Q: Are you still positive on crwd. outlook?
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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.
- 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
- KGIC Inc. (LRN)
- Pluralsight Inc. (PS)
- 2U Inc. (TWOU)
- Chegg Inc. (CHGG)
- New Oriental Education & Technology Group Inc. Sponsored ADR representing 10 (Cayman Islands) (EDU)
- Zoom Video Communications Inc. (ZM)
- Fastly Inc. Class A (FSLY)
- CrowdStrike Holdings Inc. (CRWD)
Q: News from the US today on UNC going to strictly online learning has to be the first of many such stories. I know CHEGG is a prominent US name that could benefit from schools scrambling to move online but I would like to ask if you can provide some names of companies that will benefit if either elementary, secondary or post secondary schools are hastily shut down? I listed a few that might do well on the headlines and would like your thoughts on each but also would like to know who will be fuelling the transition if it happens (cloud, security etc). To put it another way, who else stands to benefit if "back to school" is quickly reversed. Deduct as you see to be fair please.
- 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.
Q: Hi gang, what would be a buy today and why? Is one safer then the other?. Thanks. Alnoor
- Apple Inc. (AAPL)
- Amazon.com Inc. (AMZN)
- FLIR Systems Inc. (FLIR)
- Alphabet Inc. (GOOG)
- QUALCOMM Incorporated (QCOM)
- Gamehost Inc. (GH)
- Atlassian Corporation (TEAM)
- Veeva Systems Inc. Class A (VEEV)
- Roku Inc. (ROKU)
- DocuSign Inc. (DOCU)
- CrowdStrike Holdings Inc. (CRWD)
Q: Back on June 3, this question was asked. Would you make any changes now?
"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?"
5I RESEARCH ANSWER:
TEAM, DOCU, ROKU, AMZN, GOOG, APPL, CRWD, QCOM, GH, FLIR
"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?"
5I RESEARCH ANSWER:
TEAM, DOCU, ROKU, AMZN, GOOG, APPL, CRWD, QCOM, GH, FLIR
- Atlassian Corporation (TEAM)
- Veeva Systems Inc. Class A (VEEV)
- Roku Inc. (ROKU)
- DexCom Inc. (DXCM)
- Delek Logistics Partners L.P. representing Limited Partner Interests (DKL)
- CrowdStrike Holdings Inc. (CRWD)
Q: Hi
This company is giving 12% dividend. is it sustainable? and please give your thought on this. is it buy?
and please give top 5 US growth stocks for three yrs hold.
Thank you,
KT
This company is giving 12% dividend. is it sustainable? and please give your thought on this. is it buy?
and please give top 5 US growth stocks for three yrs hold.
Thank you,
KT
- Palo Alto Networks Inc. (PANW)
- Check Point Software Technologies Ltd. (CHKP)
- Rapid7 Inc. (RPD)
- CrowdStrike Holdings Inc. (CRWD)
- Cloudflare Inc. Class A (NET)
Q: In the cyber security space how would you rank these names. Please, add to this list if you have other favorites.
Your insight is much appreciated, Peter
Your insight is much appreciated, Peter
- Micron Technology Inc. (MU)
- Atlassian Corporation (TEAM)
- DocuSign Inc. (DOCU)
- Avalara Inc. (AVLR)
- CrowdStrike Holdings Inc. (CRWD)
Q: Hello Peter,
Any of the above mentioned stocks you would consider rotating out of/reduce in favour of buying some value such as GE, KHC or any other that you would suggest?
Any of the above mentioned stocks you would consider rotating out of/reduce in favour of buying some value such as GE, KHC or any other that you would suggest?
- Atlassian Corporation (TEAM)
- Veeva Systems Inc. Class A (VEEV)
- The Trade Desk Inc. (TTD)
- DocuSign Inc. (DOCU)
- Alteryx Inc. Class A (AYX)
- Avalara Inc. (AVLR)
- Fastly Inc. Class A (FSLY)
- CrowdStrike Holdings Inc. (CRWD)
Q: How do valuations of AVLR look like in comparison to your other high-growth favorites (e.g., VEEV, DOCU, AYX, TEAM, CRWD, FSLY, TTD)? It is clear that AVLR is expensive, but I wanted to get a feel of where it stands w.r.t to peers. Would you a start a position for a minimum 5-year hold at current prices? Is there a much better company to invest in from the group I mentioned?
