Q: Holy Insanity! Who are the crazy gamblers (not investors) buying SNAP Inc at a price/sales ratio of 71 times! A valuation like that makes companies like Shopify and Nvidia seem like a bargain! I don't see anything that resembles a "moat" with this company, especially since Facebook has duplicated all the cool features of Snapchat onto Instagram? Am I missing something here 5i, or is this going to be the easiest SHORT for the next 2 years?
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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.
- Photon Control Inc. (PHO)
- BlackBerry Limited (BB)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
Q: I would like to increase my stock weight in technologies. I only currently have a 1,5% in BB and 2,5% in PHO. I have a 5% cash position in my TFSA to invest with a long-term growth (10years+) horizon. What tech company would you recommend for a new position?
Thank you,
Thank you,
- Kinaxis Inc. (KXS)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Intrinsyc Technologies Corporation (ITC)
Q: Hi guys,
My portfolio has slowly but finally become well diversified thanks to you and your service the past couple years. Now that I am at this state I am looking for a higher risk company to invest a small amount of money in. What stock do you see as having some huge growth potential albeit risky?
Thanks again
My portfolio has slowly but finally become well diversified thanks to you and your service the past couple years. Now that I am at this state I am looking for a higher risk company to invest a small amount of money in. What stock do you see as having some huge growth potential albeit risky?
Thanks again
Q: How do you decide when a stock is over-priced? SHOP is trading at some dizzying heights and I am wondering how one decides when it may be fully valued. In the past, for example, you have noted that you have a hard time deciding if Amazon is a worthwhile investment or not due to its stock price.
Appreciate your insight.
Paul F.
Appreciate your insight.
Paul F.
Q: at this price do you still recommend holding it
i heard a comment on bnn that the stock is priced through the roof with no earning and he recommended to sell it
i heard a comment on bnn that the stock is priced through the roof with no earning and he recommended to sell it
- Kinaxis Inc. (KXS)
- Open Text Corporation (OTEX)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
Q: good day to all the team and thanks for your continuous super guidance and advice
If you had to pick one which would be your best choice and which would be the second
thanks in advance
georges
If you had to pick one which would be your best choice and which would be the second
thanks in advance
georges
Q: Hi, would it be reasonable to buy Shopify at current level or wait for a pullback? My investment horizon is for long term.
Thanks.
Thanks.
Q: Do you have any idea when SHOP will be profitable. According to their latest financial information it will not be in 2017.
Q: Hello 5i
My wife has taken advantage of a company matching stock purchase plan for the last 10 years. It has grown to represent about 30% of our combined retirement accounts. I'd like to move half of it into the balanced portfolio for better diversification. I also really like Shopify Open Text and CRH medical. Would you substitute current B.E. holdings to fit these three in or simply add them. My thoughts are to eliminate Enghouse and Sylogist but am curious to hear your thoughts.
Thank you for your invaluable advice!!!
Dave
My wife has taken advantage of a company matching stock purchase plan for the last 10 years. It has grown to represent about 30% of our combined retirement accounts. I'd like to move half of it into the balanced portfolio for better diversification. I also really like Shopify Open Text and CRH medical. Would you substitute current B.E. holdings to fit these three in or simply add them. My thoughts are to eliminate Enghouse and Sylogist but am curious to hear your thoughts.
Thank you for your invaluable advice!!!
Dave
Q: Further to your,answer where you indicate you "love to average up", woulld Shopify be an example and could you suggest 5 additional companies that fulfill your criteria for averaging up?
As always, thanks for your valuable guidance.
As always, thanks for your valuable guidance.
Q: The good news: I bought Shopify in August '16 @ $51.
The bad news: Didn't buy enough!
The question: With the stock at $79.31 and the RSI at 87 (gasp)is adding more at this point just a bit crazy? What I am really doing is holding your feet to the fire on the notion of buying stocks that are running i.e. where is the break point when valuations and emotions are running too high and it's prudent to step back?
Thanks for your thoughts.
The bad news: Didn't buy enough!
The question: With the stock at $79.31 and the RSI at 87 (gasp)is adding more at this point just a bit crazy? What I am really doing is holding your feet to the fire on the notion of buying stocks that are running i.e. where is the break point when valuations and emotions are running too high and it's prudent to step back?
Thanks for your thoughts.
Q: I planned on taking a full position in PBH this week but have been contemplating switching to SHOP with its growth potential. Disregarding sector allocation which of the two would you buy today if you could only buy one?
Q: The first thing this morning I read a BNN headline: "Shopify reports bigger loss as expenses soar." Well, one thing for sure that's soaring is shopify's stock, up 6% on almost triple volume on early trading.
If anyone can shed some light on this predicament, it would be 5i.
Thanks as always
Rob
If anyone can shed some light on this predicament, it would be 5i.
Thanks as always
Rob
Q: Shopify is a great success which you identified early on and I am happy to have it in my portfolio. I know that assessing take-over potential is close to guessing but I am wondering if you think there are large tech companies out there who would like to acquire Shopify? Thank you, Peter
Q: Hi Team, may I please have your thoughts on Shopify's quarterly report/year end report this morning? Many thanks. Michael
- Constellation Software Inc. (CSU)
- CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
- Kinaxis Inc. (KXS)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
Q: Hi, can you please provide the street estimates for Q4, 2016 for Revenue, Adj. EPS and EBITDA. Thanks
Q: Shopify has gone up a lot in the last quarter. They are reporting results on 15ht Feb. Should I hold through the results as a miss could bring the stock back to $50 or should I sell 50% of the position.
Q: Good morning, would you recommend selling Amaya to buy Shopify (SHOP)?
Shopify seems to be on an upward trend, while Amaya has not done much.
Shopify seems to be on an upward trend, while Amaya has not done much.
Q: SYZ continues to drop - is there something "wrong"? Is it time to bail (ie. "stop loss") and buy something whose stock is increasing such as SHOP? Selling low (SYZ) and buying high(SHOP)is often not a good strategy unless the low is going lower and the high is going higher. Your thoughts on doing this trade.
- Enghouse Systems Limited (ENGH)
- Boyd Group Income Fund (BYD.UN)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
Q: I have held both Boyd and Enghouse since 2012 and they have both served me well. However of late their share price has stalled and they seem range bound. Would now be a good time to take profits (50%) in both of these companies and use that amount to take an initial position in Shopify?
Thanks
Peter
Thanks
Peter