Investment Q&A

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

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.

Q: How would you rank these stocks in terms of growth? Are they still worth holding?

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

Q: Could you compare these two companies wrt management, growth, acquisition rationale and strategy, and moat. Would you consider VEEV a US version of CSU?
Thanks
Jeff

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

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?

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.

Q: What would be one US growth tech stock you would invest in today?
Many thanks for Kinaxis KXS
Lorraine

Q: are they or any two inan etf? if not which would you recommend first

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

Q: Hi there,

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

Thanks!

Q: What would be your preference right now between VEEV & TEAM at this moment?
Thanks

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

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)?

Q: I have some US dollars to deploy, what one US stock would you recommend today regardless of all other assets already held?

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?

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

Q: Hi 5i, Can you please recommend/pick 3 stocks, so that 20 years from now I can say: I'm very happy I invested on them. Comes to mind techology, pharma, defense, etc
thanks

Q: In your "Companies" section, can you explain how "Leverage Ratio" is calculated? (By googling, I get some different answers.) With VEEV, the "Total Debt to Equity" is only .03. Can you square this with a Leverage Ratio of 1.3 which seems to say debt is material. Thanks.