Investment Q&A

• Salesforce Inc. (CRM)
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• Atlassian Corporation (TEAM)
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• Okta Inc. (OKTA)
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• Zuora Inc. Class A (ZUO)
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Q: I work for a fintech company and we use the services of the above company. Thoughts on them as a group? want to add these as they fit buy what you know thinking

thanks
sal

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Read Answer Asked by Sal on January 20, 2020

• Baylin Technologies Inc. (BYL)
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• Ambarella Inc. (AMBA)
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• Axcelis Technologies Inc. (ACLS)
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Q: Hi Gang
What would be your picks in small cap 5 G space that look they will be there for awhile

Thanks Mike B

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Read Answer Asked by Mike on January 20, 2020

• QUALCOMM Incorporated (QCOM)
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• Keysight Technologies Inc. (KEYS)
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Q: Are there any north american companies that are selling 5G, worth investing in.

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Read Answer Asked by nick on January 20, 2020

• Americold Realty Trust Inc. (COLD)
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Q: I'm interested in COLD since it's pulled back - what are your thoughts here and what would be the tax issues for the distribution in a registered account like an RSP or TFSA? Thanks.

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Read Answer Asked by Michael on January 20, 2020

• Graham Holdings Company (GHC)
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Q: Hi gang, just would like your opinion about this co:GHC . Do you see growth? Is it safe co? How about earnings? Would you buy at today’s price? Thanks. Alnoor

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Read Answer Asked by Alnoor on January 20, 2020

• Broadcom Inc. (AVGO)
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• QUALCOMM Incorporated (QCOM)
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• Advanced Micro Devices Inc. (AMD)
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Q: I hold NVDA and I am looking to buy another US semi. I am medium risk tolerant, looking for capital appreciation and no need for dividends. 2 or 3 suggestions please with reasons.
Thanks, Tim.

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Read Answer Asked by tim on January 20, 2020

• BMO S&P 500 Index ETF (ZSP)
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• Vanguard S&P 500 Index ETF (CAD-hedged) (VSP)
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• Vanguard S&P 500 ETF (VOO)
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Q: I am looking to add an ETF that tracks the s and p 500 that has to go in my Tfsa. Can you give me some etf recommendations and your rationale? Thank you.

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Read Answer Asked by Steve on January 17, 2020

• ABB Ltd. (ABBNY)
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Q: Which specific companies do you think will benefit the most from supplying and installing the infrastructure that will be required to support a wholesale switch from gas-powered to electric vehicles over the next few decades (assuming one believes it will happen), including both residential and commercial charging stations?

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Read Answer Asked by Chris on January 17, 2020

• PulteGroup Inc. (PHM)
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Q: Stock has been doing well recently .I have a small position , is it better to sell and consolidate in another name, or I have some funds to make it a fuller position.
Thank you

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Read Answer Asked by francois on January 17, 2020

• Bank of America Corporation (BAC)
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• JPMorgan Chase & Co. (JPM)
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Q: Hi, Peter & 5i Group, I have shares of BAC, and was thinking of switching to JPM, could you please give an opinion on this switch.
Thanks Ken

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Read Answer Asked by kenneth on January 17, 2020

• Block Inc. Class A (SQ)
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Q: Hi 5i team,

As you know, on Monday Visa bought Plaid, a private fintech company, for $5.3 billion. Plaid has been described as the “plumbing” that connects the fintech companies. Do you know how that valuation compares to SQ or if they are directly comparable? SQ is trading at 7x sales. That is a low valuation compared to peers such as PYPL, V or MA. I do not know what Plaid’s annual sales are, as I don’t think it was revealed in the purchase transaction. I have always kept a basic position in SQ, thinking that one day it would be a nice fit for a big bank or tech company. Is that day more likely with the Plaid acquisition by V and how do the valuations compare?

Thanks again.
Dave

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Read Answer Asked by Dave on January 16, 2020

• Gilead Sciences Inc. (GILD)
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• Knight Therapeutics Inc. (GUD)
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Q: Currently I hold GUD (1.3%), GILD (0.64%), and ZUH (0.93%) for my healthcare holdings. I see GUD starting to breakout from the base around $7.50, any reason for the move over the last two days and would you add to GUD now or wait a few more quarters? Also been holding GILD for a few years (-40%) and looking to change names? Any suggestions? Thanks!

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Read Answer Asked by Keith on January 16, 2020

• Universal Display Corporation (OLED)
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Q: Hi folks,
The last question you've received on this company is almost a year old. What's your latest take on this baby. Thank you for all you do for your membership.
Andy

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Read Answer Asked by Andrew on January 16, 2020

• Activision Blizzard Inc (ATVI)
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• Spin Master Corp. Subordinate Voting Shares (TOY)
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Q: Which company has the better growth potential? Thanks

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Read Answer Asked by Curtis on January 16, 2020

Q: Hi Team
What are your top picks for 5G technology stocks

Thanks Mike B

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Read Answer Asked by Mike on January 16, 2020

• Raytheon Company (RTN)
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Q: I was thinking about getting some aerospace/defence exposure and wondered if you thought Raytheon was the go to name in that space and at this time? Do you know anything about a French aerospace company called Safran enuff to comment on it as well? Many thanks

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Read Answer Asked by Martin on January 15, 2020

• Teladoc Health Inc. (TDOC)
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Q: Hi Folks, This morning my TDOC shares jumped nearly 13% - a delightful surprise. Apparently as a result of a newly announced acquisition of In Touch. I would appreciate your comments on the pending acquisition and outlook going forward.
Thanks

Ros

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Read Answer Asked by Ross on January 15, 2020

• Veeva Systems Inc. Class A (VEEV)
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Q: The rest of the software sector has recovered quite nicely with many testing new highs but VEEV seems to not be participating. Any thoughts? I thought that software combined with the medical space would be a big winner but it seems to languish a bit (do realize that it has done well over last year)

Thanks

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Read Answer Asked by Bryan on January 15, 2020

• International Business Machines Corporation (IBM)
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Q: Hello everyone at 5i! I presently hold IBM, and have done so for several years. Other than a decent dividend, it has not done much. I was wondering, should I continue to hold it, or swap it up for Microsoft or Apple, for a little more growth? From a value perspective, would now be a time to do so? And if so, what would you suggest? Cheers, Tamara

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Read Answer Asked by Tamara on January 15, 2020

• Lumentum Holdings Inc. (LITE)
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Q: Any news why LITE is down today? What's your take on the company - sell, hold or buy?

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Read Answer Asked on January 15, 2020