Investment Q&A

Q: Hello Peter et al,

You have mentioned in the past that Amazon needs Shop or it runs into monopoly problems and that Shop has a strong moat.

When I look at the size difference Amazon has 14x the market cap and 1500x the employees.

When I look at stock price Amazon has been a steady climber with a minimal hit over the past 6 months vs Shop being more than halved in mkt cap.

If I were CEO of Amazon reviewing the co. dashboards and heatmaps - I think I would look at the Shopify roadmap and see either noise or an opportunity we could setup for and pre-empt (if that business is on our roadmap).

How scalable is Shop given that Amazon has a long track record, the most money and supply chains to the best strategic minds?
How sustainable is the Shop competitive advantage?

I ask this wondering how likely Shop is to regain the lofty $2000 level.

Thank you for sharing your insight.

Q: xbc appeared to report good earnings. stock went up big one day and then down big the next. webroker reports new analyst ratings of 1 sell, 2 hold and 1 buy. can you make sense of this? why the market hesitation?

Q: I'm thinking of increasing the tech exposure (presently 15%) to the 29 stocks I own in my portfolio. Presently my tech exposure is CSU, DSG and KXS. I find ADBE interesting. Would you invest more in the 3 stocks I already own or initiate a postion in ADBE?

Q: Hi team. If one would want to diversify more into the energy and materials sector what would you suggest would be your top 3 choices for each for a longer term hold (10+yrs). Thanks

Q: Would you add to the current position on AMZN given that it has risen over 10% last week ?

Q: Would now be a good entry point to add this company to my portfolio for additional income? Plus could you give your analysis of this company for some appreciation and is the payout reasonable with it's juicy 7%? Many thanks.

Q: Hi Peter,

Your thoughts on FB or Shop at these levels?

Any other beat down names with a strong upside ?

Thanks
Harry

Q: Hi, i want your opinion on the last earnings. BMO upgrade the stock to 11$ target, do you see this possible for this year with oil above 90$ thx

Q: Where do I find information regarding what "ETF and mutual fund update" entails? This is mentioned in bundle and save portion of subscription.

Q: I have been sitting on the sidelines in cash since the beginning of the year in both my registered accounts. I am retired and living comfortably on pensions. I thought that this weeks fed decision would be the time to reconsider deploying my cash. In the meantime Russia invaded Ukraine. I read the daily comments and I'm seeing mixed messages e.g. by on the decline, buy into the fear, time to begin making your money work, which have all suggested that I should have been slowly reinvesting over the last several weeks while the markets have continued to decline. However other comments have suggested waiting until markets calm down.
I would prefer the latter suggestion of waiting until things calm down. Other than peace in the Ukraine, what should I be looking out for.
And re the mixed messages what would you do in my situtation, other than I should have done nothing at the beginning of the year!
Thanks Peter.

Q: Can you help by providing the average exchange rate acceptable by CRA for 2021 tax year when converting US$ to C$ for Canadian tax returns. I have looked but cannot find it on the CRA website.

John.

Q: I know this might be an impossible ask. But what happened with shop on Friday at the end of the close and after hours. Is this voodoo? Jk. An almost 20% move and large volume? Any insight into this would be appreciated. Thanks.

Q: I know have stelco that it is a 7% position.Do you have any suggestions in the material sector i could buy if i lightened up

Q: I see TRI has a historical PE of 9.2 and I saw in a response that the forward PE is around 40. Can you explain what has happened that these are so different.
Thank you.

Q: Hello 5i
A few months ago months in a reply to a member's question you suggested $200 would be a good price to purchase SNOW. I realize a lot has changed since then but the stock has dropped into the $200 range. Do you still feel it is a good entry price?
Or are there others you like more?
Thanks
Dave

Q: Hello,
I bought VEON as a purely speculative trade, with the intention of jumping out quickly on any decent gain. In your estimation is there anything fundamentally compelling about the stock that would suggest it is good for a long term hold? Or should my original plan hold? Thank-you.

Q: I am looking for some suggetions for smaller cap gold stocks or an ETF for jr. gold.
Thanks

Q: Would you add to current position given recent price momentum? Or would you wait for reporting results scheduled for the end of the month?

Q: What is your view on Aspen (AZPN)

Q: I own the following Canadian Stocks in my RRSP and TFSA and 20% is in cash to invest when there are opportunities in the market.

Which ones from the above list would you pick as your Top 3 choices to add to at today's prices, and the reasons why you like them.

Are there any on the list above that you would consider selling and the reasons why.

Thank You.