Q: I’ve owned Blackline for a few months, and it had done well going from high 60’s to low 90’s and then fell off a click down to low 70’s. I can’t seem to find much news. Was it earnings related, outlook change in leadership? Do you think it is a good stock to hold, correction is overdone?
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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: I know these are different sectors, but which would you pick for growth going forward today?
And is WELL a reasonable way to get into the health sector?
Thanks,
Robert
And is WELL a reasonable way to get into the health sector?
Thanks,
Robert
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Apple Inc. (AAPL $255.63)
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Amazon.com Inc. (AMZN $210.57)
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FLIR Systems Inc. (FLIR $57.34)
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Alphabet Inc. (GOOG $294.90)
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QUALCOMM Incorporated (QCOM $127.28)
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Gamehost Inc. (GH $13.40)
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Atlassian Corporation (TEAM $69.37)
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Veeva Systems Inc. Class A (VEEV $172.74)
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Roku Inc. (ROKU $94.90)
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DocuSign Inc. (DOCU $48.17)
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CrowdStrike Holdings Inc. (CRWD $393.31)
Q: Back on June 3, this question was asked. Would you make any changes now?
"If you were starting a new account with 100k with a portfolio of 10 US equities, with a 10 year time frame, which 10 would you currently choose?"
5I RESEARCH ANSWER:
TEAM, DOCU, ROKU, AMZN, GOOG, APPL, CRWD, QCOM, GH, FLIR
"If you were starting a new account with 100k with a portfolio of 10 US equities, with a 10 year time frame, which 10 would you currently choose?"
5I RESEARCH ANSWER:
TEAM, DOCU, ROKU, AMZN, GOOG, APPL, CRWD, QCOM, GH, FLIR
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Sangoma Technologies Corporation (STC $5.43)
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Photon Control Inc. (PHO $3.60)
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Constellation Software Inc. (CSU $2,444.57)
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Kinaxis Inc. (KXS $140.43)
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BlackBerry Limited (BB $4.68)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $164.70)
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Real Matters Inc. (REAL $5.82)
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WELL Health Technologies Corp. (WELL $3.89)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.44)
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Dye & Durham Limited (DND $3.90)
Q: Hi 5i,
I am thinking to start invest the above stocks. In term of risk, potential grow, please kindly provide the ranking. Please take out any if not suggest for the moment to invest. Many thanks.
I am thinking to start invest the above stocks. In term of risk, potential grow, please kindly provide the ranking. Please take out any if not suggest for the moment to invest. Many thanks.
Q: Hello Peter and Team,
Your advice is usually to sell a particular stock when its value exceeds a set percentage of your portfolio or when there is a material change. Would you consider the downgraded earnings forecast by AYX management as a material change? Thanks.
Brad
Your advice is usually to sell a particular stock when its value exceeds a set percentage of your portfolio or when there is a material change. Would you consider the downgraded earnings forecast by AYX management as a material change? Thanks.
Brad
Q: Twilio, that I believe you are following, has been been dropping far more than other high tech companies. Any reason for concern?
Thanks for your great service, Peter
Thanks for your great service, Peter
Q: Wondering if you are doing any assessment on DND for maybe a portfolio position or further recommendation? An analyst started coverage with an $18. In doing some research on them they noted: The Company intends to pay an annual dividend on its Shares, initially at a rate of $0.075 per share. While this is subject to board approval and nothing is guaranteed would you view this as a strong signal of the company growth plans if one has a 5+ year time horizon?
Q: More of a comment - I too was wondering what was causing the move in DCBO and an analyst report at TD pointed out in their MD&A they noted the below which will likely contribute to further revenue growth in the coming quarter as the customer ramps.
Subsequent Event
Subsequent to quarter end, Docebo added a new customer that is expected to be one of Docebo’s larger customers.
Subsequent Event
Subsequent to quarter end, Docebo added a new customer that is expected to be one of Docebo’s larger customers.
Q: Peter; I read your answers re DCBO but is there any news for the parabolic rise in last week or so. Getting scary - not complaining but wondering if there any rumours etc out there to account for the jump.Thanks Rod
Q: DOCU has performed well for me this year, thank you for the pick. A fairly stiff sell-off today after reaching a new high this week. Is there any reason to prefer another of your top growth picks at this point? I also hold KXS currently.
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WSP Global Inc. (WSP $222.01)
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Parkland Corporation (PKI $39.84)
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TFI International Inc. (TFII $153.63)
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Exchange Income Corporation (EIF $106.64)
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Boyd Group Services Inc. (BYD $170.49)
Q: With the likelihood of a vaccine in the relative near term there will be a rotation out of a number of tech stocks. Based on this thesis I consider the following stocks which I own to be good candidates. BYD,PKI,TFII,WSP & EIF. Do you agree and if so could you list a few other candidates that would be a good fit. Thank you.
Roy
Roy
Q: Do you have a few gaming names like TTWO you could recommend that are growthy?
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Sangoma Technologies Corporation (STC $5.43)
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ECN Capital Corp. (ECN $3.07)
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Xebec Adsorption Inc. (XBC $0.51)
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WELL Health Technologies Corp. (WELL $3.89)
Q: Hi,
if I was to pick one of the four which one would you recommend for a 3 - 5 yr period
Thanks
if I was to pick one of the four which one would you recommend for a 3 - 5 yr period
Thanks
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BRP Inc. Subordinate Voting Shares (DOO $101.14)
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Real Matters Inc. (REAL $5.82)
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WELL Health Technologies Corp. (WELL $3.89)
Q: For new buying and looking for conservative growth which one would you buy and why? Thanks. ram
Q: I am surprised at the big drop after hour after earning release . Please comment.
Thanks for your excellent service.
Thanks for your excellent service.
Q: Hello 5i,
What did AYX report that was so bad? Is a 20% price adjustment, in after hour session, in the normal range for a $11 b market cap? Should folks adjust growth expectations on this one? And finally, would you still see it as a hold for a growth pick in a tfsa after this report?
Many thanks,
What did AYX report that was so bad? Is a 20% price adjustment, in after hour session, in the normal range for a $11 b market cap? Should folks adjust growth expectations on this one? And finally, would you still see it as a hold for a growth pick in a tfsa after this report?
Many thanks,
Q: Can you please comment on Docebos earnings. Thanks Clare
Q: I have $52,000 to invest in a self-directed TFSA.
Other investments are through Raymond James, so this is new to me.
I am not risk adverse.
Thank you.
Lynn Baker.
Other investments are through Raymond James, so this is new to me.
I am not risk adverse.
Thank you.
Lynn Baker.
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WSP Global Inc. (WSP $222.01)
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CAE Inc. (CAE $36.89)
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ATS Corporation (ATS $40.13)
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Badger Infrastructure Solutions Ltd. (BDGI $62.69)
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Cargojet Inc. Common and Variable Voting Shares (CJT $81.19)
Q: What are your favourite Canadian industrials stocks for growth and for stability (or maybe both) right now?
Thanks!
Thanks!
Q: Can I get your thoughts on earnings from Avalara? What do you attribute the drop in overnight price to? Would this be a good point to be starting a position?
Thanks to 5i for all that you do!
Thanks to 5i for all that you do!