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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: Hi 5i team,

Back in May 2018 you answered a question about these 2 companies, CRM, NOW.
You preferred CRM at the time.
Based on their most recent financial results (released Jan 30/31) and forward guidance, do you still prefer CRM?
AMcCreath (BNN) indicated this am that several SaaS related companies seem to be firing on all cylinders....based on Q4 earnings at least. These 2 were mentioned.
What would be your top 5 SaaS companies, either US and/or Canada listed?
I do prefer investing in this revenue type model as it kinda guarantees 85%+ quarterly revenue....plus any new business clients.
I already own DSG as part of this thesis.

Keep up the fantastic team work!

Cheers,
SteveMc

Read Answer Asked by Stephen on February 04, 2019
Q: Hi there,

I inherited all 5 of these positions in my US portfolio and looking to reduce to 3. i am leaning to NVDA, AVGO and QCOM but I know very little about MCHP. I am also concerned about letting go of TXN given their role in converting analog to digital signals. YOur thoughts. I am looking for a balance of growth and a stable dividend.
Cheers
Read Answer Asked by kelly on February 04, 2019
Q: Hi,
I am struggling with a decision and would appreciate your opinion please. I would like to increase my US and International equity exposure using ETFs in US dollars that I already own (VIG and VXUS).
The Canadian dollar is obviously very weak right now. Does it make sense to convert Canadian dollars to US and adding to US dollar ETFs right now, or should I be using equivalents that trade in Canadian dollars? If the latter, would you kindly suggest the two ETFs that I should consider?
I know you like foreign currency as another form of diversification and I agree. I realize there is a FX prediction inherent in this question: if the CDN dollar strengthens, that creates headwinds for US-denominated investments.
What do you suggest?
Thank you. Michael
Read Answer Asked by Michael on February 04, 2019
Q: Can you comment on the prospects and yield for this new listing
Read Answer Asked by Kim on February 04, 2019
Q: Hello 5i,
Us health and cad health stocks give me a headache ! My list of dogs is long and they bite. I’ve even held ibb for three years and sold it at a loss in December! (Gain on the currency- only).
1) should I keep ILMN after this most recent report or technically is it too about to bite?
2) not including big pharma, is there a US asset 5i can suggest that is not too expensive yet shows promise?
Thank you!
Read Answer Asked by Kat on February 04, 2019
Q: Hi 5i,
I know that US stocks are not the main focus but I have been watching Resmed for awhile and saw that it tanked 20% the other day on an off earnings report. This looks to have been a fairly strong stock over the last few years. Any comments you can make on them? Would they fit in your US growth stock list?

Thank you
Read Answer Asked by David on February 03, 2019
Q: 5I Team,

I know that US equities isn't your bailiwick, but I would appreciate any comments you may have on Akoustis Technologies Inc. (NASDAQ: AKTS).

Thanks
Read Answer Asked by Scott on January 30, 2019
Q: ISRG was down about 4% Friday on general concerns about spending and increased competition from J&J and Google amongst others. I’m not sure what the fuss is all about since competition is just a fact of life and to the best of my knowledge neither J&J nor Google have any experience building medical devices.
It’s reported ISRG earned $2.96 a share, missing expectations by 2-11 cents per share. However ISRG reported profit was cut by 16 cents per share due to a payment to the Intuitive Foundation. Is the foundation part of the research arm of ISRG and why a foundation? Would ISRG have exceeded expectations if they hadn’t payed money to the foundation and did the analysis’s anticipate the donation to the the foundation?
I am contemplating buying the dip a little bit or do you think I should hold off?
Thanks for you prompt response on Conmed! (I don’t count the weekend as part of the 36 hour commitment).
Jim
Read Answer Asked by James on January 30, 2019
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