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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: Hello. I have about $75,000 to invest in my tfsa. Please give me your top 10 recommendations Canadian or US.

Thanks, Mike
Read Answer Asked by Michael on July 27, 2020
Q: Hello, with $75000 to invest could you please give me a list of 10 stocks us or cdn for a tfsa.

Thanks, Mike
Read Answer Asked by Michael on July 21, 2020
Q: I am looking at US Healthcare (with the exception of WELL), how would you rank these companies in when considering balance sheet, management, growth potential, and MOAT?

Thanks,

Andrew
Read Answer Asked by Andrew on July 20, 2020
Q: Whenever there are these swings in the market from growth/tech to value/consumer it makes me think about diversification. I have also noticed that companies that bring tech to another field are thriving. Examples being SHOP bringing technology to consumers, REAL bringing it to consumers and real estate, VEEV bringing it to health care, etc.... Also the US markets just recategorized to decrease the amount of technology companies. I am presently 27% technology but only if I place REAL and AMZN in consumer, GOOG in communications , etc.

I own all the above listed companies except ROP. I am currently considering selling LSPD (technology or should just categorize it as consumer) to buy ROP (industrial or is it technology). This would bring technology to under 25% and increase Industrials and US exposure which I am underweight in. The problem is that I can’t help but think that I am making a trade just to make the diversification boxes all line up. One could easily consider ROP as technology.

In the medical profession we have a term for this. “Euboxic”. Which means making all the lab values line up to hope for the best but often with no real value added.
Read Answer Asked by Paul on July 17, 2020
Q: Good morning team,

In a bit of a portfolio cleanup in my TFSA yesterday I sold some laggards and reduced my Shopify shares to bring it more in line with my targeted weighting. After completing Norbert's Gambit, I will be deploying the funds to buy US stocks. Please share your 2 or 3 favourite growth stocks for 5+ year hold in each of the following categories: Health Care, Communication Services, and other non-Tech (if you have more compelling options than those listed in Health and Comm Service).

Thanks in advance,
Rory
Read Answer Asked by Rory on July 16, 2020
Q: I hope all is well. I view your response to questions every day and see that questions on US stocks is rapidly increasing. Maybe you should create another site called 4iResearch for US stocks but you can still own them i.e., 5i minus Independence. My questions is about VEEV. They have an impressive list of clients. Can you explain more please why you like it so much? Thanks again as usual. Dan
Read Answer Asked by Danny-boy on July 14, 2020
Q: How do valuations of AVLR look like in comparison to your other high-growth favorites (e.g., VEEV, DOCU, AYX, TEAM, CRWD, FSLY, TTD)? It is clear that AVLR is expensive, but I wanted to get a feel of where it stands w.r.t to peers. Would you a start a position for a minimum 5-year hold at current prices? Is there a much better company to invest in from the group I mentioned?
Read Answer Asked by Steve on July 13, 2020
Q: Held this for some time nice div. but flat on price with the down turn in oil so losing there, held in rrsp,also unrecoverable fees with this stock considering selling and buying a US oil company any suggestions for replacement or do you think the prospects for tot.sa is better than others.
Read Answer Asked by dennis on July 13, 2020
Q: are they or any two inan etf? if not which would you recommend first
Read Answer Asked by thambirajah on July 10, 2020
Q: Would it be benefiitial to replace MU for VEEV in a RIF account witch contain GOOGL, ,AYX, DOCU, TEAM, NVDA, ROKU AND IGM as ETF.
Thank you for your exceptional services.
Yves
Read Answer Asked by Yves on July 08, 2020
Q: Hi there,

Can you please provide your top 12 US growth stocks, assuming that sector diversification is not a concern?

Thanks!
Read Answer Asked by Michael on July 08, 2020
Q: This is a follow up question to my previous one, If I don’t add to any of my underweighted companies I could initiate a position in one of the named companies above. I would appreciate your rankings with some insight.
Thanks again. ram
Read Answer Asked by Ray on July 07, 2020
Q: Hello 5i,
If one wants a high concentration of very strong growth stocks and understands the risks involved with applying this type of investing strategy, can you please name 10 stocks that 5i would be very comfortable in owning for this purpose (a mix of USD and CAD)?



Read Answer Asked by Michael on July 07, 2020
Q: How much more runway do these stocks have, or have I already missed the party? How would you rank these in terms of your confidence in their stock performance?
Read Answer Asked by Eric on July 02, 2020
Q: hello 5i Research team,
I am currently cash only in my usd account. I have enough cash for one position. I have already well diversified portfolios exclusively in Canadian stocks and I am a long term investor. What 5 stocks would you recommend I buy in order of preference please? Thank you for your collaboration, Eric
Read Answer Asked by Eric on June 30, 2020
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