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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: We are looking to adds some US positions to our TFSA. We currently have AMD, DAL, DOCU, BRK-B, and ROKU. Could you suggest 5 growth names for long term holds that you would feel comfortable entering new positions in today? And would you add to ROKU at present?

Thanks in-advance.
Read Answer Asked by Stefan on December 03, 2020
Q: I am looking to buy a position in U.US (Unity Software), but I need to sell one of the other listed companies to raise the cash to do this. Which one would you sell (or trim) to do this, taking into consideration this would be a long term investment. I am looking for maximum share price appreciation. Thanks

Shane.
Read Answer Asked by Shane on November 24, 2020
Q: Could you please rank above Tech stocks in order of preference that you would purchase or hold right now. I have all except CRWD and U, but they seem to be coming up in your lists more frequently.
Read Answer Asked by Neil on November 17, 2020
Q: What would be your top 5 US & top 5 Canadian companies that could be considered disrupters? Thanks
Read Answer Asked by Dave on November 16, 2020
Q: Hi team,

With 22 tech stocks weighting some 34% of my portfolio, I assume you would recommend that I rationalize my approach for a better diversification, both in my tech sector and in my portfolio as a whole.

To accomplish that, while keeping a strong growth approach, could you indicate which are, in your view, 1) the « must own » stocks, in order of importance 2) those which could be dropped because of « double emploi » or high risk, 3) those missing to properly cover the tech sector ?

Please feel free to use as many credits as you see fit.

Gratefully yours,

Jacques IDS
Read Answer Asked by Jacques on November 15, 2020
Q: I try to buy best in breed companies or leaders in each sector/industry with the goal of holding for the long term. With the current sell off in high growth tech stocks my buy price alerts in the above companies are starting to get triggered. During times when we get a market sell off or sector rotation, as we may be getting over the next few days or weeks, I like to only buy one or 2 positions per day in order to keep some powder dry if the sell offs continue. If I don't hold positions in any can you rank in order of what you would buy first to last and please feel free to add other companies to this list you feel are good buys. Thanks for all your help.
Read Answer Asked by Clinton on November 11, 2020
Q: I'm looking for growth companies that stand a chance for considerable capital appreciation over the short and long term. Please rank these companies from most likely to least likely to increase in value. If you know of other companies that are poised to increase in value please add them.
Read Answer Asked by Les on November 06, 2020
Q: We currently hold the above US stocks listed what would your suggestions be for another stock to add to this list of a more conservative nature but not financial as we currently have enough financial in canada
Thks for your great work
Marse
Read Answer Asked by Marcel on November 06, 2020
Q: Hi 5i team,
There seems to be a lot of M&A activity brewing these days, especially in U.S. tech. AMD is in the process of acquiring XLNX and this morning there are reports that MRVL is close to buying IPHI. What are some other potential candidates that likely won’t be around this time next year as they will be acquired. I know you mention DOCU regularly but what are some other likely names?
Thanks again.
Dave
Read Answer Asked by Dave on October 29, 2020
Q: Hello,
Would you consider the following 6 stocks as beneficiaries that could benefit should the Covid situation worsen?

If not, what stocks do you consider that will benefit?

Thanks
Read Answer Asked by ilie on October 28, 2020
Q: CAR.UN seems to be struggling. I hold it in an unregistered account at a loss position. I also hold DIR.UN. Am thinking of selling CAR.UN, waiting 30 days and then re-buying or just adding the sale funds to increase DIR.UN. Don't hold any other REITs in my cash account, but have other REITs in RSP account. I am thinking that CAR.UN will need some time to recover and that it will be very slow over time. Do you agree? Would you wait longer to rebuy?
Question 2 is regarding DOCU. Would you consider it still a buy at current levels for a 5 year + hold.
Thanks for your input.

Read Answer Asked by Rudy on October 26, 2020
Q: To follow up on my panic questions this weekend on docu, I have too much of it in my account and it’s causing me stress. How likely do you think the stock is to return to a high? My cost price is about $242. As long as I’m reasonable confident that it will go back up, I can handle holding it. I just don’t know if this is like a dot com type of spike wherein the stock never recovers from an old high. Thanks.

Jason
Read Answer Asked by Jason on October 21, 2020
Q: What are your thoughts on OSTK? Would you start a position with a less than a 1 year outlook? It has had quite the year given COVID, but unsure how it would fare in a post covid world and where it ranks for crypto. Any recommendations you have as alternatives with a high short term growth potential (albeit with higher associated risk) would be welcome.
Read Answer Asked by TRINA on October 19, 2020
Q: North America will get hit with a Second Wave of Virus this winter. AMZN will benefit with on line shopping as will WMT and TGT. Truckers like FDX, UPS and TFII CJT will keep busy delivering boxes. What other Industries and Companies do you see benefiting. ? RAK
Read Answer Asked by bob on October 19, 2020
Q: I hold the above companies in my tech sector. Just bought Apple last week. I would like to buy 2 more us stocks for 3+ years . What would you suggest in terms of leaders in their business that combines future growth and some good momentum. Thank you for the great service.
Read Answer Asked by Jacques on October 19, 2020
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