Q: Hello 5i,
What would be your preference between Zscaler and Crowdstrike and why?
Thanks
Dave
What would be your preference between Zscaler and Crowdstrike and why?
Thanks
Dave
- Amazon.com Inc. (AMZN)
- Alphabet Inc. (GOOG)
- AbbVie Inc. (ABBV)
- Atlassian Corporation (TEAM)
- Veeva Systems Inc. Class A (VEEV)
- The Trade Desk Inc. (TTD)
- Roku Inc. (ROKU)
- DocuSign Inc. (DOCU)
- Alteryx Inc. Class A (AYX)
- Avalara Inc. (AVLR)
- Fastly Inc. Class A (FSLY)
- CrowdStrike Holdings Inc. (CRWD)
Q: Hi there,
Can you please provide your top 12 US growth stocks, assuming that sector diversification is not a concern?
Thanks!
Can you please provide your top 12 US growth stocks, assuming that sector diversification is not a concern?
Thanks!
- Atlassian Corporation (TEAM)
- The Trade Desk Inc. (TTD)
- DocuSign Inc. (DOCU)
- Alteryx Inc. Class A (AYX)
- CrowdStrike Holdings Inc. (CRWD)
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 !
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 !
- Netflix Inc. (NFLX)
- Constellation Software Inc. (CSU)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- lululemon athletica inc. (LULU)
- The Trade Desk Inc. (TTD)
- DocuSign Inc. (DOCU)
- Alteryx Inc. Class A (AYX)
- CrowdStrike Holdings Inc. (CRWD)
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
- FLIR Systems Inc. (FLIR)
- AbbVie Inc. (ABBV)
- Kinaxis Inc. (KXS)
- Alimentation Couche-Tard Inc. (ATD)
- Savaria Corporation (SIS)
- Veeva Systems Inc. Class A (VEEV)
- CrowdStrike Holdings Inc. (CRWD)
- Boyd Group Services Inc. (BYD)
Q: Recently, in response to a question requesting your advice on a number of stocks including the above, you singled out MSFT and CRWD to "buy more". What are other stocks would you recommend to "buy more" at this time?
Thank you for your advice.
Thank you for your advice.
- Microsoft Corporation (MSFT)
- Ecolab Inc. (ECL)
- Block Inc. Class A (SQ)
- Sonos Inc. (SONO)
- Beyond Meat Inc. (BYND)
- Fastly Inc. Class A (FSLY)
- CrowdStrike Holdings Inc. (CRWD)
- Cloudflare Inc. Class A (NET)
Q: I have 8 below US stocks and would like your expert opinion on which stocks are best to hold, sell, or buy more. Does anyone has big DEBTS and how is their management. If you have to sell in which order I should sell. MSFT is about 4% and all others are only 2% of my portfolio.
CRWD, ECL, BYND, FSLY, SONO, NET, SQ. MSFT.
Thanks for the great service.
CRWD, ECL, BYND, FSLY, SONO, NET, SQ. MSFT.
Thanks for the great service.
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.
Thanks.
- Apple Inc. (AAPL)
- Amazon.com Inc. (AMZN)
- FLIR Systems Inc. (FLIR)
- Alphabet Inc. (GOOG)
- QUALCOMM Incorporated (QCOM)
- Atlassian Corporation (TEAM)
- Roku Inc. (ROKU)
- DocuSign Inc. (DOCU)
- Guardant Health Inc. (GH)
- CrowdStrike Holdings Inc. (CRWD)
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?"
"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?"
- Kinaxis Inc. (KXS)
- Open Text Corporation (OTEX)
- Atlassian Corporation (TEAM)
- CrowdStrike Holdings Inc. (CRWD)
Q: I own KXS and and OTEX for the Canadian tech component of my portfolio.
1)Would you suggest adding a third company and if so what would you suggest? Or Would would you prefer adding to the position in KXS (even after the share appreciation)?
2) What is your top pick for US Tech at the moment?
Thanks
1)Would you suggest adding a third company and if so what would you suggest? Or Would would you prefer adding to the position in KXS (even after the share appreciation)?
2) What is your top pick for US Tech at the moment?
Thanks