Investment Q&A

Q: Interesting news from Shopify re: opening fulfillment centers in the U.S. ($1 Billion over 5 years). I see this as more directly competing with AMZN, whom I thought they were friendly with.

I own SHOP but I'm honestly not too sure how dependant they are on AMZN for their business. Here on 5i it's been mentioned that they have a serious relationship, but I've never seen it quantified...are you able to share how much of SHOPs business is from AMZN (based on revenue, EPS or other) and what specifically their partnership is?

With this news and within a year or two I'm guessing SHOP will either be dropped by AMZN or bought out.

Q: What would your three or four top consumer cyclical picks be for an income investor looking for a bit of growth, Canadian or US?

Lyle

Q: How significant is the US antitrust issue for Google and Amazon?

Q: Do you have any recommendations for companies in the Artificial Intelligence sector?

Q: I’m certainly not complaining but Shopify has be so strong this year, can you provide any insight? Do you see this momentum continuing? Amazon seems now to be limiting the number of smaller sized vendors, is this a big plus for Shop?
Thank you

Q: Hello 5i,

We are looking for advice on stocks that should be held in a US account rather than a CDN account. Our RBC RRSP has both CDN and US funds available. After reading several questions and answers it is clear that we are very confused about this topic. We are hoping questions below can help us grasp a general rule of thumb on which currency should we purchase and hold stocks for our RRSP's.
e.g.
1. should stocks that pay dividends in US funds be held in the US account or CDN account if they can be purchased in either currency? i.e. AQN, BAM
2. if we buy a stock such as Google (no dividend) to hold for a long time should this be purchased with US funds or CDN funds. Is this a stock that should be in a TFSA instead of an RRSP?
3. if we buy and sell lows and highs on stocks without dividends such as AMZN, and BABA, (2-3 transactions per year) should this be purchased on the US or CDN side of our RRSP.
4. if we are to purchase an ETF that pays a dividend in US funds should this be purchased and held in US funds?

Thank you for your help.
Debbie and Jerry

Q: Today Gigi asked you a question:
watched---active Amazon.com Inc. (AMZN)
watched---active Boyd Group Income Fund (BYD.UN)
watched---active Alteryx Inc. Class A (AYX)
Add to favourite
Q: What would be your top 3 picks as of today to invest in for a 5 year timeframe. Assuming a diversified portfolio already exists.

Asked by Gigi on May 23, 2019
5I RESEARCH ANSWER:
BYD.UN, TEAM and AMZN

your answer was:BYD.UN, TEAM and AMZN but on top of her question you display
AMZN, BYD.UN,& AYX . Which answer is proper the one with TEAM or one with AYX and what is order of preference .
Andrew

Q: What would be your top 3 picks as of today to invest in for a 5 year timeframe. Assuming a diversified portfolio already exists.

Q: Please suggest 10 consumer cyclical stocks with good growth prospects (US or Canada.) Are cyclical stocks the same as consumer discretionary stocks?
Merci
Ronald

Q: Good morning,

If you had to keep 3 of the 6 listed companies, which ones would you choose. The goal is for pure growth over next 10 years assuming all companies continue to grow and execute on their existing business and outlooks etc. No sector concerns but I want to keep 1 Canadian and 2 US companies. Thank you for the continued advice!

Q: What makes Shopify , 3 yr. gain 800%, 1 yr gain 75%, Amazon 3 yr. gain 180%, 1 yr gain 20%. Is the market telling us that Shop is a more valuable co. than Amazon? I just don't see how you can you can compare the two, at this growth Shop will be larger than Amazon in 3 yrs.

Q: I’m concerned that growth at Amazon is slowing and that maybe a switch to Google is a better choice for a long term hold. Your thoughts? Or other companies you prefer?
Thank you

Q: What are you're thoughts on WBA's earnings. Given the recent selloff would you still hold it for the long term or sell. I do not mind volatility. If it is a sell what US stock would you replace it with for growth. Thanks Chris

Q: Hi There,
I am currently looking at adding one US stock to my RRSP account. I currently have JPM, VTI and IWO in the account. Of the above listed stocks or any others you feel would be a better fit, which would you recommend? Timeframe is 10 plus years.
Thank You,

Q: Hi,
Looking to decrease the number of holdings in the above listed stocks. Which 2 would you sell?
Thank you,
Brent

Q: I am very fortunate to be a member of 5I,Thanks
I wish you were actively advising on US stocks meanwhile however
for me to start please suggest some US stocks or etf for not very aggressive
stocks with high volatility but something like BNS,SLF,td in Canada Income is not my priority but steady growth is in my mind not stocks like canabis?
I appreciate your sugestion and has always benefited from them
Nizar

Q: What is 5iR take of the most promising Cdn and US platform companies for 2019? And for such platform companies, what is the key metric to assess growth?

Q: Amazon has increased to 10% and nvidia decreased to 4% in my RRSP. Would you rebalance here, and if so to what levels.
Thanks Peter.

Q: I've finally decided to look at investing in some US stocks. Would you be able to suggest a couple of US growth stocks that have some stability and growth potential over the next few years? Thanks.

Q: I have noticed recently that Aapl, Amzn, Brk, Googl and V that the daily share volume has been about 70 % of the 10 day volume and Shop and Sq have been at or higher than the 10 day volume ( the stocks mentioned are some companies in my portfolio). To me this means that the rise in share price does not have wide support and could fall soon.
Appreciate your comments on the support of the rally and are people hiding money in short term instruments until they can verify one way or the other the next direction of the market.
Clayton