Investment Q&A

Q: Good Morning,
Have you identified any new growth stocks in U.S./CDN outside the 5i growth portfolio that have you excited on their long term growth potential?
Thanks

Q: Based on today price, what are your top 5 stocks to hold in a TFSA for 10+ years with high growth and medium-low risk for that frame period ?
Can you rank then in order if there's one ?

Q: following up on question/response about shop, you mention 'there has been a recent increase in announcements'. what were the main ones and how important were they?

Q: The company is splitting its shares 10:1,

Why are they bothering, the market is doing it for them already?

LOL


Sheldon

Q: Grateful for your review of the pros and cons of the governance announcement to protect the CEO's voting powers during the upcoming stock split. Is it unusual ?

Thanks

Q: Hi, At times like these when positions at companies like Shop and Nvda are eroded..when does it make sense to add? Should one wait until the interest rate cycle is over and wait for the tides to turn? What indications should you look out for for growth stocks to rebound? Thanks. Shyam

Q: In this market backdrop, is it timely to buy Toi plus these fallen angels,,Atz, Gsy,Shop,Dsg,Kxs & Lspd.Please provide a good entry point for each,& rank for entry with best first.Txs for u usual great services & views.

Q: I need to lighten up on techy/growth stocks and replace with more defensive/value names. Of this list, are there any you would sell? If not, and if I wanted to sell something anyway, in what order would you suggest selling? Thank you.

Q: Good morning,
I want to harvest the tax loss on this one but don't want to miss the upside although the market reversal seems unlikely in the short term in this market. Thinking of LSPD as a temporary replacement or should I keep LSPD?
Thanks for everything!

Q: what does todays announcement, 10 for 1 split, mean for the company and the stock? is it good? market so far seems to like it.

Q: hi, it may be in a previous answer, if so please, humour me. I am wondering why the forward EPS estimates have come down so much for SHOP? was there a fundamental issue that occurred, did they issue new shares? I thought SHOP was still in big growth mode. also, depending on where you look, research companies investing media etc, they all seem to have different values for the EPS, both trailing and forward? could you provide your numbers for these please. thanks, chris

Q: What are the best types of stocks to include in TFSA for long term hold (15-20yrs) with medium risk tolerance? Growth only or growth + income? Have heard that dividend stocks in TFSA can be good as income can compound over time tax free but if the growth outperformes the dividend yield would that not be better? Also could you include your top 10 Canadian picks right now for allocation in TFSA (sector doesn't matter)? Thanks

Q: Hello,

Can you please provide your highest conviction names in the US and Canada?

Thanks!

Q: We'd all love to get a look at a few stock prices from 5 years in the future. Get a big winner, or avoid a big loser, with no risk. If you could get a list of the prices of 10 Canadian stocks 5 years from now, which ones would you pick? Let's say stocks with a min market cap of roughly $1 billion Cdn.

Q: Hi Peter and Staff

In my basket of TECH, I have many losers that you have been high on(not your fault).

I have regretted selling "losers" that recovered sharply and sat on some that the opportunity cost turned out to high.

Are there any in the list above that the risk/reward of hanging on justifies not selling to top up positions in SHOP,TOI and/or CRWD that are also down.

Which order would you sell from the sell list and which order would you buy from the 3 buys

Thanks for all you do

Dennis

Q: HI,

Do you think its time to get back to tech stocks? I already own CSU. If so, can u rank the CDN teck stocks (CTS, DSG, XIT, ZQQ, KXS, LSPD, Shop) based on reliable growth and manageable volatility? if you have better ideas please include them.

Q: Our grand-daughter, age 19, needs help with investing mid 6 figures $$, with funds not needed for 10 years or more. She is seeking guidance from her parents and grandparents with this. We would appreciate if you could provide appropriate suggestions and some direction.

Thank you for helpful service.

Cyril

Q: Can you explain the SHOP price disparity on the US and CAD exchanges that occurred recently? Reference your answer to a member question yesterday 'SHOP had an unusual spike close on Friday and was up $122. Today it is down $110 and still up over two days. On the TSX where there was no spike the stock is down $20 only today.'

Q: Down big time. What’s happening?

Sheldon

Q: Hello Peter et al,

You have mentioned in the past that Amazon needs Shop or it runs into monopoly problems and that Shop has a strong moat.

When I look at the size difference Amazon has 14x the market cap and 1500x the employees.

When I look at stock price Amazon has been a steady climber with a minimal hit over the past 6 months vs Shop being more than halved in mkt cap.

If I were CEO of Amazon reviewing the co. dashboards and heatmaps - I think I would look at the Shopify roadmap and see either noise or an opportunity we could setup for and pre-empt (if that business is on our roadmap).

How scalable is Shop given that Amazon has a long track record, the most money and supply chains to the best strategic minds?
How sustainable is the Shop competitive advantage?

I ask this wondering how likely Shop is to regain the lofty $2000 level.

Thank you for sharing your insight.