Q: Why do you like Veev so much?how do you see them going forward?
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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.
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Costco Wholesale Corporation (COST)
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Microsoft Corporation (MSFT)
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Paychex Inc. (PAYX)
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QUALCOMM Incorporated (QCOM)
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AbbVie Inc. (ABBV)
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Stryker Corporation (SYK)
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Visa Inc. (V)
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Veeva Systems Inc. Class A (VEEV)
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DocuSign Inc. (DOCU)
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T-Mobile US Inc. (TMUS)
Q: Good morning
We currently own the above US stocks and would like to add 1 or 2 more.
What would you suggest to add to the above list
Thks
Marse
We currently own the above US stocks and would like to add 1 or 2 more.
What would you suggest to add to the above list
Thks
Marse
Q: Hi guys,
I was wondering if you could give a few added thoughts on Veeva, prior to their report on Tuesday. You have said that it is one of your favourite US growth stories, and it has undergone a large 2020 rally already, and some recent range bound movement.
Not knowing more that what I have read here and from reviewing charting, it looks like they have gone through periods of surges and plateaus over the years.
Would you expect some manner of growth announcements or earnings surprise on Tuesday that creates a new growth driver, or are you more of the opinion that there will be some developments in the weeks or months ahead?
Thanks in advance.
I was wondering if you could give a few added thoughts on Veeva, prior to their report on Tuesday. You have said that it is one of your favourite US growth stories, and it has undergone a large 2020 rally already, and some recent range bound movement.
Not knowing more that what I have read here and from reviewing charting, it looks like they have gone through periods of surges and plateaus over the years.
Would you expect some manner of growth announcements or earnings surprise on Tuesday that creates a new growth driver, or are you more of the opinion that there will be some developments in the weeks or months ahead?
Thanks in advance.
Q: Hi team,
I was looking at adding to my position in Veev. However, to do that I would be looking at trimming either twlo or Now. Would this be advisable? How would you compare Veev to the other 2 as far as long term growth prospects? Note my positions in both twlo and now are approx 50% larger than my position in Veev . Thank You
I was looking at adding to my position in Veev. However, to do that I would be looking at trimming either twlo or Now. Would this be advisable? How would you compare Veev to the other 2 as far as long term growth prospects? Note my positions in both twlo and now are approx 50% larger than my position in Veev . Thank You
Q: Hello:
I have another $10k to deploy in my TFSA with a goal of maximum long term growth without the tax man taking a chunk of those returns. What would be your top CDN pick today as well as top US pick? (Moderate risk is fine but no desire for gambling.)
Thanks!
I have another $10k to deploy in my TFSA with a goal of maximum long term growth without the tax man taking a chunk of those returns. What would be your top CDN pick today as well as top US pick? (Moderate risk is fine but no desire for gambling.)
Thanks!
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NVIDIA Corporation (NVDA)
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AutoNation Inc. (AN)
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FedEx Corporation (FDX)
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United Parcel Service Inc. (UPS)
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Tesla Inc. (TSLA)
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Veeva Systems Inc. Class A (VEEV)
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Real Matters Inc. (REAL)
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DocuSign Inc. (DOCU)
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Pinterest Inc. Class A (PINS)
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CrowdStrike Holdings Inc. (CRWD)
Q: Good day,
Looking for growth stocks with good momentum, Canadian or US. What would you suggest ?
Any views on the above mentionned stocks ?
Gratefully yours,
Jacques IDS
Looking for growth stocks with good momentum, Canadian or US. What would you suggest ?
Any views on the above mentionned stocks ?
Gratefully yours,
Jacques IDS
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Amgen Inc. (AMGN)
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Amazon.com Inc. (AMZN)
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Biogen Inc. (BIIB)
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Alphabet Inc. (GOOG)
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Illumina Inc. (ILMN)
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Intuitive Surgical Inc. (ISRG)
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QUALCOMM Incorporated (QCOM)
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AbbVie Inc. (ABBV)
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Pfizer Inc. (PFE)
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Atlassian Corporation (TEAM)
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Veeva Systems Inc. Class A (VEEV)
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The Trade Desk Inc. (TTD)
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Roku Inc. (ROKU)
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DocuSign Inc. (DOCU)
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Guardant Health Inc. (GH)
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CrowdStrike Holdings Inc. (CRWD)
Q: I want to build a stock portfolio of US Tech/Healthcare Stocks today with 20 Stocks for the next 10 years with growth being the main driver preferably with low debt, what companies would you recommend. Thanks for your useful advice.
