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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: AYX, OKTA, TEAM, TTD, TWLO, VEEV

It's clear that software stocks are taking a heavy beating right now. Are there any concerns for recovery and continued growth at the companies above? What sort of expectations might you have for the above stocks down the road at the 1-year, 3-year and 5-year marks?
Read Answer Asked by Laxmyharan on September 12, 2019
Q: Please comment on the impact of recent US China tariff & Huawei development on these stocks. Which will suffer long term adverse effect ? Most come down a lot on May 20. Thanks a lot.
Read Answer Asked by Lai Kuen on May 21, 2019
Q: I asked you about the earnings on xlnx yesterday and I see the questions and answers today on this company.

I have a somewhat significant loss after today as I’m into it around $130 per share on 3,000 shares but fortunately I have gains in Veev and Five that outweigh the loss on xlnx. I tend to hate owing anything at a loss as I lack patience and I worry about a turning of momentum. I don’t know whether to do nothing or sell one or more of my other holdings and go home with a profit and my tail between my legs. May I please get your advice? Thanks I’m advance.
Read Answer Asked by Jason on April 26, 2019
Q: Could you please rank these 4 stocks. Looking for growth and willing to hold for at least 5+years. This would be for a TFSA with a growth tilt to it. Do you see all these companies as a good investment? Thanks as always.
Read Answer Asked by Aaron on March 14, 2019
Q: Hi Peter,

I'd like your opinion of these US stocks based on the data available to you.

Could you name three other high-growth US stocks that pique your interest at current levels?
Read Answer Asked by David on February 19, 2019
Q: Hi 5I,
I am retired and living off my RIF. With the current volatility and market downturn, I am thinking of getting more defensive. My current holdings of ZWC, VVL, VUN and VEE are each about 8% of my RIF. I am thinking of switching ZWC for ZLB, switching VVL for VVO, switching VUN for VGG and switching VEE for VXC. What do you think of this strategy? Should I hold some and do nothing? Please explain your reasoning.
Thanks for your help and have a happy holiday season.
Dick
Read Answer Asked by Richard on December 27, 2018
Q: Good Morning Team,

I have a question and a suggestion:

Will you be able to tell us why VEEV with its lofty valuation continues to hit new highs almost every day? Is this in anticipation of a good result prior to the Q release? Would you be a buyer at these levels for long-term hold?

Now, I know this is a US company and here is my suggestion: Why would you not officially cover US companies and include in your response whether or not you own the company? 5i members know that you trade in the US and you do not cover US companies because you wish to remain conflict free. Well if you include this extra piece of information, then it will be up to the members to take your partial response or not. I for one would still want to ask you what you think despite your possible conflict of interest. And given the dismal situation of TSX, I am more and more trading in the US. I know that you have built enough trust among 5i members that if you take my suggestion, you will be opening the flood gates. I hope you look into this suggestion seriously, regardless.

Thank you for your consideration.
Read Answer Asked by Saeed on May 10, 2018
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