skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: To paraphrase David Driscoll - don't trust adjusted earnings. Anything other than GAAP earnings is hocus pocus.

SHOP posted an adjusted loss of $1.1 million or 1 cent per share. "The...net loss widened to $14 million or 15 cents a share up from $8.4 million in the same period a year ago, but investors focus on the company's adjusted numbers." GAM Aug.2

Comments? Also what is the source of the adjustments?
Read Answer Asked by Jeff on August 03, 2017
Q: Hi 5iR Team, With both KXS and SHOP you identified these stocks in their early stages, put them on your radar and finally incorporated them in your investor portfolios. They both have been blockbuster stocks and I feel fortunate to have them in my portfolio. Thank you 5iR.
We are all "seeking alpha" seeking potential stocks with upside velocity. Do you have another SHOP on your radar? A stock not yet in your portfolios but ready to be listed. A stock the team just feels, yes, these guys are in the right space, doing the right thing at the right time. We are buyers! I know Peter really likes GUD and I own some but..............Any and all thoughts would be appreciated.
Thanks again for your superlative work...you set a high bar 5iR. Chris

Read Answer Asked by Chris on August 01, 2017
Q: Own both these US stocks as well as Shopify. Would like to consolidate to just two stocks. Which one would you suggest saying bye bye! Not held any of them for long but willing to keep for 1-3 years. Thanks so much for your succinct and knowledgeable recommendations.
Read Answer Asked by Dr Lorraine on July 31, 2017
Q: I am starting an RESP fund for my new son (initial investment maxed at $5000). I would like to begin with a somewhat aggressive growth-seeking small portfolio, and to then gradually add one or two stocks each year for diversification up to about 8 or 10 stocks in total. For my opening purchase, I am considering three stocks -- Kinaxis (KXS), Constellation (CSU), and Knight Therapeutics (GUD). Two questions: This seems to be a decent time to buy these particular stocks, would you agree? And would you replace any these stocks with any others? (I'm open to anything growthy, but have been considering Shopify (SHOP), Photon Control (PHO), Enghouse (ENGH).) Thanks, and great job.
PS: Should I wait to buy until a few days after the BoC rate decision, or has the market reaction more or less already played out?
Read Answer Asked by Christopher on July 10, 2017
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!