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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.

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.

Read Answer Asked by Delbert on March 21, 2022
Q: I own all of these high multiple tech stocks in low quantities in tfsas. No particular concern about timelines. Would you continue to advise holding all of them or would you suggest eliminating one or more for the other? Is there a simple way to compare?
Read Answer Asked by Peter on March 18, 2022
Q: Today Xbc soared 21.3%,LSPD 15.85% Shop 4.98%(recovered from $650 recent low) & yesterday STC 13.5% and Eglx 11%..Bam.a recently traded in the $66-$70 range. Is it timely to buy or add to them & please provide a good entry point for each. Txs for u usual great services & views
Read Answer Asked by Peter on March 18, 2022
Q: Hi 5i: I am considering getting back into some Canadian tech stocks. I would be pleased if you would provide me with your three best picks. A combination of cash on the balance sheet and moderate growth would be the criteria. I am a long term investor. Thank you always for providing great insights on investment decisions.

Docsinc
Read Answer Asked by Tom on March 16, 2022
Q: Good day team, I was wondering if you could provide some growth stocks either in the US and Can that have very little to no debt.
Read Answer Asked by Seamus on March 16, 2022
Q: Hi,
I'm looking for 5 or so US companies who will recover very quickly once we hit bottom. My plan is to do a little gambling and buy long term calls.
Thanks for all the help over the years.
Jerry
Read Answer Asked by Gerald on March 15, 2022
Q: I have $35,000 CAD to invest in a non registered account. Can you suggest a couple of names worth looking at (US/Can)and why? I have a 7 year time horizon.

Thoughts on how you might deploy? Buy now, in thirds over the next few months or wait?

Thanks

Read Answer Asked by Don on March 15, 2022
Q: Hello Peter and team
What are the PE ratios for Nuvei and Shopify? Could you please provide your view on Greenlane Renewables and Ballard Powers recent results?
Read Answer Asked by umedali on March 15, 2022
Q: Hi 5i
We don't have any Canadian tech companies but lots of AAPL, GOOGL and NVDA. With current pullback, SHOP and XIT are down a lot (70% and 40% off highs) but CSU only about 15%. Would you buy CSU or XIT?
Thanks,
Greg
Read Answer Asked by Greg on March 15, 2022
Q: Looking for a few names in the US and Canada where you think recent market activity has left them with an attractive fundamental to Mr market delta. Thanks!
Read Answer Asked by Andrew on March 14, 2022
Q: Hi Peter

I have question regarding the following list of “fallen angels”. These ten stocks have achieved significant drops in valuation since Dec. 31, 2020. Can you please rank these “fallen angels” in terms of the best risk-return profile over a five-to-ten-year hold? Everyone likes a bargain! Sometimes it is possible to survive a falling knife particularly if you use tungsten as a shield!

We cannot all be superman!

Baba
Fb
Jd
Lspd
Pypl
Roku
Shop
Sq
Weed
Zm


Thanks George
Read Answer Asked by Fay on March 14, 2022
Q: Dear 5i Team,

If there was an option to totally liquidate all of the investments someone had and start with a clean slate, which 20 stocks US and Canada (10 each) would you recommend for a 10 year horizon?

Thank you for your advice as always,

Much appreciated.
Read Answer Asked by Alka on March 11, 2022
Q: Hello,
I would like to rebalance my technology exposure.
You mentioned putting in stink bids to pick up bargains.
Could you tell me what you suggest for stink bids on SHOP, LSPD, TOI and SYZ.

Thank you very much
Read Answer Asked by Josette on March 10, 2022
Q: Wondering what 3 or 4 Canadian stocks you would choose to buy in a non registered account now, waiting for a full economic re opening and a settlement on the Russia -Ukraine conflict?
Seems energy, financials and materials are at highs. Tech is beaten up.
MG and SHOP come to mind. Any others you would suggest?
Thanks
jeff
Read Answer Asked by JEFF on March 09, 2022
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