Q: Disregarding objectives/diversification etc, how would you rank these companies in order of buying right now (for steady growth)? If you think any (or all) should not be bought currently, just omit from your ordering. Thank you!
Q: A follow-up question on Shopify. If someone has already asked, disregard.
What impact will/did the news have that the company was terminating fulfilment contracts with some providers? In your opinion, is this a positive or negative? Maybe a positive that they have found a better way to do it (themselves) or a negative that things aren't working out as planned? Should the company have anticipated the reaction to the news and had a better prepared statement to deflect some of the price reaction? Finally, do you consider this a gradual buying opportunity?
Q: What is your view on the downfall of Shopify? It's dropping way more than the market weakness. I believe the fundamentals are solid but this market and shop's performance makes one think twice. What is your take on what's happening? What support level will kick in and stop the bleeding? When does it report next and what does it need to report to be classified as good results? What do you anticipate? I have a small position that is getting smaller each day and am thinking of increasing my position.
Q: Re your response to John, January 17th, you answered "it's hard to beat a single great company that compounds year after year".
Could you please recommend 5 Canadian and 5 US companies that fit into said catagory that have declined recently due to the tech sell off, and represent a good buy/nibble point,
Please include a mix of larger e.g CSU and Google, along with more recent up and comers e.g. Shop and Roku, which seem to be among your most obvious favourites.
Thanks Peter.
Q: Aside from the downside momentum and my negative 70% return on XBC (emotions detached), do you see today's price of 2$ as attractive? Today's price seems a lot less risky with still upside potential in the company. Is this a buy at these low levels?
Question regarding Well. Do you possibly have any info. (or know where we could find any info) on how their purchase of CRH Medical is going?
It seems like CRH's CEO (Tushar Ramani) left the company last month (Dec). Is there any information explaining this and/or any information relating to their revenue trends?
Q: GSY is one of my growth holdings still firmly in the green, although certainly down from its high. Is it time with the interest rate hike coming, to rotate out of this one for a while to preserve the gain?
Q: With the business update from WELL I'm reminded of a similar update from GSY in the depths of market turmoil in 2020. I think GSY re-affirmed their business at a very low stock price ($12? maybe $20?). Had I been wiser and more knowledgeable at the time I would have bought more then and I didn't.
I'm curious why one would not add to (or start) a position in WELL today?
Q: With technology stocks presently going out of favour with buyers what 5 Canadian and 5 US technology stocks would i5Research recommend for a long time hold in a TFSA. Thanks … Cal
Q: Do you believe todays news release was intentional by managements to stop the bleeding. There is nothing new materially mentioned. That said the business model looks great.
Q: Having held SHOP (TSX) for a number of years, it's discouraging to watch it whither away. While this downturn plays out, would it make sense to short the US version of the stock? Obviously, there are considerable risks involved and it would require close attention for entries and exits, but it seems like this might mitigate some of the losses. Or is this a dumb idea? Thanks.
Q: Hi 5i Team - Having been a growth investor I don't have a very clear idea of what a Value stock is. Could you explain what criteria or metrics make up this type of company. Am quite sure I probably have a few in my portfolios (and maybe didn't quite realize it) but would to like add at least a couple, maybe more. Would you be able to provide the names of a few Value stocks in the mid and large cap range. Also in the small cap area if possible. Any sector. Am assuming minimum 3 year hold for this type of investment. Thanks.
Q: Not so long ago I didn't think it could drop below 6. Then I was shocked to see it go below 5. Today on a market rebound it dropped again below 4. Would you sell and wait to see where it settles before buying back in. Can you see it going below 3.