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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 was looking at a list of your past picks that haven't been mentioned for awhile but they seem to be doing quite well. In fact, they have as good a track record as some of the US stocks you mentioned recently. Mastercard which I own is under water over the past year, I am thinking of selling it and the above 2 look like good replacements. Preferably, ZS. Do you still pay attention to these 2?

Read Answer Asked by Dennis on August 30, 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: Happy New Year 5i,
A question was asked on Jan 04 which I will expand on. Can you rank the following in order to purchase for a 1-3 year hold at a minimum.
AT, XBC, U, FSLY, TTD, PINS, ABNB, CRWD, CRM, WDAY, SNOW, ZM, DOCU
Many of the stocks are in a consolidation period after a sharp rise this year. Of the list, which 5 stocks would be considered a higher risk that they have not bottomed out or a correction may yet be due?

Thank you for your great service.
Cheers,
Debbie and Jerry

Read Answer Asked by Jerry on January 04, 2021

Q: For the above technology companies there has been a huge pullback even though some have beaten nicely on earnings. Is this a buying opportunity for them or wait and see where the NASDAQ settles out before putting new money in. What is the reason for the pullback. Typical profit taking before Labour Day? Of the above Can you rank which you would put new money into first?

Read Answer Asked by Brendan on September 08, 2020

Q: Kim Bolton on Market Call had 2 charts one for Cloud Consumer and Cloud Producer.
Cloud Consumer Stocks
TWTR, SPOT, SNAP, SHOP, NFLX, JD, Googl, FB, EA, DIS, BABA, AMZN, AAPL, ZS, ATVI.
Cloud Producer Stocks
ZM, WORK, WIX, WDAY, SPLK, RNG, ORCL, NOW, MSFT, INTU, DOCU, DDOG, DBX, CSCO, CRM, ADBE.

Can you please suggest 5 top picks from Consumer and producer in order which one would you suggest has Little or No DEBT and good management.

Thanks for the great service

Read Answer Asked by Hector on June 16, 2020

Q: Hi team,

As you know from my questions, I like tech and am a growth investor. I do own some lower beta non-tech stocks as a counter-balance; I just don’t ask a lot of questions on them. The cloud is working these days, with a few normal hiccups. I follow a ton of stocks in the space, so I will ask about five (down from ten) that were bid very high going into earnings, that is, TEAM, TTD, SPLK, AYX, WDAY. Earnings and guidance, as far as I can recall were great, yet the stocks sold off. I attribute it to normal profit taking after big run-ups. I own TTD and TEAM. I owned WDAY in the past, but sold it prematurely. I am a bit shocked and impressed today how AYX shot up about 5% when the market had an awful day. I could see no news on that on the websites I check. Any reason for that? How would you rank these five for growth prospects over the next several years and are there any red flags or undue risks for any so that you would avoid that company?

Thanks again,
Dave

Read Answer Asked by Dave on March 08, 2019

Q: If you we’re looking to buy 5 US stocks with strong growth prospects for. 5 year hold what names would you consider?

Read Answer Asked by Ian on December 12, 2018

Q: wondering which companies have the largest runway for growth out of these? I have a very very long time horizon

Read Answer Asked by mary on November 29, 2018