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Biogen Inc. (BIIB)
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Costco Wholesale Corporation (COST)
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Alphabet Inc. (GOOG)
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Garmin Ltd. (Switzerland) (GRMN)
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NVIDIA Corporation (NVDA)
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QUALCOMM Incorporated (QCOM)
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Caterpillar Inc. (CAT)
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FedEx Corporation (FDX)
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Verizon Communications Inc. (VZ)
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Veeva Systems Inc. Class A (VEEV)
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The Trade Desk Inc. (TTD)
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DocuSign Inc. (DOCU)
Q: What are 10 best picks in USA for next 2 years. What is your view on CAT & FDX
RAK
RAK
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NVIDIA Corporation (NVDA)
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Atlassian Corporation (TEAM)
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Veeva Systems Inc. Class A (VEEV)
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The Trade Desk Inc. (TTD)
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Roku Inc. (ROKU)
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DocuSign Inc. (DOCU)
Q: What are you current top picks for growth oriented names in the US?
Are there disadvantages of holding US securities in TFSA?
Many thanks!
Are there disadvantages of holding US securities in TFSA?
Many thanks!
Q: Good morning. Have similar small positions in both Apple and Veev. I like a concentrated portfolio. Should I condense to one and if so, which one? Or just leave well enough alone. Also own Kinaxis and XBC in my TFSA. Dividend stocks are in my self-directed account. I'm a 75 year old senior woman who loves managing my own portfolio, with your wonderful recommendations of course. Thanks. Lorraine
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Apple Inc. (AAPL)
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Amazon.com Inc. (AMZN)
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Kinaxis Inc. (KXS)
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iShares Russell 2000 Growth ETF (IWO)
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Veeva Systems Inc. Class A (VEEV)
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Vanguard Growth ETF Portfolio (VGRO)
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iShares Micro-Cap ETF (IWC)
Q: Good Morning! I have a new great granddaughter and I am in the process of setting up an RESP for her. Obviously, a long time horizon! Could you recommend 2-3 stocks/ETFs with growth in mind?
Thanks for your help, Michael
Thanks for your help, Michael
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Apple Inc. (AAPL)
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Kinaxis Inc. (KXS)
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goeasy Ltd. (GSY)
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Veeva Systems Inc. Class A (VEEV)
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Real Matters Inc. (REAL)
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The Trade Desk Inc. (TTD)
Q: 2 questions - what's you outlook for gold / silver moving fwd after the blood bath today ? will the price recover or are we headed back down below $2000 or?- what's the general feeling amongst the gold bugs
- What is your top 3 stocks both in Canada + USA regardless of sector (I am a moderate risk investor. Deduct credits as you see fit
Thanks for your help its appreciated
- What is your top 3 stocks both in Canada + USA regardless of sector (I am a moderate risk investor. Deduct credits as you see fit
Thanks for your help its appreciated
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Apple Inc. (AAPL)
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Amazon.com Inc. (AMZN)
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FLIR Systems Inc. (FLIR)
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Alphabet Inc. (GOOG)
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QUALCOMM Incorporated (QCOM)
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Gamehost Inc. (GH)
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Atlassian Corporation (TEAM)
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Veeva Systems Inc. Class A (VEEV)
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Roku Inc. (ROKU)
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DocuSign Inc. (DOCU)
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CrowdStrike Holdings Inc. (CRWD)
Q: Back on June 3, this question was asked. Would you make any changes now?
"If you were starting a new account with 100k with a portfolio of 10 US equities, with a 10 year time frame, which 10 would you currently choose?"
