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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: What are main competitors of CRM? What are risks to the company's growth? Are any present indications that the company will lose its competitive edge in the future? Overall, do you like the company and would you own the stock?
Read Answer Asked by Steve on July 27, 2020
Q: I've read the Q & A's on veev and see that it's a name you like longer term. What about the short term? How do you like it at the current price given that it's experienced a nice run in the last month or so. Does it have legs to keep going higher shorter term in your view? I bought some today and it immediately dropped and of course I'm wondering whether I was the last one to join the party. I realize you don't have a crystal ball. Thank you as always.

Jason
Read Answer Asked by Jason on July 27, 2020
Q: So if one agrees that a significant US tech exposure in a portfolio seems correct but the Big 5 US mega-techs and their valuations seem scary at the moment, given the recent correction of a stock like Intel, would you recommend that this investor with a 2 to 3 year horizon buy Intel at this level, watch it for a while and see how it settles in, start a partial position, consider other tech companies (such as what?) or continue to build positioning in the Big 5 and not focus on their valuations??? And perhaps a comment from you regarding what you would advise this concerned investor from a safety perspective regarding some of your favourite tech growers that have even higher valuations (Docusign, TTD, Team, etc.) - what is your recomendation and opinion in the context of this question comparing adding to those growthy tech names versus an Intel or a Cisco type tech purchase. I guess in essence I want to know whether you think the extra risk at this time is warranted over that term. Thank you for your anticipated helpful response - Ken
Read Answer Asked by Ken on July 27, 2020
Q: PSTH-UN

Can you please give me your opinion on Bill Ackman's new SPAC IPO. In your opinion, is it a good medium/high risk investment?
Read Answer Asked by Brady on July 27, 2020
Q: Hello 5i,
In a recent answer you rated VEEV higher than AYX. I have a half position in VEEV and a full position in AYX. Based on your rating should I trim AYX and add to VEEV or is there not enough difference between their respective performances to warrant such a move?
Thank you so much for all you do!!
Dave
Read Answer Asked by Dave on July 27, 2020
Q: Hello. I have about $75,000 to invest in my tfsa. Please give me your top 10 recommendations Canadian or US.

Thanks, Mike
Read Answer Asked by Michael on July 27, 2020
Q: In the cyber security space how would you rank these names. Please, add to this list if you have other favorites.
Your insight is much appreciated, Peter
Read Answer Asked by Peter on July 27, 2020
Q: Do you believe the cyclic trade is back for real and if so, can you recommend 3 stocks Each in the US and Canada? Thanks!
Read Answer Asked by Michael on July 24, 2020
Q: Hi 5i!
What can you tell me about a company called Avangrid (AGR:US).
Any company info would be great along with their fundamentals.
How would it compare to BEP, AQN, BLX, INE etc.?
Would it be something to invest in for 3 to 5 years at this time?
Or would you prefer the other companies named above?

Thanks.

Read Answer Asked by Brian on July 23, 2020
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