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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I bought a smallish position in MU after Peter had it as a top pick on BNN last year. It has done well thank you. I always considered it as a trade rather than a long term hold. Your BNN comments today confirmed this. I am aware of your views on market timing. What conditions or at what point would it be best to trigger a sale or partial sale? I hold it in an RRSP so here are no tax consequences. Thanks very much, Frank
Read Answer Asked by Frank on January 23, 2020
Q: I would like to pick a few names from your income portfolio for my child’s RESP. She is 13 years now, so, I don’t have the safety of very long term hold. Can you short list the top 5 that pose minimum risk of value and dividend decline in that time frame?
Read Answer Asked by Mahdi on January 23, 2020
Q: Are the EPS estimates on the 5i company profile pages accurate? I noticed a significant difference between the SHOP EPS estimates provided in answers and the EPS estimates on the 5i company profile page for SHOP.

Here's the example:
Question Asked by Kerri on January 22, 2020
5I RESEARCH ANSWER:
SHOP Feb 12; $0.24 EPS; $481M revenue.

I'm guessing this is the estimate for QTR1 (12/19)

5i Company profile page for SHOP
Current Estimate
QTR1 (12/19) -0.21,
QTR2 (03/20) -0.30
FY1 (12/19) -1.24

Why so different?
Read Answer Asked by Robert on January 23, 2020
Q: I will admit to being mildly nervous about SHOPs rate of growth over the past couple of months. I'm now more than 300% over my PP. As it recently broke through $500 CAD/share ... and now, $600 CAD/share ... I'm feeling pressured to keep trimming to 5% of my portfolio. Is this merely an analogue of the CSU "story" (whose stock price, incidentally, appears to be moving into "new territory")? I'm curious to know your thoughts about these developments. Thanks.
Read Answer Asked by RANDALL on January 23, 2020