Q: I am wondering about what stocks in the US you would see as cratering upon the announcement of an effective vaccine for covid. I see a significant vaccine breakthrough happening sometime within the next 6 months (or sooner) albeit with its attendant issues such as who gets it first, distribution, quantities, cost, etc but at least step 1 would be having the vaccine. I mean, just consider the gigantic effort being put into vaccine development. In particular, I'm wondering about buying ZOOM which now has a P/E in the 600 to 700(!) plus range depending on where you look. CNBC lists Zoom's peers among others as TEAM and DOCU which I already have full positions in. These all look wonderful to me now in a heavily covid world, but are they set up for a huge decline upon a significant vaccine announcement? Thank you.
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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.
- Apple Inc. (AAPL)
- Amazon.com Inc. (AMZN)
- Meta Platforms Inc. (META)
- Alphabet Inc. (GOOG)
- Netflix Inc. (NFLX)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- lululemon athletica inc. (LULU)
- Twilio Inc. Class A (TWLO)
- Real Matters Inc. (REAL)
- Xebec Adsorption Inc. (XBC)
- WELL Health Technologies Corp. (WELL)
- DocuSign Inc. (DOCU)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Peloton Interactive Inc. (PTON)
Q: What are your best HIGH Growth ideas in Canadian and US stocks.
I'm willing to accept high volatility and RISK.
Thanks
I'm willing to accept high volatility and RISK.
Thanks
- Adobe Inc. (ADBE)
- Infosys Limited American Depositary Shares (INFY)
- DocuSign Inc. (DOCU)
- CrowdStrike Holdings Inc. (CRWD)
Q: Hi team!
I see today on Cision that Infosys has won some new contracts and named a Digital Process leader.
Last question on this company was in 2017.
What are your thoughts these days?
Most of their 'Key Ratios' from your Companies page seem to reflect things are moving in the right direction, ie ROE, ROC. Their 3, 6, 12 and 36 month '% change' charts support this as well with gradual upwards trajectories.
If newly purchased in a balanced portfolio, should it belong to an RRSP, TFSA or non-registered. They do provide a US $ dividend so I assume RRSP.
In keeping with the 'all things Digital' theme, are their other companies you prefer that would be key (ie leaders) in leading the digital transformation? (There was a question asked on Sept 28 about 'disrupters'...not sure if these might be classified into this category).
Keep up the excellent work for us small DIY investors!!!
Cheers,
SteveMC
I see today on Cision that Infosys has won some new contracts and named a Digital Process leader.
Last question on this company was in 2017.
What are your thoughts these days?
Most of their 'Key Ratios' from your Companies page seem to reflect things are moving in the right direction, ie ROE, ROC. Their 3, 6, 12 and 36 month '% change' charts support this as well with gradual upwards trajectories.
If newly purchased in a balanced portfolio, should it belong to an RRSP, TFSA or non-registered. They do provide a US $ dividend so I assume RRSP.
In keeping with the 'all things Digital' theme, are their other companies you prefer that would be key (ie leaders) in leading the digital transformation? (There was a question asked on Sept 28 about 'disrupters'...not sure if these might be classified into this category).
Keep up the excellent work for us small DIY investors!!!
Cheers,
SteveMC
- Apple Inc. (AAPL)
- Adobe Inc. (ADBE)
- Amazon.com Inc. (AMZN)
- Alphabet Inc. (GOOG)
- Netflix Inc. (NFLX)
- Salesforce Inc. (CRM)
- Constellation Software Inc. (CSU)
- Kinaxis Inc. (KXS)
- Atlassian Corporation (TEAM)
- Veeva Systems Inc. Class A (VEEV)
- Real Matters Inc. (REAL)
- Roku Inc. (ROKU)
- DocuSign Inc. (DOCU)
- Alteryx Inc. Class A (AYX)
- Invesco NASDAQ 100 Index ETF (QQC.F)
- Fastly Inc. Class A (FSLY)
- CrowdStrike Holdings Inc. (CRWD)
Q: I have essentially equal holdings in these mega caps and other US and Canadian techs listed. For a new additional tech investment, any thoughts on the best addition? Would you recommend more to an index?
I'm trying not too add too many new names.
Thanks in advance.
Thanks,
I'm trying not too add too many new names.
Thanks in advance.
Thanks,
- Apple Inc. (AAPL)
- Amazon.com Inc. (AMZN)
- NVIDIA Corporation (NVDA)
- Salesforce Inc. (CRM)
- Mastercard Incorporated (MA)
- Block Inc. Class A (SQ)
- Roku Inc. (ROKU)
- DocuSign Inc. (DOCU)
- Shopify Inc. Class A Subordinate (SHOP)
- CrowdStrike Holdings Inc. (CRWD)
Q: "Hello 5i team,
As we approach election season and Q4, the markets look to be taking a bit of a downturn that is reminiscent of earlier this year in Feb/Mar.
What are your thoughts on what's ahead for Q4 in terms of buying? Are there any industries and/or names that you would suggest to focus on?
