Investment Q&A

Q: Is Veeva’s (VEEV) conversion to a Public Benefit Corporation likely to have any negative impact on its share price over the long term? Thank you

Q: Hi Peter and Staff

FInally bite the bullet on Sienna, looking to redeploy in the US topping up some or all of my US basket of health care. Please eliminate any of the above that you do not feel are a buy at this time and rank the rest within categories of strong buy, buy or hold.
Thanks for all you do
Dennis

Q: I have full positions on those above. I want to add one more tech company. I am trying to buy only one within the sector and at the same time diversify their business. For 3/5 years I am thinking crowd, pltr or possibly pins. What are your thoughts and a short opinion? Thank you for all the excellent service.

Q: Happy New Year to the 5i team.

I was hoping to get some feedback about how about to allocate about 11% of my total portfolio that is otherwise well-balanced and is made up of a mixture of Canadian dividend and large-cap stocks, and US and international ETF's.

These purchases will be in my TFSA and I am seeking greatest total return for the next 5-10 years. I am not afraid of risk but am also looking at sound investments rather than speculative purchases or quick trades.

I currently own GH, ISRG, LSPD and XBC and would like to add 4-5 more names. On my short list are the following: CRWD, MITK, ROKU, TTD, TT, U, VEEV and XYL.
Are there any from that list that you think match up well with my existing stocks? Alternatively, if you think there are better names that I haven't mentioned please advise.

Thanks in advance for all the great work you do,
Rory

Q: The geography of the following according to my Alpha-Balanced portfolio are US.
BEPC-3.55%: CRWD-3.42%: VFV-3.59%:VEEV-1.99%: VGG 3.95% for a total of approximately 17%. I would like to increase this to approximately 25%.
In addition to the above I own the following dual listed stocks.
LSPD-10.28%: SHOP-5%: T-3.61%
Moving cash from unregistered C$ to unregistered U$ account. Would you consider adding to any of the above or do you have an alternate suggestion,
In the portfolio I’m overweight tech & industrials.

Underweight materials and energy. Not a fan of oil or gold .

Roy
In addition I own the following that have dual listing.

Q: I am looking to increase my US exposure to the healthcare sector for my TSFA, which would you recommend TDOC or VEEV for growth potential, risk is not a factor? If you have other preferences, please include your list.

Thanks for your service!

Q: I have to trim a couple percent from healthcare. Can you please rank your order of preference for the above mentioned stocks? Would you sell one or balance the 5? Thanks

Q: Hi. On the above six stocks, I am down today alone (Dec 28) more than 6% on half of them and down 4% on the other half. On a day when the 3 major markets are up. The question is, is this a theme of investors thinking these are stay at home stocks with a view to normality returning and therefore more downside on these type of stocks to come as the virus wanes, or more just tech, growth, high flier stocks having their usual ebbs and flows.

Q: Hello team,

Thanks to your suggestions, I am considerably up in tech. I bought lemonade awhile ago and am planning on selling tomorrow. I also own Crowdstrike and I am thinking of adding to my positions, although with the recent gains, I am thinking of maybe holding off. If you could please suggest a momentum growth stock that maybe hasn’t been getting attention lately, or if it is better to hold off till after tax selling in January. Love 5i! Thank you for service and Happy Holidays!!

Q: What are 5 US stocks you expect to perform the best in 2021? Happy holidays and thank you for the great service!

Q: Please rank them based on their moat, starting with the widest moat. Thanks.

