Investment Q&A

Q: For the companies listed, do you believe any are at risk of fully going out of business with respect to the current market and recent/anticipated stock pricing effecting their ability to continue to operate? thanks!

Q: Based on your reply to Paul on May 9th...."We think buying over a year will end up looking pretty good in two or three years". Of the following Companies that make up my portfolio what would be your TOP 3 conviction names to ADD to over the next year based on long term growth potential, good valuation, well run, good management, no brainer this will be a good investment type choice. There is opportunity here so don't want to miss the boat. Yes everything is down. Yes people are panicking. But it will go back up and simply want to focus my energy on the ones with more conviction. I don't need the money for the next 15-20 yrs but don't want to be a moron either and be happy with a bit of dividend here and there when I could see larger returns by making a good decision today. Thanks again.

Q: Are these stocks still expensive? In what order would you buy them today?

Thank you for great service.
Milan

Q: Is it possible that SHOP will renege on its 10 for 1 split? By the time it does it, it will be a penny stock and have to reverse split.


Sheldon

Q: I know you don't have a crystal ball, but one analyst yesterday says sell SHOP with a US$400 target and a two year runway to better days and another today gives them a US$1000 target with this being a short blip.

In a non-reg account, would you sell for the loss? What would be your 30 day replacement? What would you suggest in a registered account?

Thanks.

Q: what do you think is in store for shop going forward. 5i has been suggesting it is one of your best recommendations for a rebound. do you still feel this way after results. what might shop do to turn things around.

Q: Please comment on SHOP quarterly results (were they that bad?) and also do you think they will lead to SHOP’s final flush to a bottom or very close to a bottom?

Q: Hello Peter and team,
Your comments on Topicus results were positive but the stock dropped.. Any idea? Is it a good time to increasing one's position in Shopify? Thanks very much

Q: Thoughts on FTNT, SHOP, FB, TWLO?

Q: Hi Team,

I see a reference to a question on SHOP that they have just announced a 2bil purchase. I thought it was just rumor, I cannot find news of the announcement?

Thanks!

Q: What do feel are the best bargains currently in this market ? Top 10 please, and a management ranking, 10 being the best. Long time time horizon. Thanks

Also, please provide your favourite Cnd stock/ETF for an RESP. Long time horizon

Thanks

Nick

Q: Please suggest some growth etfs and stocks for starting RESP for long term hold. Thanks for great service.

Q: Hi 5i Team -In a question recently asked you mentioned that Shopify is still not cheap. At what price could it be considered a decent valuation. Also in your answer to a previous question you mentioned Shopify has $6.7 Billion in cash. How much per share does this work out to be and is it a significant amount in this context. Do you see them deploying some of this cash to make an acquisition or even to buy back shares. As a summary, are the fundamentals much the same as they were a few months ago when Shopify's share price was much higher. Thank you.

Q: With the stock market being just terrible these days, what at the companies trading at or near 52 week lows that you would strongly buy if you could (US or CDN)?

Q: I have a full position in AMZN as well as half positions in both SHOP and BABA (which actually began as full positions). I'm thinking I may have overdone it a bit in the on-line consumer shopping space. Would you continue to hold all of these and if not how would you suggest reducing my exposure?
Thanks

Q: Do you think the divergence between the two of these today tell us the chance of SHOP having put in a bottom is decent?

Q: In view of a upcoming possible recession I am considering switching Shop for Toi, and Amazon for Crwd for a 3 to 5 year hold ,
May I have your thoughts, please

Q: when does shop report. what are analyst expectations. what does 5i expect. do you think analyst expectations are realistic. if there is a surprise in earnings, what might it be

Q: It’s starting to feel like 2008 but for the tech stocks. How do you currently feel about shopify? It seems quite irrational that it’s trading at lower valuations than pre-pandemic. Almost as if the pandemic didn’t boost their revenues by many multiples

Q: Good morning, I kept almost all my growth stocks thinking I'll ride it down as usual but it's a bit worst than I thought, instead should have trimmed more to the like of NVDA and SHOP and a few others. Down over 12.6% from high so far. Everything seems to being priced for recession. Panic selling has not started yet just a slow drift down. Market could go down considerably more from here. Like 10 to 20% and we won't hear the bell.
Starting to get jittery. Your view on this assumption please?
Thanks for the great service!