Q: I am up on ABBV but think it is time to move on. What are your views on Stryker (SYK)? Any recommendations on other US Health stocks would be appreciated.
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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: Could you please comment on Cyberark (CYBR on the Nasdaq)?
Many thanks.
Many thanks.
Q: Hello 5i,
How would you rank these "cloud kings" for growth over the next few years?
Do you have a preference of one or two over the others?
Thank you
Dave
How would you rank these "cloud kings" for growth over the next few years?
Do you have a preference of one or two over the others?
Thank you
Dave
Q: As of June 2018, when the last question was posed on Cardinal Health , you were lukewarm on it at that time. Would your opinion be any different now?
Thanks
Thanks
Q: Would appreciate your assistance in finding a list (preferably US) of large cap Cos. that offer pref. shares covering broad market segments. Thank you.
Q: I've owned XYL for a year or so now and am about even on it. It seems to me to be doing a wonderful job at just about everything it does and yet it seems to be a volatile trader without much overall price improvement in the past 12 mos. I'd like to add more (currently @ 3% of my portfolio) but am waiting for it to go up and stay up...what am I missing?
Cam
Cam
Q: I know you don't cover US stocks, but my question is on Twilio. It seems to be a company that is in favour with positive stock price momentum. What do you think of this company? Are there any Canadian equivalent companies in the same industry with the same growth prospects? Thanks
Q: Amazon has increased to 10% and nvidia decreased to 4% in my RRSP. Would you rebalance here, and if so to what levels.
Thanks Peter.
Thanks Peter.
Q: Which US$ denominated ETF would you recommend today for US exposure ? Do you recommend a Midcap or Large cap ETF?
Q: which of these two would you consider a better long term hold in a US$ RRIF
Thanks
Thanks
Q: Your opinion on the latest quarter would be appreciated.
Q: I own TTD, used to own AT, just wondering how the two stack up in your opinion. Thanks
Q: Hello,
With the recent positive earnings from Facebook and ServiceNow, would you recommend buying at this point? I'm also a long time holder of Visa (stock is down based on yesterdays results), would it also be a good idea to purchase MA at this time as well?
Thanks,
Raj
With the recent positive earnings from Facebook and ServiceNow, would you recommend buying at this point? I'm also a long time holder of Visa (stock is down based on yesterdays results), would it also be a good idea to purchase MA at this time as well?
Thanks,
Raj
Q: Hi 5i team,
Back in May 2018 you answered a question about these 2 companies, CRM, NOW.
You preferred CRM at the time.
Based on their most recent financial results (released Jan 30/31) and forward guidance, do you still prefer CRM?
AMcCreath (BNN) indicated this am that several SaaS related companies seem to be firing on all cylinders....based on Q4 earnings at least. These 2 were mentioned.
What would be your top 5 SaaS companies, either US and/or Canada listed?
I do prefer investing in this revenue type model as it kinda guarantees 85%+ quarterly revenue....plus any new business clients.
I already own DSG as part of this thesis.
Keep up the fantastic team work!
Cheers,
SteveMc
Back in May 2018 you answered a question about these 2 companies, CRM, NOW.
You preferred CRM at the time.
Based on their most recent financial results (released Jan 30/31) and forward guidance, do you still prefer CRM?
AMcCreath (BNN) indicated this am that several SaaS related companies seem to be firing on all cylinders....based on Q4 earnings at least. These 2 were mentioned.
What would be your top 5 SaaS companies, either US and/or Canada listed?
I do prefer investing in this revenue type model as it kinda guarantees 85%+ quarterly revenue....plus any new business clients.
I already own DSG as part of this thesis.
Keep up the fantastic team work!
Cheers,
SteveMc
Q: Hi
I would like to know your evaluation about ABBV? Would you recommend buying at current price level (less than 80)
Thanks
I would like to know your evaluation about ABBV? Would you recommend buying at current price level (less than 80)
Thanks
Q: Can you please give me your evaluation of Zendesk for 2 year hold. Are there any other companies you would recommend over ZEN in this sector. Thanks for your help.
Q: I own CELG. Is Celgene a SELL or HOLD after it's recent partial recovery ?
Canadian Tire looks attractive around $ 148.
Do you consider it a BUY ?
Canadian Tire looks attractive around $ 148.
Do you consider it a BUY ?
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Broadcom Inc. (AVGO)
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Microchip Technology Incorporated (MCHP)
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NVIDIA Corporation (NVDA)
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QUALCOMM Incorporated (QCOM)
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Texas Instruments Incorporated (TXN)
Q: Hi there,
I inherited all 5 of these positions in my US portfolio and looking to reduce to 3. i am leaning to NVDA, AVGO and QCOM but I know very little about MCHP. I am also concerned about letting go of TXN given their role in converting analog to digital signals. YOur thoughts. I am looking for a balance of growth and a stable dividend.
Cheers
I inherited all 5 of these positions in my US portfolio and looking to reduce to 3. i am leaning to NVDA, AVGO and QCOM but I know very little about MCHP. I am also concerned about letting go of TXN given their role in converting analog to digital signals. YOur thoughts. I am looking for a balance of growth and a stable dividend.
Cheers
Q: Why do you think Qualcomm is in such a slide?
Would you consider this to be a buying opportunity
Thankyou
Would you consider this to be a buying opportunity
Thankyou
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Vanguard S&P 500 Index ETF (VFV)
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Vanguard U.S. Dividend Appreciation Index ETF (VGG)
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Vanguard Dividend Appreciation FTF (VIG)
Q: Hi,
I am struggling with a decision and would appreciate your opinion please. I would like to increase my US and International equity exposure using ETFs in US dollars that I already own (VIG and VXUS).
The Canadian dollar is obviously very weak right now. Does it make sense to convert Canadian dollars to US and adding to US dollar ETFs right now, or should I be using equivalents that trade in Canadian dollars? If the latter, would you kindly suggest the two ETFs that I should consider?
I know you like foreign currency as another form of diversification and I agree. I realize there is a FX prediction inherent in this question: if the CDN dollar strengthens, that creates headwinds for US-denominated investments.
What do you suggest?
Thank you. Michael
I am struggling with a decision and would appreciate your opinion please. I would like to increase my US and International equity exposure using ETFs in US dollars that I already own (VIG and VXUS).
The Canadian dollar is obviously very weak right now. Does it make sense to convert Canadian dollars to US and adding to US dollar ETFs right now, or should I be using equivalents that trade in Canadian dollars? If the latter, would you kindly suggest the two ETFs that I should consider?
I know you like foreign currency as another form of diversification and I agree. I realize there is a FX prediction inherent in this question: if the CDN dollar strengthens, that creates headwinds for US-denominated investments.
What do you suggest?
Thank you. Michael