5I RESEARCH ANSWER:
TEAM, DOCU, ROKU, AMZN, GOOG, APPL, CRWD, QCOM, GH, FLIR
"If you were starting a new account with 100k with a portfolio of 10 US equities, with a 10 year time frame, which 10 would you currently choose?"
5I RESEARCH ANSWER:
TEAM, DOCU, ROKU, AMZN, GOOG, APPL, CRWD, QCOM, GH, FLIR
Q: DOCU has performed well for me this year, thank you for the pick. A fairly stiff sell-off today after reaching a new high this week. Is there any reason to prefer another of your top growth picks at this point? I also hold KXS currently.
Q: good morning,
i have enjoyed a run up in both ROKU and Trade Desk and am thinking of selling and buying VEEV. Should I stay or should I go now?
as always, thanks
i have enjoyed a run up in both ROKU and Trade Desk and am thinking of selling and buying VEEV. Should I stay or should I go now?
as always, thanks
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Microsoft Corporation (MSFT)
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Paychex Inc. (PAYX)
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Stryker Corporation (SYK)
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Visa Inc. (V)
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Veeva Systems Inc. Class A (VEEV)
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DocuSign Inc. (DOCU)
Q: Good morning
we currently own the US listed stocks above and are wondering what your thoughts would be to add VEEV or would you suggest another US stock??
Thks
Marse
we currently own the US listed stocks above and are wondering what your thoughts would be to add VEEV or would you suggest another US stock??
Thks
Marse
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Atlassian Corporation (TEAM)
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Veeva Systems Inc. Class A (VEEV)
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Roku Inc. (ROKU)
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DexCom Inc. (DXCM)
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Delek Logistics Partners L.P. representing Limited Partner Interests (DKL)
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CrowdStrike Holdings Inc. (CRWD)
Q: Hi
This company is giving 12% dividend. is it sustainable? and please give your thought on this. is it buy?
and please give top 5 US growth stocks for three yrs hold.
Thank you,
KT
This company is giving 12% dividend. is it sustainable? and please give your thought on this. is it buy?
and please give top 5 US growth stocks for three yrs hold.
Thank you,
KT
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Kinaxis Inc. (KXS)
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Agnico Eagle Mines Limited (AEM)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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goeasy Ltd. (GSY)
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iShares S&P/TSX Global Gold Index ETF (XGD)
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Atlassian Corporation (TEAM)
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Veeva Systems Inc. Class A (VEEV)
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Real Matters Inc. (REAL)
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Roku Inc. (ROKU)
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WELL Health Technologies Corp. (WELL)
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DocuSign Inc. (DOCU)
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DexCom Inc. (DXCM)
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Avalara Inc. (AVLR)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
Q: What is your top choice for playing the gold sector? This will be my only exposure to precious metals.
What are your top 10 growth names (Canada or US) for a new investment with a minimum 5 year hold? I'm not concerned about sector diversity or weighting because we're well diversified in other, larger parts of our portfolio.
Thanks.
What are your top 10 growth names (Canada or US) for a new investment with a minimum 5 year hold? I'm not concerned about sector diversity or weighting because we're well diversified in other, larger parts of our portfolio.
Thanks.
Q: I've read the Q & A's on veev and see that it's a name you like longer term. What about the short term? How do you like it at the current price given that it's experienced a nice run in the last month or so. Does it have legs to keep going higher shorter term in your view? I bought some today and it immediately dropped and of course I'm wondering whether I was the last one to join the party. I realize you don't have a crystal ball. Thank you as always.
Jason
Jason
Q: Hello 5i,
In a recent answer you rated VEEV higher than AYX. I have a half position in VEEV and a full position in AYX. Based on your rating should I trim AYX and add to VEEV or is there not enough difference between their respective performances to warrant such a move?
Thank you so much for all you do!!
Dave
In a recent answer you rated VEEV higher than AYX. I have a half position in VEEV and a full position in AYX. Based on your rating should I trim AYX and add to VEEV or is there not enough difference between their respective performances to warrant such a move?
Thank you so much for all you do!!
Dave