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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: HI, 5i team,
What are a few of your best Cloud Companies.

Ken

Read Answer Asked by kenneth on August 19, 2021

Q: Hello 5i, a report from RBC came out this morning with their ''need to have'' tech companies. Their Outperform ratings were on COUR, DBX, DCT, DOCU, JCOM, PEGA, TWLO and PEGA. Are you familiar with those companies and could you please mention your (2) favourites of the list and why? I own DOCU and TWLO already. If your preference is the same, it'll be a relief. If they aren't, I would open a new position since I have room for another one in terms of my allocation. Much appreciated, thank you.

Read Answer Asked by Michael on June 15, 2021

Q: Friday messy fun question, please take it lightly. I would like to start reducing the oil companies I bought in April last year. They've done incredibly well, but now I would like to increase my tech growth stocks by opening 1 or 2 new positions. I currently own GOOG, DND, U, CRWD, RDFN, ROKU, VEEV, PINS, and SQ. They have done well under your recommendations even with the recent pullbacks. As no one can time the markets, I am not willing to wait for a surprise interest hike as it is part of a locked-in RSP. It would be a 10+ hold. 1) Without considering size, could you please rank your favourite top 5 companies addressed in this question as of today in terms of strong balance sheet & steady growth potential over time (even in an interest hike environment). 2) Could you please give a brief explanation for the #1 pick only. Thank you very much as always!

Read Answer Asked by Michael on May 25, 2021

Q: One of the largest tech crashes .com bubble in the Nortel days took years for these companies that survived to get back to where they were. The same thing is happening today probably on a smaller scale. Would it not be better to get out of these and into something else or into cash as they just fall day in and day out? Or, do you think by the end of the summer will they have bottomed out and have some encouraging results? Waiting for your guidance. Thank you.

Read Answer Asked by Dennis on May 13, 2021

Q: Am I missing any major sectors with these stock investments?
Where should I focus if I would like to ensure a diverse portfolio?
Are there any stocks that I should dump?

Read Answer Asked by grace on April 27, 2021

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!!

Read Answer Asked by Marc on March 22, 2021

Q: I have the above in communication and i need to sell one of them. Which one would you sell? Are there any other ones that you might recommend over these?
Thanks

Read Answer Asked by Neil on March 18, 2021

Q: Hi 5i,
In reviewing my asset allocations, I am underweight in US and International. I am also light on Healthcare, Industrials, and Technology. Are there any companies (top 5) that jump out at you as growth based names that could help with this in terms of a 'two-birds-one-stone' approach?
I have a 10+ year timeline and a high risk tolerance.
Thanks in advance!

Read Answer Asked by Kyle on March 02, 2021

Q: Trying to get closer to 30 stocks in portfolio from 42. Which one from communication and one from consumer cyclical might you sell first? Thanks

Read Answer Asked by Neil on February 17, 2021

Q: I am interested in starting a position in 1 or 2 of the companies addressed. PINS was at the top of my list but Iím uncertain if Iíve missed my opportunity after their impressive earnings report. Can you please rank these companies in order of growth potential for the rest of the year / best value at todayís prices.
Thank you.

Read Answer Asked by Lucas on February 05, 2021

Q: HI 5i Team. I really appreciate your comments that speak to opportunities/areas or perhaps "themes" where you currently see good growth opportunities now and in the coming years. Some commentators have pointed to themes such as EV and materials that support EV, clean tech generally, changes in healthcare, etc. What would you consider to be some of the better investing themes right now (say 3 or 4?) and what would some of your suggestions right now for some good Canadian and good US stock selections within each, with growth in mind over a roughly 5 year horizon in a TFSA. I already have positions in LSPD, WELL, XBC and QST, and I plan to acquire AZT next. So I would be interested in hearing about your ideas and suggestions that might provide some additional diversification into other areas. Thanks very much - take as many question credits as necessary.

Read Answer Asked by Brad on February 04, 2021

Q: I would like to use my $10,000 in my TSFA for a technology stock, either software, hardware. I am balanced in my account, so I would like a growth even speculative stock. It can be either Canadian or US

Read Answer Asked by Joanne on January 15, 2021

Q: Hello. Looking to add to a new position for a young investor with a 5-10 year time frame and a moderate risk tolerance level (7/10). Would you please rank the following from favorite to least favorite assuming you are staring a position today? Thank you

Read Answer Asked by Antonio on December 17, 2020

Q: With recent vaccine development and big price drop on Monday , I am wondering what stocks are good to buy . Can you please rank them according to potential. Thanks a million.

Read Answer Asked by Lai Kuen on November 10, 2020

Q: What are your best HIGH Growth ideas in Canadian and US stocks.
I'm willing to accept high volatility and RISK.

Thanks

Read Answer Asked by Valter on October 13, 2020