Investment Q&A

Q: Any update to add to earlier response on earnings based on the call? Stock is down but not nearly as much as when the results were initially released.

Q: Can you provide comments on just released results. They appear ok but pre market SHOP is down sharply. Did results meet your expectations? How do you see stock performance going forward?

Q: I am just starting my TFSA and am starting young, I am wondering what are some good long term investments in the current environment? The companies listed are what I have recently bought shares in.

Q: Hi 5i
Another question on shopify... Earnings next week....What is expected and do you expect they will meet these earnings expectation?
Are you comfortable holding into earnings.... and would you expect any influence from Afrms positive results today Friday Feb 07

thx

Q: Hi Peter & Team:
I found this Reuters article yesterday:
https://www.reuters.com/investigates/special-report/drugs-fentanyl-shipping/
Long article. It basically states that a very popular method for Fentanyl precursor chemicals to get stateside is via small value packages from China that are classed as “de minimus” and sail through US Customs at LAX airport with little documentation and hardly any inspection. (1 Billion small value boxes every year, think via ebay, etsy, etc most from China, many labeled as “gifts” or “stuff”.

Until a few days ago the de minimus limit for goods entering USA was 800$- it is now ZERO.
This I believe forces better documentation and allows for better inspection options. In Canada our de minimus limit remains at 20$ (at least as I write this note).

Question:
Assuming the de minimus limit for both USA and Canada are both set at ZERO, how will this e-commerce drag affect Shopify or e- commerce in general ?

Thanks for all you do !

Q: Good morning 5i,

I'm expecting some turbulence coming for sure. I doubt all is priced in with the tariff battle. Of course nobody knows. But opportunity may be knocking.

I refreshed myself on Peter's cover call write up from years past. I'd love a new take on selling covered calls to enhance your income and some strategies relating to it. ie, OTM, time frame etc.

And some top stocks in your view for writing on. Excluding NVDA, already sell OTC cc on my position.

Thank you very much.

Q: My sense is that Dollarama will continue to grow on plan and perhaps do better under the US Tariff plan.

From a Tariff perspective please provide your evaluation of the following names and how they might prevail or be negatively affected by US Tariffs:

SHOP
ATD
DOL
PRL (propel Holdings)
WCN
GFL

Thank You, Patrick

Q: hi Peter
can I get your assessment of Lutke as CEO of Shopify, referencing the recent article in the Globe and Mail, "Shopify CEO Lutke says Canada's tariff response 'the wrong choice'. in particular what do you think of his judgement ( and his COO kaz something?? )as he is stating he thinks the Trump tariffs are due to border/fentanyl issues? further, do you see risk owning Shop as his comments may not sit well with many Shop users, and Shop investors. seemingly obvious lack of judgement (or bare faced kissing the ass of Trump and Americans), one wonders if many will see these 2 little immature tech bros in the same light as the out of control Musk of DOGE. I'd appreciate your thoughts on Shop in light of these 2 tech bros.

Q: I'm over weight Technologies with the following securities KSX, SHOP, CLS, TOI, PLTR, CSU and NVDA. If you had to sell one or two which ones would you sell, or would you trim some from each and keep all?

Q: Your parents give you $100k CAD and $100k USD to invest on behalf of your family for the next 5 years. They instruct you to invest $20k in five Cdn stocks and $20k in five U.S. stocks to hold over the duration. Considering current valuations, the fact this is your family's money, and the objective of maximizing total return over the period, what are your 10 picks?

Q: Why is SHOP moving up today? I see no material news.

Q: Greetings 5i Team,
I hold these securities in a TFSA and am looking to add a new position. At the same time, I will be trimming some of these as they have done very well.
Could you make a few suggestions for a new addition? Growth is the objective and diversification need not be overly considered (I am well diversified within other accounts).
Thank you for providing this great service.
Steve P

Q: My partner is opening a new TFSA account. What 5 stocks would you recommend for a 10+ year investment today, emphasis on growth?

Q: Hi 5i team,

I'm looking to deploy some new TFSA money for a 15-20+ year hold, ideally for a CAD stock given the current high US exchange rate. I currently have more tech than other industries with stocks like NVDA, SHOP, GOOGL, CSU, MFST, LMN, TOI and TTD.

I'm looking for some non-tech growth CAD options. Can you please recommend and rank 5-10 options in order of their leadership and balance sheet?

For CAD non-tech stocks, I currently own WSP, TVK, GSY, BN, EQB, ATD, BYD, ATZ, HPS, SLF, TD, TFII, LULU, WELL, CS, and ATS. Would you add or start new positions in your recommendation?

Q: Another question on my semi annual balancing exercise. With the understanding that the rest of my portfolio consists of conservative growth, dividend paying large caps and that I am looking at a 3 to 5 year time frame. Please indicate the those companies you would carry at a 5 % ish level, those that you would carry at a 2% to 3% level and those that you might not carry at all. Much appreciated ram

Q: Could you please rank the following in terms of 2 year growth prospects, irregardless of risk? (first most growth, on down the road....) Thank you!

TD, SHOP, VIU, BN, RTX, ROAD, UBER, GLXY, CRM, TRI, ATZ

Q: The listed companies have used their tech to expand beyond their original business channels to a point that they are woven into the fabric of society. At some point early on they were good businesses with high potential that have risen to levels I could not have contemplated. Looking beyond AI, can you think of three companies out there in any sector that are working on things that have the potential to become central to our way of life in the way that these giants have? These can be well known companies that you think are on the cusp of big things or smaller companies with ideas that are a long shot.

Thanks

Q: What 3 stocks that you follow do you think are poised for rocket ship like maintained growth in the next 2 years?

Q: No one knows what Trump will finally do with tariffs. Assuming he goes ahead with some, what impact might it have on SHOP? Can you provide assessments on differing levels of tariffs?

Q: Dear 5i,
Thank you for your awesome work and valuable insights. Would like to invest 7000$ into my 19 year old Son’sTFSA. What stocks or Etfs would you recommend for long-term growth? He currently has ZSP and AMD(20%of portfolio). Also should I replace AMD with a different stock? Thank you!