Investment Q&A

Q: Hello 5i, Can you comment on shopify offering of shares. Do you think this dilution of value is going to affect the share price.Or is this for an acquisition? I thought the share price would drop after this offering but it seems pretty strong. Thanks. Shyam

Q: What is your take about Bessemer and some management selling shares today?

Sheldon

Q: Hi Team,

I heard this morning Shopify is selling 7.5M shares. Do you have any information about this (11% dilution I believe) and any idea what they want the cash for? Thank you.

Michael

Q: I had bought AVO @29. Is it a good idea to sell and buy Shopify instead? Or would it be the case of selling low and buying high?

Q: Hello, I have attempted to submit several times however this hasn't worked due to a glitch? My question is regarding fast rising stocks like Shopify. I purchased PHM
without a Stop & lost a lot of $'s. Do you think a Stop is appropriate ? I paid $36. & it's $51. approx.now.

Q: I notice sometimes you suggest selling after a security rises quickly and sharply, but for the most part suggest selling related to fundamental changes or portfolio weighting.

For shopify my weighting is fine, but has risen $36 to $51 quickly. With limited info that it's around 3.5% of a diversified portfolio, is this one to take a little off the table or let ride given fundamentals & weighting?

Q: your take on earnings, the revenue number seems great, but the losing money part seems worrisome even though they forecast it. dave

Q: Hi Guys

Could you give tell me what it means when they file a preliminary base shelf prospectus and registration with yahoo finance

Thanks Mike B.

Q: Could you give your insight into the growth profile for Shopify wrt revenue, margins, balance sheet, etc. Who are or could be their customers? What is their biggest risk? What are some companies, current ones and already successful ones, that you might compare Shopify to? And if you did rate it, what letter grade would you give it?
Thanks for your continuous assessment of so many different companies. Tis very informative.

Q: Hello Peter,
Yesterday the markets were cautious, today they seem exuberant. The stocks that I want your opinion on, have snapped back from the Friday of the referendum and near their high. Trading is thin that adds to the volatility too.
My portfolio adjustments involve exiting a position in IGM and buying KXS, SH NFI and PKI. Would you buy now or is there a probability of a better opportunity when the market adjusts to the snapback? Is there any of the ones mentioned above where you would be cautious of initiating a new position at today’s prices? And if now is as good a time as any which ones would you start with and which would you wait for a better entry point? I have not been very convincing to myself about replacing IGM with PKI and trusting your professional expertise. Could you tell me why PKI is better? As always, appreciate your viewpoint.
Regards.

Q: CSU vs SH for 5 year+ hold

Q: i own both kxs and sh, they both have been getting hit because of the brexit vote but up until thursday nite they were both flying especially kxs, so my question what do these 2 stocks have to do with great britain or is it just they have gone up a lot , raise cash and sell the winners. dave

Q: Hi there, I know the two names have very little in common, but which of the two would you own if you had to pick one as being the overall better of the two - which would it be?

Thanks!

Q: Out of your fav cdn growth stocks, how would you rank their relative risk (from lower to higher)

Q: My technology companies are AAPL, AVO, CSU, ESL, OTC,PUR and TNC. Together they represent 18 percent of my portfolio. How would you suggest I go about adding SH or KXS? Should I just go overweight with technology or replace 1 or 2 or more. Or just stick with what I have and not fit these two additions. If you suggest only one of SH and KXS then could you please specify which one.

Q: Hi 5i Team!

It looks ESL does not have price momentum, and SH experienced a strong reversal despite reporting decent numbers last week.

Is this a sector trend following the recent trend by CSU?

What is your expectation for forward looking results for ESL and SH for the next 2 - 4 quarters? Is this an opportune time to buy both?

Which is the better choice for capital appreciation for the next 12 months?

SGR

Q: May I please have a clarification. Yesterday my question and your answer went like this:

Q: Hi, Could you please let me know what the earnings and revenue estimates are for Shopify? I believe it announces quarterly results tomorrow. Thank you. Michael

5i Research Answer:
Consensus is a loss of $0.09 per share on $66.9 million revenue.

My question today, please, relates to the $0.09 per share forecast loss. Was that an adjusted or unadjusted forecast loss? The results were a loss of $0.11 unadjusted and $0.06 adjusted. So is that a beat or a miss please? Thank you, Michael

Q: neulion and shopify, your take on earnings, i thought both were ok, market seems to disagree. dave

Q: Hi, Could you please let me know what the earnings and revenue estimates are for Shopify? I believe it announces quarterly results tomorrow. Thank you. Michael

Q: Between these two companies, which one has more potential in the next 3-5 years, without taking on two much risk?

Great job on the changes to your website. I'm resistant to change so the transition is slow for me, but I'm starting to really like it :)