Q: Could you please comment on VEEV and ROKU, should I be concerned about holding on to these?
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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.
- Illumina Inc. (ILMN)
- Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A)
- Veeva Systems Inc. Class A (VEEV)
- Real Matters Inc. (REAL)
- Roku Inc. (ROKU)
- DocuSign Inc. (DOCU)
- Alteryx Inc. Class A (AYX)
- Crocs Inc. (CROX)
- Axon Enterprise Inc. (AXON)
- Guardant Health Inc. (GH)
- Enthusiast Gaming Holdings Inc. (EGLX)
- Perion Network Ltd (PERI)
- Unity Software Inc. (U)
- Lantheus Holdings Inc. (LNTH)
- illumin Holdings Inc. (ILLM)
Q: I’m significantly underwater on these stocks. Can you please advise which ones you’d hold, and which ones you’d sell? Can you please also give 5 growth stocks in Canada and 5 in the US that you are high on right now in place of the above?
- Alphabet Inc. (GOOG)
- Intuit Inc. (INTU)
- NVIDIA Corporation (NVDA)
- Atlassian Corporation (TEAM)
- Veeva Systems Inc. Class A (VEEV)
- The Trade Desk Inc. (TTD)
- CrowdStrike Holdings Inc. (CRWD)
- Unity Software Inc. (U)
Q: Good Afternoon
I currently hold TEAM(even), VEEVE(-10%) TRADEDESK(-10%),CROWDSTRIKE (-35%) and UNITY(-75%). Each of these positions make up less than 2% of my portfolio. Unfortunately there are no tax losses applicable. If you were to consolidate which ones would you keep or in turn what would you buy as a replacement
Thank you
I currently hold TEAM(even), VEEVE(-10%) TRADEDESK(-10%),CROWDSTRIKE (-35%) and UNITY(-75%). Each of these positions make up less than 2% of my portfolio. Unfortunately there are no tax losses applicable. If you were to consolidate which ones would you keep or in turn what would you buy as a replacement
Thank you
- Salesforce Inc. (CRM)
- Medtronic plc. (MDT)
- CAE Inc. (CAE)
- Block Inc. Class A (SQ)
- Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ)
- Veeva Systems Inc. Class A (VEEV)
- Roku Inc. (ROKU)
- Guardant Health Inc. (GH)
- Ultra Clean Holdings Inc. (UCTT)
- Pinterest Inc. Class A (PINS)
- CrowdStrike Holdings Inc. (CRWD)
- Digital Turbine Inc. (APPS)
- TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
Q: It looks like I will need to sell a position or two to pay the tax man. Please rank the companies listed. Thank your
Q: Hi Team,
Can I have your comments on VEEVA Systems recent earnings? The street seems to be giving it some love finally. Also, what your current thoughts are on the company, future prospects and if it is a good one to keep holding long term for a play on healthcare and digitization of. Thanks
Shane.
Can I have your comments on VEEVA Systems recent earnings? The street seems to be giving it some love finally. Also, what your current thoughts are on the company, future prospects and if it is a good one to keep holding long term for a play on healthcare and digitization of. Thanks
Shane.
- Eli Lilly and Company (LLY)
- UnitedHealth Group Incorporated (DE) (UNH)
- Veeva Systems Inc. Class A (VEEV)
- WELL Health Technologies Corp. (WELL)
Q: I own these four healthcare companies but would like to reduce my holdings to three. How would you rate them from best to worse. I've done the best on UNH as I've held it the longest but in looking at a long-term chart it has the poorest returns of the four. They are all so different but what three would give me the best diversification? Look forward to your opinion. Thanks.
Q: I have a less than 1% position in VEEV and am down about 20%. I have been watching MDT and am thinking of punting VEEV and putting 2-3% into MDT. MDT is way off highs due at least in part to surgery delays. Appreciate your thoughts on both.
Thanks, Greg
Thanks, Greg
Q: Good Morning
Of the following 3 stocks crwd docu veev which would you consider to be a hold and which would you consider to be a sell
I would have about a 2 year horizon
Thks
Marse
Of the following 3 stocks crwd docu veev which would you consider to be a hold and which would you consider to be a sell
I would have about a 2 year horizon
Thks
Marse
- Adobe Inc. (ADBE)
- NVIDIA Corporation (NVDA)
- Kinaxis Inc. (KXS)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Atlassian Corporation (TEAM)
- Veeva Systems Inc. Class A (VEEV)
- Roku Inc. (ROKU)
- DocuSign Inc. (DOCU)
- Antero Resources Corporation (AR)
- Digital Turbine Inc. (APPS)
- Topicus.com Inc. (TOI)
Q: I'm looking at your answer to Shane's Jan 5 question about your caveats on recovery of stocks. Do you see any of the stocks listed here whose recovery may be limited and if so, which ones and based on which caveats? Thank you.
- Analog Devices Inc. (ADI)
- Intuitive Surgical Inc. (ISRG)
- Salesforce Inc. (CRM)
- BlackBerry Limited (BB)
- Block Inc. Class A (SQ)
- Exact Sciences Corporation (EXAS)
- Veeva Systems Inc. Class A (VEEV)
Q: I know you guys try to answer exactly the question that was asked, which is good. However, I was surprised to see BB in a recent answer to your favourite Canadian companies that offer disruptive technology (AI, quantum, other). In the past, you were always negative on BB for its poor earnings record and shrinking revenue base, etc. Are you getting more positive on BB’s growth prospects or perhaps there are not that many Canadian companies to satisfy the question? Also, what would be your top 5 U.S. disruptive names, where the pickings are a lot thicker?
Thanks
Dave
Thanks
Dave
Q: Question about Veeva Systems.
