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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: I notice in a recent question regarding your picks between GC, CSU, SHOP, you left SHOP out of your top choices? Why? I own a lot of it - about 4%.

"Q: What are you top 5 ideas at current time, amongst all three of the portfolios ?
Thank you

Asked by Karim on March 13, 2019
5I RESEARCH ANSWER:
ATD.B, GC, CSU,
Read Answer Asked by Graeme on March 13, 2019
Q: What are you top 5 ideas at current time, amongst all three of the portfolios ?
Thank you
Read Answer Asked by Karim on March 13, 2019
Q: I am compiling a list of companies that have a large cash pile and a track record of being acquisitive and who might exploit opportunities efficiently during a recession, or other negative market event. Who would you put at the top five on that list? Thank-you.
Read Answer Asked by Alex on March 12, 2019
Q: I was considering selling Enghouse based on the most recent earnings report and buying either Shopify or Open text.
Read Answer Asked by David on March 12, 2019
Q: Hi,
I'm currently holding SHOP with a large gain and the position is close to 10% of my portfolio. What do you think about trimming that position and investing some of the profits into LSPD currently? Would you wait a quarter first before buying LSPD or average into the position over the next year? Also these two companies operate fairly similar, what are the main differences?

Thank you!
Read Answer Asked by Keith on March 11, 2019
Q: When answering Scott's question about the lightspeed IPO you said Shopify is 10X sales. On the 5i's website under companies it says SHOP is 55X sales and on Yahoo finance it says 25X sales on the TSX and 19X in the US.

Can you tell me where these discrepancies come from? It makes it difficult to compare companies. Is it best just to do the math yourself?

Thanks.
Read Answer Asked by Dennis on March 09, 2019
Q: Hi 5i,

Could you provide a short comparison of these 3 companies, how they overlap and differ?

If one has investments in SHOP and SQ would they "supersede" Lightspeed, or could they compliment? When does Lighspeed start trading?

From my preliminary research Lightspeed appears to be a combination of both SQ and SHOP where they provide POS payment systems with the ability to create a webstore (but seem more focused on brick and mortar vs. Shopify being more online)

Thank you!
Read Answer Asked by David on March 04, 2019
Q: I've done very well with SHOP (thanks to 5i) but it has grown to 12% of my overall portfolio. I really like to let the winners run, and am quite risk tolerant, however I am considering selling 20% and reinvesting the proceeds. I plan to top up KXS, which seems has good momentum, but need some other suggestions. What other technology stocks would you suggest at this time? Options outside of tech would be appreciated too.
Read Answer Asked by David on February 26, 2019
Q: Hi Guys, Peter is on BNN as I type, I have owned SHOP since the 60's and from time to time write a covered call, can you please explain the best way to defend against the call when it gets threatened, my current position is the March 15th 245$ call, at the time of the call I received a credit of 5$, I do want to keep my shares, gotta run Peter back on.

Thanks
Anthony
Read Answer Asked by Anthony on February 21, 2019
Q: I was just about to buy CSU when I noticed a good report and it shot up 12%! Is it too late? I'm looking for two long term holds, minimal volatility, for a 2.5 % position each. What two do you like and why?
Read Answer Asked by Graeme on February 15, 2019
Q: Most equity investments I make are made with a long term view (buy and hold). My recent readings of investment material have concluded in many cases that one of the best indicators of long term successful and rewarding investing is to invest in excellent company management. I would consider some examples of excellent management would be JNJ and closer to home BAM. Both of which I currently own.

Given the great many risks (domestically and internationally) currently threatening even a conservative approach to investing. I am looking to identify up to 10 large companies that have clearly demonstrated excellent consistent management capability. Your consideration in helping me with this by identifying some qualifying companies would be most appreciated. My thought is that at least 5 out of 10 would be Canadian and would be large companies.

Thank you
Read Answer Asked by angus on February 06, 2019
Q: Hi team,
I did a fast calculation and my tech weighting is at 31%, broad etf's at 29% and the crumbs that are left over in energy, consumer dis. industrial, communication and health.
From the tech sector my highest weighing is SHOP at 5.04% all the way down to PHO at 1.88%

Although CYBR.B is an etf, I lump it in the tech sector. If you had to remove one or two to lessen the weighting which stock would you sell. I really like all those stocks but I am also aware need to up the other sectors.

Thank you
Read Answer Asked by Rino on February 01, 2019
Q: This is about the volatility of stocks such as Shopify. I understand why it is volatile being new, growing fast and very high valuation. My question is, assuming it continues to grow what might one look for as indicators that the volatility is going to settle down.
Thanks as always,
Peter
Read Answer Asked by Peter on January 31, 2019
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