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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 a thesis for SHOP and wondering if I am way off base. It is currently 5% of my portfolio. SHOP just grew revenues 68% but had a “slow down” in number of merchants added. Could part of the explaination be that SHOP is now aquiring clients with bigger and potentially more mainstream business. LCBO and marijuana comes to mind. Also revenues are growing from long term clients and despite analysts questioning the competitive advantage I do believe they have one. My wife has been a client of SHOP since near their beginning. She continues to pay more each month but says she would never change as they keep adding things that improve her sales and any change would be too time and labor intensive.
I am considering recommending that my daughter start a position in SHOP even at these levels. Or alternatively if I am way off base maybe it is time to trim our position. Thanks for your incredible service.
Read Answer Asked by Paul on May 08, 2018
Q: Can you provide a few names that would benefit from the rise of autonomous vehicles? I'm a bit leery of TSLA because Elon Musk seems to have gone off the deep-end lately. I also think companies like ACQ could be in trouble because fewer cars will purchased in the long-term.
Read Answer Asked by Mike on May 08, 2018
Q: Greetings 5i,

I am comfortable holding the bigger Chinese companies however I find myself with all 3 of these ETFs as well as several of the larger China Tech companies in my portfolio in all in half positions ( BABA, TCEHY, JD, BIDU). My question is What ETF would you let go?

As far as redistribution of these funds I am more interested in Large or Mid cap longer term holds that have value currently. Any recommendations?

Cheers!
Read Answer Asked by Duane on May 07, 2018
Q: Hello all
I am zero invested in oil and gas right now.
I have a bit of room in RSP account and thinking of taking one oil stock with a decent dividend for a long term hold. Purchasing right away so today’s prices are in play.
Either Vermillion or White Cap fit I think, thoughts on those or another option would be appreciated.
Read Answer Asked by Michael on May 07, 2018
Q: Hi,
I currently do not have a lot of exposure to the materials sector (my % is at 6% versus my target of 8%). Other than owning CCL, my only exposure is thru the broad based ETF's I own.
I would like your suggestion regarding what would be your top companies in this sector at present time (3 to 4). I am more of a growth at a reasonable price investor and prefer owning companies that either pay a dividend or are buying back shares.
Thanks for your help.
Dan
Read Answer Asked by Daniel on May 07, 2018
Q: In a response to Bob today you stated: "We might consider KXS, BOX and NVDA in the group as well, with the former two much riskier than the others." Given that you have made positive comments on KXS lately, even recommended it on 1 May along with CSU and SIS as a choice for a longer term buy, I am wondering why you suggest today that it is a "risky" stock.
Read Answer Asked by Dennis on May 07, 2018
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