Investment Q&A

Q: I own the following stocks and ETFs in a non-registered account:
ATD.B, AIF, AVO, BCE, BNS, BYD-UN, CCL.B, CNR, CSU, GC, KXS, MG, MX, NFI, PPL, PBH, TD, TOY, SJ, WSP, VFV, VUS, VEF, ZQQ
Apart from the ETFS, this mirrors fairly closely your balanced portfolio...

I also have SIS and PHO in my TFSA. I want to add another stock to my TFSA and saw that you had chosen SHOP as a to pick a while back on BNN. Ryan chose DOL just today. Between the two and considering what I already own which one do you think would be best for me? or maybe there's something else? I am looking at 10+ years before I would need the money. cheers
Andy
PS Thanks for the fantastic service and I hope everyone at 5i has an awesome new year!

Q: Listed above are the stocks i currently have in my TFSA Would you suggest selling any of those listed and what would you suggest adding for 2018? All are approximately equal weight in my portfolio?
Thks for all that you do

Marcel

Q: Noted Peter's two top picks earlier this week , ECN and SHOP.
The stories may sound good but could you comment on the fundamentals on both of these companies.
ECN, reduced revenue in 2/3 last quarters and EPS down in past two quarters, increase in diluted shares in past year. Balance sheet looks iffy with increasing debt.
SHOP, net income down, eps down, negative free cash flow, negative ROE, negative ROIC., but nice balance sheet with lots of cash.
If these are top picks , why are neither owned by guest, households, investment banker clients or guest firm or affiliates as indicated on disclosure at end of top picks?
Thanks
Jeff

Q: I currently have CSU, DSG, ENGH and ZQQ in my IT stocks. I want to add one more, thinking of KXS, PHO or SHOP. Can I have your thoughts on which to add. Thank you, Stephen

Q: Would the FCC repealing net neutrality affect Shopify's business and the stock price?

Q: With a $150,000 balanced portfolio and about 25 positions, what would be the suggested starting weightings be for each of the KXS, GUD, SHOP and TOY positions?

Q: Hi 5i: I want to buy SHOP, but am somewhat overweight in tech. I am considering selling either CGI Group or Decarte Systems (in which I have a double), or a bit of both, to make room. What would you advise? Many thanks. Roland

Q: Hello 5i team,
I just learned from a reputable Market Call guest that SHOP got into the business of "lending" money to clients. What do you make of this? positive...negative?
Thanks,
Antoine

Q: I'm thinking of selling my position in Stella Jones. Its had a great recovery from $37, I'm up a decent amount, I think its showing some resistance around $50. I still think its a great company with a bright future, but am thinking of switching out of it for another stock that has much higher growth prospects or at the very least pays a much more reasonable dividend. It makes up the smallest portion of my portfolio (my other holdings are FTS, ZWE, BEP-UN, GSY, and MJN (Cronos)). I'm 39 years old, make above average income, and I definitely have a high risk threshold.

What are your thoughts on switching out of SJ right now for another company with faster/greater growth prospects? A dividend paying stock is nice, but definitely not necessary as all of my holdings pay dividends except for Cronos. I've been watching BTL since the spring when it was below $3, but that ship may have sailed as of this week.

If you're ok with selling SJ, can you please suggest some names that you think would make a good addition to my current holdings

Thanks - have a great weekend!

Q: Would you be a buyer at today’s price or would you wait and see for the time being as this rotation on tech bares out. Is it possible a company such as amazon or something could make an offer for shop anytime soon? Thx.

Q: Way back when, the NASDAQ
crashed. I believe it was called dot.com bubble. It took years to recover. The NASDAQ is picking up speed on the down side. How much longer do you think this will last? On Shopify - Dec. 4 on Market Call a technical analyst answering a question on it, said he would sell and buy back later but you wait 30 days and a lot can happen. Your opinion. Thanks Dennis

Q: Why has Shopify been so soft lately. Down substantially today?

Q: I see on the Globe site there is a notice from a law company...

Johnson Fistel, Announces Investigations of INC Research Holdings, Inc., Acorda Therapeutics, Inc., and Shopify Inc.; Investors Encouraged to Contact Firm

Is this just another nuisance claim? The stock has dropped 7% today.

Just a note: I see Spin Master products being sold at Master Mind, Walmart and Canadian Tire. I don't think the Toys-R-Us problem will impact Spin Master sales in the long run.

Q: What is your opinion on SHOP. It up it is down?

Q: Why the large drop?

Q: have a little money since I sold TOY do not have above stocks. Following your balanced portfolio. Should I buy 1 rebuy TOY or hold? Also what are the future prospects of SHOP

Q: Hello Peter
As a recent new member, I am both impressed and a little overwhelmed with all the information. I started making a lists of potential companies to invest with, but decided to cut to the chase and just ask you....I am looking for your recommendation for both income and growth companies.... perhaps 4 or 5 of each. I am fully invested in TD, which has done well for me this last year, as well as a couple energy stocks.... Spartan and Ring. I am retired but have a steady income flow with pensions and dividends from an ongoing business. Thank you for offering such a great service and look forward to a bright and lucrative future. Brian

Q: Hi 5i Team.
Do you think Priceline and Shopify are buys at these levels?
Recently purchased Priceline and watched it fall, would like to buy more for five year hold.
Thanks for the service.

Q: Can you give me 2 companies in each of the growth and balanced portfolios in your opinion with the best upward momentum going forward.

Q: I own shares in Shopify, now at a small loss. I was thinking about dumping them and moving into Baba, which has also gone up quite a bit but may be poised for more explosive gains in the future as far as I can tell. I would be interested and grateful for your comment on this proposed trade. I realize I'm trying to chase gains here. Thank you in advance.