Investment Q&A

Q: Between CRWD and OKTA which one has the most promising growth profile?
Thank you Team!

Q: Good morning!!!

Love the Q&A. Thanks for all the hardwork behind the scenes. This service provided has been a boon to all.

Could you please give me a break down of this company's numbers. Is it intriguing enough to begin a position? Worth watching etc. Of course the family connection as well as set up comes to mind here.

Thank you.

Q: The market did not like the muted outlook and the higher capital spending plans that ULTA management presented. There has also been some insider selling recently. Hold or sell?

Thank you.

Q: On Sept 21st I asked a question about Circle. In your response you mentioned.
- Buying the SPAC shares is the same as buying Circle, but note the acquisition has not closed yet.
- Like all SPAC deals we tend to be extra cautious.
Re the above points,
Can you elaborate on the potential concerns specifically with investing in Concord at the moment in lieu of investing in the new company after going public. (For e.g. Can we lose all our money, some of our money.. if the deal does not go thru…? Any other concerns?)

If you have any additional comments re Circle since Sep 21st, a few words would be appreciated. My understanding is that they now have $33B in circulation but do not know much more (and there may not be much more).

Thanks again. Your turn around time is amazing and the quality/detail of your responses is impressive. Keep up the great work. Have a nice day!

Q: I would like to invest in biotech companies for a long term hold (5 to 10 years). What are the top 3 to 5 biotech companies that I should consider investing in?

Q: Is Brunswick worth continuing to hold? They’re probably affected by supply chain issues and they’re investing in electric motor development. Buy, sell or hold?

Q: Hello
Can I have your thoughts about these three companies for future growth and what's your view - Buy, Sell or Hold?
Thx

Q: Please comment whether this stock is a buy after the huge drop?

Q: My 21 year old daughter holds Costco, Unity, Etsy and Crowdstrike in her US TFSA. Should we sell something to buy Nvidia? Or should we start over and sell more than one holding to replace with others? 5i is a great service!

Q: what are your thoughts about GH,would you buy it here?
Or would you prefer another stock in the healthcare?(ABBV)
Why is there so much selling pressure on this stock?

Q: Hi 5i Team,
Do you have a preference for long term growth in US banks? I was considering JP Morgan or Bank of America. Any preference here or other suggestion? Looking for long term growth.
Secondly, could you suggest 5 US stocks with good positive momentum that you would invest in now? Sector is not important for these suggestions.
Thanks,
Linda Nemis

Q: What US companies will benefit most from an infrastructure development boom in the US?

Q: Dec 2019 you noted consider "NVST on its own at a later date, once it has reported a few quarters on its own".
Based on results to date can you expand on your previous note.
Would you consider it a buy? Why or why not?

Thanks,
TJ

Q: My 28 yo son has $6k USD to invest in his RSP. I have considered many good companies, and whittled it down to 4 choices. I could not find a site to learn the ROIC on these companies. Could 5i provide please? Could 5i rank these 4 based on their growth potential? No requirement to comment on sector allocation within portfolio as that is in hand. Thanks in advance.

Q: Have your thoughts on Conformis changed at all since last asked in February?

Q: I want exposure to health. Looking for growth in the next 5 years. Can you please rate these companies in term of growth in next 5 years, starting with the most potential? And what is a good entry point for them?
Feel free to suggest any other health care stock that offer growth as well. Thank you very much.

Q: Hi 5i,

Thanks for your great service over the last two years. I’m very happy with how I’m doing based on your insights.

My portfolio analytics suggest I am underweight in consumer cyclicals and consumer defensive.

Please recommend your top 3 US buys in each area.

Also, please suggest your top 3 US buys right now regardless of sector.

Q: Gitlab - a new ipo.
Any info would be helpful. Thank you.

Q: Hi, What is your BUY HOLD or SELL outlook for TER? It is down 30% from its high and seems to be going sideways to down.

Q: Good Afternoon 5i Team,

I'm looking to increase my exposure to the healthcare sector in Canada and the US. Can you please recommend 2-4 companies in each country that you think are worth looking into?