Investment Q&A

Q: Hello Team,
Do you like either or both of these two, which would you prefer and would you consider them comparable to Amazon for growth?
Thank You,
Barry

Q: Morning, thoughts on the WDAY quarter and how you feel about the potential for this company.

(Also, when does LMN report?)

thanks, M

Q: Hi 5i team
I have 15% Workday in my RRIF in USD. I am thinking of trimming down and adding 3 more USD positions. Can you suggest a few USD companies for Growth over a 3-5 year hold ?
Thanks Linda

Q: These digital solution providers seem to be pioneering Ai partnerships .
Which would be the ones to invest in and the ones to avoid ?
Thankyou .

Q: you have used price to sales many times in the past to identify stocks you like for capital appreciation since this metric has improved significantly please name your current 3 favourite US growth stocks using this metric thanks Richard

Q: Good day,

I am looking for a good (over-priced) US stock to for a Put spread - one where the premium (implied volatility) is reasonable. I had a Put spread on TSLA, but got out of it when they announced the spilt (as those options, post-split, go to the liquidity wasteland). Thanks

ps. I would prefer a US stock, but if that is not doable, then CDN will do. Thx

Q: With Workday's stock falling below $200 PS in the last day, would you recommend this would be a good buy?

Q: Hi there,

I am looking to buy 10 software stocks and 10 stocks in the semiconductor space. I am seeking out high growth names. Would you be able to provide me with your top recommendations? Thank you kindly,

Jason

Q: Since Salesforce, CRM, purchased Slack the stock has underperformed . What is your opinion of the growth prospects of the stock in the next 1-3 years? Do you think Salesforce or Workday offers the best growth potential? Thank you

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?

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.

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

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

Q: I presently have a small position in Open text - considering selling, Is there a US alternative?

Q: for 2021 and beyond who are your 2 favourite hardware companies and your 2 favourite software companies to take advantage of the growth of the cloud thanks Richard

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?

Q: Can you give a quick update of growth prospects and balance sheet situation for WDAY? Do you consider it a buy today as a long term investment for a young investor in a TFSA?

Thank you for your excellent service.

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

Q: Can you please provide an update on this company. It is vastly underperforming the tech sector recovery. I keep averaging down my cost base.
What is your outlook for the company?
Is it worth holding. Do you hold it yourself ?
Thank you z

Q: Can you please compare these companies in what they do, their prospects and financial strength. Would you have a preference or buy a bit of each? Use what credits are appropriate. Thanks!