Investment Q&A

Q: I have held both Amazon and Shopify as a means to gain exposure to the online commerce sector. Given the relationship between the two, would you recommend owning choosing only one, continuing with both or adding another name into the mix?

Q: Which is the better buy to put fresh new money? if not these 3, what would be your best buy pick right now in tech (Can/US/China)?

Q: I know Shopify is closely related to Amazon. Can you explain how can Shopify be negatively impacted by Amazon please.
Please comment on Square earning release .
Thanks

Q: I have a question about Shopify. I am down about 10% on the company. Would you be add more at current price level? How fast this company will growth in your view. Thank you!

Q: Good day,

I currently own the subject shares in my TFSA portfolio. Are these stocks still worth hanging onto with the current volatility? I was considering selling everything and going with Vanguard or iShares.

Q: With the recent sale off. Am considering adding to SHOP(3 %) or initiating a position on CSU. Your advice would be much appreciated. Thank you. Fooklin

Q: Can we get comments on earnings and what to expect from markets today

Q: Hi, Could you please post street estimates for the quarterly results expected during this week. Thanks

Q: Any reason why Shopify has sold off recently? It is my largest holding in a well diversified portfolio. I am not risk adverse but what in your opinion would be a maximum percentage holding for this stock.

Thanks

Peter

Q: Hi !

I invest mostly in growth stocks but with 28% of my portfolio in tech, I may be overloaded in this sector. My present holdings are: CSU (2.7%) PHO (2.5%) KXS (3.2%) SHOP (3.5%) ADBE (3.1%) FB (2.7%) GOOG (2.6%) MU (1.8%) NVDA (2.2%) SQ (3.%). If I were to reduce the number of holdings as well as my tech %, on which stocks would you suggest to concentrate, identifying those with most growth potential and those more risky ? Are there any other stocks better suited to my goal ? Or should I stay the course here ?
Thank you for your good attention,
JD

Q: Any reason why SHOP is dropping big today, again?

Q: Hi 5i with the new 5-4 ruling on sales taxes for online retailers in the U.S. how do you think this will affect SHOP or other companies in the online retail space? Also do you have any suggestions on companies that may benefit from this move? i.e. tax software companies or? Thanks for the great service.

Q: Good Morning Team,

Which one is a sure bet, CRM or SHOP? Which one offers stable growth, good management and strong moat? Which one you choose for a long term hold?

Thank you for your helpful insights as always!

Q: It's getting a little scary to see such huge profits in my portfolio (Cash, TFSA, RRIF). I know you are flexible about percentages, so I'd like your opinion on whether to reduce the following equities and by how much?

SIS 7% ; BABA 6% ; NVDA 9%; SHOP 8% ; ALGN 6% ; DOL 9% ; PBH 9%.
Many thanks for all your thoughtful advice.

Q: Can you please tell me how you are valuing SHOP today and on what metrics are you using going forward , 2020, that a buy/ hold recommendation is warranted.
I still own 40% of my original position which I bot at 50.00.
Regards

Q: What do you think generally of trailing stops as a protective strategy? And specifically, I was fully invested in Shopify at an average cost of about $90. Now it is starting to seriously unbalance my portfolio, and yet I hate to sell any of it when it is doing so well. If you think a trailing stop would make sense in my case where would you set the delta?
Thanks.
Chris

Q: Shop seems less volatile and very strong recently. Do you have any idea why?
Thank You for the generous service you provide. Peter

Q: Hi 5iResearch Team,
I have a full position on both SHOP and CRM for a while and doing quite well on both. Since these companies are in similar business, I am just wondering if I should reduce my holdings in either one (which one?) or both to limit my risk exposure.
Cheers,

Q: Yesterday, I noted your warm response to a question a CRM and, when I looked at what they do, it occurred to me (who admittedly knows little about these new cloud-driven services) that it might be rather similar to SHOP. If so, is their a thought on how to choose a likely winner in this space? Also, I note that DOCU seems to be doing well in this space.

Thanks, as always for you wisdom and guidance,

Bob

Q: HI Peter,
I asked about Knight in a previous question but I did not get a clear answer. Perhaps, you are tired of answering the same type of questions. The main question from my end is why are analysts not putting pressure on Knight? Normally, with other stocks, there are sells, hold etc but for gud, i don't see alot of press. Please clarify. I understand that cannabis valuations are very high, but when i look at Hydropothecary, they have signed deals in Quebec and basically has a large share going forward, yet this company in comparison to others like Canopy do not get much attention. Canopy is much bigger but does it deserve 7 times the market cap than Hydropothecary? Can you please shed light on this? I wonder if it is the same situation is Organigrams which is finally getting some attention. Lastly, do you feel tech stocks have had a good run (i.e shopify), spotify etc and it is time to take some profits. Thanks again.