Specifically, I am considering AAPL, MA, SHOP, SQ and AMZN on the current correction, given the upcoming holiday and gift buying season is likely to have a lot of ecommerce action and new apple toys, with payment processing being a natural fit.
If you could suggest your views on which industries and names have typical strength Q4 that would be appreciated.
Thanks very much! "
As we approach election season and Q4, the markets look to be taking a bit of a downturn that is reminiscent of earlier this year in Feb/Mar.
What are your thoughts on what's ahead for Q4 in terms of buying? Are there any industries and/or names that you would suggest to focus on?
Specifically, I am considering AAPL, MA, SHOP, SQ and AMZN on the current correction, given the upcoming holiday and gift buying season is likely to have a lot of ecommerce action and new apple toys, with payment processing being a natural fit.
If you could suggest your views on which industries and names have typical strength Q4 that would be appreciated.
Thanks very much! "
Q: For a 5 yr hold, what are your 3 favourite companies in this ETF ? I'd appreciate your thoughts about these 3 companies. Thanks.
- Adobe Inc. (ADBE)
- Kinaxis Inc. (KXS)
- Veeva Systems Inc. Class A (VEEV)
- WELL Health Technologies Corp. (WELL)
- DocuSign Inc. (DOCU)
Q: Hi group taking everything into account in the world today appreciate your top 3 stocks from both Canada + US and brief explanation why they are your picks. Moderate risk investor
- Atlassian Corporation (TEAM)
- Veeva Systems Inc. Class A (VEEV)
- The Trade Desk Inc. (TTD)
- Roku Inc. (ROKU)
- DocuSign Inc. (DOCU)
- Avalara Inc. (AVLR)
Q: Hi 5i Team - In your answer to a previous question you referred to the meteoric rise of Shopify as a pretty unique company where things came together at the right time. Do you see another company in its fairly early stages that might be in the same situation that Shopify was two or three years ago (and still is). This company does not have to be in the tech field - any category is good. If you have ideas for more than one company that fits this description that's fine too. Thanks!
- Amazon.com Inc. (AMZN)
- Microsoft Corporation (MSFT)
- Kinaxis Inc. (KXS)
- JD.com Inc. (JD)
- Vanguard Information Technology ETF (VGT)
- DocuSign Inc. (DOCU)
- CrowdStrike Holdings Inc. (CRWD)
Q: We are experiencing the third day of steep declines in the US tech sector. Is it time to look at picking up some bargains if so what names would you prefer at today's prices? Would we be better advised to buy an ETF like VGT or individual stocks?
Q: With the recent pullback in technology stocks, I'm looking to ad either SHOP or DOCU to my portfolio. Which would be your pick for new buying today?
- Microsoft Corporation (MSFT)
- Paychex Inc. (PAYX)
- Stryker Corporation (SYK)
- Visa Inc. (V)
- Veeva Systems Inc. Class A (VEEV)
- DocuSign Inc. (DOCU)
Q: We currently own the above US companies what would your suggestion be to add to this mix?
- Photon Control Inc. (PHO)
- Apple Inc. (AAPL)
- Alphabet Inc. (GOOG)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- Constellation Software Inc. (CSU)
- Kinaxis Inc. (KXS)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Atlassian Corporation (TEAM)
- Real Matters Inc. (REAL)
- Zscaler Inc. (ZS)
- DocuSign Inc. (DOCU)
Q: Good afternoon,
The technology portion of my portfolio has grown too large (about 37%) and I’m trying to figure out how to get it back to about 25%? My issue is that I’m interested in too many tech options (I.e., the ones that I own plus others I’d like to buy). I’m looking for suggestions on which I should sell, add to or replace by buying a better option. Some were initiated with half positions that went down and some full positions grew so the proportions all over the place. I have a long time horizon and many are held in a registered account (except SHOP and NVDA). I own: KXS (3.5%), CSU (3.8%), SHOP (2.7%), PHO (<1%), ZS (3.3%), TEAM (1%), NVDA (6.1%), AAPL (11%), MSFT (4.6%) and I’m interested in buying REAL, DOCU and GOOG. I’d like to own what are viewed as solid tech companies for future innovation and growth and I’m willing to add, remove or replace any of these companies.
I also need to add materials and REITs to my portfolio since I currently have no holdings in these. I’ll use my tech trimmings to add to these sectors. Suggestions of top companies for these two sectors would also be greatly appreciated.
Many thanks for all the great work and suggestions you provide,
Lisa
The technology portion of my portfolio has grown too large (about 37%) and I’m trying to figure out how to get it back to about 25%? My issue is that I’m interested in too many tech options (I.e., the ones that I own plus others I’d like to buy). I’m looking for suggestions on which I should sell, add to or replace by buying a better option. Some were initiated with half positions that went down and some full positions grew so the proportions all over the place. I have a long time horizon and many are held in a registered account (except SHOP and NVDA). I own: KXS (3.5%), CSU (3.8%), SHOP (2.7%), PHO (<1%), ZS (3.3%), TEAM (1%), NVDA (6.1%), AAPL (11%), MSFT (4.6%) and I’m interested in buying REAL, DOCU and GOOG. I’d like to own what are viewed as solid tech companies for future innovation and growth and I’m willing to add, remove or replace any of these companies.
