Investment Q&A

Q: Hi,

Are all the A-ranked companies in the September Rating Summary still a buy at their current prices?

Q: My Consumer Descretionary % is a bit low.

1. I'm a little gun shy buying this sector right now due to economy slowing in the face of higher interest rates. It seems the consumer may be struggling here for awhile. Would you bump up a low sector waiting right now or just wait 6-12 months?

2. How would you currently rank the following watchlist for capital appreciation over the next year+? Are there some you would not really consider Consumer Descretionary - seems to be quite a range of business.


SHOP, QSR, ATZ, DOO, TSLA, MG, AMZN, ULTA, CELH, BKNG, GLBE, CROX.

Q: Everyone, I own the above stocks and I have had them for many years. Under what conditions would you sell them individually or collectively. My investing philosophy is to own the best of the best and hold them forever. Clayton

Q: I am trying to construct a barbell style Canadian portfolio.Can you name 5-6 growth names you favour and 5-6 defensive names that I might be able to build this with ?

Q: Can you please provide 5 mid or large cap stock picks that have dropped recently due to the market downturn and could possibly recover as the next quarter earnings come out or as the interest rate environment peaks. US and/or Cdn stocks.

Q: What is your top 6 picks regardless if Cad / US based / sectors. Also supply entry price and brief explanation on why you like your picks...Thanks for your help with this.

Q: I've got 20K to invest in some growth. How do you feel about splitting the funds between these two companies?

Q: Hi group please indicate in what order and at what entry price would you add to the above stocks. Only comment on the top 10 out of above list (i have a 100k to spend would you go all in now or wait until markets settle Thanks for your help with this decision

Q: Hi Team,
The market has done a good job at punishing growth investors as of late (again). If one is looking for opportunity to add today which of the following is the best buy today (long term horizon). ATS, LMN, SHOP, BN? Perhaps rank the order you would purchase them. Thanks

Shane.

Q: Your latest market update talks about fundamentally sound companies with good long term histories. What companies from your portfolio most look like this?

Thx

Q: What are some stocks that could do really well with AI becoming more and more available ?

Q: SHOP still dropping Tuesday am. Only news I see is the following but I think it would be a positive. What are your thoughts? Any idea why price continues down?

12:42 PM EDT, 09/18/2023 (MT Newswires) -- Klaviyo, a marketing automation company, lifted the proposed price range of its upcoming initial public offering, according to a filing on Monday.
The firm said it estimates its IPO to be priced between $27 and $29 a share, up from the previous range of $25 to $27 announced last week. It plans to offer 19.2 million common A shares, including 7.7 million shares from selling investors. The selling stockholders have granted underwriters a 30-day option to buy an additional 2.9 million shares.
The company expects to have 251.9 million of series A and B shares outstanding following the offering. The company's common A shares will trade on the New York Stock Exchange under the KVYO ticker.
Klaviyo said its investors including certain funds and accounts managed by BlackRock (BLK) and companies affiliated with AllianceBernstein have indicated an interest in buying up to $100 million of series A shares at the IPO price. Its investors include Canadian e-commerce firm Shopify (SHOP), which already owns about 11.2% of Klaviyo's B stock, the filing showed.
The company estimates net proceeds of roughly $296.2 million from selling series A shares, based on the midpoint price of $28 per share. It aims to use the proceeds for general corporate purposes and to finance growth strategies. It said a portion of the amount raised may be used to satisfy the anticipated tax withholding and remittance obligations of about $62.3 million related to the settlement of its restricted stock units. Klaviyo will not receive any proceeds from the sale of the shares by selling stockholders.
For the three-month period ended June 30, Klaviyo reported net income of $10.9 million, swinging from a loss of $11.7 million a year earlier. Total revenue came in at $164.6 million, compared with $109 million in the 2022 quarter.
Online grocery delivery firm Instacart on Friday lifted the per-share price of its planned IPO to between $28 and $30 from the prior range of $26 to $28.

Q: What are your top 5 Canadian growth picks for the next year? Please rank and explain why each is a strong choice? Also, what are US choices?

Q: Any reason to explain the continued weakness in SHOP Monday morning? I see no news. Are you still recommending it as a top growth pick?

Q: NVEI versus the rest ...

Can you suggest the names of some growth companies that you feel have more potential in today's market?

Thanks

David

Q: what would be your order of purchase for these 5 stocks?

Thx

Q: Thanks to 5i I have owned SHOP since 60$, it is now 12% of my portfolio, I know you still like the company but would like your thoughts of what it should be trimmed to, the 6-8% range? I did trim back a few years ago but its still in the 12% range.

Thank you
A.

Q: I believe rates in Canada have hit their ceiling, alternatively the consequences get dire for many reasons. With this belief what would be your top 3 stocks for the next 12-24mths, particularly as rates begin to decline. Thank you as always.

Q: Lots has been made of Buy with Prime on Shopify. Markets certainly liked it. I came across the attached article that is quite revealing, if all is factual (no reason to believe not). Can we get your thoughts on how things unfolded? Are there any negatives, or things to be wary, for Shop getting more involved with Amazon. How important is Buy with Prime to SHOP?

https://www.businessinsider.com/inside-clash-between-amazon-shopify-over-buy-with-prime-2023-9

Q: Can I ask what would your top 5 stocks to purchase right now? 3-5yr outlook. CAD or US?