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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: One of my investing mistakes I’ve made in the past is selling my winners too early. For example, I purchased Shopify at $30 and sold it at about $125. Never in my dreams did I think it would be as high as it is today - the largest company (by market cap) in Canada today. I always thought to myself: “how high could this really go? Isn’t is really expensive!?!”. I still don’t understand why Shopify is valued the way it is, but nevertheless I missed out and I don’t know how often these 30x baggers comes in one’s lifetime.

I now find myself in a similar position with Kinaxis. Thank you to 5i for the recommendation and I am up over 300% on this. I find myself asking similar questions - is it expensive? How high could this stock possibly go? Could it be another Shopify?

I know you like the stock, but is the move in the past few months sustainable? Do you think once the Covid crisis settles down, will the stock price comes down as well? Could this be another 10 bagger (or more)?

On a side note - how often do these 10x (or more) stocks come along in ones investing lifetime?

Thank you for this awesome service. I’ve learned so much for following (and not following) your advice.

Read Answer Asked by Mike on May 25, 2020
Q: What is the difference between these 4 companies and could you rate prospects in growth, risk and management. is there much overlap between them?
Read Answer Asked by JEFF on May 22, 2020
Q:

BABA- Do you think BABA may be delisted from US stock exchnages? I saw an article being prepared about a bill against foreign companies in the US..

FB and SHOP- Regarding the partnershp between facebook and SHOP..which do you think will be most benefitted. Facebook is also making partnership with Reliance Jio..its starting to get really attractive. Would like your thoughts on this.

Thanks for your wise advise as always. Cheers,

Shyam
Read Answer Asked by Shyam on May 22, 2020
Q: I don't hold ,SHOP,CSU,AMZN,GOOG,FB,NVDIA, and perhaps missed the boat.Which one you believe if any still make sense buying now?.
Read Answer Asked by Nizar on May 21, 2020
Q: Hello Peter and co,
Thank you for your excellent advice. My grandson has opened a TFSA over the last few months, and now holds the following stocks (listed in order of value, largest first). He is in the enviable position of being up on every one of his positions, in part thanks to your wise advice (and some lucky timing)! With a bit of cash (~$2300) remaining to invest, he is looking for a recommendation, targeting growth and diversification.
He is considering these: LSPD, JPM, CAE, MDT, VET, PXT
But we would be more interested in hearing your advice, so please feel free to ignore the list above, and make a suggestion for 1 or 2 stocks to add.
Thanks,
Ed.

Current stocks:
XQQ
GSY
VFV
SHOP
CSU
REAL
KXS
BYD
BEP
Read Answer Asked by Ed on May 20, 2020
Q: If a new investor had a $100, 000 to invest in Canadian & US Equities what would be the TOP 10 Stocks to invest today for the next 3 to 5 years.

Thanks Valter
Read Answer Asked by Valter on May 20, 2020
Q: First of all, I can't thank you enough for the excellence of your answers. I have been a member for many years. The answers just keep getting better.
Re my question:
I keep having to trim my tech sector. Perhaps I should sell a couple of names instead of just trimming? Would you please arrange these best to last? Many thanks.
Read Answer Asked by Elaine or Gerry on May 19, 2020
Q: I am trying to reflect on what the POS means for SHOP and other businesses. Does this suggest that SHOP is trying to develop a well guarded ecosystem (or has already done so)? What do you think the next step might be? For example, can they move into square's space and do so directly from their existing client base? Does their now massive cash horde suggest that they are likely to start some buying, presumably in niche areas that complement this move to full integration of on-line and brick-and mortar retailing? Thank-you again.
Read Answer Asked by Alex on May 14, 2020
Q: Under the recent answers about Shopify, LSPD and Kinaxis there is no mention of " authors of these answers, directors, partners of 5i Research have a financial or other interest in any of these at the time of answering the questions.".
What is the reason?
Read Answer Asked by Lorraine on May 13, 2020
Q: Hi 5i team,

I know there are a lot of SHOP followers here. Late last week SHOP announced a partnership with PINS and introduced a new App which allows SHOP merchants to upload their catalogues to PINS. The deal is likely of little consequence for SHOP, but it should help PINS. I assume this would attract advertisers back to PINS if a broader range of products is now available. I thought PINS would have gotten a boost from the announcement. Are you still relatively positive on PINS? It seems to me it could be a nice acquisition for SHOP or one of the big guns.

Thanks again.
Dave
Read Answer Asked by Dave on May 12, 2020
Q: I am about to triple the size of my investment in the portfolio above and give equal weighting to all. Virtually all of this new money will be in non-registered accounts. In total, this self-directed portfolio will represent 20% of my holdings; I also have 40% in a growth-focused pension fund, and 40% in a mix of ETFs through a robo-advisor.
Do you have any suggested changes to the list of names? I am primarily focused on growth, with a 3-5 year horizon.
Do you recommend a different weighting e.g. heavier on some, lighter on others?
What are your thoughts regarding timing? I am tempted to put all of the new money in now, betting on the sustainability of the recent recovery. But I understand that a phased approach will reduce risk.
Thanks for your help.
Read Answer Asked by Ben on May 12, 2020
Q: Hi,

What are the top 3-5 Canadian tech companies that you think still undervalued, have potential to recover their heights and to grow beyond that?
Read Answer Asked by Nick on May 11, 2020
Q: Hi 5i,
Based on your input, I'm looking to stack up on Industrials, Tech, and C. Discretionary. I have a 5-10 year+ timeframe and have a huge focus on outsized YoY revenue growth / returns for my portfolio. I can tolerate a lot of volatility and risk.

1. For Canadian industrials, what would be your top growth picks? Also looking to get one aviation exposure, what would be the best one out of AC, CAE, EIF?

2. For Canadian Tech, I currently have SHOP, KXS, LSPD, REAL. As you can see I'm aiming for outsized YoY Revenue Growth. Can you suggest other names? How does PHO and STC compare with them?

3. I have BYD, DOO, and GOOS. Can you name two MUST HAVES for Consumer Discretionary/Cyclical in the US?

Please subtract credits as you find appropriate. Thanks!
Read Answer Asked by Michael on May 11, 2020
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