Q: I keep holding and waiting expecting this to turn around. I only see positives with their fundamentals and management seems stable. With the economy and jobs staying pretty hot I can’t explain this one. What am I missing? Should I be accumulating this one?
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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.
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Albemarle Corporation (ALB)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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Trisura Group Ltd. (TSU)
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Paycom Software Inc. (PAYC)
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Crocs Inc. (CROX)
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Nuvei Corporation Subordinate Voting Shares (NVEI)
Q: Which point in the calendar is the best time to pick up next year’s bounce back candidates that are currently in the midst of heavy tax loss selling? Please advise.
Also. Please name top 3 candidates in cad and us market, and if you deem any of them too particularly compelling.
Also. Please name top 3 candidates in cad and us market, and if you deem any of them too particularly compelling.
Q: Stock tanked on recent results...I saw something about one of their products cannibalizing the other. I'm really curious on your thoughts on this one and is it a buying opportunity? The company seems well run and managed and has been a half-decent performer. Can they shake this and turn it around?
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Alphabet Inc. (GOOG)
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QUALCOMM Incorporated (QCOM)
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Paycom Software Inc. (PAYC)
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SolarEdge Technologies Inc. (SEDG)
Q: I’ve been holding qualacom at a loss for 2 years or so and am now considering moving on after the earnings release tonight as I don’t want to ride it back to the lows. Is there a stock that is down after today’s big drop that you would suggest on a trade? I was considering either sedg or PAyc. Thank you!
Jason
Jason
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Booking Holdings Inc. (BKNG)
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Edwards Lifesciences Corporation (EW)
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Visa Inc. (V)
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Albemarle Corporation (ALB)
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S&P Global Inc. (SPGI)
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Paycom Software Inc. (PAYC)
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Kinsale Capital Group Inc. (KNSL)
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Old Dominion Freight Line Inc. (ODFL)
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Brown & Brown Inc. (BRO)
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Celsius Holdings Inc. (CELH)
Q: Could you give me your recommendations for the 10 best US medium or large cap companies that pay small or no dividends, this time excluding IT companies? Thanks for your great service.
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Apple Inc. (AAPL)
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QUALCOMM Incorporated (QCOM)
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Salesforce Inc. (CRM)
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Five Below Inc. (FIVE)
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Paycom Software Inc. (PAYC)
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SelectQuote Inc. (SLQT)
Q: Thank you for your rapid response! Followup question (feel free to deduct extra credits as needed), If I were to replace SLQT, FIVE, and PAYC with three new US positions, which would you recommend? Please exclude these equities as I already have positions in them: MSFT, PFE, IBM, MDT, ADBE, PYPL, GOOG, NVDA, TOL.
Again, for longterm growth in my US dollar TFSA, risk profile in-between 5i Growth and Balanced Portfolios, disregard sector/market cap considerations.
Thanks again!
Again, for longterm growth in my US dollar TFSA, risk profile in-between 5i Growth and Balanced Portfolios, disregard sector/market cap considerations.
Thanks again!
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Adobe Inc. (ADBE)
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Alphabet Inc. (GOOG)
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NVIDIA Corporation (NVDA)
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PayPal Holdings Inc. (PYPL)
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Five Below Inc. (FIVE)
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Paycom Software Inc. (PAYC)
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Toll Brothers Inc. (TOL)
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SelectQuote Inc. (SLQT)
Q: It's time to make my annual TFSA contribution. The goal of my TFSA is long term capital appreciation utilizing a concentrated, high-conviction portfolio of US equities, with risk profile somewhere between that of the 5i Growth and Balanced portfolios.
Currently, my TFSA holds: ADBE, GOOG, FIVE, NVDA, PAC, PYPL, SLQT, TOL.
Are any of these in the 'don't need to be owned' category? I am looking at SLQT in particular, still languishing amidst ongoing legal woes. Should this be kept? If not, would you please suggest a replacement? If so, then which of these should I add to: ADBE, NVDA, SLQT, TOL? I am full/overweight the other positions. Please disregard sector and market cap considerations; I am fully diversified in my other portfolios.
Please deduct as many credits as deemed appropriate for a complete answer, thank you very much and all the best for 2022.
Currently, my TFSA holds: ADBE, GOOG, FIVE, NVDA, PAC, PYPL, SLQT, TOL.
Are any of these in the 'don't need to be owned' category? I am looking at SLQT in particular, still languishing amidst ongoing legal woes. Should this be kept? If not, would you please suggest a replacement? If so, then which of these should I add to: ADBE, NVDA, SLQT, TOL? I am full/overweight the other positions. Please disregard sector and market cap considerations; I am fully diversified in my other portfolios.
Please deduct as many credits as deemed appropriate for a complete answer, thank you very much and all the best for 2022.
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NVIDIA Corporation (NVDA)
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Goldman Sachs Group Inc. (The) (GS)
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Nike Inc. (NKE)
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Descartes Systems Group Inc. (The) (DSG)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Tesla Inc. (TSLA)
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goeasy Ltd. (GSY)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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Paycom Software Inc. (PAYC)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Upstart Holdings Inc. (UPST)
Q: Hi the great team, can you name some examples of positive momentum stock . Thanks.
