Investment Q&A

Q: I think we were due for today's pullback. What are your favourite names to add to here for a long term hold?

Q: Are there canadian public companies involved in work from home ?

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!

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.

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

Q: What companies on your radar have the strongest balance sheets? Thanks.

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

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

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.

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

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.

Q: Up some 30% on LSPD in my TFSA. Considering selling and replacing with either REAL, KXS. or SHOP. Would you hold the course with LSPD? If not, which of the three would you replace it with? Thank you.

Maureen

Q: I have these shares in a tfsa. Do you see any sells in this list and can you please suggest a couple of additions? Thank you.

Q: Can you compare Bigcommerce vs Shopify. Is this company a threat to SHOP and would you be buying BIGC even though it skyrocketed in its IPO today

Q: Hi 5i Team - Just wondering if you could give me your opinion on whether Lightspeed might be in a similar growth position that Shopify was a few years ago. I am not asking for a firm prediction here, just a general idea. Also what are the similarities and differences to Shopify's business structure.
Since this is my third question in the last two days and it is still the holiday weekend please feel free to take your time in responding - no rush.
I hope everyone had a good long weekend!
Cheers.
Rob

Q: Hi 5i Team - I have held Shopify in two accounts for several years now and although I have sold much of it over the past couple of years at a substantial profit (thanks to your advice) there is still some left which it seems becomes more significant each passing month. I find myself, however, unable to describe it's business with any degree of confidence to other people. Could you provide me with a simple description of exactly what it does in plain terns that I could relate to others.
Who are Shopify's customers and clients - do these terms mean the same thing - and how many are there. Do they have other relationships with large corporations beside Amazon and what exactly is that relationship with Amazon. I feel I should have an understanding of all of this but it very limited.
Thank you.

Q: If you could only invest in on technology stock, which one would it be between Google, Amazon and Shopify?

Q: Thoughts on trimming some SHOP at record highs and buying some more WELL? SHOP position at 10% and WELL at 2%. I'm currently overweight tech at around 28%. What news or fundamentals would you wait for to further add to your WELL position? This is for a TFSA and looking for long term growth. Thanks!

Q: Can you add more info on SHOP after their earnings call. Quite a stunning quarter. Expected it to good but not that good.

Q: Please comment on the quarter