Investment Q&A

Q: Interesting news from Shopify re: opening fulfillment centers in the U.S. ($1 Billion over 5 years). I see this as more directly competing with AMZN, whom I thought they were friendly with.

I own SHOP but I'm honestly not too sure how dependant they are on AMZN for their business. Here on 5i it's been mentioned that they have a serious relationship, but I've never seen it quantified...are you able to share how much of SHOPs business is from AMZN (based on revenue, EPS or other) and what specifically their partnership is?

With this news and within a year or two I'm guessing SHOP will either be dropped by AMZN or bought out.

Q: I've been holding AEM for 3 years and basically am down 10%.

Can you suggest a couple of gold stocks that are real up and comers like KL was a few years ago.

I've purchased NVO @1.9 and NUAG has not hit my price of $1.6.

Your 'growth' suggestions in the segment would be appreciated.

Thanks

Sheldon

Q: Do you like this company and why? Would you own it and if yes what would your entry point target be

Thanks

Sheldon

Q: Any opionions of Slack as an investment? We use it at work and it's critical to our internal office comms.....security conscious e-commerce company.
Dan

Q: Reason for BLU's spectacular share price jump today?

Thank you,

Walter

Q: Hi Guys,

If one believes that the Canadian dollar is about to strengthen over the coming year, what are good ways to take advantage of that?

Am I correct in that my non-hedged ETFs such as VGRO and XAW would come under pressure? Are there any companies that would meaningfully benefit from a stronger Canadian dollar?

Q: I am about to change focus in my portfolio and concidering gold as a replacement for REITs. Can you suggest some gold equities?
Thanks
Terry

Q: Morning..best oil ETF in CDN and US to benefit from increased oil prices...

Thanks

Q: This stock has preformed quite well recently, is there anything that you identify that would point to this be a sustainable rally?

Q: Am wondering if you know the reason the stock is down more than 2 % today

Q: Was just wondering if there might be a new report for QST and MCR. Last report on QST was back in Nov 2016 and was not too favourable. "simply too small and volatile to own at this stage." MCR no report.
Thanks Craig

Q: Hello: Wondering what the current payout ratio for this stock is based on both earnings and cash flow. I have read your recent responses re WEF and would just like to confirm that you do not plan to remove it from the portfolio in the next 6 months or less. As always, many thanks.

Q: Today Shopify made couple of announcements, one of them is all new platform of "shopify plus" which will be faster, more intuitive and more scalable point of sale (POS) software which is the main business for LSPD. Given the size of shopify, it seems this roll out will create heardwinds for LSPD. Your thoughts on this matter please. Thanks.

Q: Can you please recommend your favorite 3-5 US growth stocks right now for a TFSA, 3-5 year hold.
THX

Q: Hi Team,

Under current market/economic conditions with interest rate background would you prefer short term or long term bonds and what is recommendation for CDN and US markets.

Thanks
Ninad

Q: https://www.investingforme.com/data-room/rate-reset-preferred-shares

In response to Joseph's question on where investors can find some info on preferreds, here's a site I use for the prospectus of some pref securities.One of the banks also publish a monthly report which includes prices and features of each.

Q: Hi Team,
any explanation for the sudden rise in Gold?
Thank you

Q: I'm underwater on a few investments and I'd appreciate you sharing your perspective on if you see these stock improving over the next 3-6 months.

Q: I have a ? on ISHARES overall holdings approach. I am not a big ETF holder but own a 3% position in FIE. I am in the annual review process and was surprised to see the top two holdings of the fund are other ISHARE products, making up almost 30% of their holding. Is this typical with iShares investing so much with their own product. Its not giving me the level of bank and insurance company investment I would of thought. CPD makes up about 20% and I already hold a 2% holding in that fund. Your view please.

Q: Our holdings mix is off what many advisors would recommend, ie 30% equity, 40% GIC, 30% recall preferreds. Our pref market prices are way underwater but all blue-chip and long-term holds for us unless we both croak. Please mull my question below in the foregoing context: I was nervous about our prefs for some time until having drilled down to try and better understand them. I feel better now, understanding that those recalled will be for the full $25 and, if not recalled, the new return will reflect a $25 per share value which will almost surely be higher than GIC's especially from a tax efficiency perspective. I guess what I'm asking is for you to advise if my take on reset preferred is correct and if any other considerations. Thank you.