skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

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 your best HIGH Growth ideas in Canadian and US stocks.
I'm willing to accept high volatility and RISK.

Thanks
Read Answer Asked by Valter on October 13, 2020
Q: Hi team!

I see today on Cision that Infosys has won some new contracts and named a Digital Process leader.
Last question on this company was in 2017.
What are your thoughts these days?
Most of their 'Key Ratios' from your Companies page seem to reflect things are moving in the right direction, ie ROE, ROC. Their 3, 6, 12 and 36 month '% change' charts support this as well with gradual upwards trajectories.
If newly purchased in a balanced portfolio, should it belong to an RRSP, TFSA or non-registered. They do provide a US $ dividend so I assume RRSP.

In keeping with the 'all things Digital' theme, are their other companies you prefer that would be key (ie leaders) in leading the digital transformation? (There was a question asked on Sept 28 about 'disrupters'...not sure if these might be classified into this category).

Keep up the excellent work for us small DIY investors!!!

Cheers,
SteveMC
Read Answer Asked by Stephen on October 13, 2020
Q: Are you confident in semi's now? How would you rank amat, lrcx, photon? Any other pick-and-shovel plays you prefer? Do you prefer individual semi makers or an etf to these 3. Thanks.
Read Answer Asked by Ken on October 13, 2020
Q: Carnival CEO says demand isn't an issue - if one was betting on an industry recovery, which is the high quality/good balance sheet company to go to? Thanks
Read Answer Asked by Michael on October 13, 2020
Q: Hi 5i team,
I have a small position (2%) in XLNX. I keep a foothold in a few tech stocks where takeover rumours have surfaced in the past. Citi doesn't think Xilinx management will agree to an acquisition by AMD due to the company's dominant position in the high-margin programmable logic device market. The Citi analyst also speculates that Qualcomm made a bid for XLNX a few years ago that was turned down. What do you think the odds are of the AMD bid happening shortly and the chances of another bidder emerging?
Thanks again for the insight.
Dave
Read Answer Asked by Dave on October 13, 2020
Q: Last April United Technologies became Raytheon and spun off Carrier and Otis. Initially Revenue Canada (CRA) deemed the Carrier and OTIS spin-off values as 100% taxable (incredible I know) as opposed to a 50% taxable capital gain. I know this is not your area of expertise but I'm sure many of your members were affected due to the sheer size of UTX. Do you know if the CRA ruling has been changed or is it still 100% taxable?
Read Answer Asked by DAVE on October 13, 2020
Q: Hello Peter, Ryan and Team,

I've been reading more about Sprout Social, and the idea of social media management sounds like a valuable corporate service for the current and future times. Can you give a little detail about how you see it as a potential higher-risk play? The share price has certainly rocketed up since the IPO, and I'm undecided about whether to wait for a pullback (if there is one) or jump in and hope the momentum continues. Any thoughts would be appreciated. Thank you. Brad
Read Answer Asked by Bradley on October 13, 2020
Q: Hi 5i,
I'm not happy about the performance of GSK, what do you think about the performance going forward, also what else could you recommend for international exposure. Currently own Merk and Pfizer.
Thanks!
Read Answer Asked by Mark on October 09, 2020
Q: Hi,
I was wondering how you view Sony and Activision blizzard. Would you own them moving forward? There were reports that Sony would decrease production on the PS5 last month, but they denied the reports.
Read Answer Asked by Patrick on October 09, 2020
Q: HI Team,

Your responses to DKNG so far have been fairly cautious. What do you need to see from them to become more willing to give them your blessing?

How do you compare them to someone like The Stars Group who you have liked in the past? Is this more a valuation and "newness" caution?

Thanks!
Read Answer Asked by David on October 09, 2020
Q: Hi 5i team,
There are a ton of 5G companies that you mention from time to time. One that comes up less frequently is MRVL. MRVL had a virtual investor day today, which I attended, but kept it on in the background. A number of executives gave their views on their major markets, technology and growth rates, which as expected was all positive. The stock traded up for a while but then faded. I did not pay that close attention but was not overly impressed with the day. What say you on MRVL and what is the real point of investor days if there is nothing that noteworthy?
Thanks again for the insight.
Dave
Read Answer Asked by Dave on October 09, 2020
Q: I am looking for US health exposure (growth) and was considering GH, VEEV, TDOC. I already own ZUH, XHC, IBB, IHI. Would you suggest adding to what I already own or would you buy 1 or all 3 of GH, VEEV, TDOC. If you have other recommendations, please include the stocks.
Thanks for your service
Read Answer Asked by Ozzie on October 08, 2020
Q: Hi guys. Which do you prefer ILMN or NVTA and why? And same question for SQ and PYPL....Thank you
Read Answer Asked by Ryan on October 08, 2020
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!