Investment Q&A

Q: Hello 5I,
What would be your top 5 picks in tech right now in Canada and Us?
Thanks

Q: Is Shopify cheap now? In light of future growth?

Q: I know you like both stocks, but which one would you side with if you have to choose one ? Many thanks

Q: Hi 5I, I currently own Topicus,Lspd and Shop. Down on all 3 and am considering taking a loss on 1. Any preference on which one? Am thinking of replacing one of the 3 with NVEI. Thoughts and if your wouldn’t mind ranking. Thanks

Q: What do you think about buying these two stocks today as a long term hold? Have they been beaten enough?

Q: Hi 5i!

I still have a small weight position in Shopify and remain up over 500% from when I first bought. I'm thinking of selling and adding to a half weight position in GOEASY which looks to have better growth prospects. Would you endorse this move in today's market?

Thanks,
Greg.

Q: Hi group markets really tough to read right now ? what you 3 top sector's c/w 3 top picks in each / ideal entry price /short blurb on each.
I am particularly interested in Health care as I am presently below target. I just sold LLY because info on Diabetic drug was getting poor reviews that proved to be untrue so not am looking to get back in. so what a good entry point ? Thanks for your help

Q: I was interested in your reply to the 10-bagger inquiry. I want to buy lspd, shop and nvei "to have and to hold". Is now a good time or should I wait for further rate increases? All 3 are in the same group. How does a 40/40/20 split sound?
I think, at some point, they will rise dramatically, too.
Thank you.

Q: Peter, for a portion of my portfolio I’m looking for companies with 8-10 bagger potential over the medium term, say 3 years. Please provide your 5 best cdn. and u.s. names for such potential gains. Regards Greg

Q: In my portfolio analytics my shopify does not show the increase in number of shares now that the stock has split, will this be done or should it be done manually?

Q: What would you consider a good entry point for starting a position in SHOP? Thank for your ongoing support.

Q: Hello, I have holdings that replicate the Balanced Equity portfolio with weightings being within about 1% for each stock based on the model portfolio. I have also aimed to hold a small number of stocks from the growth portfolio and currently have 1-2% for each of LSDP and WELL. I am considering adding 1-2% holding to SHOP, LSDP, WELL or adding 2% for TOI or DOL. I have a 20 year time frame.

I am leaning towards SHOP, TOI, LSDP for adding shares but am aware of my heavier weighting in the technology sector and am considering if Dolorama may be a good option at this time. With the war in the Ukraine and inflation, also based on my time frame, can you recommend which stocks you would suggest adding to of the ones listed at this time?

Q: Assuming we are due for a rebound, can you provide your top 5 Canadian and top 5 US growth stocks that you would be buying today for a 3 year hold. Any commentary would be helpful.

Thanks for all your great advice.

Q: Hello Peter,

I would like your opinion on Shopify not just on its own merit but in relation to the ecommerce business of Amazon. While the long term adoption is in place the rate of growth has slowed according to Shopify. However, Amazon being a much larger and mature business had an impressive revenue growth for the quarter?
How will the market value Shopify as compared to amazon? And when taking into account Shopify's vertical integration and Amazon's diverse business, which one would give a better return to the investor for the next 12-18 months?
Regards
Rajiv

Q: Of the following, are there any you see as particularly vulnerable today? Held in a long-term account but I am considering shifting the risk profile in light of existing market conditions, and potentially closing out 1 or 2 positions:

SHOP, LSPD, TIXT, EGLX, TSU

Q: Imdown 10 % tomuch higher abovei am cocerned more about pypl meta mg than others.
i like to sell two with the lowest 0outlook

Q: shop reported this morning. call is still to come. 5i continues to endorse it as a top growth pick but price continues to fall. looking from a macro view, is 5i trying to catch a falling knife. for those who followed your recommendation many months ago, its been a terrible ride down. after call, I expect 5i to remain positive and endorse buying at these new lower levels. Can you explain why shop is so special and warrants all this positive attention. The ceo was touted as a strong point but he admits he got things wrong. I'm fortunate I bought very early, sold most but still hold a small position. my confidence with shop and 5i grows thin. looking for comments after call. sell, hold or buy?

Q: Time to step in on this? Thoughts on wether the bottom is near. How do you like for a 2 year hold?
Alternatively would you be more comfortable with quality O&G companies? Assuming I am currently diversified.

Q: Please comments on Shop earnings? Many thanks

Q: Hello- it appears that shop has now pulled back to pre-pandemic levels. Do I have that right? Can you compare then and now in terms of rations, PE, PtoS and growth expectations.