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Q: Hi,
This is a hypothetical question, but out of the four stocks listed, which one would you consider that has the potential to be the next Shopify, or is there another that I have not listed?


Read Answer Asked by Ilie on November 19, 2020

Q: Hello 5i,
I've ridden the Tech wave all year to an overweight position in my portfolio.
The above mentioned companies are partial positions that I'm looking eliminate some of.
I have an above average risk tolerance.
Could you please rank these for growth prospects over the next year or two?
Thank you

Read Answer Asked by Dave on November 18, 2020

Q: Hello,
With the media and other financial write ups all talking about this great sector rotation out of growth and tech stocks into value stocks seems a little over blown to my logical mind.
Its made to sound that stocks , in the "Packaged software " sector like
-LSPD, DND, REAL, NVEI ,VEEV etc are part of that big rotation.
When I think about this, I beg to differ and am of the opinion that these stocks will become even more relevant in the future of our economy irrespective of Covid.
Have I lost my "marbles" or being too naive to think that way?
Your feedback is always appreciated.
NB* I do own these stocks that I mentioned.

Read Answer Asked by Ilie on November 16, 2020
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