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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: 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
Read Answer Asked by Dave on February 21, 2017
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.
Read Answer Asked by Kim on February 16, 2017
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?
Read Answer Asked by Adam on February 16, 2017
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
Read Answer Asked by Rob on February 15, 2017
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
Read Answer Asked by Peter on February 15, 2017
Q: Hi, can you please provide the street estimates for Q4, 2016 for Revenue, Adj. EPS and EBITDA. Thanks
Read Answer Asked by rajeev on February 13, 2017
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.
Read Answer Asked by David on February 09, 2017
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 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.
Read Answer Asked by Leonard on January 24, 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: 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
Read Answer Asked on January 23, 2017
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
Read Answer Asked by Angelo on January 21, 2017
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