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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: Hello Peter & Team:

I would like to added some growth stocks into my current defensive ones. Which of the above stocks represents a good growth prospect within the next 3-5 years, from most prefer, to least prefer.
Secondly, From an AI perspective, are there additional names which is also a good candidate in addition to the above mentioned?
Thank you as always
Read Answer Asked by DAVID on February 21, 2023
Q: What are your thoughts on comments around SHOP never becoming profitable enough to justify its crazy valuation. They added 1B in opex while only adding 270M in gross profit. They keep spending more and more money on R&D, new comp plans, to compete with Amazon. But mgmt has never given shareholders a plan on when and how they are going to reap the rewards of this hyper growth mode. Like many of these big tech stocks they are following the model of growth at all costs, then eventually we are so big and have so many customers that we increase prices, and cutdown on our costs, then the profits flow in. SHOP has never mentioned a plan for this and Toby isn't exactly the guy thats going to cut pay and let people go for the sake of profits. Starting to wonder if SHOP will ever be a massively profitable company like it was meant to?
Read Answer Asked by Adam on February 21, 2023
Q: If nuclear fusion became a reality, what companies/suppliers would benefit? Based on the research activity, I assume this innovation would come out of the U.S.
Read Answer Asked by Regan on February 21, 2023
Q: This is an excellent response which shows that 5i clearly understands both companies:

“SHOP is in talks to add AMZN's Buy with Prime service. It allows SHOP customers to get Prime benefits, such as fast shipping, free delivery and free returns. End customers will like it, but analysts are worried that it will effectively shift business from SHOP to AMZN. SHOP needs to be careful here. Some are calling it a Trojan Horse that could backfire on the company. Most SHOP merchants use SHOP because they don't want AMZN controlling the customer relationship. Thus, SHOP needs to maintain the customer relationships it has, and this is likely why it is taking its time with this decision.”

My next question: Amzn targets each individual customer and the customer buys straight from Amzn without needing to go through a merchant store. Amzn fulfillment/shipping/delivery is a huge competitive advantage. Shop on the other hand targets the merchant stores and gives them the tools to sell online directly to the individual customers. Individual customers want goods delivered quickly with option to return. If shop is using Amzn shipping then Amzn will be a part of the shop experience and Amzn will potentially control aspects of the customer experience at shop. What will then stop Amzn from completely absorbing shop within Amzn? Amzn will already be an integral part of shop so is the monopoly power and competition regularly approvals the only thing that would hold Amzn back from taking shop over on day???
Read Answer Asked by James on February 21, 2023
Q: Would you endorse a switch from ENGH to NVEI for more long term growth? Or is there another stock(s) that would have more growth than ENGH, if so, could you list it?

Thanks for your service!
Read Answer Asked by Ozzie on February 21, 2023
Q: I hold both of these. Is it necessary? Do they overlap? Which would you recommend if only owning one? Which do you think will do better over 5-10 yrs including dividends?
thanks
michele
Read Answer Asked by Michele on February 17, 2023
Q: shop web call was a good primer for understanding its business and pointed to setting things up for growth but market and analysts are skeptical.
shop gave back a good chunk of its recent positive movement today. most analysts now have it as a hold which is as close to reduce as you can get without saying sell, with target prices close to what it is now. what does 5i say? where do you see things going short, medium and longer term. can you provide some price ranges. Thinking about topping up position but trying to decide when.
Read Answer Asked on February 17, 2023
Q: Can you please comment on The Trade Desk (TTD) latest earnings release. Was there anything of particular interest to note from the call this morning (either good or bad)? Is this one of your strong growth high conviction names to hold onto?

Read Answer Asked by Justin on February 17, 2023
Q: Hi Peter,

It seems the market wants to take a breather what with inflation being sticky- makes me hesitant to put in new money?

Would you be a buyer of TWLO after today's price surge or wait for it to settle (and maybe miss the boat)? How would you compare it to CRWD as far as the return on investment is concerned? I have been using CRWD as a benchmark for comparison of risky growth stocks. Do you think that is a reasonably fair and quick method to evaluate ?
Read Answer Asked by Rajiv on February 17, 2023
Q: Hi 5i team,

I am seeking to invest in AI and Cyber security funds. Could you please recommended some ETF names? My time horizon is 10+ years.
Read Answer Asked by Hale on February 16, 2023
Q: I have SHOP and LSPD in my RRSP at loss and realize it will take time to return to the plus side, so throwing caution into the wind (for the 3rd time!!!), I am thinking of selling both and replacing with ARKK.

The logic being that it could erase the loses quicker than with the other two. What do you think ... is this swap a good or reasonable idea? Should I just do one of the two or hold tight? Thanks as usual for your thoughtful advice.
Read Answer Asked by Danny-boy on February 16, 2023
Q: Please rank these in order of preference for the long term? Greater than 10 years. A reasoning for each please.

Thanks

Nick
Read Answer Asked by Nick on February 16, 2023
Q: I am considering buying some shop in tfsa please advise your reading on the company going forward after the company report today. Would you wait or is it time to buy now?
Cheers Doug
Read Answer Asked by Doug on February 16, 2023
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