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Adobe Inc. (ADBE)
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Alphabet Inc. (GOOG)
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PayPal Holdings Inc. (PYPL)
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Delta Air Lines Inc. (DAL)
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Air Lease Corporation Class A (AL)
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Five Below Inc. (FIVE)
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Paycom Software Inc. (PAYC)
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Toll Brothers Inc. (TOL)
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SelectQuote Inc. (SLQT)
Q: I own the following in my US-denominated TFSA:
ADBE, DAL, FIVE, PYPL, PAYC, TOL, SLQT, GOOG, AL
The goal of this account is high-conviction, long-term growth strategy, focused on eight US equities, with a risk profile somewhere in between that of your Balanced and Growth portfolios.
A) If I had to sell one of the 9 holdings listed, which should it be?
B) Are there any others that should be sold in light of the investment goal stated?
C) Which of these should I add to, if any, or, which new postition should I consider (US market only) that would complement the existing positions well? Please note that I am already fully-weighted/over-weighted in FIVE, GOOG, PYPL, and PAYC.
Thank you. Please deduct the appropriate number of credits as needed.
ADBE, DAL, FIVE, PYPL, PAYC, TOL, SLQT, GOOG, AL
The goal of this account is high-conviction, long-term growth strategy, focused on eight US equities, with a risk profile somewhere in between that of your Balanced and Growth portfolios.
A) If I had to sell one of the 9 holdings listed, which should it be?
B) Are there any others that should be sold in light of the investment goal stated?
C) Which of these should I add to, if any, or, which new postition should I consider (US market only) that would complement the existing positions well? Please note that I am already fully-weighted/over-weighted in FIVE, GOOG, PYPL, and PAYC.
Thank you. Please deduct the appropriate number of credits as needed.
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Regeneron Pharmaceuticals Inc. (REGN)
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Walmart Inc. (WMT)
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Twilio Inc. Class A (TWLO)
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Paycom Software Inc. (PAYC)
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MongoDB Inc. (MDB)
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DocuSign Inc. (DOCU)
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Guardant Health Inc. (GH)
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Reliance Inc. (RS)
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CrowdStrike Holdings Inc. (CRWD)
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Cloudflare Inc. Class A (NET)
Q: I have similar weightings of MDB, DOCU, PAYC, CRWD, GH, NET, and TWLO in my US RRSP account. As per the recent report recommendation from 5i, I would like to rotate some of my lesser quality stocks into strong value stocks or ETFs. Can you suggest 2 of 3 of the above that you would recommend I reduce or sell out and what strong value plays would make sense to backfill them with? Am I interpreting the guidance of the report correctly? Thanks!!
Q: Can you comment on paycom? Stock has been tanking ?
Would you initiate a new position ?
Would you initiate a new position ?
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Block Inc. Class A (SQ)
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The Trade Desk Inc. (TTD)
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Paycom Software Inc. (PAYC)
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Avalara Inc. (AVLR)
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Docebo Inc. (DCBO)
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Shift4 Payments Inc. Class A (FOUR)
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Dye & Durham Limited (DND)
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Nuvei Corporation Subordinate Voting Shares (NVEI)
Q: Hello 5i,
The above stocks have all pulled back between 13-22% recently.
What order, if at all, would you be adding to the positions?
Thank you
Dave
The above stocks have all pulled back between 13-22% recently.
What order, if at all, would you be adding to the positions?
Thank you
Dave
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Atlassian Corporation (TEAM)
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Vanguard Total Stock Market ETF (VTI)
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First Trust ISE Cloud Computing Index Fund (SKYY)
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Paycom Software Inc. (PAYC)
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Okta Inc. (OKTA)
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RingCentral Inc. Class A (RNG)
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Alteryx Inc. Class A (AYX)
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Reliant Gold Corp - Ordinary Shares (RNG)
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Vanguard Extended Market Index ETF (VXF)
Q: Would you know a particular ETF that might contain many of the above tech companies?
Thanks, Murray
Thanks, Murray
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Adobe Inc. (ADBE)
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Amazon.com Inc. (AMZN)
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Salesforce Inc. (CRM)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Atlassian Corporation (TEAM)
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Veeva Systems Inc. Class A (VEEV)
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ServiceNow Inc. (NOW)
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The Trade Desk Inc. (TTD)
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Paycom Software Inc. (PAYC)
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JD.com Inc. (JD)
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Rapid7 Inc. (RPD)
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DocuSign Inc. (DOCU)
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RingCentral Inc. Class A (RNG)
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Alteryx Inc. Class A (AYX)
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DexCom Inc. (DXCM)
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Qualys Inc. (QLYS)
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Repligen Corporation (RGEN)
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Match Group Inc. (MTCH)
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PDD Holdings Inc. (PDD)
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Palomar Holdings Inc. (PLMR)
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Five9 Inc. (FIVN)
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Beyond Meat Inc. (BYND)
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Chewy Inc. Class A (CHWY)
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Freshpet Inc. (FRPT)
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.
