Q: Hello 5i, I hold the following US stocks: AMZN, SQ, NVDA, PAYC, ADBE, ANET, CRM, TNDM. I would like to buy: GRUB, ISRG, ILMN, FTNT, TEAM.
Do you see any of the current holdings that could/should be sold to purchase some or all of the new? I have an above average risk tolerance, a long time frame and a focus on strong growth.
Q: Hello 5i,
Could you please tell me the expected earnings increases ,if any, over the next 12-18 months of the above mentioned companies?
Thanks
Dave
Q: I hold the above and they all had favorable comments from 5i on growth at one point. Is growth still intact? Do you see anything that's changed in the companies or the environment that would affect any of these? They are inside an RSP for long term growth. TIA!
Also, if I bought this company back in January for a long-term hold how much homework do I need to do moving forward? The volatility doesn't bother me I just never know when a pullback is due to a long term structural issue or short term trading activity. There is a lot of noise out there!
Q: ANET getting killed this morning down over 10 percent. probably in part due to the downgrade. Is growth story still intact or is competition killing it? still a buy/hold or is it time to sell?
Q: I've held GOOGL for a while in my TFSA and it has performed well for me. I'm concerned about GOOGL being impacted by the FB data issue so I'm looking to sell and replace with something else in the tech sector. Something with good cash flow - maybe a MSFT or ADBE? My other tech holdings consist of full positions in AAPL, CSU, OTEX, and ACN. Any recommendations from the team? Thanks in advance!!
Q: Hello Peter/5I Research
Please give me your 5 top large US company that has the most potential for growth with no other consideration.
Thank for your excellent service and advice.
Claudio
Q: I want to invest 20 K USD into my TFSA portion of US stocks.
I already have FB 3.6%,SHOP 6.1%,CGNX 5.1%,AMZN 3.3%,NVDA 4.7%, SQ 4.7%.
Im thinking of buying MA & NFLX. Please provide me with an idea of 2 or 3 additonal
US stocks with growing trend like the one I mentioned in my portfolio. What is your
opinion of adding MA & NFLX in contest of my existing US portfolio.
Q: In your response to a previous question, I looked at ANET and am certainly impressed with it...I have a scoring process I use to assess stocks and it scored in the top three along with Kinaxis and Facebook.
However, it also has a short life as a public stock and has not been through a downturn. I'm less concerned about what the stock price would do through a serious downturn and more interested in management's ability to manage through it and for their product to remain in demand.
What are your thoughts on management and product "stickiness"/uniqueness? Who, on their board has lots of experience and respect?
Q: Happy New year 5i!!
I have the following US stocks in my TFSA:NVDA,SQ,AMZN,CGNX.
I'd like to add another from the following: Arista, Paypal, Micron or Flir.
I'm not concerned about sectors or size and have a fairly high risk tolerance. If you have a better choice than the ones I've mentioned I'm all ears!
Thanks
Dave
What can you to tell us about each of the above companies. I would also appreciate it if you could kindly order them from best to worst in the following lists:
1- Short-term Momentum
2- Long-term potential
3- Valuation
4- 5i pick
Q: What is your opinion on Arista Networks for a 3-5 year hold? Does the insider selling concern you? I understand you can't time the market but should one wait for a pullback or just buy into assuming it's a decent stock? Thanks!