? Could this be another 10 bagger (or more)?
On a side note - how often do these 10x (or more) stocks come along in ones investing lifetime?
Thank you for this awesome service. I’ve learned so much for following (and not following) your advice.
- Constellation Software Inc. (CSU)
- Kinaxis Inc. (KXS)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
Q: What is the difference between these 4 companies and could you rate prospects in growth, risk and management. is there much overlap between them?
- Meta Platforms Inc. (META)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA)
Q:
BABA- Do you think BABA may be delisted from US stock exchnages? I saw an article being prepared about a bill against foreign companies in the US..
FB and SHOP- Regarding the partnershp between facebook and SHOP..which do you think will be most benefitted. Facebook is also making partnership with Reliance Jio..its starting to get really attractive. Would like your thoughts on this.
Thanks for your wise advise as always. Cheers,
Shyam
BABA- Do you think BABA may be delisted from US stock exchnages? I saw an article being prepared about a bill against foreign companies in the US..
FB and SHOP- Regarding the partnershp between facebook and SHOP..which do you think will be most benefitted. Facebook is also making partnership with Reliance Jio..its starting to get really attractive. Would like your thoughts on this.
Thanks for your wise advise as always. Cheers,
Shyam
- Amazon.com Inc. (AMZN)
- Meta Platforms Inc. (META)
- Alphabet Inc. (GOOG)
- NVIDIA Corporation (NVDA)
- Constellation Software Inc. (CSU)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
Q: I don't hold ,SHOP,CSU,AMZN,GOOG,FB,NVDIA, and perhaps missed the boat.Which one you believe if any still make sense buying now?.
Q: Concerning competition to SHOP, FB has also said the following
on the Twitter page. Is FB still a competitor or a partner?
We're working with partners like
Shopify
cedcommerce
, Cafe24, Tienda Nube and Feedonomics
so small businesses can get the help they need to run their businesses digitally
on the Twitter page. Is FB still a competitor or a partner?
We're working with partners like
Shopify
cedcommerce
, Cafe24, Tienda Nube and Feedonomics
so small businesses can get the help they need to run their businesses digitally
- Constellation Software Inc. (CSU)
- Brookfield Renewable Partners L.P. (BEP.UN)
- Kinaxis Inc. (KXS)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- goeasy Ltd. (GSY)
- iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ)
- Vanguard S&P 500 Index ETF (VFV)
- Real Matters Inc. (REAL)
- Boyd Group Services Inc. (BYD)
Q: Hello Peter and co,
Thank you for your excellent advice. My grandson has opened a TFSA over the last few months, and now holds the following stocks (listed in order of value, largest first). He is in the enviable position of being up on every one of his positions, in part thanks to your wise advice (and some lucky timing)! With a bit of cash (~$2300) remaining to invest, he is looking for a recommendation, targeting growth and diversification.
He is considering these: LSPD, JPM, CAE, MDT, VET, PXT
But we would be more interested in hearing your advice, so please feel free to ignore the list above, and make a suggestion for 1 or 2 stocks to add.
Thanks,
Ed.
Current stocks:
XQQ
GSY
VFV
SHOP
CSU
REAL
KXS
BYD
BEP
Thank you for your excellent advice. My grandson has opened a TFSA over the last few months, and now holds the following stocks (listed in order of value, largest first). He is in the enviable position of being up on every one of his positions, in part thanks to your wise advice (and some lucky timing)! With a bit of cash (~$2300) remaining to invest, he is looking for a recommendation, targeting growth and diversification.
He is considering these: LSPD, JPM, CAE, MDT, VET, PXT
But we would be more interested in hearing your advice, so please feel free to ignore the list above, and make a suggestion for 1 or 2 stocks to add.
Thanks,
Ed.
Current stocks:
XQQ
GSY
VFV
SHOP
CSU
REAL
KXS
BYD
BEP
Q: A question was asked earlier today about Shopify and implied Facebook was going into competition by introducing Facebook Shops. There was an announcement late in the afternoon that Facebook was partnering with Shopify to introduce Facebook Shops. Is the latter correct and if so, what impact should this have for Shopify?
- Amgen Inc. (AMGN)
- Amazon.com Inc. (AMZN)
- FLIR Systems Inc. (FLIR)
- Alphabet Inc. (GOOG)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- QUALCOMM Incorporated (QCOM)
- Constellation Software Inc. (CSU)
- WSP Global Inc. (WSP)
- Descartes Systems Group Inc. (The) (DSG)
- Kinaxis Inc. (KXS)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Atlassian Corporation (TEAM)
- Real Matters Inc. (REAL)
- DocuSign Inc. (DOCU)
- Alteryx Inc. Class A (AYX)
- Boyd Group Services Inc. (BYD)
Q: If a new investor had a $100, 000 to invest in Canadian & US Equities what would be the TOP 10 Stocks to invest today for the next 3 to 5 years.
Thanks Valter
Thanks Valter
Q: Is FB now competition to SHOP?
From their TWITTER account.
Thanks
Facebook
Today we're introducing Facebook Shops, which will make it easy for businesses to set up a single online store on both
From their TWITTER account.
Thanks
Today we're introducing Facebook Shops, which will make it easy for businesses to set up a single online store on both
- NVIDIA Corporation (NVDA)
- Constellation Software Inc. (CSU)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- JD.com Inc. (JD)
- PDD Holdings Inc. (PDD)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
Q: First of all, I can't thank you enough for the excellence of your answers. I have been a member for many years. The answers just keep getting better.
Re my question:
I keep having to trim my tech sector. Perhaps I should sell a couple of names instead of just trimming? Would you please arrange these best to last? Many thanks.
Re my question:
I keep having to trim my tech sector. Perhaps I should sell a couple of names instead of just trimming? Would you please arrange these best to last? Many thanks.
Q: I am trying to reflect on what the POS means for SHOP and other businesses. Does this suggest that SHOP is trying to develop a well guarded ecosystem (or has already done so)? What do you think the next step might be? For example, can they move into square's space and do so directly from their existing client base? Does their now massive cash horde suggest that they are likely to start some buying, presumably in niche areas that complement this move to full integration of on-line and brick-and mortar retailing? Thank-you again.
- CAE Inc. (CAE)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- goeasy Ltd. (GSY)
- Real Matters Inc. (REAL)
Q: How would you rank these stocks for growth as well as risk profile?
- Kinaxis Inc. (KXS)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
Q: Under the recent answers about Shopify, LSPD and Kinaxis there is no mention of " authors of these answers, directors, partners of 5i Research have a financial or other interest in any of these at the time of answering the questions.".
What is the reason?
What is the reason?