Q: Hi,
I'd like to know how you would view debentures on SHOP, how the balance sheet is holding up and where the estimates for revenues going forward are. I am concerned about today's drop and whether or not it is worth holding, or ditching prior to the announcement regarding price for the secondary issue and debentures. Is there anything about SHOP I am missing here? I'm kind of curious as to why it has experienced a 22% decline in the last 3 to 4 weeks, when the tech sector in Canada is down just over 11% in comparison - does this indicate SHOP is falling out of favour compared to its peers? I noticed that in the US, ETSY has had a similar drop, but AMZN, EBAY are less. I had been under the impression that with SHOP's recent work with WMT and many small businesses moving online recently any pullbacks would be less, but maybe SHOP is just that volatile? As always I appreciate any thoughts or comments you have.
Dawn
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Hi, Any insight into pricing of 1.1 miliion shares secondary of common shares and $800mln convertible notes offering by Shopify ? Thanks
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Amazon.com Inc. (AMZN)
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Intuitive Surgical Inc. (ISRG)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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goeasy Ltd. (GSY)
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Twilio Inc. Class A (TWLO)
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Veeva Systems Inc. Class A (VEEV)
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Roku Inc. (ROKU)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Fastly Inc. Class A (FSLY)
Q: I am negative on subject three U.S. companies (FSLY, TWLO, ISRG) While these companies may be good growth companies if held long enough, I would appreciate your suggestions of several U.S. and Canadian companies that are likely to have more near term growth, any market segment and I have much risk tolerance. Thanks.
Klaus
Q: Hi 5i Team - According to my information Shopify has about 120 million shares outstanding. Do you think it is possible or probable that they may do a stock split in order to bring the share price down to a range that might attract new retail investors. Also What is the latest insider holdings information including recent buying and selling activity. Thanks.
Read Answer
Q: Hi,
Much like all tech stocks, shopify has also come under selling pressure recently. Is it still a buy at the current level?
Thanks
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Alphabet Inc. (GOOG)
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Microsoft Corporation (MSFT)
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Salesforce Inc. (CRM)
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Kinaxis Inc. (KXS)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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goeasy Ltd. (GSY)
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Veeva Systems Inc. Class A (VEEV)
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WELL Health Technologies Corp. (WELL)
Q: Can you suggest me 10 Growth stocks in Canada/US. Time horizon is 10-15 years. Investment style is BUY AND FORGET.
Read AnswerQ: With the recent pullback in technology stocks, I'm looking to ad either SHOP or DOCU to my portfolio. Which would be your pick for new buying today?
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Photon Control Inc. (PHO)
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Apple Inc. (AAPL)
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Alphabet Inc. (GOOG)
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
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Constellation Software Inc. (CSU)
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Kinaxis Inc. (KXS)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Atlassian Corporation (TEAM)
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Real Matters Inc. (REAL)
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Zscaler Inc. (ZS)
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DocuSign Inc. (DOCU)
Q: Good afternoon,
The technology portion of my portfolio has grown too large (about 37%) and I’m trying to figure out how to get it back to about 25%? My issue is that I’m interested in too many tech options (I.e., the ones that I own plus others I’d like to buy). I’m looking for suggestions on which I should sell, add to or replace by buying a better option. Some were initiated with half positions that went down and some full positions grew so the proportions all over the place. I have a long time horizon and many are held in a registered account (except SHOP and NVDA). I own: KXS (3.5%), CSU (3.8%), SHOP (2.7%), PHO (<1%), ZS (3.3%), TEAM (1%), NVDA (6.1%), AAPL (11%), MSFT (4.6%) and I’m interested in buying REAL, DOCU and GOOG. I’d like to own what are viewed as solid tech companies for future innovation and growth and I’m willing to add, remove or replace any of these companies.
I also need to add materials and REITs to my portfolio since I currently have no holdings in these. I’ll use my tech trimmings to add to these sectors. Suggestions of top companies for these two sectors would also be greatly appreciated.
Many thanks for all the great work and suggestions you provide,
Lisa
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Sea Limited American Depositary Shares each representing one Class A (SE)
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Kinaxis Inc. (KXS)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Atlassian Corporation (TEAM)
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Workday Inc. (WDAY)
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Veeva Systems Inc. Class A (VEEV)
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Real Matters Inc. (REAL)
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DocuSign Inc. (DOCU)
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Alteryx Inc. Class A (AYX)
Q: For the above technology companies there has been a huge pullback even though some have beaten nicely on earnings. Is this a buying opportunity for them or wait and see where the NASDAQ settles out before putting new money in. What is the reason for the pullback. Typical profit taking before Labour Day? Of the above Can you rank which you would put new money into first?
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NVIDIA Corporation (NVDA)
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BRP Inc. Subordinate Voting Shares (DOO)
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Kinaxis Inc. (KXS)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Veeva Systems Inc. Class A (VEEV)
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WELL Health Technologies Corp. (WELL)
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DocuSign Inc. (DOCU)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
Q: I think we were due for today's pullback. What are your favourite names to add to here for a long term hold?
