Investment Q&A

Q: When does Shop announce its earnings?
Thnx

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

Q: The stock I love to hate. With it now being close to 8% of the growth portfolio do we trim prior to earnings release.

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

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

Q: Would you continue to hold SHOP?

Q: I have noticed recently that Aapl, Amzn, Brk, Googl and V that the daily share volume has been about 70 % of the 10 day volume and Shop and Sq have been at or higher than the 10 day volume ( the stocks mentioned are some companies in my portfolio). To me this means that the rise in share price does not have wide support and could fall soon.
Appreciate your comments on the support of the rally and are people hiding money in short term instruments until they can verify one way or the other the next direction of the market.
Clayton

Q: Hi 5i! I'm a middle-aged subscriber that has picked up some of the 5i researched companies - most recently Kinaxis and BNS. I'm slightly overweight Kinaxis and Shopify since I see them as potential growth engines. KXS, TOY, NVDA, SHOP, FB, and BNS are all in my non-reg account. If I need cash this year for personal projects, which companies might you recommend I start selling? Thanks!

Q: All the above is what I have in portfolio with equal weightings. I purchased all stocks 1 year ago. I am down on all except for SHOP and BYD. TOY is Down the most. Do you recommend to sell any of these stocks? What new stock would you recommend to add to a tfsa for growth?
Please deduct credit as you feel appropriate.
Thank you.

Q: My daughter TFSA contains the above stocks. She can add 1 (full position) or 2 (half position) this year. What would be a good fit for her present holdings? Would you suggest selling Stella Jones &/or Telus and replacing it with something else? She has a long time frame as she will not need the money in the foreseeable future.

Q: Happy NEW YEAR Peter &RYAN
Hypotheticaly would CSU make a take over bid for SHOP and if so; would the bid have to be in excess of 30% of SHOP'S last price for SHOP to accept .
Thanks Gary

Q: I hold SHOP in diff accts; one is listed on Cdn exchange, other on US exchange. I notice today that the Cdn listing SHOP is up $14.27/share, the US listing is down $1.22/share. The difference is not the currency. Does this possibly illustrate the negativity of US investors, or what is/are the probable reason(s) for such a spread? Usually the diff is small once the currency is factored in.

Q: Hi 5i,

Is there risk that the financing won't go through? Why would someone pay 154 a share at this point? Are the brokers who participated in the deal obligated to purchase the shares at 154?

Thanks!

Q: does it make sense that shop is raising money at 154 u.s. and stock is selling at 140.u.s., furthermore who would buy the offering when you can get it at a huge discount on the open market,also does this raise smell bad, sort of what knight did just because they could with no obvious reason given for the raise. dave

Q: I have a small position in shop with a very nice profit I am pondering selling it to add to tsgi gsy and kxs averaging down on these 3. the shop position is to small to sell half. what are your thoughts on selling shop and proceeding?
Thks
M

Q: so when someone asks you aquestion would you purchase tsgi or gc for a3 year hold you chose gc, does that mean your backing away from tsgi, i would not blame you because something is definitely wrong with tsgi.
also would you buy more shopify right here considerably below the fund raise, i already own 750 shares and it has been just about the only tech stock that has performed lately. dave

Q: This offering by SHOP, is it similar to a bought deal, or is it more like what DOO did in September when major shareholders sold some of their shares.

Q: Hi 5i,

Can you explain what this offering by SHOP means? There’s no price listed?

Thanks!
Dave

Q: My weightings in each of the listed companies is less than 2.5%. I wish to eliminate some and build up others to the 2.5% level. What are the strongest candidates to keep and what are the weakest candidates to get rid of. As always, I appreciate your responses. RAM

Q: Thinking of selling a portion of holdings the above to buy XQQ.
Some are in my cash accounts and the in my RRSP.
The tax loss and gain is zero in my cash accounts.
Gain a bit of D/E and get US exposure.
Thoughts

Thank you

Mike