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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 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
Read Answer Asked by Peter on February 07, 2017
Q: Hi 5i Team,

Could you please tell me a few good names in the Information Technology sector ? Also why you like them?

Thanks
Read Answer Asked by Keith on February 02, 2017
Q: I have about 25K to invest im my TFSA. Please rank the above stock as to growth over next 3 to 5 years.
Much appreciated RAM
Read Answer Asked by Ray on January 23, 2017
Q: Hello Peter and Ryan
I was at todays investment seminar and i like how much information was shared .
There were many take aways from todays financial literacy.Please give me 5
new companies that i can hold for the next 10 years that has the potential of becoming a Google.I know that is impossbile to do , but based on what you know today .

Kindest Regards

Claudio
Read Answer Asked by claudio on January 23, 2017
Q: Thanks for your Shopify reply. As a follow-up, no business relationship is secure forever but I was surprised you mentioned the risk with their Amazon relationship/partnership. Would they not have a contract for an extended period to justify Shopify's investment in time and resources at the expense of other opportunities and who else would be a potential partner that would be in a position to replace Shopify?
Thank you.
Read Answer Asked by Steven on January 20, 2017
Q: Shopify is flying even before your top pick recommendation yesterday as it was $55 a month ago and just hit $68. It's on a trajectory that may imply a financing is coming soon. What do you think and how would you compare it's potential to Kinaxis' at today's prices?
Thank you.
Read Answer Asked by Steven on January 20, 2017
Q: I have about a 4% position in each of the above. Would it be too much exposure to add a 4% position in Open Text?

Thanks

Dave.
Read Answer Asked by David on January 19, 2017
Q: Based on Trump being confirmed as president in the US:
What top 3 sectors in the US and a stock in each does 5i like and the same for Canada (3 sectors and a stock in each)?
Thank you.
Read Answer Asked by George on January 12, 2017
Q: Good morning. As a new member I was wondering if you could comment on the equities I have in my TFSA. It's value id approximately $45 K. I have been retired for 10 years on an educator's defined benefit pension and would consider myself a medium risk investor.
The equities are ZUB, CRH, HXQ,RY, SHOP, ZCL (with values of $4-6K) and CPG and NPC ($2-3K values).
Can I feel confident with the growth opportunities of these? Do you have other suggestions to look into?
Thankyou.
Jim
Read Answer Asked by Jim on January 12, 2017
Q: I have listed the tech stocks I currently own. As much as I like all of them, I am very over-weight in that sector and need to re-balance my portfolio. I think I should sell 3 of them. Which 3 would you suggest?

Thank you, Peter
Read Answer Asked by Peter on January 11, 2017
Q: You've referenced the relationship between SHOP and AMZN in recent questions, but haven't said anything specific about the relationship - could you tell me/us what the relationship is? Is there a financial relationship between the two, or does SHOP help AMZN indirectly through better inventory management of sellers?

Also, I used to own Channel Advisor (ECOM) (which I think is in a similar business as SHOP). I sold ECOM at a loss and am wondering how the two differ, and why SHOP is the better preformer, if you are aware?
Read Answer Asked by Cameron on January 06, 2017
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