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.
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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: 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.
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Enghouse Systems Limited (ENGH $22.61)
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Boyd Group Income Fund (BYD.UN)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $194.87)
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
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Constellation Software Inc. (CSU $4,470.99)
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Kinaxis Inc. (KXS $192.21)
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Open Text Corporation (OTEX $44.70)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $194.87)
Q: Hi 5i Team,
Could you please tell me a few good names in the Information Technology sector ? Also why you like them?
Thanks
Could you please tell me a few good names in the Information Technology sector ? Also why you like them?
Thanks
Q: With the recent run up, do you think I should wait for a pull back to add to my position??
THX
THX
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $194.87)
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Premier American Uranium Inc. (PUR $1.08)
Q: I have an approx 1% (of equity portfolio) position in Pure technologies and 1% in cash available. Would you endorse selling the pure technologies and buying a 2% position in Shopify ? (I am not getting any younger)
Thanks.
Thanks.
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CGI Inc. Class A Subordinate Voting Shares (GIB.A $132.75)
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Enercare Inc. (ECI $28.99)
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Kinaxis Inc. (KXS $192.21)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $194.87)
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goeasy Ltd. (GSY $209.64)
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
Much appreciated RAM
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Netflix Inc. (NFLX $1,218.07)
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Kinaxis Inc. (KXS $192.21)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $194.87)
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Block Inc. Class A (SQ)
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
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
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $194.87)
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DIRTT Environmental Solutions Ltd. (DRT $0.76)
Q: I currently own DRT and wonder if it would be better to sell DRT and invest in SHOP or another tech company as my total weight in this sector is only 4% and does appears to have better growth. I currently own ENGH and KXS both at 2% weight.
Thanks
Thanks
Q: Hello 5i!
Knowing that SHOP is expensive on a PE basis, what is it's Price to Sales ratio? How does that compare to the other FANG stocks? (Facebook, Amazon, Nextflix and Google). Do you consider it reasonably price on that metric?
Looking forward to the 5i Event tomorrow!
Regards,
Angelo
Knowing that SHOP is expensive on a PE basis, what is it's Price to Sales ratio? How does that compare to the other FANG stocks? (Facebook, Amazon, Nextflix and Google). Do you consider it reasonably price on that metric?
Looking forward to the 5i Event tomorrow!
Regards,
Angelo
Q: Hi everyone,
Intended to buy in the US, which one do you think is a better buy in terms of growth and safety:
Shop or Momo?
Thanks in advance for your insight!
Intended to buy in the US, which one do you think is a better buy in terms of growth and safety:
Shop or Momo?
Thanks in advance for your insight!
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.
Thank you.
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.
Thank you.
Q: Hello 5i team,
My exposure to the tech sector is 17.7% of my portfolio
CSU 4.6%, DSG 2.9%, ENGH 2.7%, KXS 1.8%, MDA 1.3%, OTC 2.4%
I'm interested in SHOP and to a lesser extent SYZ.
How would you build the portfolio keeping the overall exposure at 17-18%?
Thanks,
Antoine
My exposure to the tech sector is 17.7% of my portfolio
CSU 4.6%, DSG 2.9%, ENGH 2.7%, KXS 1.8%, MDA 1.3%, OTC 2.4%
I'm interested in SHOP and to a lesser extent SYZ.
How would you build the portfolio keeping the overall exposure at 17-18%?
Thanks,
Antoine
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TIO Networks Corp (TNC $3.33)
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Kinaxis Inc. (KXS $192.21)
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Open Text Corporation (OTEX $44.70)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $194.87)
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.
Thanks
Dave.
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Kinaxis Inc. (KXS $192.21)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $194.87)
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Savaria Corporation (SIS $20.88)
Q: Highest conviction on share price growth going forward on a 1,2 and 3 basis please?
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Kinaxis Inc. (KXS $192.21)
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Open Text Corporation (OTEX $44.70)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $194.87)
Q: Good Day,
Which one of the 3 companies would you buy
for growth right now and hold long term?
How do they compare?
Thank you so much.
Which one of the 3 companies would you buy
for growth right now and hold long term?
How do they compare?
Thank you so much.
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WSP Global Inc. (WSP $280.44)
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Great Canadian Gaming Corporation (GC $44.98)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $194.87)
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.
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.
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Royal Bank of Canada (RY $188.88)
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CRH Medical Corporation (CRH $4.99)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $194.87)
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
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