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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: 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.
Read Answer Asked by Elaine or Gerry on May 19, 2020
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.
Read Answer Asked by Alex on May 14, 2020
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?
Read Answer Asked by Lorraine on May 13, 2020
Q: Hi 5i team,

I know there are a lot of SHOP followers here. Late last week SHOP announced a partnership with PINS and introduced a new App which allows SHOP merchants to upload their catalogues to PINS. The deal is likely of little consequence for SHOP, but it should help PINS. I assume this would attract advertisers back to PINS if a broader range of products is now available. I thought PINS would have gotten a boost from the announcement. Are you still relatively positive on PINS? It seems to me it could be a nice acquisition for SHOP or one of the big guns.

Thanks again.
Dave
Read Answer Asked by Dave on May 12, 2020
Q: I am about to triple the size of my investment in the portfolio above and give equal weighting to all. Virtually all of this new money will be in non-registered accounts. In total, this self-directed portfolio will represent 20% of my holdings; I also have 40% in a growth-focused pension fund, and 40% in a mix of ETFs through a robo-advisor.
Do you have any suggested changes to the list of names? I am primarily focused on growth, with a 3-5 year horizon.
Do you recommend a different weighting e.g. heavier on some, lighter on others?
What are your thoughts regarding timing? I am tempted to put all of the new money in now, betting on the sustainability of the recent recovery. But I understand that a phased approach will reduce risk.
Thanks for your help.
Read Answer Asked by Ben on May 12, 2020
Q: Hi,

What are the top 3-5 Canadian tech companies that you think still undervalued, have potential to recover their heights and to grow beyond that?
Read Answer Asked by Nick on May 11, 2020
Q: Hi 5i,
Based on your input, I'm looking to stack up on Industrials, Tech, and C. Discretionary. I have a 5-10 year+ timeframe and have a huge focus on outsized YoY revenue growth / returns for my portfolio. I can tolerate a lot of volatility and risk.

1. For Canadian industrials, what would be your top growth picks? Also looking to get one aviation exposure, what would be the best one out of AC, CAE, EIF?

2. For Canadian Tech, I currently have SHOP, KXS, LSPD, REAL. As you can see I'm aiming for outsized YoY Revenue Growth. Can you suggest other names? How does PHO and STC compare with them?

3. I have BYD, DOO, and GOOS. Can you name two MUST HAVES for Consumer Discretionary/Cyclical in the US?

Please subtract credits as you find appropriate. Thanks!
Read Answer Asked by Michael on May 11, 2020
Q: Hi 5i:
Just a comment for Mark who asked about a good way of arranging a charitable donation of SHOP shares with a big embedded capital gain. He might check out the CanadaHelps.org website as they facilitate this sort of thing, have a very broad range of charities to donate to, and make it relatively easy. It is flexible so with something like SHOP you could donate several shares and distribute it to a number of different charities, one share apiece if you want to. The tax receipt is great because it is for the full market value of the shares at the moment of the actual transfer and comes electronically from CanadaHelps. There is no tax on the capital gain that you are giving away. You can share your contact info with the recipient organizations, or not if you’d prefer anonymity over junk mail.
Cheers for the giving!
Read Answer Asked by Lance on May 08, 2020
Q: I have these companies in my high revenue portfolio. It has been performing well. In these changing times, I find myself switching to companies that have high revenue growth and will not be affected by closure. Any expert thoughts or input would be appreciated.

FRPT - Freshpet is not in your database.
Read Answer Asked by Terry on May 06, 2020
Q: Shopify has grown to be 12% of my portfolio ( thanks to 5i ) and as a result I need to sell some shares. I was wondering what companies you would recommend as a replacement . Would also appreciate your comments on MDF Mediagrif and TCS Tecsys.
Great work through these interesting times.

W

Read Answer Asked by Wayne on May 05, 2020
Q: Good Day

I have journaled over 1/2 of my SHOP position to the US side of my TFSA. I was contemplating selling to accomplish a few things, lock in some gains(1300%), reduce my overall portfolio weight and to increase my US exposure. Considering a basket of TEAM,MICROSOFT,VISA and AMAZON to replace. What is your opinion on this move and would you recommend anything else to add?
Thank you for your continued guidance.
Read Answer Asked by Marty on May 04, 2020
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