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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: 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
Read Answer Asked by Fernando on June 30, 2020
Q: What would be your top 10 growth picks over the next 5-10 years in Health Care and Tech? Canada or US and any size is fine....
Read Answer Asked by Ryan on June 25, 2020
Q: As a result of comments from 5i and other factors I initiated partial positions in the above 5 companies (so thanks!). All have done well.
At this point I am looking to add to my positions and wondered if you saw any red flags in any of the 5 companies and also in which order you would rank for adding funds.

Thanks,

Terry
Read Answer Asked by Terry on June 22, 2020
Q: Hi Ryan and Peter.
BIIB was beat hard lately. I want to buy a couple of big names in Health care and am wondering whether this is a good timing. I am watching REGN, VEEV, ABBV, GILD too. I only have cash for one stock only.

Thank you,
Yiwen
Read Answer Asked by Yiwen on June 19, 2020
Q: Recently, in response to a question requesting your advice on a number of stocks including the above, you singled out MSFT and CRWD to "buy more". What are other stocks would you recommend to "buy more" at this time?
Thank you for your advice.
Read Answer Asked by sam on June 15, 2020
Q: Good Morning
Do you see an apparent rotation away from tech stocks as a concern? There has been current weakness in some of your favourites such DOCU, VEEV, TEAM and AYX despite recently posting good numbers. Would you lighten up on any particular names or do you see the basic growth thesis intact.
Thank you
Read Answer Asked by Marty on June 08, 2020
Q: Hi,

What is your valued opinion of Kneat these days?
The last question on Nov 2019 indicated the sales valuation at 12x was concerning. Has that number come down enough for you to be more favourable as a spec buy.
They recently had another good quarter (Q1) with good % increases (albeit likely from a small base). They seem to be signing a number of contract wins last few quarters and I like that it is a SaaS based revenue model company.
Who might their other competitors be in this field? And any idea what their market penetration might be, for the competitors or for Kneat?
It would be for a spec buy and to initiate a 1/3 position.

Cheers,
Steve
Read Answer Asked by Stephen on June 01, 2020
Q: I plan to add initial positions in two of the following: Fortinet (FTNT), DocuSign (DOCU), Atlassian TEAM), or Veeva (VEEV). Would you please indicate their three year gain potential and risk. Thank You Paul
Read Answer Asked by Paul C. on May 27, 2020
Q: Morning 5i,
I'm looking to get my US allocation in my portfolio up to ~40% in the Healthcare, Industrials, and Tech sectors. I have a VERY long time frame, but I'm interested in businesses that have aggressive/high growth in the IMMEDIATE to 2 year timeframe.

Could you please rank the names below in terms of highest short-term growth potential coming out of a COVID world (reopening, new normal).

And if possible, are there any US names that trump these selections instead? Please take as many question credits as required:

Healthcare: VEEV, AMGN, REGN
Tech: TEAM, TWLO, MSFT, NVDA, AYX, AMZN, GOOG, QCOM, PYPL
Industrials: ROP, RTX
Read Answer Asked by Michael on May 26, 2020
Q: I have $9000 US to add to a US margin account. I have 4 names in mind as noted above which one you think has more share price appreciation, could you please rank them? Thanks.
Read Answer Asked by Lin on May 20, 2020
Q: Which 3-5 growth stocks on the Canadian or American exchange are you most bullish on their long term potential?
Thanks
Read Answer Asked by Curtis on May 19, 2020
Q: I currently hold GUARDANT, ALTERYX and ROKU in one account. As a basket they collectively just can’t seem to stay above water. Are you still optimistic on these names or has your opinion changed? Should I remain patient or would you swap any for VEEV?
Read Answer Asked by Marty on May 19, 2020
Q: Thank you for your comments on RPD earnings report yesterday. In your response you said "We would not be overly concerned here, though it has slipped some spots on our list of growth companies". Can you let me know what growth companies you have higher up on your list. I am up 20% on RPD and am happy to sell it for something higher up on your list.

Thanks so much for your excellent service.
Read Answer Asked by Justin on May 12, 2020
Q: I have these companies in my high revenue portfolio. It has been performing well. In these changing times, I find myself switching to companies that have high revenue growth and will not be affected by closure. Any expert thoughts or input would be appreciated.

FRPT - Freshpet is not in your database.
Read Answer Asked by Terry on May 06, 2020
Q: Hi Everyone at 5i! The market has surely been a rollercoaster ride over the last few months. I have 40K US to deploy and am looking for a solid growth stock or two with a good moat. Right now might not be the time to invest but I have time. Do you have a few stock suggestions for me for now or in the near future? Thank you , Tamara
Read Answer Asked by Tamara on May 05, 2020
Q: Hi Team,
I am wanting to buy both VEEV and DOCU as both long term growth plays, and to play into their current momentum. I don't have any free cash right now, so have to trim from a couple other stocks to do this. I was considering trimming half of my SQ holdings to buy DOCU, and trimming half of my TWLO holdings to by VEEV. Do you see any issues with these moves? Also, being that VEEV and DOCU are in high momentum right now should I wait for a pullback or would it be OK to buy these at current levels? Also...do you see VEEV and DOCU holding up after this covid scare is gone, or do you see risk of these momentum stocks falling on their face once the virus scare diminishes? Thanks for your advice!

Shane.
Read Answer Asked by Shane on April 27, 2020
Q: Good Morning

I’m looking to add some US exposure. I currently have Guardant, Roku and Alteryx. Regardless of sector what would recommend for a long term hold.?

Thank you
Read Answer Asked by Marty on April 24, 2020
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