Q: You seemed to like BOX at $28 so I bought some. How do you like it at $18 after their report yesterday? Would you sell it and buy Square or Salesforce? Thanks.
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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: Please comment and rate the four US stocks listed along with your opinion of the USD-CAD pricing as of today and over the next two years.
Thanks.
Thanks.
- Adobe Inc. (ADBE)
- Amazon.com Inc. (AMZN)
- Illumina Inc. (ILMN)
- Intuitive Surgical Inc. (ISRG)
- Microsoft Corporation (MSFT)
- Salesforce Inc. (CRM)
- Kinaxis Inc. (KXS)
- Box Inc. Class A (BOX)
- The Trade Desk Inc. (TTD)
- Etsy Inc. (ETSY)
- Just Eat Takeaway.com N.V. (GRUB)
- Spotify Technology S.A. (SPOT)
Q: Would you recommend buying any of the following stocks in the current selloff? Do any of them stand out as particularly attractive or risky right now?
AMZN, GRUB, ETSY, SPOT
KXS, MSFT, CRM, ADBE, TTD, BOX
ISRG, ILMN
Thanks for your thoughts.
AMZN, GRUB, ETSY, SPOT
KXS, MSFT, CRM, ADBE, TTD, BOX
ISRG, ILMN
Thanks for your thoughts.
Q: Hi 5i,
Thanks to your recommendation I am currently at a double with gsy. I was looking for your outlook with this company going forward from these levels. I know you have previously said it was still cheap? Do you see the SP continuing to rise nicely over the next 12 months? The main reason I am asking is I am considering trimming my position and buying some CRM (Salesforce). Would you consider this an ok move? Or do you see gsy share price climbing as much or better than CRM possibly will over the next 12 months? Thanks for your opinion.
Thanks to your recommendation I am currently at a double with gsy. I was looking for your outlook with this company going forward from these levels. I know you have previously said it was still cheap? Do you see the SP continuing to rise nicely over the next 12 months? The main reason I am asking is I am considering trimming my position and buying some CRM (Salesforce). Would you consider this an ok move? Or do you see gsy share price climbing as much or better than CRM possibly will over the next 12 months? Thanks for your opinion.
Q: Please comment on earning of SALESFORCE COM.
Thanks
Thanks
Q: I would love to buy Grubhub, Square and Salesforce to add to the FANGs that I bought a year ago at then "stratospheric" prices. Do you think these three are too expensive or in for similar one year gains? Please rank and comment. Thank you.
Q: Gentlemen,
I hold these 5 companies in the U.S, market and wish to hold at 5. I know you don’t have my total portfolio to view but would you replace any of these companies with any others such as SQ, BOX or any others you wish to name? Thank you for your amazing service, you give me a confidence that didn’t exist before I joined you guys.
Andy
I hold these 5 companies in the U.S, market and wish to hold at 5. I know you don’t have my total portfolio to view but would you replace any of these companies with any others such as SQ, BOX or any others you wish to name? Thank you for your amazing service, you give me a confidence that didn’t exist before I joined you guys.
Andy
Q: Good Morning Team,
Which one is a sure bet, CRM or SHOP? Which one offers stable growth, good management and strong moat? Which one you choose for a long term hold?
Thank you for your helpful insights as always!
Which one is a sure bet, CRM or SHOP? Which one offers stable growth, good management and strong moat? Which one you choose for a long term hold?
Thank you for your helpful insights as always!
Q: Which one of the 3 companies would you buy today for long term growth and why?
How would you rank them?
Thank you.
How would you rank them?
Thank you.
Q: Hi 5iResearch Team,
I have a full position on both SHOP and CRM for a while and doing quite well on both. Since these companies are in similar business, I am just wondering if I should reduce my holdings in either one (which one?) or both to limit my risk exposure.
Cheers,
I have a full position on both SHOP and CRM for a while and doing quite well on both. Since these companies are in similar business, I am just wondering if I should reduce my holdings in either one (which one?) or both to limit my risk exposure.
Cheers,
Q: Yesterday, I noted your warm response to a question a CRM and, when I looked at what they do, it occurred to me (who admittedly knows little about these new cloud-driven services) that it might be rather similar to SHOP. If so, is their a thought on how to choose a likely winner in this space? Also, I note that DOCU seems to be doing well in this space.
Thanks, as always for you wisdom and guidance,
Bob
Thanks, as always for you wisdom and guidance,
Bob
Q: How do you like this co going forward. Is it fair value. Do you see any upside. Thanks Alnoor
Q: Hi:
It was mentioned on BNN by a Ian Shaffer that he believes that this company has prospects for exponential growth like Amazon has had.
Your thoughts please.
Thanks,
BEN.
It was mentioned on BNN by a Ian Shaffer that he believes that this company has prospects for exponential growth like Amazon has had.
Your thoughts please.
Thanks,
BEN.
Q: Dear 5i
I'm quite interested in buying CRM and NOW but was wondering a: are they good ones to be buying and b: are they a little too similar to be buying both ?
Thanks
Bill C
I'm quite interested in buying CRM and NOW but was wondering a: are they good ones to be buying and b: are they a little too similar to be buying both ?
Thanks
Bill C
- Adobe Inc. (ADBE)
- Salesforce Inc. (CRM)
- Xylem Inc. New (XYL)
- ServiceNow Inc. (NOW)
- Just Eat Takeaway.com N.V. (GRUB)
Q: Hello 5i
Please give me your thoughts on the above companies with regard to growth over the next 12-24 months. Which would you prefer?
Thank you so much for all your invaluable guidance!!
Dave
Please give me your thoughts on the above companies with regard to growth over the next 12-24 months. Which would you prefer?
Thank you so much for all your invaluable guidance!!
Dave
Q: Hey guys great job. Could you rank these companies from best to least best for a long term hold in either an RRPS or TSFA 10 years + hold. If you had to pick one which would it be. Thanks and keep up the great work. KXS,CSU,OTEX,GIB.A (CGI Group 'A'),ABT (Absolute Software),CRM (Salesforce Com)
- Activision Blizzard Inc (ATVI)
- Meta Platforms Inc. (META)
- Micron Technology Inc. (MU)
- Salesforce Inc. (CRM)
- Ebix Inc. (EBIX)
- MKS Instruments Inc. (MKSI)
Q: Hi Team,
My U.S account is extremely heavy in the Tech sector and it’s time to scale back a couple of names to properly diversify. After making significant money on the listed names what do you suggest me dropping?
Thx
Marco
My U.S account is extremely heavy in the Tech sector and it’s time to scale back a couple of names to properly diversify. After making significant money on the listed names what do you suggest me dropping?
Thx
Marco
- Amazon.com Inc. (AMZN)
- Alphabet Inc. (GOOG)
- NVIDIA Corporation (NVDA)
- Salesforce Inc. (CRM)
- Spectra7 Microsystems Inc. (SEV)
- Cognex Corporation (CGNX)
Q: Hello,
Can you name a few interesting companies in the tech space in Canada, US and overseas which are involved in cutting edge and new technologies. Of these which would you consider interesting stocks to watch?
Can you name a few interesting companies in the tech space in Canada, US and overseas which are involved in cutting edge and new technologies. Of these which would you consider interesting stocks to watch?
Q: Hi- looking for your analysis of the above SAAS companies. Which would you prefer from risk, reward perspective. what are the PEG ratios? thanks
Q: At today's prices, which of the above companies would you add to and in what order; and which one additional US stock would you buy today.
Thanks,
Terry
Thanks,
Terry