Q: I see that SHOP is going through a pull back today (Mar 30). Do we know what kind of agreement or contract that Shopify has with Amazon regarding their working relationship? If so, how long is the agreement/contract for?
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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: Do you know of any reason for 4% drop today? Downgrades?
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DH Corporation (DH $25.49)
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Kinaxis Inc. (KXS $136.07)
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Open Text Corporation (OTEX $29.95)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $155.42)
Q: I am considering selling DH now rather than wait for closing of the sale. I would like to replace it with 1 of the 3 mentioned. Which of these 3 would you suggest or do you have another good alternative. I am thinking that my replacement would likely make up for the amount lost by not waiting for the closing of the DH sale. It does not have to be a Dividend payer.
Thanks 5i for the great information and advise that you give. It has certainly been very helpful and profitable for me.
John
Thanks 5i for the great information and advise that you give. It has certainly been very helpful and profitable for me.
John
Q: Given the drop in ENGH on the Amazon news, I want to make sure I understand the relationship SHOP has to Amazon. I believe that SHOP provides software to businesses that utilize Amazon but that Amazon does not license, own or necessarily encourage people to use SHOP software. Is that correct? If so, would the risk to SHOP in this "relationship" be if Amazon decided to develop its own software (unlikely, I think) or if Amazon formally named another software partner that businesses would be better of using to deal with them?
Thanks.
Paul F.
Thanks.
Paul F.
Q: I would love to see a 5i indepth report on SHOPify to fully understand different aspects. This company seems to be growing great guns. It is now over 8% of my portfolio and I am tempted to let it run. My rationale being that this is a company which is doing e-business for thousands of other companies in different sectors. In that sense it is a well diversified entity in itself (or so I convince myself). What are your thoughts?
Q: I am looking to add a technology stock to my TFSA. I am considering SHOP. Would this be a good buy or would you prefer another company. Currently I have no technology holdings.
Thank You
Craig
Thank You
Craig
Q: Hi, Shopify's share price has gone up a lot in the past 3 months. Do you think if there's still much growth potential for it's stock?
Q: please explain how the market loves shopipy.with no earnings.but hate homecapital with earnings and a nice dividend.
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TIO Networks Corp (TNC $3.33)
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Toronto-Dominion Bank (The) (TD $126.87)
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Loblaw Companies Limited (L $63.09)
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WSP Global Inc. (WSP $212.73)
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Cineplex Inc. (CGX $9.74)
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Avigilon Corporation (AVO $26.98)
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Great Canadian Gaming Corporation (GC $44.98)
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Kinaxis Inc. (KXS $136.07)
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Surge Energy Inc. (SGY $8.94)
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Magna International Inc. (MG $75.50)
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Knight Therapeutics Inc. (GUD $7.20)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $155.42)
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Savaria Corporation (SIS $26.17)
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A&W Revenue Royalties Income Fund (AW.UN $36.93)
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Spin Master Corp. Subordinate Voting Shares (TOY $17.60)
Q: Hi. Since joining your service I have slowly sold my mutual funds and built up the portfolio listed. I have an equal percentage of these listed except M at 16% AVO at 1.6% and SGY at .6 %. I have a mutual fund left at 6% that I would like to sell. For a balanced portfolio today what would you recommend I purchase? 3 - 5 year timeframe. Please deduct appropriate credits for the long question. Thanks.
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Photon Control Inc. (PHO $3.60)
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Kinaxis Inc. (KXS $136.07)
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CRH Medical Corporation (CRH $4.99)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $155.42)
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Savaria Corporation (SIS $26.17)
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ZCL Composites Inc. (ZCL $10.00)
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Intrinsyc Technologies Corporation (ITC $1.75)
Q: Hello 5i, could you please rank these companies for my higher risk growth portfolio in terms of risk/return potential?
Thanks
Dave
Thanks
Dave
Q: I would like to know which Growth Portfolio companies would qualify for the Balanced Equity portfolio and also any that may qualify for the Income Portfolio assuming there was room in each.
Many thanks.
Many thanks.
Q: Re this connection with Breitbart, do you think it will impact on revenue going forward with a significant drop on share price at next quarter results? It doesn't appear to have had much of an effect since it became known - it has always had its ups and downs.
Q: I currently receive an indexed pension which covers my living expenses and related costs. I also have an RRSP and other investments. My question is regarding my TFSA. Regardless of sector allocation what would your top 5 picks be today?
Also at what monetary value would you add additional holdings or would you just rebalance your winners? Example $$50,000 5 stocks, $100,000 8 stocks?
Please deduct as many credits as you see fit.
Also at what monetary value would you add additional holdings or would you just rebalance your winners? Example $$50,000 5 stocks, $100,000 8 stocks?
Please deduct as many credits as you see fit.
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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Photon Control Inc. (PHO $3.60)
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BlackBerry Limited (BB $4.38)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $155.42)
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,
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Kinaxis Inc. (KXS $136.07)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $155.42)
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Intrinsyc Technologies Corporation (ITC $1.75)
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
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Kinaxis Inc. (KXS $136.07)
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Open Text Corporation (OTEX $29.95)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $155.42)
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.