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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: Hello 5i,
If one wants a high concentration of very strong growth stocks and understands the risks involved with applying this type of investing strategy, can you please name 10 stocks that 5i would be very comfortable in owning for this purpose (a mix of USD and CAD)?



Read Answer Asked by Michael on July 07, 2020
Q: How much more runway do these stocks have, or have I already missed the party? How would you rank these in terms of your confidence in their stock performance?
Read Answer Asked by Eric on July 02, 2020
Q: hello 5i Research team,
I am currently cash only in my usd account. I have enough cash for one position. I have already well diversified portfolios exclusively in Canadian stocks and I am a long term investor. What 5 stocks would you recommend I buy in order of preference please? Thank you for your collaboration, Eric
Read Answer Asked by Eric on June 30, 2020
Q: Hi 5i, Can you please recommend/pick 3 stocks, so that 20 years from now I can say: I'm very happy I invested on them. Comes to mind techology, pharma, defense, etc
thanks
Read Answer Asked by Fernando on June 30, 2020
Q: What would be your top 10 growth picks over the next 5-10 years in Health Care and Tech? Canada or US and any size is fine....
Read Answer Asked by Ryan on June 25, 2020
Q: Hello - I have some capital that i am looking to deploy and wondering if now is a good time or should i hold on to it.... in anticipation of another reset with news of a second wave, etc.

Also what are your top 10 -15 names right now regardless of portfolio balancing needs - open to American or CAD names - preferably limited small caps.

Lastly, i am kicking myself for not buying SHOP on the pullback.. is it still a buy right now in your opinion? or wait...

thanks so much.
Read Answer Asked by Ray on June 24, 2020
Q: If work at home flourishes post pandemic what are your top 5 picks as stocks that have the best chance of benefitting in that environment?
Read Answer Asked by JAMES on June 23, 2020
Q: I have over 60% of my portfolio in cash waiting for a significant pull back . Regardless of sectors what is the top 5 stocks both In Canada + US you would buy when and if we have a downturn, Do you think we will see a significant downturn or do you recommend nibbling away on swings. I am a moderate risk investor Thanks in advance for your guidance
Read Answer Asked by Terence on June 16, 2020
Q: Kim Bolton on Market Call had 2 charts one for Cloud Consumer and Cloud Producer.
Cloud Consumer Stocks
TWTR, SPOT, SNAP, SHOP, NFLX, JD, Googl, FB, EA, DIS, BABA, AMZN, AAPL, ZS, ATVI.
Cloud Producer Stocks
ZM, WORK, WIX, WDAY, SPLK, RNG, ORCL, NOW, MSFT, INTU, DOCU, DDOG, DBX, CSCO, CRM, ADBE.

Can you please suggest 5 top picks from Consumer and producer in order which one would you suggest has Little or No DEBT and good management.

Thanks for the great service
Read Answer Asked by Hector on June 16, 2020
Q: Hello Peter and team.
I do re-balance the portfolio every 6 months, (June/Dec), These are the 10 names in my bag and they treat me well:
ZNQ 55%,
TSLA 9%;
FB 6%
MSFT 6%
SOXX 5%;
GOOG 5%;
AMZN 4%
AAPL 3% ;
CSU.TO 4%
Cash 3%
1. Would you suggest to trim ZNQ to the level, say to 50% ? to free up the cash then add any other names, or top up some of those existing individual names? or vice versa? stick with current no change need to be made for now?
2. in a long run, what might be the biggest risk in my bag could lose the alpha (Index)
Thanks for everything !
Read Answer Asked by LEI on June 16, 2020
Q: I know this is tough to answer but are there any companies out there you see today that could potentially duplicate the great returns of the SHOP,CSU,NFLX, LULU etc.. either in US or Canada? thank you
Read Answer Asked by Kolbi on June 15, 2020
Q: Good Morning
Do you see an apparent rotation away from tech stocks as a concern? There has been current weakness in some of your favourites such DOCU, VEEV, TEAM and AYX despite recently posting good numbers. Would you lighten up on any particular names or do you see the basic growth thesis intact.
Thank you
Read Answer Asked by Marty on June 08, 2020
Q: I've made some money on MSFT and currently its hit a high water mark, been treading water and today has dropped a bit. What do you think about selling MSFT and using those proceeds to buy DOCU and CRWD. Obviously risk is tremendously greater with those two than MSFT, and both are still losing money but their rev. growth is big, debt is less than cash for DOCU and almost nothing for CRWD sitting on $1 bil in cash. Thinking momentum and growth continue, with price appreciation greater than MSFT, while biting my nails along the way.
Thanks.
Read Answer Asked by Mark on June 05, 2020
Q: Which 4 sectors do you think have the the strongest current momentum? Please give me 2 or 3 companies in each sector that you believe have the best chance to maintain their current upward trajectory. They can be either Canadian or American equities.
Read Answer Asked by Les on June 03, 2020
Q: Good morning 5i, I am piggy backing off a recent question by James, but if you can disregard sector diversification and risk is also not an issue and main goal of course is capital appreciation.

"If you were starting a new account with 100k with a portfolio of 10 US equities, with a 10 year time frame, which 10 would you currently choose?"
Read Answer Asked by Michael on June 03, 2020
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