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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

Of the following 3 stocks crwd docu veev which would you consider to be a hold and which would you consider to be a sell
I would have about a 2 year horizon

Thks
Marse
Read Answer Asked by Marcel on January 24, 2023
Q: I'm looking at your answer to Shane's Jan 5 question about your caveats on recovery of stocks. Do you see any of the stocks listed here whose recovery may be limited and if so, which ones and based on which caveats? Thank you.
Read Answer Asked by William on January 09, 2023
Q: I know you guys try to answer exactly the question that was asked, which is good. However, I was surprised to see BB in a recent answer to your favourite Canadian companies that offer disruptive technology (AI, quantum, other). In the past, you were always negative on BB for its poor earnings record and shrinking revenue base, etc. Are you getting more positive on BB’s growth prospects or perhaps there are not that many Canadian companies to satisfy the question? Also, what would be your top 5 U.S. disruptive names, where the pickings are a lot thicker?
Thanks
Dave
Read Answer Asked by Dave on December 08, 2022
Q: Question about Veeva Systems.

From prior responses, it aligned with right now having a high valuation even after the past years negative performance. Is this a good entry point? This has been on my watchlist for years now and each time I look at it, the valuation is too expensive. But with the recent drop is this a good entry point or do you think the market is signalling that growth is slowing down?
Read Answer Asked by Eugene on December 07, 2022
Q: Hi
own this one but like to know in which Etf it would belong ?

thank you

margit
Read Answer Asked by margit on December 06, 2022
Q: Would you have a proxy for GH and VEEV and would you buy them back in 30 days or would you just sit it out and wait for a rebound?

Thanks for your service!
Read Answer Asked by Ozzie on November 16, 2022
Q: Good morning
I hold the following stocks in a US Riff
crowdstrike
docu sign
veeva systems
Are these now a hold or a sell and why
I can continue to hold but concerned about maybe going to zero in this market
Your comments would be appreciated
Thks
Marse
Read Answer Asked by Marcel on November 10, 2022
Q: Hello 5i!
At this point in the cycle can you please rate the following as buy, sell or hold. I know you sometimes say in a different kind of market high growth can do well. Can you please comment on whether one should decrease technology holdings in general or just wait for tech to shine again one day. Thank you!
Read Answer Asked by Neil on November 03, 2022
Q: I am restructuring a non-registered account to be more defensive, and less tech heavy. All of the following US stocks are down: APPS, OKTA, PYPL, PLTR, SE, TTD, MRVL, TWLO, U, VEEV. Do you consider them a sell or hold?
Thanks.
Linda
Read Answer Asked by Linda on October 28, 2022
Q: I am planning to sell these names for tax-loss. Should I buy a replacement for each to protect against a turnaround in the next 30 days, or do you think I'm better off holding the cash for that period given the current outlook for equities. If you still recommend replacements can you offer a suggestion for each - or perhaps only for some? Thanks.
Read Answer Asked by Ben on October 20, 2022
Q: I own ILMN, VEEV, GH but not LNTH. Would you recommend a switch to LNTH for more growth? I can use ILMN and VEEV for a tax loss - should these be repurchased or just buy LNTH (or another stock?)for more growth?

Thanks for your service !
Read Answer Asked by Ozzie on October 17, 2022
Q: looking to sell one of these stocks in a non registered account for tax loss and raising some cash. looking for advice on which one to let go?

Thanks Dave
Read Answer Asked by Dave on September 26, 2022
Q: Hello 5i Team,

Could you please provide your top 5 US healthcare stock picks for growth (with above-average risk) over the next 5 years, and include a brief comment why.

Could you also suggest 3 "safer" options.

Feel free to subtract as many credits as warranted.

Many thanks!
Read Answer Asked by Keith on September 22, 2022
Q: Thank you for the detailed response earlier on VEEV's quarterly report. You noted that you feel it is still a "decent" long term hold. I am wondering if you have any other US healthcare names that you have much higher conviction of that you might recommend replacing VEEV with? I have lots of time and VEEV currently sits in RRSP.

Thanks!
Read Answer Asked by Justin on September 06, 2022
Q: Can you please comment on VEEV latest earnings released yesterday. Was there anything of particular interest to note from the call yesterday (either good or bad)? Were results so bad to warrant the big drop today? Do you still think this is a good medium to long term hold (5-10 years)?

Thanks so much for all you do!
Read Answer Asked by Justin on September 02, 2022
Q: Imdown 10 % tomuch higher abovei am cocerned more about pypl meta mg than others.
i like to sell two with the lowest 0outlook
Read Answer Asked by thambirajah on July 28, 2022
Q: What do you think about tax-loss selling each of the above companies at this point? If in favour, do you think I should buy 30 day proxies for each, and if so, what companies? Thanks.
Read Answer Asked by Ben on June 23, 2022
Q: Hi,

As a follow up to your answer to Curtis's question. What are some of the better companies in the data analytics space?
Thank-you.
Read Answer Asked by Alex on June 10, 2022
Q: Good morning Team, I am looking for proxy's for the 3 stocks mentioned with the plan to repurchase in 30 days, unless 5I suggests better options for the listed stocks.

Thanks Dave
Read Answer Asked by Dave on May 18, 2022
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