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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: Keysight is down big time today after it's earnings announcement. It has been fairly flat in 2020. I am still up on this stock but am thinking of moving on. Can I please have your thoughts on Keysight and any comments you may have. If I sell I would put 50% of the proceeds into REAL and the other 50% into Well. Thank You.
Read Answer Asked by Brian on August 25, 2020
Q: Hello 5i,
Could I have your assessment of Shift4 Payments? Also, how does it compare to Paypal and Square?
Thank you
Dave
Read Answer Asked by Dave on August 24, 2020
Q: Hi guys,

I was wondering if you could give a few added thoughts on Veeva, prior to their report on Tuesday. You have said that it is one of your favourite US growth stories, and it has undergone a large 2020 rally already, and some recent range bound movement.
Not knowing more that what I have read here and from reviewing charting, it looks like they have gone through periods of surges and plateaus over the years.
Would you expect some manner of growth announcements or earnings surprise on Tuesday that creates a new growth driver, or are you more of the opinion that there will be some developments in the weeks or months ahead?

Thanks in advance.
Read Answer Asked by Peter on August 24, 2020
Q: I would like to invest in one of these companies,
for a 5 years hold. Which one is has more upside momentum going forward, and why?
Thanks
Read Answer Asked by Fernando on August 20, 2020
Q: Kim Boulton on BNN made a strong case that Intel is undervalued and made it one of his top picks .
the other two were TWLO and Fastly.
Do you rate any of these three as a compelling buy
Read Answer Asked by thambirajah on August 20, 2020
Q: Hi team,
I was looking at adding to my position in Veev. However, to do that I would be looking at trimming either twlo or Now. Would this be advisable? How would you compare Veev to the other 2 as far as long term growth prospects? Note my positions in both twlo and now are approx 50% larger than my position in Veev . Thank You
Read Answer Asked by Shane on August 20, 2020
Q: Hi Guys,

Recently Jason Donnville wrote about Pivot Technologies in his ROE Reporter and had this to say:

"Pivot Technologies (TSX:PTG) – Benefits from a new management team which has significantly cleaned up the business and shored up the balance sheet. Pivot is a player in the edge computing market which benefits from some of the strongest secular tailwinds in the sector. Investors also get a large dividend along
the way. "

Any thoughts ? Thank you !!

Dave
Read Answer Asked by David on August 17, 2020
Q: I wanted to see if 5i will be putting out a report on this company in the near future? I purchased this a few weeks ago in the low teens and it seems to keep climbing. I like the space they are in can you comment on when does their 1st public quarter report and would you add to a position at todays prices or wait.?
Thanks as always
Read Answer Asked by Kolbi on August 17, 2020
Q: Tech has boosted my returns this year and now it is around 40% of my portfolio and that is after trimming half my SHOP and CSU and selling AYX, GIB.A and DSG. Trying to get down to 20% Can you please rank the above stocks to help me with my decision. And thanks for the great service.
Read Answer Asked by Neil on August 17, 2020
Q: please provide your opinion on these two etf's
both etf's are near all time highs, is it to late to invest here?
i am retired and seeking income ...growth is also appreciated
etf choice will enter unregistered accounts
i currently do not have any tech stocks and very little usa exposure
thank you in advance
Read Answer Asked by john on August 14, 2020
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