From prior responses, it aligned with right now having a high valuation even after the past years negative performance. Is this a good entry point? This has been on my watchlist for years now and each time I look at it, the valuation is too expensive. But with the recent drop is this a good entry point or do you think the market is signalling that growth is slowing down?
From prior responses, it aligned with right now having a high valuation even after the past years negative performance. Is this a good entry point? This has been on my watchlist for years now and each time I look at it, the valuation is too expensive. But with the recent drop is this a good entry point or do you think the market is signalling that growth is slowing down?
- Veeva Systems Inc. Class A (VEEV)
- VanEck Morningstar Wide Moat ETF (MOAT)
- First Trust Dow Jones Internet Index Fund (FDN)
Q: Hi
own this one but like to know in which Etf it would belong ?
thank you
margit
own this one but like to know in which Etf it would belong ?
thank you
margit
- Salesforce Inc. (CRM)
- Exact Sciences Corporation (EXAS)
- Veeva Systems Inc. Class A (VEEV)
- Guardant Health Inc. (GH)
Q: Would you have a proxy for GH and VEEV and would you buy them back in 30 days or would you just sit it out and wait for a rebound?
Thanks for your service!
Thanks for your service!
Q: Good morning
I hold the following stocks in a US Riff
crowdstrike
docu sign
veeva systems
Are these now a hold or a sell and why
I can continue to hold but concerned about maybe going to zero in this market
Your comments would be appreciated
Thks
Marse
I hold the following stocks in a US Riff
crowdstrike
docu sign
veeva systems
Are these now a hold or a sell and why
I can continue to hold but concerned about maybe going to zero in this market
Your comments would be appreciated
Thks
Marse
- Amazon.com Inc. (AMZN)
- Meta Platforms Inc. (META)
- Alphabet Inc. (GOOG)
- QUALCOMM Incorporated (QCOM)
- Atlassian Corporation (TEAM)
- Twilio Inc. Class A (TWLO)
- Veeva Systems Inc. Class A (VEEV)
- Roku Inc. (ROKU)
- Teladoc Health Inc. (TDOC)
- Okta Inc. (OKTA)
- Zscaler Inc. (ZS)
- iShares PHLX SOX Semiconductor Sector Index Fund (SOXX)
- Pinterest Inc. Class A (PINS)
- CrowdStrike Holdings Inc. (CRWD)
- Unity Software Inc. (U)
- First Trust Cloud Computing ETF (SKYY)
Q: Hello 5i!
At this point in the cycle can you please rate the following as buy, sell or hold. I know you sometimes say in a different kind of market high growth can do well. Can you please comment on whether one should decrease technology holdings in general or just wait for tech to shine again one day. Thank you!
At this point in the cycle can you please rate the following as buy, sell or hold. I know you sometimes say in a different kind of market high growth can do well. Can you please comment on whether one should decrease technology holdings in general or just wait for tech to shine again one day. Thank you!
- PayPal Holdings Inc. (PYPL)
- Sea Limited American Depositary Shares each representing one Class A (SE)
- Twilio Inc. Class A (TWLO)
- Veeva Systems Inc. Class A (VEEV)
- The Trade Desk Inc. (TTD)
- Marvell Technology Inc. (MRVL)
- Okta Inc. (OKTA)
- Digital Turbine Inc. (APPS)
- Palantir Technologies Inc. Class A (PLTR)
- Unity Software Inc. (U)
Q: I am restructuring a non-registered account to be more defensive, and less tech heavy. All of the following US stocks are down: APPS, OKTA, PYPL, PLTR, SE, TTD, MRVL, TWLO, U, VEEV. Do you consider them a sell or hold?
Thanks.
Linda
Thanks.
Linda
- Brookfield Renewable Partners L.P. (BEP.UN)
- Magna International Inc. (MG)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Veeva Systems Inc. Class A (VEEV)
- Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS)
- Roku Inc. (ROKU)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
- Upstart Holdings Inc. (UPST)
Q: I am planning to sell these names for tax-loss. Should I buy a replacement for each to protect against a turnaround in the next 30 days, or do you think I'm better off holding the cash for that period given the current outlook for equities. If you still recommend replacements can you offer a suggestion for each - or perhaps only for some? Thanks.
- Illumina Inc. (ILMN)
- Veeva Systems Inc. Class A (VEEV)
- Guardant Health Inc. (GH)
- Lantheus Holdings Inc. (LNTH)
Q: I own ILMN, VEEV, GH but not LNTH. Would you recommend a switch to LNTH for more growth? I can use ILMN and VEEV for a tax loss - should these be repurchased or just buy LNTH (or another stock?)for more growth?
Thanks for your service !
Thanks for your service !
Q: looking to sell one of these stocks in a non registered account for tax loss and raising some cash. looking for advice on which one to let go?
Thanks Dave
Thanks Dave
- Illumina Inc. (ILMN)
- AbbVie Inc. (ABBV)
- CVS Health Corporation (CVS)
- Johnson & Johnson (JNJ)
- Eli Lilly and Company (LLY)
- Veeva Systems Inc. Class A (VEEV)
- DexCom Inc. (DXCM)
- Guardant Health Inc. (GH)
- Lantheus Holdings Inc. (LNTH)
Q: Hello 5i Team,
Could you please provide your top 5 US healthcare stock picks for growth (with above-average risk) over the next 5 years, and include a brief comment why.
Could you also suggest 3 "safer" options.
Feel free to subtract as many credits as warranted.
Many thanks!
Could you please provide your top 5 US healthcare stock picks for growth (with above-average risk) over the next 5 years, and include a brief comment why.
Could you also suggest 3 "safer" options.
Feel free to subtract as many credits as warranted.
Many thanks!