Q: Hello. Looking to add to a new position for a young investor with a 5-10 year time frame and a moderate risk tolerance level (7/10). Would you please rank the following from favorite to least favorite assuming you are staring a position today? Thank you

Q: Hi,
I am interested in your thoughts on these companies. EXAS and CRSP are a part of the recently fast moving ARKG ETF but both seem to offer products that would appear to offer continued growth. Would that be correct? The other two, VEEV and SGEN have been struggling price wise lately, SGEN is starting to see improvement, do you think VEEV still has good potential into the next year or two? I've also noticed more comments on Unity Software, but do not know much about it and it isn't listed in your data base. Take as many points as you need, as I'm asking multiple questions. Thanks for all your insight and suggestions, all very much appreciated!
Dawn

Q: I have the above U.S. tech companies thanks to your help.
Medtronics hasn't done much in the past year - should I hang on to it?
Am wondering about purchasing VEEV or Unity Software.
If I were to add to the above positions, in what order would you do this?
Thank you so much for all your valuable help!
Margaret

Q: Could you please recommend 10 US and 10 Canadian stocks which have a good upside potential of approximately 50% increase in stock value during next 6 months

Q: I am intrigued by how VEEV has succeeded over the last 5 years. In 2015, one commentator on BNN stated that salesforce (CRM) would likely crush VEEV, because all VEEV did was customize existing software (so reduced start-up costs) and sell it in the life sciences vertical, while undercutting its competitors on price. It then quickly gained market share. Why did VEEV succeed and how did it fend off CRM and others? How big is VEEV's "moat"?

Q: I HAVE HELD THESE STOCKS FOR ALMOST YEAR AND A HALF, HOPING THE STOCKS WILL MOVE UP AS THE VACCINES BECOME AVAILABLE. I FIND THAT NONE OF THESE STOCKS HAVE MOVED UP EXCEPT VEEV, AND THAT TOO MARGINALLY. SHOULD I KEEP THESE STOCKS OR SELL THEM AND USE THE MONEY FOR OTHER PROMISING TECH STOCKS. THANKS

Q: I have a DOY balanced portfolio (Alpha-Balanced for guidance) , with less than 10 year timeframe.
I’m underweight communication services, and energy. Not a fan at this stage of oil or precious metals. Overweight in industrials and technology.
My concern is with my overweight in technology. Reading a number of opinion articles that refer to the tech boom as another dot.com. The reply often is oh but this is different.
Here’s my two cents worth especially related to tech stocks I own. First of all investors/traders seem to be jumping in and out of technology based on the latest COVID-19 / vaccine news.
Re KXS; will still be in demand long after Covid-19. LSPD; somewhat sensitive to Covid-19 but have done a good job diversifying and adapting restaurant services etc. Will do well in recovery.
Maybe more acquisitions.
SHOP; like Amazon will carry on even though the valuation is high. Younger generation will still shop on line.
Now comes the tricky part. WELL and VEEV. I don’t quite have a handle on. Not sure if the demand for their service will still be there post COVID-19.
Your comments and/or thought would be greatly appreciated. I have a feeling that many of your clients would be interested in what you have to say.
I’m an experienced investor but don’t have access to the kinds of info I once did. I depend a great deal on your unbiased expert opinion.
Merry Christmas

Roy

Q: Hi,
I am trying to look at the stocks I own , not merely as 'stocks" but rather as an investment in a good business. When I look at it that why, I am inclined not to sell indiscriminately irrespective if the stocks have gone up or not. Generally, if I do sell, I realize that I had made a terrible mistake in doing so, after the fact.
To my limited knowledge I do look to 5i for guidance.
Would you consider the stocks I have listed , to be those that represent "good businesses" and that are worth holding even 5 or 10 years out?

Thanks

Q: Finished reading the book 100 Baggers and it was a great read. Good to know lots of companies achieved these level of returns. You just have to find a few and hold on.

One of the book suggestion is to focus on smaller market cap companies which can grow over time among other metrics. Looking at some of the recent IPO that came to market with 20B+ market cap and SNOW hitting 100B makes you wonder if some of these newer IPO's can get you 100 Baggers returns.

My questions are as follows:
Do you see market cap playing less of a role going forward and investors will just pay up for growth? Maybe instead of putting 10K in the stock you may have to invest 20-30K to get that capital to compound to 1M without having a 100 bagger.

Finally, just for fun if you were to guess at a few name in the US or Canada that has 100 bagger potential what would they be? I see SHOP, TTD and WELL as having a shot.

Thanks