skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: In the answer you gave a member today about SHOP, you say: "Growth is solid, for sure, and it has done most things right, but many investors will balk at paying 35X sales for a stock.” In the company profile of SHOP, we see a Price to Sales of 66.28 (as of today). Are you referring to the same ratio? If yes, which of 35 or 66 is the correct number? Thanks, Gervais
Read Answer Asked by Gervais on October 26, 2020
Q: Regarding your answer to “must owns” for Canadian growth investors - What distinguishes your list from SHOP and/or WELL. Put another way, what are SHOP and WELL missing to make your list?
Thanks. ram
Read Answer Asked by Ray on October 26, 2020
Q: Hi,
I hold SHOP. Recent write ups on the company reflects a very pessimistic view towards the stock based on valuation and its future growth.

I agree with the thesis that it’s worth paying more for good companies that are growing.

What is your view on SHOP as a growth stock for now and the future, 3-5 years .

Thanks,
Read Answer Asked by ilie on October 23, 2020
Q: I see that ARK invest is selling some of their holdings of SE. I currently own a small portion of SE. Do you see any immediate risk? Is it still a good stock to hold today?
Also I have a little bit of SHOP. How is SE compared to SHOP? Should I keep both or get rid of one of them? or should I even sell my SE/SHOP and get AMZN? Thanks a lot
Read Answer Asked by Yongwei on October 20, 2020
Q: Good morning 5i,
I notice that you give lists of stocks. So, I will ask a similar question but perhaps more difficult. If one were interested in building a socially responsible portfolio, I hear that 15 to 20 stocks would do, what would you choose, given the need for domestic, US and International?
thanks
Read Answer Asked by joseph on October 19, 2020
Q: I hold the above companies in my tech sector. Just bought Apple last week. I would like to buy 2 more us stocks for 3+ years . What would you suggest in terms of leaders in their business that combines future growth and some good momentum. Thank you for the great service.
Read Answer Asked by Jacques on October 19, 2020
Q: Could you please provide your take on pending antitrust legislation in the US against big tech, especially Amazon. I own both SHOP and LSPD and am wondering about adding. My dilemma is I’m unsure if the legislation would be negative as all tech gets sideswiped or positive as it would impair Amazon’s competitive advantage, thus opening the door for improved growth for smaller tech companies. Your guidance is greatly appreciated.
Read Answer Asked by Warren on October 15, 2020
Q: What are your best HIGH Growth ideas in Canadian and US stocks.
I'm willing to accept high volatility and RISK.

Thanks
Read Answer Asked by Valter on October 13, 2020
Q: Hello 5i, thanks for all your wisdom!
my question for you: could you please recommend your top 1 or 2 picks/favourites in the following sectors. Can be either US or Cdn.
consumer discretionary
supermarket/grocery
health care
big cap tech
Many thanks
Read Answer Asked by ralph on October 13, 2020
Q: Interesting question/answer on Oct 1 "I would like to have a little fun with this question. Imagine a boxing match between Canadian companies and American companies". Can you please answer the winners among Netflix/Disney; Amazon/Shopify; Union Pacific/CP; AirCanada/delta. Thanks
Read Answer Asked by Naren on October 06, 2020
Q: Hello Folks:
I have 200,000 cash in my account and wondering where best to invest.
I currently own amazon and apple in my tech. sector and considering adding shopify or tesla. Do you have an opinion as to the potential of each of these, or do you have other suggestions? I prefer larger cap companies.
Thanks for everything
brian



Read Answer Asked by Brian on October 06, 2020
Q: I’m considering adding to my SHOP and KXS positions and initiating LSPD and CJT positions. I’m in no hurry and would like to purchase shares that have gone on sale(lol). I’d appreciate your commentary on the likelihood of the impact of two events in our immediate future and their impact on prices. My concerns involve: (1) the coming of winter and the impact on LSPD as restaurants shutter, potentially for good and (2) the impact of the US election if the result is dragged out for weeks in an ugly transition of power. I have no problem buying today, and I know you don’t recommend timing the market as there is always something to worry about, but it seems foolhardy to not consider the impact of events staring us in the face. Thanks for the guidance.
Read Answer Asked by Warren on October 05, 2020
Q: In the technology sector with the increase in prices of each holding I have gone overweight. I have previously reduced weighting. Have taken profits in each of the above. Could you suggest from first to last which you would be more app to sell either all , some or none
DSG up 25%, KXS up 16%, LSPB up 38%,REAL up 15% , SHOP up 7 %
I’ve been rebalancing my portfolio as per tracking and analysis. Last piece of the puzzle.
Thanks again for your excellent service. For DIY it’s excellent esp. q&a
Read Answer Asked by Roy on September 30, 2020
Q: Hi crew, what are 5-10 stocks that would be considered disrupters?

Thank you,
Kevin
Read Answer Asked by Kevin on September 28, 2020
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
Read Answer Asked by Dawn on September 17, 2020
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!