Read AnswerQ: Are there canadian public companies involved in work from home ?
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Costco Wholesale Corporation (COST)
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NVIDIA Corporation (NVDA)
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AbbVie Inc. (ABBV)
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Enbridge Inc. (ENB)
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TC Energy Corporation (TRP)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Vanguard S&P 500 Index ETF (VFV)
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Vanguard U.S. Dividend Appreciation Index ETF (VGG)
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Vanguard U.S. Dividend Appreciation Index ETF (CAD-hedged) (VGH)
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Atlassian Corporation (TEAM)
Q: This question is about diversification and percentage of stocks vs ETFs. In my overall portfolio (combined tfsa, rrsp, and non-registered), I have roughly 37% VFV/ZSP, and the rest fairly equally weighted across ENB, KXS, SHOP, VGH, AQN, BEP.UN/C, BIP.UN/C, BNS, CPX, GDI, NVDA, RY, TEAM, VGG, TRP, BAM.A. I'm in my mid 30s and have a long time frame, but would prefer to position for short term performance as much as possible. So, with some cash to allocate, can you please recommend a couple US and CAN stocks to add to this mix (or recommend just adding to what I hold)? Also, given your recent market update on covid vs sector performance, what would you do with the VFV/ZSP allocation? I am open to moving that allocation to stocks instead of an ETF, and am wondering if I should take that path, and how best to position there given the big tech names/top holdings in the ETFs, vs some holdings across sectors that are currently down. Thanks!
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Constellation Software Inc. (CSU)
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Kinaxis Inc. (KXS)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
Q: What's wrong with Canadian tech these days? ZQQ is up 12.61% this month, as tech stocks soar. But in Canada, you would have been much better off owning a plodding insurance company like Sun Life or a bank than Kinaxis, Constellation Software, Open Text, Enghouse, CGI, Shopify or Sylogist.
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Horizons S&P 500 Index ETF (HXS)
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INVESCO QQQ Trust (QQQ)
Q: Looking to add BAM.A and SHOP to the porffolio, which would you add first for a youngish investor in a TFSA? Is BAM.A going to be in the dog house for years to come? Does SHOP still have a long runway or have new investors largely missed the boat? Should one wait for a pull back on SHOP before stepping in? Also, considering the added cost of currency conversion, is there any reason to choose QQQ over HXS for in a TFSA? HXS is smaller, but is that much of an issue for retail investors? Please deduct credits as you see fit.
Thanks
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Kinaxis Inc. (KXS)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Real Matters Inc. (REAL)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
Q: What companies on your radar have the strongest balance sheets? Thanks.
Read Answer
Q: If you only had enough cash to start a position in either SHOP or TTD in a growth portfolio, which one would you choose today?
Thanks
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BRP Inc. Subordinate Voting Shares (DOO)
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Kinaxis Inc. (KXS)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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goeasy Ltd. (GSY)
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Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS)
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Real Matters Inc. (REAL)
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WELL Health Technologies Corp. (WELL)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
Q: These seem to be some of your favorite Canadian growth names - very different in terms of sectors, vol and size, however can you please rank them in terms of growth outlook for next 3-4 years to add some torque to a portfolio.
Thank you
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Sangoma Technologies Corporation (STC)
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Photon Control Inc. (PHO)
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NVIDIA Corporation (NVDA)
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Constellation Software Inc. (CSU)
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Enghouse Systems Limited (ENGH)
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Kinaxis Inc. (KXS)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Atlassian Corporation (TEAM)
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Real Matters Inc. (REAL)
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DocuSign Inc. (DOCU)
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Avalara Inc. (AVLR)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Dye & Durham Limited (DND)
Q: Tech has boosted my returns this year and now it is around 40% of my portfolio and that is after trimming half my SHOP and CSU and selling AYX, GIB.A and DSG. Trying to get down to 20% Can you please rank the above stocks to help me with my decision. And thanks for the great service.
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
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Constellation Software Inc. (CSU)
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Descartes Systems Group Inc. (The) (DSG)
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Kinaxis Inc. (KXS)
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Open Text Corporation (OTEX)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Real Matters Inc. (REAL)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
Q: Hi Guys,
I have these tech companies inside my portfolio adding up to 40%, please rank them for long term growth (3 to 5 years). I would like to drop this percentage down to 25%.
Are there any MUST sell in this group?
thanks
Jim
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Sangoma Technologies Corporation (STC)
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Photon Control Inc. (PHO)
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Constellation Software Inc. (CSU)
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Kinaxis Inc. (KXS)
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BlackBerry Limited (BB)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Real Matters Inc. (REAL)
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WELL Health Technologies Corp. (WELL)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Dye & Durham Limited (DND)
Q: Hi 5i,
I am thinking to start invest the above stocks. In term of risk, potential grow, please kindly provide the ranking. Please take out any if not suggest for the moment to invest. Many thanks.