FRPT - Freshpet is not in your database.
Q: Hello 5i,
Paycom Software showed tremendous growth in 2019 (+117%) and was off to a great start in 2020. Could you tell me how the virus related business slowdown is likely to affect the business going forward? Can it regain its prior momentum?
Thank you so much
Dave
Paycom Software showed tremendous growth in 2019 (+117%) and was off to a great start in 2020. Could you tell me how the virus related business slowdown is likely to affect the business going forward? Can it regain its prior momentum?
Thank you so much
Dave
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The Trade Desk Inc. (TTD)
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Paycom Software Inc. (PAYC)
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Alteryx Inc. Class A (AYX)
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Zoom Video Communications Inc. (ZM)
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CrowdStrike Holdings Inc. (CRWD)
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Datadog Inc. (DDOG)
Q: I own these 6 u.s. tech stocks. What are your thoughts on each?
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PayPal Holdings Inc. (PYPL)
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Block Inc. Class A (SQ)
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Air Lease Corporation Class A (AL)
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Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA)
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Five Below Inc. (FIVE)
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Paycom Software Inc. (PAYC)
Q: I currently hold the listed equities in my TFSA, advised by a newsletter that will be winding down in a year. When this happens, I will likely liquidate my current TFSA holdings. Understanding that you cannot give personal advice, which of the following strategies do you think would be most likely to generate a longterm annualized return of 10+%?
1) Allocate the proceeds to 30% ZSP, 30% VGG, 20% XEF, 20% VEE, and hold these longterm, rebalancing annually to maintain original allocations
2) Allocate the proceeds in the 5i Growth Portfolio - I am already overweight Canada in general, so I don't really like this option
3) Allocate the proceeds into 5i's favourite growth/total return potential 8-10 US equities at the time, and then periodically ask 5i say, every three months, if there has been any change in this roster of 'favourites', (if you select this, I will ask for specific names in a followup question)
Parenthetically, I would absolutely love it if 5i would add a US-based portfolio to go along with the current three Canadian-focused portfolios, and would be willing to pay significantly more for my annual subscription to access this (reviewing the QandA, one already has a good idea what the 5i ' US favourites' are, it would just be nice to have this presented as a regular growth-oriented portfolio). I reviewed the Investor Suite and don't feel I would make good use of many of the tools, reports, and features offered in that comprehensive suite.
Thank you, and please deduct as many credits as deemed appropriate.
1) Allocate the proceeds to 30% ZSP, 30% VGG, 20% XEF, 20% VEE, and hold these longterm, rebalancing annually to maintain original allocations
2) Allocate the proceeds in the 5i Growth Portfolio - I am already overweight Canada in general, so I don't really like this option
3) Allocate the proceeds into 5i's favourite growth/total return potential 8-10 US equities at the time, and then periodically ask 5i say, every three months, if there has been any change in this roster of 'favourites', (if you select this, I will ask for specific names in a followup question)
Parenthetically, I would absolutely love it if 5i would add a US-based portfolio to go along with the current three Canadian-focused portfolios, and would be willing to pay significantly more for my annual subscription to access this (reviewing the QandA, one already has a good idea what the 5i ' US favourites' are, it would just be nice to have this presented as a regular growth-oriented portfolio). I reviewed the Investor Suite and don't feel I would make good use of many of the tools, reports, and features offered in that comprehensive suite.
Thank you, and please deduct as many credits as deemed appropriate.
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Adobe Inc. (ADBE)
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Amazon.com Inc. (AMZN)
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NVIDIA Corporation (NVDA)
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Salesforce Inc. (CRM)
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Constellation Software Inc. (CSU)
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Kinaxis Inc. (KXS)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Block Inc. Class A (SQ)
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Atlassian Corporation (TEAM)
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Twilio Inc. Class A (TWLO)
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The Trade Desk Inc. (TTD)
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Paycom Software Inc. (PAYC)
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Rapid7 Inc. (RPD)
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Alteryx Inc. Class A (AYX)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
Q: Hello 5i
I own all of the companies noted. I'm wondering if there is excessive overlap here and if I should sell one or more in an effort to reduce overall holdings?
Thanks
Dave
I own all of the companies noted. I'm wondering if there is excessive overlap here and if I should sell one or more in an effort to reduce overall holdings?
Thanks
Dave
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Mohawk Industries Inc. (MHK)
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Atlassian Corporation (TEAM)
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Ulta Beauty Inc. (ULTA)
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Keysight Technologies Inc. (KEYS)
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Paycom Software Inc. (PAYC)
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DocuSign Inc. (DOCU)
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Alteryx Inc. Class A (AYX)
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CrowdStrike Holdings Inc. (CRWD)
Q: I have very recently equally invested in MHK, KEYS, PAYC and ULTA. Do you these companies offer better safety combined with potential then investing in AYX, TEAM, CRWD and DOCU.
Q: whats your thoughts on cday and would you prefer over other HCM companies like payc and wday?