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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 have CRM, DOCU, ISRG and VEEV in my portfolio. I have to raise some cash and I would like to ask for help in deciding which one to trim first, second, third etc.
Thanks for your help.
Albert
Read Answer Asked by ALBERT on March 10, 2021
Q: I owned Dowdupont and in the spinout of 2019 received shares of DOW, DD and CTVA. I originally purchased the stock with the belief that the spinout would unlock the potential of each entity......ie the sum of the parts was worth more than the whole. So far, after 2 years that thesis has not played out. CTVA (the smallest of the spinouts) has performed well, DOW has been relatively flat and DD (the largest of the spinouts) has been a dog. Can you please comment on each holding and tell me if they were in your portfolio which ones are worth holding, which are best to let go and most importantly why.

Thanks for your guidance and wisdom

Scott
Read Answer Asked by Scott on March 09, 2021
Q: Hi Team,
I am planning on making a 2021 rsp contribution and looking for your top 3 US growth picks today. ( I was leaning towards PINS). That being said, do you think now is a good time to do this into the tech weakness? I may contribute in 2 different contributions at different times. Or do you foresee this pullback lasting quite a bit longer yet? I realize timing the market is just a guess, but you did a good job in predicting the low last year when your write up suggested we start buying after the huge virus sell off. Thanks for that!

Shane
Read Answer Asked by Shane on March 09, 2021
Q: I thought I had asked this question but don't see a reply. What is the nature of BITW and why does its price action not seem to correlate with bitcoin prices/ Thank you
Read Answer Asked by hal on March 09, 2021
Q: Good morning - I am looking to increase my Industrial sector holdings and currently have positions in LMT, ATS, AC and TFII. Are there sector companies ( canadian or otherwise) that you consider to be underappreciated at this time or other companies that you would recommend? Or, am I better to add to my current holdings?

as always, your inputs are most appreciated

thanks

al
Read Answer Asked by alex on March 09, 2021
Q: Vision Marine Technologies (vmar-q), a Montreal company is on Nasdaq since last November. It is the first maker of electric boats on the exchange. While production has been slowed down by the pandemic , it has been developing electric motors to power boats at 100km/h. Could it enjoy the success of other recreational vehicles such as BRP Inc. (doo-t) ?
Grateful for your views.
Jacques IDS
Read Answer Asked by Jacques on March 09, 2021
Q: I purchased Docusign last year and until very recently it seemed like a great choice. It’s sharp decline that began in late February has been significantly steeper than the tech sell-off in general. The shares are now right about where I paid for them and a hair away from succumbing to the old adage “never let a gain turn into a loss”. The steep sell-off has me worried that it is a precursor to the street expecting disappointing earnings when they report this Thursday. I know what the consensus forecast is, but what does 5i’s crystal ball predict for their upcoming Q4 earnings and the market reaction?
Read Answer Asked by Steven on March 09, 2021
Q: When do you think we are going to see the market sell off settle down in some of these names? Is this panic selling by retail investors or a more troubling move by smart money out of these names entirely? I'm just finding it hard to imagine that the prospects for these companies changed as dramatically as the share price in recent weeks. Take NVDA for instance. I thought it was everyone's darling a few weeks ago when I bought it over $100 higher. I'm holding but it's hard watching these things fall so dramatically each day without reprieve it seems. Thanks.
Read Answer Asked by Jason on March 09, 2021
Q: MCY: This appears to be nearing an all-time high.
Should that concern me and would you buy here or do you have other ideas.
Also, what is you opinion of banks and financials at this time.
Read Answer Asked by Kyle on March 09, 2021
Q: I was way overweight tech and now have some cash to play with.
Looking to grind out some profits while waiting.
Would like your opinion specifically on these two, but would also like any other ideas or trends you see right now.
Read Answer Asked by Kyle on March 09, 2021
Q: Greetings 5i,
The Texan power grid fiasco will hopefully force the generation and distribution companies to 'winterise' their infrastructure.
Aside from customers, cui bono?
Thank you, your advice has helped me educate myself, analyse data and make better decisions.
Yan
Read Answer Asked by yanyl on March 09, 2021
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