Investment Q&A

Q: Last week you rated SHOP as a top growth pick among Canadian companies. The past 24 hours has been a roller coaster ride. After pretty good earnings and then the sell-off, do you still rate SHOP as one of your 2 top growth picks? I might suggest a quick report bringing all the information from all the questions into a single brief document. An overall assessment would be helpful as a lot has happened with their financials and the market reaction. Quite puzzling.

Q: Here is an enterprise which presents ver good results above forecast and its shares plummet in the markets (more than 20%! ). What to think and what is the perspective for the future of this enterprise and also for the investor who owns some shares? (I know there is not and automatic correlation between good results and appreciation of shares, but in this case the gap is so large...). I will appreciate your comments in this case

Thank you very much in advance

Q: Thoughts on Applovin’s latest quarter? Buy, sell, or hold? Thanks

Q: Hi 5i Team - I have a small position in Super Micro Computer but am not sure whether to add to it or sell it and use the proceeds elsewhere. Could you provide an update on fundamentals, insider ownership and your opinion on its potential going forward over the next couple of years.

If I decide to sell, is there another similar company that might have better prospects.

Thank you.

Q: Hello,

In terms of valuation, which is the better choice, and also, is BAM much less risky than BN for a fairly conservative investor? It's been graphically much weaker than BN for some time.

thanks

Q: Hello Peter
it is suppose to be a good sector for recovery
I already have CP, CNR, WSP and STN in the industrials, wonder if you can add a few
more names that are of Value stocks that I could add
thanks
Michael

Q: Hello, is shop a buy, sell or hold. Please give a possible positive and negative for your answer. Also at what price would you consider shop a good buy and a great buy.
Thanks a million

Q: Good evening Peter and Team,

Lately, there's been quite a few questions about the current state of the markets. I'm reminded of the story of Bernard Baruch, who sold his stock holdings prior to the 1929 crash because he recognized signs of extreme market speculation and overextension. While popular legend often attributes his exit to a single encounter with a shoeshine boy giving stock tips, Baruch's decision was actually based on several analytical and psychological factors. Readers may ask AI to provide further information.

One day in July 2000, I was shopping at a Tip Top Tailors store and happened to overhear a store clerk giving financial advice to another customer. He urged the customer to buy Nortel stock immediately! As we know, Nortel's stock peaked at $124.50 on July 26. 2000, and last traded at $0.185 on June 26, 2009 when it was delisted from the TSX after its bankruptcy.

I appreciate your calm and rational approach, but must admit that I'm becoming more concerned, especially when great stocks like TRI are being so severely punished.

Your insights are always greatly appreciated.

Q: I’m down enough with TRI to consider selling it for tax loss harvesting. Would that be advisable? What stock could replace it for the requisite waiting period?

Q: What do you think of the latest acquisition of Kodiak? Would you initiate a position in this company or is the stock overvalued in your opinion. This is for a five year hold.

Q: What are ai cos. are there to many to name them. which one are your favorites?
Thank you so mutch.

Q: The chart of AMZN today looks like a capitulation - steep drop and high vol. What do you think?? Thanks Jim

Q: Afternoon Troops. I own several pipelines, telecom and utilities stocks. I also own a decent sized position in ZWU. Is it worthwhile to consider rolling everything in the ZWU or is there an advantage in holding both the ETF and the individual stocks? Cheers.

Q: VST Would you please share your thoughts on this company.
I have owned TLN in the past, but VST has a lower P/E.
If there are others that you prefer, please advise.
Thanks.

Q: Would you be a buyer of either name after their good results today? Have a small position in SPOT already but none currently in RACE. I did have RACE before but sold back in Dec. Would you consider these good long term growth stocks and which would you choose if you had to pick one for long term growth or would you have positions in both? Thanks!

Q: What are your favorite markets outside of the US to invest in today.I am looking for three or four ETFs to hold for the next 5-10 years for international diversification.

Thanks for the excellent service that you provide for the small investor!
Have a great day!!!

Q: I hold all four of these financials.
The Bank stocks are performing well while GSY and PRL are not,
All are in the lending business. I would appreciate your explanation
of this difference other than the type of borrower they serve given economic concerns.
Thank you
John

Q: Versant Media Group Inc VSNT:NASDAQ

What's your opinion on this one for an investment?

Thank you.

Q: Hi,
I know that these companies vary widely.
Given today's prices, could you please rank the order if you were to initiate a position for about 3 years? Please also give a short blurb about advantages/disadvantages of buying each one today.
Thank you!

Q: Which of the three companies would you lean towards holding for a long-term hold? Or would you think owning all 3 would be a better choice?