Investment Q&A

Q: The financial people keep on saying they are looking first at the company`s Balance Sheet. Therefore which, Stocks have the strongest and best Balance Sheet? Also, include US stocks as well as Canadian stocks, because I do hold both.

Q: What are some of your favorite US growth names right now? I am a younger investor with some money to deploy. I have a 20+ year time horizon. I am not too worried about sector allocation due to having a defined benefits pension when I eventually retire (20+ years).

I am also wondering what US stocks 5i staff are currently buying and why.

Thanks for all your advice. I read the questions daily. Your support through these tough times (my first as an investor) has been beyond insightful and finding I am getting my financial education through your words of wisdom and advice. I keep speaking highly of you to my friends looking to get into investing and am encouraging they subscribe to your service as it is beyond exceptional.

Thanks for all that you all do! Hope you and yours are safe and healthy during these tough times.

Q: Good morning,

I have some cash to add to 3 new US technology positions. I am looking for growth, and I am comfortable with volatility. Looking out 5 years what would be your favourites from the list above at current valuations. Any concerns with the list above? I already own MSFT, SQ, RPD, DOCU, AYX. If you have other suggestions please do share. Thanks in advance.

Q: Hi, first I wanted to thank you for this amazing service, I am so glad I discovered 5i!
I recently sold my business and have 10+ years before retirement. I now want to deploy this cash to build my retirement portfolio, I don't need any income from this portfolio for 10 years.
I carefully reviewed your Balanced and Income portfolios. With much improved valuations for many stocks in these portfolios, what are your suggestions for 10 best (in terms of possible appreciation) individual stocks or ETFs for a non-registered portfolio. Either from your sample portfolios or not, US or CDN.
Thanks again!

Q: Hi I asked this question earlier. You answered with dividend paying stocks (thanks). but if your were not considering only dividend payers, what would be your choices?
thanks

thanks as always for your level headed thinking. I have a number of CAN dividend stocks as the core of my holdings. I now have cash that I want to deploy over the next couple of months. what are your top 5-10 US stocks (no regard to sector) that you recommend based on a 5 year hold.
Michele

Q: Hi Team! As more more and more people are working from home, cloud based software companies, cyber security companies will benefit as I think this will become a new reality as companies realize they can save money. In Internet communication and hardware companies out there that will see an increase of their services and products are there any names you would recommend? I thank you in advance. Sam

Q: Can you please provide a few of your favourite US companies with low beta, high ROE and no debt that would be worth buying now for long term growth? Thanks

Q: I would like to sell subject 4 companies, unless your advice is to hold because of much near term growth potential.
Please suggest 5 each U.S. and Canadian companies that you consider offering the
' best ' growth, short and medium term, with no consideration of industry.
Thanks
Klaus

Q: The rest of the software sector has recovered quite nicely with many testing new highs but VEEV seems to not be participating. Any thoughts? I thought that software combined with the medical space would be a big winner but it seems to languish a bit (do realize that it has done well over last year)

Thanks

Q: Hello 5i
Can you give me a brief update on the above companies regarding their respective growth prospects? Also which would be you top two?
Thank you
Dave

Q: I hold small positions of each in my US RSP account and all have been down and show no obvious signs of a recovery. Should I sell and switch to alternate stocks.
Thank you

Q: AYX, OKTA, TEAM, TTD, TWLO, VEEV

It's clear that software stocks are taking a heavy beating right now. Are there any concerns for recovery and continued growth at the companies above? What sort of expectations might you have for the above stocks down the road at the 1-year, 3-year and 5-year marks?

Q: Please comment on the impact of recent US China tariff & Huawei development on these stocks. Which will suffer long term adverse effect ? Most come down a lot on May 20. Thanks a lot.

Q: I asked you about the earnings on xlnx yesterday and I see the questions and answers today on this company.

I have a somewhat significant loss after today as I’m into it around $130 per share on 3,000 shares but fortunately I have gains in Veev and Five that outweigh the loss on xlnx. I tend to hate owing anything at a loss as I lack patience and I worry about a turning of momentum. I don’t know whether to do nothing or sell one or more of my other holdings and go home with a profit and my tail between my legs. May I please get your advice? Thanks I’m advance.

Q: Do you think Veev is a buy or sell at this point? I have a small profit and don’t know whether to take it or hold on and risk losing it on a pull back. I can’t decide whether to sell it or buy more. Thanks.

Q: Could you please rank these 4 stocks. Looking for growth and willing to hold for at least 5+years. This would be for a TFSA with a growth tilt to it. Do you see all these companies as a good investment? Thanks as always.

Q: Good Morning,

What would be your top 2 or 3 picks for cloud space investments in the USA and Canada?

Thank you!
David

Q: Good Day Team,

Between VEEV and AYX which would you prefer for long term and why? Would you please compare them on their:
1- Quality of management, 2- Software competitiveness, 3- Potential for growth, 4- Current valuation, 5- Balance Sheet.

Much appreciated as always!

Q: These stocks price slide after earning report , your comment please.
Thanks a lot.

Q: Hello 5i,
Could I have your thoughts on Veeva Systems growth prospects please?
How would it rank in terms of growth against CRM.ADBE,NOW,WDAY?
Thanks
Dave