Q: Good morning, Over a one year short period of time, which of these two companies do you think has more potential, Docebo or Shopify, thanks? Disregarding the risk level.
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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)
- Brookfield Corporation Class A Limited Voting Shares (BN)
- Lumine Group Inc. (LMN)
Q: I realize it's not a very long time horizon but of these three stocks, how would you rank them for Capital appreciation over a one year period, thanks?
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
Q: I hold the 3 following positions : SHOP (3%), LSPD (1.5%) with a 30%loss and NVEI (1%) with a 65% loss.
I want to clean a bit my portfolio, and clear at least one of NVEI or LSPD.
In which one would you prefer to consolidate? Would you even consider consolidate all in Shop or there’s a good case for keeping NVEI or LSPD?
Thank you!
I want to clean a bit my portfolio, and clear at least one of NVEI or LSPD.
In which one would you prefer to consolidate? Would you even consider consolidate all in Shop or there’s a good case for keeping NVEI or LSPD?
Thank you!
Q: There has been so much price increase , I wonder if there is any insider buying or selling in the last 3 months ? Does the increased stake in Klaviyo poses any significance ? Thanks a lot.
- NexGen Energy Ltd. (NXE)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- EQB Inc. (EQB)
- goeasy Ltd. 5.75% convertible unsecured subordinated debentures due Jul 31 2022 (GSY.DB)
- Docebo Inc. (DCBO)
- Lumine Group Inc. (LMN)
Q: Peter & Team; what are good aggressive picks now for 21 yr old's new FHSA with a home purchase timeline in 5-6 years ? LMN ? NXE ? A combo ? Any other aggressive picks you like given the timeline ? What would be a 1 stock more conservative pick for the same account ? Thank you.
Q: Many analyst reports on SHOP after investor day. A mixed bag with maybe a leaning to the downside. What do you make of all this? Stock popped a couple of days ago and then gave it back and more Wednesday. From your take on investor day, what were your impressions? Still a top pick?
Q: If you wanted to add to either TOI or SHOP but only have money for one which would you choose?
Thanks
Thanks
- Toronto-Dominion Bank (The) (TD)
- Enbridge Inc. (ENB)
- Sun Life Financial Inc. (SLF)
- TELUS Corporation (T)
- Brookfield Renewable Partners L.P. (BEP.UN)
- Premium Brands Holdings Corporation (PBH)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Savaria Corporation (SIS)
- A&W Revenue Royalties Income Fund (AW.UN)
Q: I'm hoping to take profit from ATD and maybe CSU. My weight in CSU is out of hand but I find it hard to sell that juggernaut. I also have TOI and LMN. I'm happy with my weighting of TOI and i plan to add a small weighting in LMN. I'm underweight in the following: SIS, PBH, SHOP, TD, BEP.UN, ENB, T, SLF, AW.UN. How would you rank these names going forward? Would you recommend swapping any of these for better opportunities that 5i covers or are in the balanced portfolio?
Q: Current PEs for CSU and Shop seem stratospheric and have me worried. How do they compare to historical PEs for these companies? Do the forward PEs for these two companies justify present share prices?
Jack
Jack
Q: As a follow-up to Blake's question a couple of days ago, I see there was a negative report from Piper Sandler to underweight due to recent runup, valuations and reference to elements in 2024, Am now underweight SHOP and wondering whether I should keep accumulating or wait for a pullback. Your thoughts would be greatly appreciated. Thank you for your great service!
Q: Whats popping this so nicely?
Thx
Thx
- Amazon.com Inc. (AMZN)
- FirstService Corporation (FSV)
- Kinaxis Inc. (KXS)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Brookfield Corporation Class A Limited Voting Shares (BN)
Q: Do you feel there's a good chance that we are in the midst of a true rotation to growth? What are a few Canadian and US names you think are well positioned to outperform in this scenario?
