Q: What’s happening with SHOP? It’s spinning it’s wheels and slowly losing traction. What will it take to get the price moving up? When does it next report and what does 5i expect? Is it still one of your favourites or is it gradually moving to the sidelines?
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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.
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
- Topicus.com Inc. (TOI)
- Lumine Group Inc. (LMN)
Q: Please comment on the recent big price swing in SHOP , HPS . I want to add either LMN or TOI , which one offer better return ? Thanks for your excellent service.
- Amazon.com Inc. (AMZN)
- Alphabet Inc. (GOOG)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- Royal Bank of Canada (RY)
- Toronto-Dominion Bank (The) (TD)
- Constellation Software Inc. (CSU)
- Kinaxis Inc. (KXS)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: I hold the above positions in approx equal weights in a non-registered account from which I need to raise some cash for a home project. If you were to sell entire positions, in what order would you proceed, first to be sold through to tenth (ie which positions do you see as having the most potential yet to be realized and would be later in your sell order)? Alternatively, are there some positions you would sell outright while trimming as needed from others, and if so, which ones would be sells - again in what order - and which would be trims? Many thanks.
Q: Would you consider the CEO compensation package to be excessive or is this just business similar to TSLA and Musk? Thx
- Canadian Natural Resources Limited (CNQ)
- Sun Life Financial Inc. (SLF)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Super Micro Computer Inc. (SMCI)
- Crocs Inc. (CROX)
- Vertiv Holdings LLC Class A (VRT)
- Celsius Holdings Inc. (CELH)
- Brookfield Corporation Class A Limited Voting Shares (BN)
Q: what are your best ideas for recent, and for no reason, significant dips on stock prices for great companies? (US or CAN)
Q: I got nervous with SHOP after holding for a few years and sold it a couple of months ago - I'm looking at it again - is it a hold, buy or strong buy today for a long-term hold?
- Broadcom Inc. (AVGO)
- Costco Wholesale Corporation (COST)
- Meta Platforms Inc. (META)
- Alphabet Inc. (GOOG)
- NVIDIA Corporation (NVDA)
- Prologis Inc. (PLD)
- Enbridge Inc. (ENB)
- Constellation Software Inc. (CSU)
- Magna International Inc. (MG)
- Alimentation Couche-Tard Inc. (ATD)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- goeasy Ltd. (GSY)
- Vanguard S&P 500 Index ETF (VFV)
- Century Communities Inc. (CCS)
- Eagle Materials Inc (EXP)
- T-Mobile US Inc. (TMUS)
- Dell Technologies Inc. Class C (DELL)
- Vertiv Holdings LLC Class A (VRT)
- Lumine Group Inc. (LMN)
Q: Hi 5i!
Piggy backing off one of my last questions on building a solid portfolio from scratch through diversification et al(THANK YOU!). Knowing you can’t get personal; looking for some mid to long term hold recommendations (either US or CA) in the following sectors with growth upside in mind as I have significant cash (250K+) sitting in my RRSP doing nothing. I am currently quite top heavy in Tech – and own the above in registered and non-registered accounts.
If you have several recos for a sector, can you please rank in order of preference. Additionally, if there is a sector that can be put to the side with the idea of prioritizing others, I would be keen to know. Also open to add ETF's to represent a sector. As always, thanks a million. I love your service.
• Consumer Staples
• Healthcare
• Industrials
• Communications
• Energy
• Real Estate
• Utilities
• Materials
Piggy backing off one of my last questions on building a solid portfolio from scratch through diversification et al(THANK YOU!). Knowing you can’t get personal; looking for some mid to long term hold recommendations (either US or CA) in the following sectors with growth upside in mind as I have significant cash (250K+) sitting in my RRSP doing nothing. I am currently quite top heavy in Tech – and own the above in registered and non-registered accounts.
If you have several recos for a sector, can you please rank in order of preference. Additionally, if there is a sector that can be put to the side with the idea of prioritizing others, I would be keen to know. Also open to add ETF's to represent a sector. As always, thanks a million. I love your service.
