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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: Just some breaking news. ORONTO — Shopify plans to open its first brick-and-mortar location later this year.

The Ottawa-based e-commerce giant says the space will operate as a hub for its retailer clients to get support and information about the growing their businesses.

It made the announcement at its annual Unite conference in Toronto, where it plans to unveil a new tap-and-chip payment reader that accepts all major credit cards and contactless options like Apple and Google Pay.

The company will also announce that it will offer tipping, in-store pickup and multi-channel return and exchange options.

Shopify says it will also update its technology to accept local, cashless payment methods available overseas and offer a beta version with extended capabilities for merchants running their operations in French, Spanish, Italian, German, Japanese and Portuguese.

The company says is offerings are used by more than 600,000 businesses in 175 countries
Read Answer Asked by Kurt W on May 08, 2018
Q: I have a thesis for SHOP and wondering if I am way off base. It is currently 5% of my portfolio. SHOP just grew revenues 68% but had a “slow down” in number of merchants added. Could part of the explaination be that SHOP is now aquiring clients with bigger and potentially more mainstream business. LCBO and marijuana comes to mind. Also revenues are growing from long term clients and despite analysts questioning the competitive advantage I do believe they have one. My wife has been a client of SHOP since near their beginning. She continues to pay more each month but says she would never change as they keep adding things that improve her sales and any change would be too time and labor intensive.
I am considering recommending that my daughter start a position in SHOP even at these levels. Or alternatively if I am way off base maybe it is time to trim our position. Thanks for your incredible service.
Read Answer Asked by Paul on May 08, 2018
Q: I am looking for the next Amazon or Constellation to put way for next 5 years.Can I have your thoughts on this. I was thinking of the two I mentioned along with SHOP, MSFT, BABA, 10 CENT, TESLA. What other names ? What do you think ? RAK
Read Answer Asked by bob on May 07, 2018
Q: Just for my understanding, what is it about SHOP that makes it so appealing? Looking at their financials, their costs have ramped up almost as much as their revenue. Revenue has grown 1600% over 5 years but they still haven't turned a profit. With revenues approaching 1 Billion, in order to achieve a reasonable P/E of say 25 based on today's price, they would need to increase earnings from a loss of 0.53 per share , to a profit of 8.00 (based on FY17), which represents revenue of 743B! I know the math isn't precise, but I think it illustrates my point.
Read Answer Asked by Rick on May 02, 2018
Q: Hello 5i
In yesterday’s Q&A you replied to a question from Glen that one of your important considerations when assessing a company was “strong management”. I couldn’t agree with you more. Would you consider adding a management rating to the “report card” section of your company reports?
And on that note would you supply 6 companies that have admirable management and board teams.
Many thanks
Read Answer Asked by Les on April 30, 2018
Q: I am largely an extremely long term buy and hold investor. With respect to tech stocks over the next three decades I see the usual suspects alphabet, amazon, facebook and apple as fairly certain bets over that time frame notwithstanding potential government intervention causing breakups. That said, what other US tech companies would you feel have similar potential staying power for the extremely long term aside from Cognex ? Which 4-5 others would you select ?
I continue to spread the good word about this site. You do solid work.
Read Answer Asked by Vicki L on April 27, 2018
Q: Hi 5i team,
From your 3 portfolios, which are the stocks that interlisted on US exchanges, and which stock pay their dividends in US$? Thanks.
Read Answer Asked by Willie on April 20, 2018
Q: Hi Peter
Do you think it is time to buy back ENB.
What is your outlook for SHOP. I am thinking of adding to my position.
I don't have any health stock at the moment, do you have any suggestions?
Thanks
Margita
Read Answer Asked by Margita Elisabet on April 19, 2018
Q: Do you think that the significant increase in SHOP on Tuesday was due in whole or in part to AMZN's release of its international shopping app? I own both companies so if this is the case, are SHOP's fortunes so tied to those of AMZN so as to present significant concentration risk?

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on April 18, 2018
Q: Hello team,

I understand that all technology stocks are down but SHOP continues to lose more than everybody else. Can sentiment change so much? or is there something fundamentally wrong?

The stock has gone down from $202 to $144 in less than a month, would you sell, buy, or hold?

Thanks for sharing your insights and have a wonderful week!
Read Answer Asked by Saeed on April 17, 2018
Q: Hello Peter,
On your april 9th reply to QSR, the dividend that was indicated was above 3 percent; I am seeing a dividend of 1.9 percent on google. Any idea? Also, I am planning to keep QSR , GUD, SIS, ADW.A, Shop, and Spot as long term holds. Any concerns here? My weights range from 2 to 4 percent. Lastly, I I know you have had lots of questions on Knight, but from a shareholders perspective, are we not waiting along time to get some results that are meaningful to increase stock price? What are the analysts saying about Knight as I am sure their clients are not happy with the stock price. Thanks again for the great input.
Read Answer Asked by umedali on April 13, 2018
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