Investment Q&A

Q: Hi 5i Team,

Of the stocks hitting recent 52 week highs, which 5-10 stocks do you have the most conviction in going forward?
If possible, could you list 5 Canadian and 5 American exchange stocks?
As they say, a stock that hits a 52 week high is likely to continue its ascension.

Cheers....

Q: Can you provide, as you have in the past, a ranking of the best 30 TSX companies greater than 500 million market cap by ROIC and include PE and Debt/equity as well?

Q: What is your current opinion/outlook on this company. If you had to switch it for another company in a portfolio, which would it be (can be US, you can suggest more than one, registered accound so no taxes implied in a switch)

Q: what is the forecast EPS for 2021 for xbc well and real? if losses are projected has management forecast a future date when their respective companies might achieve profitably? thanks Richard

Q: I recently purchased Qualcomm as it seems to be a frequent recommendation of 5i's.
I'm around the break even point at this time due to its decline on Friday after news came out about Apple making its own chips, replacing those of Qualcomm.
This represents about 11% of their revenue.
Do you still recommend holding the stock or switch to something like Nvidia?

Q: Hi guys. Would you be able to tell me your ratings on these medical stocks for growth and risk please. It would be a 3 year time frame minimum. Thks again for the great job you do.

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: Any thoughts about the We Commerce IPO scheduled for Monday? Seems anything connected to Shopify does well.

Q: As the year ends, there will surely be many experts making their top picks for the new year. Care to look in to your crystal ball and pick a few Canadian stocks you believe will have a big 2021?

Q: I’ve been very fortunate with LSPD since I first bought it at $18 and continued to buy on the way up to $65. I’m up over 130% overall. But now to tough part...when to sell. It seems that it has a very long runway and because of that, i’m hesitant to sell a single share. I have it in multiple accounts ( about 3/4 in a tfsa, and 1/4 in a LIRA ). I’m 47 and 10 year away (I hope) from retirement but consider myself an aggressive investor and have some stomach for volatility (how can you not during these times) Given where the SP is today, where do you see the stock going in the next 2-3years? Would you sell and buy something else? Or, let it run? Looking for ideas.

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: Bruce Cambell was posiive on the above stocks. i wish to consider one of these four.
not necessarily the best potential but the safest

Q: any thoughts on this company and the the exchange it trades on

Q: Hi 5i,

Would you recommend any of the 5 stocks listed? If so, what order would you recommend?

Thanks,
Jon

Q: Hi Team!

I have been picking away at Cargojet and Real Matters today and over the last few weeks. What would be a reasonable purchase price range going forward for these 2 stocks?

Based on some recent Q&A over the last month(s), you still seem to have a good opinion of them going into 2021 and beyond, once we get thru some potential tax loss selling.
Wrt CJ, e-commerce will potentially only strengthen post covid as people will have gotten used to purchasing online and thus deliverables is a necessity. In one answer you indicated CJ could/should increase EPS by 5x next year, thus my keen interest!
I have also owned DSG for years as a complimentary e-commerce play.

Wrt REAL, while their last quarter results may have disappointed a few, I'd prefer to take a longer term view out to 2022-2025. They have some interesting projects that should come to fruition by then and will likely have increased their market penetration as well. I also appreciate that they have been buying back shares the last several weeks as the stock drifted lower. Gives us a little bit more confidence that the recent quarter may have been a one time blip.

Cheers,
SteveMc

Q: Kindly provide your opinion of this ETF as a clean energy play. Do you prefer another ETF in the same space over QCLN?

Best, Don

Q: Do you like this Stock and would you be a buyer for long term hold. Do you think investors should be concerned about US govt trying to break up company - what do you think is likelyhood and if it does happen impact on the stock?

Q: Could you name a couple of names you like in the water sector?

Q: could you name 3 0r 4 canadian cimpanies that have increased there earnings by 20 per cent or more over the last 3 years thanks