• Consumer Staples
• Healthcare
• Industrials
• Communications
• Energy
• Real Estate
• Utilities
• Materials
Q: Whats popping this?
Thx
Thx
- Alphabet Inc. (GOOG)
- Constellation Software Inc. (CSU)
- Descartes Systems Group Inc. (The) (DSG)
- Kinaxis Inc. (KXS)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Lumine Group Inc. (LMN)
Q: Hi 5i - how would you rank the following tech companies at todays prices for new positions:
LSPD, LMN, KXS, SHOP, CSU, GOOG, DSG
Thanks, Neil
LSPD, LMN, KXS, SHOP, CSU, GOOG, DSG
Thanks, Neil
- BCE Inc. (BCE)
- Constellation Software Inc. (CSU)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
Q: Hello,
I have done very well and am very happy with my investment in CSU - thank you.
I would appreciate your insight on characterizing the return one receives from a co. like this.
Einstein called compound interest the 8th wonder of the world and IMO the return from CSU seems to be a phenomena beyond that.
With SHOP your return is based on capital appreciation. If it goes up you win - goes down you lose.
With BCE your return is based on a dividend and possible capital appreciation. Almost a paid rent for your money invested and with a hoped for capital gain.
With CSU the actual dividend (rent) is miniscule, however the spin-offs are like a special dividend (equity rent?) with a shared equity multiplier plus capital appreciation of the mother co.
In the past 4 yrs my CSU stock has tripled in capital value and spun off co's that their current value works out to 16% annual return. The annual growth of these co's are also expected to grow.
You have long spoke positively of CSU and maybe now, with some data, I am just seeing why.
Thank you
I have done very well and am very happy with my investment in CSU - thank you.
I would appreciate your insight on characterizing the return one receives from a co. like this.
Einstein called compound interest the 8th wonder of the world and IMO the return from CSU seems to be a phenomena beyond that.
With SHOP your return is based on capital appreciation. If it goes up you win - goes down you lose.
With BCE your return is based on a dividend and possible capital appreciation. Almost a paid rent for your money invested and with a hoped for capital gain.
With CSU the actual dividend (rent) is miniscule, however the spin-offs are like a special dividend (equity rent?) with a shared equity multiplier plus capital appreciation of the mother co.
In the past 4 yrs my CSU stock has tripled in capital value and spun off co's that their current value works out to 16% annual return. The annual growth of these co's are also expected to grow.
You have long spoke positively of CSU and maybe now, with some data, I am just seeing why.
Thank you
Q: Hi 5i
Has there been any news or updates to justify the recent positive price movement on shopify?
Would you be comfortable to average down at current price or is it more likely to give up recent gains? Do you think it is a big fund accumulating or just normal market activity.
Im hesitating because recent talking heads opinion seem to indicate whole market is primed for correction...Opinion on this?
thx
Has there been any news or updates to justify the recent positive price movement on shopify?
Would you be comfortable to average down at current price or is it more likely to give up recent gains? Do you think it is a big fund accumulating or just normal market activity.
Im hesitating because recent talking heads opinion seem to indicate whole market is primed for correction...Opinion on this?
thx
- Northland Power Inc. (NPI)
- BRP Inc. Subordinate Voting Shares (DOO)
- Knight Therapeutics Inc. (GUD)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Tamarack Valley Energy Ltd. (TVE)
- Galaxy Digital Holdings Ltd. ordinary shares (GLXY)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
Q: Hi guys,
I hold these stocks GLXY, DOO, GUD, LSPD, NPI, SHOP and TVE, if it was your portfolio would you keep them?
thanks
Jim
I hold these stocks GLXY, DOO, GUD, LSPD, NPI, SHOP and TVE, if it was your portfolio would you keep them?
thanks
Jim
- Adobe Inc. (ADBE)
- Salesforce Inc. (CRM)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Propel Holdings Inc. (PRL)
Q: Hey folks...great service....just wondering if you have one or two canadian and US stocks you are pounding the table on right now...perhaps something that has been sold off but has very good chance of a shorter term rebound....thanks.