- Amazon.com Inc. (AMZN)
- Alphabet Inc. (GOOG)
- Booking Holdings Inc. (BKNG)
- Constellation Software Inc. (CSU)
- Descartes Systems Group Inc. (The) (DSG)
- Toromont Industries Ltd. (TIH)
- Thomson Reuters Corporation (TRI)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- KKR & Co. Inc. (KKR)
- Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
- Ulta Beauty Inc. (ULTA)
- Five Below Inc. (FIVE)
- Copart Inc. (CPRT)
- Old Dominion Freight Line Inc. (ODFL)
- Saia Inc. (SAIA)
- Heico Corporation (HEI)
- Topicus.com Inc. (TOI)
- Brookfield Corporation Class A Limited Voting Shares (BN)
- Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
- Lumine Group Inc. (LMN)
Q: Hello 5i Team,
Could you please suggest 20 Canadian and/or U.S. stocks for a "buy and hold" portfolio in an RRSP with average-to-above-average risk and a 5+ year timeframe.
Feel free to subtract as many credits as you see fit.
Thanks in advance for your always helpful advice!
Could you please suggest 20 Canadian and/or U.S. stocks for a "buy and hold" portfolio in an RRSP with average-to-above-average risk and a 5+ year timeframe.
Feel free to subtract as many credits as you see fit.
Thanks in advance for your always helpful advice!
- Amazon.com Inc. (AMZN)
- Booking Holdings Inc. (BKNG)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Crocs Inc. (CROX)
Q: With the recent report showing that retail sales seem to be slowing, how vulnerable do you feel these companies will be to downward share price pressure - and your best guesstimate as to what degree and for how long?
Many thanks.
Many thanks.
Q: Good evening, Shop is moving very well these days. Do you think it can keep this torrid pace up for a while yet. Iam concerned about FOMO and was thinking of getting back into it, thanks?
- Alphabet Inc. (GOOGL)
- NVIDIA Corporation (NVDA)
- Toronto-Dominion Bank (The) (TD)
- ATS Corporation (ATS)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- goeasy Ltd. (GSY)
- Lumine Group Inc. (LMN)
Q: I know you like all of the above for a TFSA - so do I - but need to raise some cash and am struggling with what to sell - is there one you would sell first? or maybe trim 2?
Thanks,
Terry
put as private but make public if you wish
Thanks,
Terry
put as private but make public if you wish
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Galaxy Digital Holdings Ltd. ordinary shares (GLXY)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
Q: If you have a crystal ball and the economy starts to shrink, layoffs increase, spending slows and of course, inflation cools while rates come down faster than expected, what would be your top investment ideas over the next 9 - 12 months?
- Adobe Inc. (ADBE)
- Alphabet Inc. (GOOG)
- NVIDIA Corporation (NVDA)
- Constellation Software Inc. (CSU)
- ATS Corporation (ATS)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Axon Enterprise Inc. (AXON)
- Brookfield Corporation Class A Limited Voting Shares (BN)
- Lumine Group Inc. (LMN)
Q: Dear 5i
Could you rate in order of preference the listed stocks for inclusion into a TFSA account . Are there any other stocks you might include on this list that are good at this time for a TFSA account ?
Thanks
Bill C
Could you rate in order of preference the listed stocks for inclusion into a TFSA account . Are there any other stocks you might include on this list that are good at this time for a TFSA account ?
Thanks
Bill C
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Galaxy Digital Holdings Ltd. ordinary shares (GLXY)
Q: Hi Everyone!!
I have made some profit with Shop and was thinking of skimming a little off and buying some Galaxy. I know...we are comparing apples to oranges. Do you think that Galaxy has some good growth potential ahead of it to make this move worthwhile?
Cheers and Thanks,
Tamara
I have made some profit with Shop and was thinking of skimming a little off and buying some Galaxy. I know...we are comparing apples to oranges. Do you think that Galaxy has some good growth potential ahead of it to make this move worthwhile?
Cheers and Thanks,
Tamara
- Park Lawn Corporation (PLC)
- Tricon Residential Inc. (TCN)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Lithium Americas Corp. (LAC)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS)
- Converge Technology Solutions Corp. (CTS)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
- TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
- dentalcorp Holdings Ltd. Subordinate Voting Shares (DNTL)
Q: Except for CTS, ATZ, SHOP and LAC all of these, once darlings, are below where they were 5 years ago and all of them are down sharply from their all-time highs. Can you provide your thoughts on which, if any, of these stocks will be able to get back to their old highs and a guess on when. Also, please identify your top picks (ones that you are sure will survive and thrive in the next 2 to 3 years) and your bottom picks (ones that are destined to struggle for years). They don’t all need to go into those two groups, as the future of some of them may be fuzzy. A sentence or two on why you placed these stocks in these groups would be appreciated. Thanks