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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: What are your growth favourite companies with no debt and/or strong balance sheets that have low PEG ratios in CAD and USD? I understand there is minimal earnings visibility going forward so best guess is appreciated using companies that you expect to survive and eventually thrive. Thanks
Read Answer Asked by Angus on April 01, 2020
Q: Hi,
I’m working on a high quality shopping list during this downturn. We have enough money to start a new positions in either:
1) TEAM or TTD.?
2) NKE or ULTA?
Which companies are a better choice and why?
Thanks and stay healthy,
Kerri
Read Answer Asked by KERRI on March 30, 2020
Q: Hi 5i Team,
In this crazy market, your opinion is very appreciated. I listed my holdings in both US and CA. Are you seeing any stock in the list concerning ( fundamentals changed or poor balance sheet etc) with SELL recommendation even with a loss. These are hold in 2 tfsa and the investments are 5+ years. These companies are hold with 4 diversified etfs and follow the markets and nothing to do about them and i'm always with 6 to 8% cash with "see and wait mode".
USA: MSFT,V,CRM,AMZN,ADBE,TTD,GH,AYX,DXCM,ISRG,AVLR
CANADA: ATD-B.TO,BAM-A.TO,TRI.TO,LSPD.TO,ECN.TO, REAL.TO, CAE.TO
TFII.TO,SHOP.TO, WSP.TO, PBH.TO, DSG.TO, KXS.TO, PLC.TO,GSY.TO
BYD.TO, CSU.TO, PEO.VN

Thanks for help with this"Knocking Out market"
Read Answer Asked by Ben on March 16, 2020
Q: Hi 5i Crew,
I have the funds to purchase a position in one of either NVDA, TEAM or TTD (in a fairly diversified portfolio). Considering the recent pullback and economic deterioration due to covid19, what is your take on these companies short and long term? Would it be prudent to jump in now with depressed valuations? Thanks in advance.
Read Answer Asked by Bob on March 12, 2020
Q: Hello Peter,
Looking for your opinion.
Could you please rank the following stocks highest to lowest for total return between now and the US election.
ALA TTD NVDA AD AFN and MX.
And if I may, what are your odds on a federal election in Canada this year?
Thank you.
Regards
Read Answer Asked by Rajiv on March 11, 2020
Q: Appears this is a good time to prune stocks for tax loss to then buy best in class. Would you pls. offer your best choices in various or obvious.
Read Answer Asked by Joseph on March 02, 2020
Q: I own these 6 u.s. tech stocks. What are your thoughts on each?
Read Answer Asked by Jamie on February 25, 2020
Q: In response to the question by Satish, your suggestion was to look at tech growth stocks for a faster recovery. I had been considering TTD, NVDA, MSFT, GOOGL ,AMZN, COST and UTX before the correction; waiting for pullback. While UTX and COST have held up the others have dropped by varying degrees.
Could you please suggest your order of preference to buy in this volatile period.
As always, value your opinion.
Regards
Read Answer Asked by Rajiv on February 25, 2020
Q: My question relates to a stock like TTD (which I have been in and out of) vs holding SIS. I do own SIS and believe it will eventually get somewhere. The dividend while waiting is nice. The ask today is whether you would advocate being out of SIS so as to deploy into something like TTD, AYX or even to start a new position in SHOP if the pull back gets more aggressive? The assumption is that it's either SIS or one of the above mentioned stocks but not both.
Read Answer Asked by Tim on February 25, 2020
Q: I was wondering what US stocks will do well in the short term.
-Jay
Read Answer Asked by jay on February 20, 2020
Q: I have neither Telaria or Rubicon Proj. but I would like to start a position. With the merger between them how would you play this? Buy both before the merger or buy one and why. What happens after the merger? Do you think the merger makes good sense ?
Thanks, Peter
Read Answer Asked by Peter on February 19, 2020
Q: Hi 5i Team; what are your short term (6 mos) and long term view of CRM. I am interested in growth with some risk. As well I would like your suggestions on any other US stocks with good growth prospects. Thanks for all your previous help.
Read Answer Asked by John on February 18, 2020
Q: General market question. Jim Cramer is suggesting that while Coronavirus persists as potential disruptor that can't be quantified, more subjectively valued stocks like those in the cloud - say TTD, AYX etc - or those like Tesla will see gains as people buy on growth and momentum. His belief is that these stocks are being bought based on growth alone whereas the market would hold more traditional companies like Cisco, Caterpillar or Home Depot to account based on potential impact of the virus disrupting sales.

My question is whether you agree with his thesis that the cloud stocks will continue to do well as Corona uncertainty lingers or if they stand to fall the most if worst case fears are realized.

As a follow up, if one were to keep only one of Home Depot, TTD or Cisco in current times, which would you hold?
Read Answer Asked by Tim on February 14, 2020
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