Q: I have similar weightings of MDB, DOCU, PAYC, CRWD, GH, NET, and TWLO in my US RRSP account. As per the recent report recommendation from 5i, I would like to rotate some of my lesser quality stocks into strong value stocks or ETFs. Can you suggest 2 of 3 of the above that you would recommend I reduce or sell out and what strong value plays would make sense to backfill them with? Am I interpreting the guidance of the report correctly? Thanks!!

Q: Can you comment on paycom? Stock has been tanking ?
Would you initiate a new position ?

Q: Hello 5i,
The above stocks have all pulled back between 13-22% recently.
What order, if at all, would you be adding to the positions?
Thank you
Dave