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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 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?
Read Answer Asked by Ron on September 09, 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
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
Read Answer Asked by Jason on August 27, 2020
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.
Read Answer Asked by Tim on August 19, 2020
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

Read Answer Asked by Jacques on August 18, 2020
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.
Read Answer Asked by Imtiaz on August 17, 2020
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
Read Answer Asked by Gordon on August 12, 2020
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
Read Answer Asked by kaushikbhai on July 30, 2020
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
Read Answer Asked by Peter on July 27, 2020
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?
Read Answer Asked by Rajiv on July 20, 2020
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?
Read Answer Asked by Steve on July 13, 2020
Q: Hi there,

Can you please provide your top 12 US growth stocks, assuming that sector diversification is not a concern?

Thanks!
Read Answer Asked by Michael on July 08, 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: 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.
Read Answer Asked by sam on June 15, 2020
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.
Read Answer Asked by Hector on June 12, 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
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