skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Good Morning

Could you please provide your top 6 US picks regardless of sector.

Thank you
Read Answer Asked by Marty on November 05, 2021
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
Read Answer Asked by Marco on March 24, 2020
Q: I have some extra cash to deploy for US growth stocks, how would you rank these when it comes to the best opportnity for purchase right now?

Thanks,
Read Answer Asked by dan on January 29, 2019
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.
Read Answer Asked by Dave on September 12, 2018
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
Read Answer Asked by Dave on August 22, 2018
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!
Read Answer Asked by Wayne on August 17, 2018
Q: Thoughts on Arista Networks?

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!
Read Answer Asked by Gooding on May 04, 2018
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!!
Read Answer Asked by Richard on March 29, 2018
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
Read Answer Asked by claudio on March 21, 2018
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.

THANKS ANDREW.
Read Answer Asked by Andrzej on February 28, 2018
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?

Thx,

Cam
Read Answer Asked by Cameron on February 14, 2018
Q: Suppose the 5i US growth portfolio launches on Valentine's Day. What are the top 5 holdings please?
Read Answer Asked by Joel on February 12, 2018
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!