Investment Q&A

Q: Hi Team,
These Tariff moves have gone from "not a big concern" to a major concern with anyone holding a growth portfolio. Currently I am down 23% from peak in short order since January, due to a higher concentration in Tech names and other growth names. An amazing fall considering I thought I was holding all solid names (such as NVDA. PRL, SHOP, TTD as examples) Do you view this as 2022 all over again? Or do you think the market will bottom sooner than it did in that year? Hard to say I know based on Trump saying that he no longer cares much about the market this go around. A much different tune that last term. However I suppose that could change overnight. I don't imagine Musk in enjoying Tsla's fall; perhaps that will end up in a clash with Trump on trade policies or hopefully talk some sense into him at the very least. Looking for your take on the current situation. Lastly, I assume that since major damage is already done would I be best to just hold the line at this point? Or sell out some growth names even at current levels? If buying new purchases what would be your top 3 names to add to at current levels?

Thanks,
Shane.

Q: Good morning,

I have read a fair bit on PLTR and would like your opinion on it's future prospects and what you think of the companies balance sheet/debt ect..

Could PLTR be like Tesla or Netflix from the early 2000's? I remember looking at both of those companies and stocks and at the time using a value approach and just couldn't buy them prices were 24$ and 16$ at the time, those were some missed opportunities. Could PLTR be that or is it a GAME STOP stock?

Thanks

Q: Hi Peter, at the present I hold GSY in my RRSP at a slight loss and I was thinking of switching it out for SHOP. If a person could only buy one of these two companies witch one would be favored under today's circumstances and uncertainty. Thanks

Q: Please give initial comments on Shopify's quarter; thanks

Q: What is your take on SHOP qly results? Is there any negativity?

Q: Good day! Is there any adverse news about Shopify ? The stock is down by 4% this morning.
Thanks

Q: I'm looking to invest some funds...

Question 1 :
- I own ARM,GOOG,MSFT,PLTR, CSU,COST, ATD
- Should I Add to my current positions ?
- Which ones?

Question2 :
- What companies should I add to my portfolio?
- Screaming Buy And/Or Must Have in my portfolio ??
- Rank 1 Screaming Buy...then...

Thanks,
M

Q: Hello 5i Research
If you had to pick just one of these stocks which one would you choose and why?
I know that it is like comparing apples and oranges.
Thanks

Q: What would be your one pick of smci, shopify or bkng? I see these are all liked by you. I am looking to add one more growth name to my holdings and not not concerned about what sector. I am leaning towards smci which I have bought and sold in the past but have not held as it seems to have big ups and draw downs which makes me nervous. Thanks,

Jason

Q: Can you give us your perspective both on the shop and the Roku side of this deal who benefits from what and which one do you prefer?

Thanks,

Sheldon

Q: Hi,

If you had to choose either Apple or Shop for the next five years, what would u choose and why?

Q: Hi - please share your view on the earnings and new direction. Thank you

Q: Looking to invest in shop for a 3-5 year hold. What is a good entry point? Is there a company you would recommend with high upside over them?

Q: Lightspeed and Shopify seem to be trading at low valuations while still flourishing during tech's recent unpopularity.
Would you "go crazy" on either/both, go easy or avoid them? I do like to gamble and feel both will be much higher in two years. What do you think?

Q: I sold SHOP:US for the tax loss in late December and just prior to my date to repurchase the share price took off. I have been monitoring since. Given recent market action is this a good time to get back in or do you think there is further downside? Thank you.

Q: How would you guys rate the above tech companies going out 3 years, I want to do some rebalancing by selling some shares of the weakest and putting the proceeds into the strongest. Thank you

Q: If I was to request to have SHOP moved from a US account to a Cdn account - how does it work? If say i had 100 shares in a US account - would they simply add 100 shares to the Canadian account and equivalent cash for exchange or would they add the equivalent shares - say 135 to account for the foreign exchange difference?

Q: I wish to do some tax loss selling and re-invest in the same of similar equities in a month or so. Which of the above 4 companies do you believe will stay low or go lower?

Q: Which one will have the most bounce if market recovers, Jim Cramers said market will bottom tomorrow, your thought please , thanks

Q: Hi folks
If not owned anymore, should one re enter the stock now or before the split on the 29th? What weighting would an investor with an appetite for growth as part of a balanced portfolio start at? Or should we wait for the dust to settle?
Should we buy in US or Canadian?
I did very very well with SHOP in the past....thanks to you.