Investment Q&A

Q: I identified 9 companies that out performed the TSX 60 plus 3 energy companies that I believe have a bright future. All 12 failed the MACD. 5 are trading at double digit discounts to their 52 week highs; dsg,shop,l,tou and cve. P/E range from 85 to 6 etc, etc. Please pick your diversified top 6 for a 5 year hold, with consistent profitability, no crazy volatility and suggest a great entry price. Thank you

Q: AAPL has had a great run.

This is probably a non-obvious question what any leads on what would be an AAPL-like stock circa pre-iPhone?

Q: Hi,

Can you please compare these two stocks? Which do you prefer today? I realize you do not follow wix as closely, but it seems like they have very similar business models and product offerings while wix trades at a lower multiple.

Thanks,

Q: Is there a particular reason why Shopify is in the balanced portfolio instead of the growth portfolio? Is it due to market cap?

Would 5i ever consider taking NVEI out and replacing it with SHOP?

Q: I always kick myself when I come to realize a missed opportunity and tell myself that next time, i'll recognize the trend and take advantage of it.

This is me asking that question now.

What 5 US and 5 CDN positions, in your opinion are very much out of favour right now but have quality fundamentals with an excellent chance for share appreciation over the next 3 years?

Q: Hi Team,
Which of these names do you see doing best from current levels 5 yrs from now? Sq, LMN, WELL, or SHOP. I am currently holding a few shares of sq and am considering selling out for a 18% loss and putting the funds to one of the other names mentioned. Whats your thoughts ? Or should I just continue to wait for a recovery in Sq? Or if you have any other “must buy” names today that are better than all the ones mentioned I would like to hear those ideas too. The holding is inside a tfsa. Thanks for your advice !

Shane

Q: Are any of these three buying opportunities right now? Any you would sell? Looking at a 3 - 5 year time frame.

Q: Hello team, I have room for a full position in my TFSA. Goal is long term growth. Out of CSU, GSY, SHOP, and TOI what company(s) has the best chance of long term growth over the next 5 years, and are todays prices OK entries?

Thanks again,

Derek.

Q: If I'm correct, 5i likes SHOP and has been suggesting it's a top growth prospect. Can you explain what's happening with the stock since it released earnings. It beat estimates and provided what I thought was a good future picture. But the stock has been dropping. 5i has said if you liked the stock before earnings release, you should like it much more now. It seems analysts see something negative as most have been maintaining a 'hold' rating or moving to sell. I don't see any upgrades but maybe I missed them. Also, insiders have been net sellers of late. Can you provide an assessment of things? Stock has had a very good ride so far this year. What price do you see as level of support? How low might it go? Is it still a top growth pick? thanks

Q: CEO looks to be a regular seller in the open market. You guys see this as well. Thoughts please?


Thx

Q: Why did SHOP decline after good results?

Q: Trying to understand todays (noon Thursday) reaction to what looked like positive earnings. Shop is down. I would have expected better. Can you speculate on what’s happening and why? Is this a buy opportunity?

Q: Hi, Why market reacted negatively and SHOP sold off $10, in 2 days, despite excellent results and slew of analyst upgrades ? Thanks

Q: Hi Team,
Shop is falling again today despite earnings beats and price target increases across the board. Is it a good time to buy the shares from todays profit takers? Also in general do you see this market sell off sparked by the fitch downgrade of the US credit rating a buying opp? There has been some brutal sell offs over the last 2 days. Which names would you be looking to buy in this weakness? Thanks

Shane

Q: Probably already asked, but just in case, can you describe how 5i feels about earnings numbers and what mgt is saying about the future. What impact will this have on stock short term and long term?

Q: Your expert opinion on earnings please and of course your analysis of the outlook. Thank you, Sheldon

Q: Please comment on the earning . Is SHOP growth slowing ? Thanks a lot.

Q: I would like to add to one of the above as a new position.
Please indicate your preference and possibly the position size. Are there any I should stay away from/
Thank you for your info.
Albert

Q: These positions are getting large in my portfolio (7% or a little higher). I don't mind letting runners run, but do you see any that you would recommend trimming because of insecurity regarding the future of the position? Thanks!

Q: I am selling some of my stocks from an RRSP. Based on your advice to avoid trimming the flowers to feed the weeds, I am thinking I should sell the ones that are down. TVE is down 23%, ENB 17%, and SHOP 19%. Which would be the priority to sell or is there a better approach in this situation? They will be sold as cash is needed each month so it will just be a reduction in my position. Adding info to my question earlier. I am generally following the Balanced Portfolio, except I have substituted TVE for Suncor but in a much smaller position.