Investment Q&A

• Pure Storage Inc. Class A (PSTG)
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Q: Hi,
I would like your opinion about Pure Storage, Inc. (PSTG) on the nasdaq.
Tx

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Read Answer Asked by Stephane on August 14, 2018

• Covalon Technologies Ltd. (COV)
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• The Trade Desk Inc. (TTD)
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Q: Both cov and ttd had very good results by the end of last week. Would you recommend selling either or both?
David

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Read Answer Asked by David on August 13, 2018

• Invitae Corporation (NVTA)
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Q: Hi,

Could I have your opinion on the latest quarterly result. The stock as double since dilution. Growth is impressive. Yet still burning cash but improving.

I have no position but looking at it on any pull back now.

Thanks,

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Read Answer Asked by Stephane on August 13, 2018

• Bank of America Corporation (BAC)
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• JPMorgan Chase & Co. (JPM)
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• Royal Bank of Canada (RY)
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• Toronto-Dominion Bank (The) (TD)
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• Bank of Nova Scotia (The) (BNS)
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Q: Hi group...I own JPM + BOA in the US and BNS+ RBC +TD In Canada- Looking like US banks are under more pressure on the last few days (Turkey situation worsens +JPM + BOA down close to 5%) - why are US banks getting hit so hard / going fwd do you like US banks are would you stick to Canadian banks ? - Your comments re appreciated

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Read Answer Asked by Terence on August 13, 2018

• iShares Floating Rate Bond ETF (FLOT)
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Q: Thanks for your earlier reply about treatment of distributions in various accounts (TFSA, RRSP and investment accounts) but my question was specifically for FLOT (iShares Floating Rate Bond ETF), which I believe is still in your Income Fund. For some reason the company name did not appear in my initial question.

Steve

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Read Answer Asked by Steve on August 13, 2018

• Booking Holdings Inc. (BKNG)
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Q: How are the 2Q results and prospects in your view? Investors appear to be reacting to the guidance.

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Read Answer Asked by Ty on August 13, 2018

• Innovator IBD 50 ETF (FFTY)
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Q: Can you give me your opinion of the ETF FFTY? Do you like the weekly rebalancing? What about the expenses, do you consider them high? I'm looking for something I can buy and hold and was thinking of allocating 10% of my portfolio to this. If you don't like it can you suggest something else for US exposure? Thanks!

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Read Answer Asked by TK on August 13, 2018

• FireEye Inc. (FEYE)
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• Fortuna Mining Corp. (FVI)
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Q: Can you comment on FVI quarterly report.
Also can I have your opinion on FEYE. Is it worth holding if the economy goes down.

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Read Answer Asked by Irshad on August 13, 2018

• Alphabet Inc. (GOOG)
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• NVIDIA Corporation (NVDA)
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• Box Inc. Class A (BOX)
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• Just Eat Takeaway.com N.V. (GRUB)
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Q: Could I please have your top 4 or 5 USA picks to add to a well balanced portfolio with a focus on growth?

Thanks for the great advice, Lyle

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Read Answer Asked by Lyle on August 13, 2018

• Ebix Inc. (EBIX)
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Q: Gentleman your opinion on EBIX please. My theory is that it is a good play on India.

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Read Answer Asked by Leo on August 13, 2018

• Twilio Inc. Class A (TWLO)
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• Bandwidth Inc. (BAND)
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Q: I am considering the communication space, what is your opinion on the sector and your favourite play. The high growth TWLO or the profitable BAND with a more platible valuation?

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Read Answer Asked by Leo on August 13, 2018

• Sunrun Inc. (RUN)
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Q: What do you think of this company in the renewable energy sector as a mid to long term hold? Thanks for any information you can provide.
Lesley

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Read Answer Asked by Lesley on August 10, 2018

• Alphabet Inc. (GOOG)
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• Miscellaneous (MISC)
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• Fintech Select Ltd. (FTEC)
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Q: I don't have any FAANG stocks. I want to buy can you please give me in order which one I should buy first. I was also looking at FTEC ETF. Do you recommend this ETF or would you recommend another one?

Thanks for your great service.
Hector

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Read Answer Asked by Hector on August 10, 2018

• Flowserve Corporation (FLS)
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Q: Hello 5i
Thank you for FLS suggesting in March (I purchased instead of xyl - which had run up too much). I have a >2% position. Should I purchase more? Why the 11% pop? It is one of my industrial holdings where I am still underweight.

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Read Answer Asked by Kat on August 10, 2018

• Illumina Inc. (ILMN)
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• Intuitive Surgical Inc. (ISRG)
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• Block Inc. Class A (SQ)
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• Box Inc. Class A (BOX)
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• Just Eat Takeaway.com N.V. (GRUB)
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Q: I enjoyed your piece in the Globe comparing FAANG to DOCKS. Not considering weightings, could you provide 5 US stocks where you currently see "FAANG" like potential?

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Read Answer Asked by dan on August 09, 2018

• Amazon.com Inc. (AMZN)
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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• Atlassian Corporation (TEAM)
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• Spotify Technology S.A. (SPOT)
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Q: Hi 5i. I trust your summer is going along swimmingly well. I
In my Info Tech I own; NVDA, CSU, GRUB, GOOG, FB, KXS, SYZ, SHOP, ADBE. and RHT. I am looking to sell and or shave one or more to purchase TEAM and SPOT. Can you suggest which please. Or would one add to my existing. My Weights are good and in line.
Thanks again ahead of time..I'm still very happy with all you do for us.

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Read Answer Asked by El-ann on August 09, 2018

Q: hi folks

can you please offer any insights you might have on CWH?

thanks

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Read Answer Asked by Robert on August 09, 2018

• Broadridge Financial Solutions Inc. (BR)
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Q: Hi,
I own shares of BR (BROADRIDGE FINL SOLNS INC). They closed up by 11% today. I have owned them for the past 4 years and they have appreciated by 138%. I plan on holding. I would like your opinion please. Thank you.

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Read Answer Asked by Mario on August 09, 2018

• Micron Technology Inc. (MU)
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• Brooks Automation Inc. (BRKS)
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• MKS Instruments Inc. (MKSI)
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Q: Hello,
Could you please comments on BRKS and MKSI earning and outlook. I have both BRKS and MKSI. Should I switch to MU?

Thanks

Victor

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Read Answer Asked by Victor on August 09, 2018

• Biogen Inc. (BIIB)
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• Gilead Sciences Inc. (GILD)
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• Intuitive Surgical Inc. (ISRG)
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• Danaher Corporation (DHR)
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• Johnson & Johnson (JNJ)
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• Align Technology Inc. (ALGN)
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Q: Hi 5i,

I own all the above in the healthcare sector. After reading many comments on JNJ, I am getting a bit concerned. Would you continue to hold on or would you replace it with something else in the same sector? It is inside an RSP so no tax for selling and it is a long term hold as I do t need the money for over a decade.

TIA!

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Read Answer Asked by Wayne on August 09, 2018