Q: I see Piper Sandler just issued a SELL rating for SHOP. The stock has been weaker than the overall market the past few weeks. Is there anything out there that is causing the drop? What factors are at play here? Is it still one of your favourites?
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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: Good morning
If a person was to choose only one company which do you believe would be the best for a long term investment?
Thks
Marcel
If a person was to choose only one company which do you believe would be the best for a long term investment?
Thks
Marcel
Q: Any reason for SHOP big price drop today ( Wednesday ) ? Thanks a lot.
Q: Hello Peter,
Can you please comment on Well health and knight's results? Also, what would be good entry point for Shopify? Thanks very much.
Can you please comment on Well health and knight's results? Also, what would be good entry point for Shopify? Thanks very much.
Q: Can you comment of report that SHOP CEO is up for a $200m stock bonus? The Globe mentions it may be based on performance of the stock price itself. Does the CEO need this type of incentive considering he already owns 40% of the company?
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CGI Inc. Class A Subordinate Voting Shares (GIB.A $133.06)
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Constellation Software Inc. (CSU $4,500.00)
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Descartes Systems Group Inc. (The) (DSG $137.89)
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Open Text Corporation (OTEX $44.89)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $194.11)
Q: In your opinion, which five(5) Canadian companies are best positioned to increase their net value because of Ai? Thank you!
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Microsoft Corporation (MSFT $506.38)
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NVIDIA Corporation (NVDA $180.73)
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Constellation Software Inc. (CSU $4,500.00)
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Descartes Systems Group Inc. (The) (DSG $137.89)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $194.11)
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Elastic N.V. (ESTC $79.26)
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CrowdStrike Holdings Inc. (CRWD $421.17)
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Docebo Inc. (DCBO $42.52)
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Shift4 Payments Inc. Class A (FOUR $90.94)
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Lumine Group Inc. (LMN $47.60)
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Nextracker Inc. (NXT $68.04)
Q: Sorry for asking another tech ranking but I read a question about some of your best ideas currently and I want to mesh with my current holding. Can you please rank the above stocks for purchase/hold today?
Thank you
Thank you
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Descartes Systems Group Inc. (The) (DSG $137.89)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $194.11)
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Kurv Google (GOOGL) 2x Long ETF (UGOO)
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Brookfield Corporation Class A Limited Voting Shares (BN $89.91)
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Lumine Group Inc. (LMN $47.60)
Q: Given a 3-5 year period, please list the above stocks from best to least for growth.
Very much appreciate your service.
Howard
Very much appreciate your service.
Howard
Q: Why huge surge this morning (Friday ) ? Thanks a lot
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Celestica Inc. (CLS $264.28)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $194.11)
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Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
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Brookfield Corporation Class A Limited Voting Shares (BN $89.91)
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Lumine Group Inc. (LMN $47.60)
Q: Hi Team,
I have a small amount of Nvei left in my portfolio. I was looking at selling the remaining shares and adding to one of the following names : LMN, Shop, Bn, or CLS would be a “new” buy. Which would you recommend buying today ? Long term share price appreciation in mind here.
Thanks ,
Shane
I have a small amount of Nvei left in my portfolio. I was looking at selling the remaining shares and adding to one of the following names : LMN, Shop, Bn, or CLS would be a “new” buy. Which would you recommend buying today ? Long term share price appreciation in mind here.
Thanks ,
Shane
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Constellation Software Inc. (CSU $4,500.00)
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WSP Global Inc. (WSP $281.65)
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Celestica Inc. (CLS $264.28)
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Descartes Systems Group Inc. (The) (DSG $137.89)
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Toromont Industries Ltd. (TIH $142.88)
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TFI International Inc. (TFII $131.42)
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ATS Corporation (ATS $37.48)
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Thomson Reuters Corporation (TRI $245.62)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $194.11)
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Lumine Group Inc. (LMN $47.60)
Q: Please provide me with your 5 of your best Industrial companies and Tech companies
Q: The latter part of my question about SHOP wasn't addressed. Can you provide comments. What might be reasons for recent weakness in SHOP? As of Monday morning, it's down again more than the market decline. Is SHOP still rated high by 5i as a top pick? If not, what has changed?
Q: What might be reasons for recent weakness in SHOP? As of Monday morning, it's down again more than the market decline. Is SHOP still rated high by 5i as a top pick? If not, what has changed?
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Amazon.com Inc. (AMZN $228.26)
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Alphabet Inc. (GOOG $210.78)
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Microsoft Corporation (MSFT $506.38)
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NVIDIA Corporation (NVDA $180.73)
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Constellation Software Inc. (CSU $4,500.00)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $194.11)
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Elastic N.V. (ESTC $79.26)
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Shift4 Payments Inc. Class A (FOUR $90.94)
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Duolingo Inc. (DUOL $320.88)
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Cellebrite DI Ltd. (CLBT $16.01)
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Lumine Group Inc. (LMN $47.60)
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Nextracker Inc. (NXT $68.04)
Q: My tech stocks have had a great run and it's time to trim as they are now about 33% of my portfolio. Can you please rank the above stocks along with SMCI (watching for a pullback in that one). I also have GOOG and AMZN. Do you think they are too closely related as well?
Q: Where (price wise) do you see SHOP hitting the bottom of the current downward cycle it's in? What potential danger points does it face that might cause it to stumble more than it is now?
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Amazon.com Inc. (AMZN $228.26)
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Microsoft Corporation (MSFT $506.38)
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NVIDIA Corporation (NVDA $180.73)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $194.11)
Q: How would you rank these four in terms of 1) current valuation 2) safety of invested funds (kind of related to current valuation I guess) 3) anticipated investment return over the next couple of years and overall quality of investment - ie. if you were to select only 1 or 2, in what order would you invest considering the overall quality/valuation of these companies? Thanks.
Q: SHOP Been a shareholder since it was $15.00 and as I understand Shopify focus is on personal clients, and although different from Amazon platform, which seems to conflict with Amazons over objective. I recently understand that Amazon "Jeff" has recently redeemed a large amount of shares. I am wondering if he is planning a takeover of Shopify. What are 5I thoughts on this and could it happen?
Q: Is it a good time to add ? At what price ? Thanks a lot.
Q: SHOP is really getting cleaned out today. How do you see the stock moving in the next few days. How serious is the lighter guidance they offered? Thinking of adding some to position. Are these good prices or best to wait to see where it goes first?
Q: Thanks for quick response to my earlier question on earnings. Can you add comments after the earnings call?