Investment Q&A

Q: Hello all,

I am helping aid my young adult children in developing a portfolio of strong companies that pay a dividend. They were not comfortable buying during the VIX 30-50 range so they have not benefited from the recent rebound.

They are looking at holding any of these positions for 5 years (when they may need to liquidate a bit for a down payment on a property)

Please note, the American equities would be CDRs and hedged.


Here are my questions:

What entry point/range would you be comfortable buying any of these securities listed?

Do you recommend half positions in any of them at this time? Please list.

Taking into account the time frame, are there any companies you would recommend not buying?

Are there any sectors (with a particular security) which perhaps I should consider that is not on my list?

Please mention if there are other securities that might be better in satisfying the stated objective.

Do you forsee any problems with this approach and do you recommend something else to help offset anything?

I know that you don't have a crystal ball but your opinion is appreciated.

Please take as many credits as required.

Respectfully,
Arturo

Q: In a TFSA I have a small position in Celestica (0.75% of my overall portfolio), a “smallish” position in Shopify (1.5%), and a more sizeable position in Amazon (4.5%). I am trying to decide whether to free up some funds by selling some Amazon, to add to Celestica and Shopify (perhaps 2% each), whether to just let things ride, or perhaps sell Celestica and add to Shopify. The portfolio is fairly well diversified and the objective is growth. If you were me, what would you do? Many thanks for your excellent service.

Q: Hi Peter, the results for ENGH look a bit soft. Can you provide your opinion on the results and if you think it would be a value buy now with the dividend. Thanks

Q: I have a position in these stocks (DOCCKS) and looking to add when the price is right. Can you give a good entry point for each? All positions will be held for 10+ years

Q: Which names in the Growth and Balanced portfolios respectively do feel best about currently for a 3-5 year hold? Any related sector comments?

With thanks.

Q: Of which listed names would you be most inclined to start a new position; for growth in TFSA accounts (granted some size difference)?

Q: Actual profit didn't seem to be discussed after Shop's recent quarter (I believe they reported "gross" profit, and free cash flow margin, whatever that is). 5i's comment (May 8) also referred to EBITDA of 337 M. My question: how far are they from actually making money, do they have a present and future P/E (none indicated on my Stockhouse website), and when might they actually make a profit? (I'm trying to look at them the way Warren Buffet might, recognizing this isn't a value play.)

Operating expense as a percentage of revenue to be 39% to 40%;
Stock-based compensation to be $120 million; and
Free cash flow margin to be in the mid-teens, similar to the first quarter of 2025.

Q: SHOP seemed to catch a bid in anticipation of its addition to US indexes and then has drifted down, wondering what a decent entry point might be?

Q: Hello 5i Team, I'm quite overweight CSU and was thinking about trimming some (or lots). I've held CSU since 2014 and think it might be time to reduce my exposure. If you were given a blank sheet and could pick 5 quality US and 5 quality Canadian names; which would they be?
Thank you Brent

Q: Pick and shovel companies in the AI space.
Could you rank the above you think are the most attractive growth prospects with least risk?
Thanks
Jeff

Q: Hi,
In your answer to Neil yesterday, you said that there are numerous high growth software companies that remain down 20%.+ Could you name several you like, both US and Canadian? Thank you Mike.

Q: Nasdaq announced Friday night that SHOP will be included in a number of Nasdaq 100 and Nasdaq Tech Sector indices, as of May 19th.

I am not sure if there was a speculation about possibility of this index inclusion in the market after SHOP listed New York, as its Principal Executive Office alongside Ottawa in a recent SEC filing.

Do you believe that stock should react well to the announcement over next several trading sessions ?

What would be the estimated demand of its shares from all the ETF's/MF's following these indices ?

Thank You

Q: Poor quarter. What does this mean going forward? Is this still a star rising or a star that has lost its way? Where do you see the stock price going? Is it a buy, hold or sell? Have you changed opinion on it?

Q: When is SHOP next reporting? I believe it's this week but not sure. In a previous question, the general expected numbers were 26c and 2.34b. What does 5i expect? What might result in SHOP beating numbers and conversely missing? Its getting beaten down today on fairly heavy volume (Tuesday late afternoon) and has been weak the past while. Is this just SHOP being volatile or could the market know something?

Q: Good Morning,

For a three year hold and potential share price appreciation through growth, in which order might you prefer to purchase the following stocks today: Nvidia, Goog, Nebius, Lumine, Topicus, Vitalhub, SE, Shop, Celestica, Propel, Goeasy, Nexgen, Hammond Power. Thank you. Brad

Q: What are the street estimates for PRL, WSP, IFC and SHOP ? Thank You

Q: I want to like SHOP but get put-off by the (forward) P/E. MELI scores better on P/E and RoE and appears to have momentum. Then there's SE, which shares MELI's P/E but shows better RoE growth; OTOH, it's somewhat more opaque.

I can see how SHOP might stand out on the basis of its global reach (i.e., which offsets possible weakness in North America), but have to wonder if, in the new world order, SouthEast Asia is the territory for e-commerce growth; ideas?

Q: hi 5i,
I have the above 4 in my TFSA. I am considering selling ATZ ( due to tariff concerns vis a vis Aritzia manufacturing in China/Vietnam/etc. ). I own ATZ in another account and will keep it there. I would deploy the proceeds of a potential ATZ sell in the TFSA to the other 3 remaining equities, or perhaps to another equity if you have any other better suggestions currently ( CDN equities only please ). cheers and thanks, Chris

Q: Hello 5i team,
How material is this data privacy class action lawsuit against SHOP in California?

Will this continue to be appealed or will this go forward?

This seems major since it's in California.

Andrew

Q: According to Yahoo Finance average vulume for Canada is 1.2 million shares and for the US IT IS 5.5 million shares per day. Where did 5i get your numbers from?

Thx