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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: I plan to add initial positions in two of the following: Fortinet (FTNT), DocuSign (DOCU), Atlassian TEAM), or Veeva (VEEV). Would you please indicate their three year gain potential and risk. Thank You Paul
Read Answer Asked by Paul C. on May 27, 2020
Q: Morning 5i,
I'm looking to get my US allocation in my portfolio up to ~40% in the Healthcare, Industrials, and Tech sectors. I have a VERY long time frame, but I'm interested in businesses that have aggressive/high growth in the IMMEDIATE to 2 year timeframe.

Could you please rank the names below in terms of highest short-term growth potential coming out of a COVID world (reopening, new normal).

And if possible, are there any US names that trump these selections instead? Please take as many question credits as required:

Healthcare: VEEV, AMGN, REGN
Tech: TEAM, TWLO, MSFT, NVDA, AYX, AMZN, GOOG, QCOM, PYPL
Industrials: ROP, RTX
Read Answer Asked by Michael on May 26, 2020
Q: These two companies do not have an American listing. Do you think eventually they will list on Nasdaq? is there a certain sales level needed? if so how close are both companies to that level,.
Read Answer Asked by Jean on May 25, 2020
Q: Good morbing 5i team,

LSPD has been on my radar for awhile. I missed the opportunity @18 bucks. Worried about pulling the trigger lol. Is it still the right time jumping in @33? Worth the momentum upside? Longterm holding. As it coukd take another hit.

Thank you and this site looks great.ove the Q & A
Read Answer Asked by Adam on May 25, 2020
Q: My TD Waterhouse account currently shows QYLD as yielding 12.4 %. Pretty sure it didn't yield that much when I bought it for a lesser price. Could you confirm that yield is correct and explain it for me ? I know the yield is a combination of dividends and writing covered calls but suspect the ETF uses a strategy to achieve a yield between a certain range. If that is accurate I would like to know what that range is ? Also I realize portfolio weightings are a personal thing but could you give me a range of low to comfortable high for a weighting in this ETF in an RRIF ? I currently have a 4% position and am considering increasing it to 6 % or 7% Could go higher depending on what 5I's advice is . ...... Thank you for your sage advice during these volatile market times.....
Read Answer Asked by Garth on May 22, 2020
Q: What is the difference between these 4 companies and could you rate prospects in growth, risk and management. is there much overlap between them?
Read Answer Asked by JEFF on May 22, 2020
Q: Recently, there have been some questions asked about which companies are likely to benefit from a shift to more people working from home. ZM, DOCU, WORK were some of the suggestions.

Could you please take a look at the other side of that question. What tech companies which have done well in the traditional work environment are likely to be hurt by a shift to working from home? Are there tech companies that support business in it's traditional model which might not do as well in a work from home environment?

Similarly, assuming there is a large shift towards working from home, are there any companies which you have recently been bullish on which you think would suffer if that large shift to working from home was to take place?

Thanks,
Geoff
Read Answer Asked by Geoffrey on May 22, 2020
Q: Hello team,

From here on, which one has significantly more growth potential, NET or RPD?

How do you rank them based on their balance sheet, competitive advantage, and management?

Or do you have something better to suggest in tech, with superior balance sheet, management, and growth potential?

Thanks! :)
Read Answer Asked by Saeed on May 22, 2020
Q:

BABA- Do you think BABA may be delisted from US stock exchnages? I saw an article being prepared about a bill against foreign companies in the US..

FB and SHOP- Regarding the partnershp between facebook and SHOP..which do you think will be most benefitted. Facebook is also making partnership with Reliance Jio..its starting to get really attractive. Would like your thoughts on this.

Thanks for your wise advise as always. Cheers,

Shyam
Read Answer Asked by Shyam on May 22, 2020
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