I also need to add materials and REITs to my portfolio since I currently have no holdings in these. I’ll use my tech trimmings to add to these sectors. Suggestions of top companies for these two sectors would also be greatly appreciated.
Many thanks for all the great work and suggestions you provide,
Lisa
- Sea Limited American Depositary Shares each representing one Class A (SE)
- Kinaxis Inc. (KXS)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Atlassian Corporation (TEAM)
- Workday Inc. (WDAY)
- Veeva Systems Inc. Class A (VEEV)
- Real Matters Inc. (REAL)
- DocuSign Inc. (DOCU)
- Alteryx Inc. Class A (AYX)
Q: For the above technology companies there has been a huge pullback even though some have beaten nicely on earnings. Is this a buying opportunity for them or wait and see where the NASDAQ settles out before putting new money in. What is the reason for the pullback. Typical profit taking before Labour Day? Of the above Can you rank which you would put new money into first?
- NVIDIA Corporation (NVDA)
- BRP Inc. Subordinate Voting Shares (DOO)
- Kinaxis Inc. (KXS)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Veeva Systems Inc. Class A (VEEV)
- WELL Health Technologies Corp. (WELL)
- DocuSign Inc. (DOCU)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
Q: I think we were due for today's pullback. What are your favourite names to add to here for a long term hold?
Q: What’s your thoughts on the most recent earnings report?
- Photon Control Inc. (PHO)
- Veeva Systems Inc. Class A (VEEV)
- The Trade Desk Inc. (TTD)
- WELL Health Technologies Corp. (WELL)
- DocuSign Inc. (DOCU)
- Alteryx Inc. Class A (AYX)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
Q: My 27 yo son has just had $36k CAD deposited into his LIRA. His portfolio is reasonably balanced, so don't let sector influence your response. I intend to convert some or all of it into USD using Norberts. I would like to invest in 3 or 4 stocks that in 30 - 35 years will be like investing in Apple 30 years ago. Plse give me some names to consider.
- NVIDIA Corporation (NVDA)
- Block Inc. Class A (SQ)
- Veeva Systems Inc. Class A (VEEV)
- JD.com Inc. (JD)
- Roku Inc. (ROKU)
- DocuSign Inc. (DOCU)
- CrowdStrike Holdings Inc. (CRWD)
Q: Hi guys, what a day for Roku. Thanks for recommending that one. I currently hold roku, square, nvda, and docu. I was contemplating taking profits on a few of those winners and moving into other USA growth stocks. Can you give me your top pics at this time? I have a long term timeframe in mind. Thanks as always for your valuable advice.
Jason
Jason
- Costco Wholesale Corporation (COST)
- Microsoft Corporation (MSFT)
- Paychex Inc. (PAYX)
- QUALCOMM Incorporated (QCOM)
- AbbVie Inc. (ABBV)
- Stryker Corporation (SYK)
- Visa Inc. (V)
- Veeva Systems Inc. Class A (VEEV)
- DocuSign Inc. (DOCU)
- T-Mobile US Inc. (TMUS)
Q: Good morning
We currently own the above US stocks and would like to add 1 or 2 more.
What would you suggest to add to the above list
Thks
Marse
We currently own the above US stocks and would like to add 1 or 2 more.
What would you suggest to add to the above list
Thks
Marse
- NVIDIA Corporation (NVDA)
- AutoNation Inc. (AN)
- FedEx Corporation (FDX)
- United Parcel Service Inc. (UPS)
- Tesla Inc. (TSLA)
- Veeva Systems Inc. Class A (VEEV)
- Real Matters Inc. (REAL)
- DocuSign Inc. (DOCU)
- Pinterest Inc. Class A (PINS)
- CrowdStrike Holdings Inc. (CRWD)
Q: Good day,
Looking for growth stocks with good momentum, Canadian or US. What would you suggest ?
Any views on the above mentionned stocks ?
Gratefully yours,
Jacques IDS
Looking for growth stocks with good momentum, Canadian or US. What would you suggest ?
Any views on the above mentionned stocks ?
Gratefully yours,
Jacques IDS
- Amgen Inc. (AMGN)
- Amazon.com Inc. (AMZN)
- Biogen Inc. (BIIB)
- Alphabet Inc. (GOOG)
- Illumina Inc. (ILMN)
- Intuitive Surgical Inc. (ISRG)
- QUALCOMM Incorporated (QCOM)
- AbbVie Inc. (ABBV)
- Pfizer Inc. (PFE)
- Atlassian Corporation (TEAM)
- Veeva Systems Inc. Class A (VEEV)
- The Trade Desk Inc. (TTD)
- Roku Inc. (ROKU)
- DocuSign Inc. (DOCU)
- Guardant Health Inc. (GH)
- CrowdStrike Holdings Inc. (CRWD)
Q: I want to build a stock portfolio of US Tech/Healthcare Stocks today with 20 Stocks for the next 10 years with growth being the main driver preferably with low debt, what companies would you recommend. Thanks for your useful advice.