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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: Hi 5i,
Sorry to belabour the SHOP discussion. An acquaintance of mine in a recent discussion raised some concerns about Shopify that I wanted to run past you for a second opinion. His concerns in a nutshell are:
-excessive stock compensation for insiders
-the quality of the loans being made to start-up businesses
-Shopify’s $1B of cash and marketable securities suggests a form of "management self-dealing"
-operating cash flow turned negative in the latest quarter
In your opinion are these concerns warranted and are they sufficient to justify a negative opinion of the company.
Many thanks.
Michael
Read Answer Asked by Michael on November 01, 2017
Q: Peter and Team,
Many thanks for your great service. Despite a full position in GUD I have an order in for more at $8 if it gets back there and bounces. To each his own but I like the idea of a cash-like holding that has a healthy upside potential with a big cash footing; especially one that isn't wasteful and one you support. Do any other companies have similar situations ? Paul
Paul
Read Answer Asked by Paul on November 01, 2017
Q: Not to add to several Shopify questions this morning, but I assume that the Citron shorting is significant enough to affect markets. So what, if anything, is know about the volume, trigger prices and holding periods of these shorts? Would it be reasonable to think the stock will be more volatile during the period when these shorts are held, and possibly see upside trend as shorts get close to lapsing?
Read Answer Asked by John on October 31, 2017
Q: 5i is my best source for Canadian investment information so I naturally turn here for a (possibly) difficult-to-answer question.

A guest on today’s BNN Market Call mentioned as an alternative to Shopify a small, growing company that sounded like “Hop-spot” or “Hot-spot”, but didn’t show or indicate a stock symbol. I searched for the symbol using a range of what I thought are plausible alternative spellings but turned up nothing.

With your encyclopedic grasp of what’s available to Canadian investors, could you point me in the right way to this (probably small-cap) stock?

Thanks
Read Answer Asked by Steve on October 30, 2017
Q: Is there any seasonality to consider in buying TOY or SHOP? I thinking pre or post holiday season gift buying. Does history give us any indication of when it might be better to buy either of the above names?
Thanks - Rob
Read Answer Asked by Rob on October 27, 2017
Q: I'm guessing 5i has a substantial number of clients now and I am wondering if that is a factor in issuing a sell recommendation on a stock when a major event happens? For example, would Peter have " done nothing " as a portfolio manager when SHOP was attacked as was instructed to 5i member's? In no way is the a question on integrity or a lack of respect, I'm a 5i member for life!
Read Answer Asked by Charles on October 16, 2017
Q: Seems to me management has not done a very good job in providing shareholders with any comfort during the short attack. The only mention from media I've witnessed has been a name calling tweet and "wait till later" for explanation, have I missed anything? Even with the decline I'm still a very happy shareholder, buying more on the way up, letting run to a 9% position and thankfully selling down to a less than full position. Much credit goes to 5i for teaching me these skills, thank you!
Read Answer Asked by Charles on October 16, 2017
Q: I need two- three growth stocks for the next 2-3 years. Of the stocks listed above, can you pick your top top 3and why? While I expect some volatility, I cannot deal with gut wrenching volatility.
Read Answer Asked by Graeme on October 13, 2017
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