Investment Q&A

Q: With a $150,000 balanced portfolio and about 25 positions, what would be the suggested starting weightings be for each of the KXS, GUD, SHOP and TOY positions?

Q: Hi 5i: I want to buy SHOP, but am somewhat overweight in tech. I am considering selling either CGI Group or Decarte Systems (in which I have a double), or a bit of both, to make room. What would you advise? Many thanks. Roland

Q: Hello 5i team,
I just learned from a reputable Market Call guest that SHOP got into the business of "lending" money to clients. What do you make of this? positive...negative?
Thanks,
Antoine

Q: I'm thinking of selling my position in Stella Jones. Its had a great recovery from $37, I'm up a decent amount, I think its showing some resistance around $50. I still think its a great company with a bright future, but am thinking of switching out of it for another stock that has much higher growth prospects or at the very least pays a much more reasonable dividend. It makes up the smallest portion of my portfolio (my other holdings are FTS, ZWE, BEP-UN, GSY, and MJN (Cronos)). I'm 39 years old, make above average income, and I definitely have a high risk threshold.

What are your thoughts on switching out of SJ right now for another company with faster/greater growth prospects? A dividend paying stock is nice, but definitely not necessary as all of my holdings pay dividends except for Cronos. I've been watching BTL since the spring when it was below $3, but that ship may have sailed as of this week.

If you're ok with selling SJ, can you please suggest some names that you think would make a good addition to my current holdings

Thanks - have a great weekend!

Q: Would you be a buyer at today’s price or would you wait and see for the time being as this rotation on tech bares out. Is it possible a company such as amazon or something could make an offer for shop anytime soon? Thx.

Q: Way back when, the NASDAQ
crashed. I believe it was called dot.com bubble. It took years to recover. The NASDAQ is picking up speed on the down side. How much longer do you think this will last? On Shopify - Dec. 4 on Market Call a technical analyst answering a question on it, said he would sell and buy back later but you wait 30 days and a lot can happen. Your opinion. Thanks Dennis

Q: Why has Shopify been so soft lately. Down substantially today?

Q: I see on the Globe site there is a notice from a law company...

Johnson Fistel, Announces Investigations of INC Research Holdings, Inc., Acorda Therapeutics, Inc., and Shopify Inc.; Investors Encouraged to Contact Firm

Is this just another nuisance claim? The stock has dropped 7% today.

Just a note: I see Spin Master products being sold at Master Mind, Walmart and Canadian Tire. I don't think the Toys-R-Us problem will impact Spin Master sales in the long run.

Q: What is your opinion on SHOP. It up it is down?

Q: Why the large drop?

Q: have a little money since I sold TOY do not have above stocks. Following your balanced portfolio. Should I buy 1 rebuy TOY or hold? Also what are the future prospects of SHOP

Q: Hello Peter
As a recent new member, I am both impressed and a little overwhelmed with all the information. I started making a lists of potential companies to invest with, but decided to cut to the chase and just ask you....I am looking for your recommendation for both income and growth companies.... perhaps 4 or 5 of each. I am fully invested in TD, which has done well for me this last year, as well as a couple energy stocks.... Spartan and Ring. I am retired but have a steady income flow with pensions and dividends from an ongoing business. Thank you for offering such a great service and look forward to a bright and lucrative future. Brian

Q: Hi 5i Team.
Do you think Priceline and Shopify are buys at these levels?
Recently purchased Priceline and watched it fall, would like to buy more for five year hold.
Thanks for the service.

Q: Can you give me 2 companies in each of the growth and balanced portfolios in your opinion with the best upward momentum going forward.

Q: I own shares in Shopify, now at a small loss. I was thinking about dumping them and moving into Baba, which has also gone up quite a bit but may be poised for more explosive gains in the future as far as I can tell. I would be interested and grateful for your comment on this proposed trade. I realize I'm trying to chase gains here. Thank you in advance.

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

Q: Can you compare the business models of the three companies?

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

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?

Q: Hi,
It appears that SHOP beat on earnings and revenue. It is down 10% on the open. Was there any concerns flagged in the conference call or not all concerns addressed from short report? If no concerns do you think it is a good time to add more? My weight in Shop is around 2-2.5% range?
Thanks,
Kerri