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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: Good Morning
Where does TEAM fit in after the Salesforce buyout of Slack? Are they now competitors along with Microsoft or are their offerings different and possibly a takeover target themselves?
Thank you
Read Answer Asked by Marty on December 03, 2020
Q: Hi 5i team,
The market is not very impressed with either CRM’s guidance and/or purchase of WORK. This pits CRM directly against MSFT in the work collaboration space. Is this a wise move by CRM? Is this a good entry point for CRM or is MSFT the better long-term bet?
Thanks again for the insight.
Dave
Read Answer Asked by Dave on December 02, 2020
Q: In your reply to Dan regarding Amazon and high valuations you mentioned being cautious on companies with “commodity like” businesses receiving high valuations.
Could you give a couple of examples with a couple of explanatory comments so members will have a guideline on these things and know what to watch for.
Thank You for your great service
Clarence
Read Answer Asked by Clarence on November 25, 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: Hi Peter and Team
Your advice on options, specifically covered calls is very much appreciated. Some time ago you had advised on opportunities in the US market for selling covered calls. As I believe that with the US election done that there may be some return to normal, is this a good time to again consider selling calls and could you advise 3 Canadian and 3 US shares that might offer good premiums ?
Thanks so much for the ongoing advice. Peter
Read Answer Asked by Linda on November 23, 2020
Q: Hi team ,
What’s up with the lack of investor enthusiasm over the last few months in regards to the bigger players such as crm ? Is the investment opportunity gone stagnant here? I am overweight this position , should I be looking at other smaller cap plays.? If so , which ones do you have high conviction of today for the long term ? Thanks

Shane
Read Answer Asked by Shane on November 23, 2020
Q: I am looking for a few stocks that are good for day trading. I know this is not something you guys really do but can you list a couple stocks that would be good day traders?

Thanks
Read Answer Asked by sean on November 16, 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: Hi Peter and the gang,
Please give us your top 10 'keeper' stocks in Canada and US.
Thanks a million
Read Answer Asked by Ray on October 30, 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: Are there any companies i should look into that are in the machine learning and A.I. space. I believe there has been and will be great opurtunity here
Read Answer Asked by Tim on October 19, 2020
Q: Hello Folks:
I have 200,000 cash in my account and wondering where best to invest.
I currently own amazon and apple in my tech. sector and considering adding shopify or tesla. Do you have an opinion as to the potential of each of these, or do you have other suggestions? I prefer larger cap companies.
Thanks for everything
brian



Read Answer Asked by Brian on October 06, 2020
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,
Read Answer Asked by Peter on September 28, 2020
Q: Hello 5i Team,

I'm considering selling my slumping AYX and replacing it with either JD for some China exposure, CRWD, or CRM. Just wondering if I can get your thoughts on this and a ranking for a five year hold. I would be selling AYX with a small gain, but I know it's not expected to do much in the short term and maybe prospects are better elsewhere? Thanks.
Read Answer Asked by Bradley on September 23, 2020
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! "
Read Answer Asked by TRINA on September 23, 2020
Q: Can you suggest me 10 Growth stocks in Canada/US. Time horizon is 10-15 years. Investment style is BUY AND FORGET.
Read Answer Asked by HARRY on September 10, 2020
Q: Morning team,

I've recently taken some profits and have some cash to deploy for long term holds. And I would be interested to know what your top investment "themes" would be for the next 5+ years are? For instance, ideas that come to mind for me are Cloud computing, "green" investment, and cyber security. Are there others that you find more intriguing? And which companies/ETFs would you recommend as investments?

Thank you again for you insights!
Read Answer Asked by Tristan on September 08, 2020
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