- Bank of Nova Scotia (The) (BNS)
- Suncor Energy Inc. (SU)
- Enbridge Inc. (ENB)
- Constellation Software Inc. (CSU)
- Dollarama Inc. (DOL)
- WSP Global Inc. (WSP)
- Descartes Systems Group Inc. (The) (DSG)
- TFI International Inc. (TFII)
- Alimentation Couche-Tard Inc. (ATD)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Hydro One Limited (H)
- Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
- Brookfield Corporation Class A Limited Voting Shares (BN)
Q: Hi team. I'm ok with some risk and am 100% equities with an average 13% return per year over 10 years thanks to your team!!
Now my question. We sold an investment property with the plan to use the money to fund a new investment property which will be built in 3 years...so this is my time frame. The money will be split between a TFSA & a taxable account, with the taxable account having about 75%.
What do you think if these for the TFSA - CSU, BN, SHOP and DOL?
These for the taxable - WSP, ENB, TFII, DSG, BNS, SU, ATD, BEPC, H, and a little more DOL?
Would you reorganize these between the 2 accounts? Alternatively, would you choose something else due to the timeframe?
Thanks a lot!
Now my question. We sold an investment property with the plan to use the money to fund a new investment property which will be built in 3 years...so this is my time frame. The money will be split between a TFSA & a taxable account, with the taxable account having about 75%.
What do you think if these for the TFSA - CSU, BN, SHOP and DOL?
These for the taxable - WSP, ENB, TFII, DSG, BNS, SU, ATD, BEPC, H, and a little more DOL?
Would you reorganize these between the 2 accounts? Alternatively, would you choose something else due to the timeframe?
Thanks a lot!
- Enbridge Inc. (ENB)
- Sun Life Financial Inc. (SLF)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- TECSYS Inc. (TCS)
- Topicus.com Inc. (TOI)
- Lumine Group Inc. (LMN)
Q: Which of the above should be most positively affected by a dropping Canadian bank rate. Pls rate in most to least..
Q: Hello, I have a small position in these 2 stocks, and at current price , would you add ? If so, what would be an entry point ?
Thanks
Carlo
Thanks
Carlo
Q: Good Morning,
SHOP is currently trading at the same level it was in April 2020. In 4 years it has done nothing.
It's down 70% from its all time high.
The 'street' rates it as a moderate buy with 10 buys and 7 holds. After earnings announced on May 8 it is down 18%,
How can 5i be so bullish on this stock? It has become a Hopeify.
William O'Neil would have an interesting debate with you on this one.
Sheldon
SHOP is currently trading at the same level it was in April 2020. In 4 years it has done nothing.
It's down 70% from its all time high.
The 'street' rates it as a moderate buy with 10 buys and 7 holds. After earnings announced on May 8 it is down 18%,
How can 5i be so bullish on this stock? It has become a Hopeify.
William O'Neil would have an interesting debate with you on this one.
Sheldon
Q: Whats moving this today?
Thx
Thx
- Booking Holdings Inc. (BKNG)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Take-Two Interactive Software Inc. (TTWO)
- Aspen Aerogels Inc. (ASPN)
- Docebo Inc. (DCBO)
Q: With quarterly earnings winding down I'm curious to hear about about a couple of your biggest surprises. Are there a few outliers on the positive and negative side? Can be US or Canadian.
- Dollarama Inc. (DOL)
- BRP Inc. Subordinate Voting Shares (DOO)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
- Capstone Copper Corp. (CS)
- Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
- Propel Holdings Inc. (PRL)
Q: Hi 5i, Reviewing some of your Growth portfolio holdings (as well as SHOP) for adding to our TFSA's for 2024..
Of the above, could you please rank them for 3-5 yr purchase, with your reasoning for same.
Thanks for your input.
T.
Of the above, could you please rank them for 3-5 yr purchase, with your reasoning for same.
Thanks for your input.
T.