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5i Recent Questions

Q: Hi there,

What are your current favourite 15 US growth stocks, regardless of section concentration risks?

Thanks!

Read Answer Asked by Michael on February 19, 2021

Q: I hold a lot of CGI in a tax deferred account. I sense you have grown lukewarm towards the company, but are not icy (yet) . Am I reading you right? I am OK holding (after some trimming), but if I have understood your view correctly , my question follows. If I were to sell, what would you suggest as replacement. Infosys and Accenture came to mind, but I have overdone it collecting far too many technology businesses in tech. Would you please therefore name some of your top picks amongst companies that have global operations, and (preferably) some dividend growth. I thought of PG and UL but know nothing about them. Your top picks would be very helpful.

Read Answer Asked by Adam on February 18, 2021
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