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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: Good morning team,

In a bit of a portfolio cleanup in my TFSA yesterday I sold some laggards and reduced my Shopify shares to bring it more in line with my targeted weighting. After completing Norbert's Gambit, I will be deploying the funds to buy US stocks. Please share your 2 or 3 favourite growth stocks for 5+ year hold in each of the following categories: Health Care, Communication Services, and other non-Tech (if you have more compelling options than those listed in Health and Comm Service).

Thanks in advance,
Rory
Read Answer Asked by Rory on July 16, 2020
Q: I hope I'm not out of line asking this. But I've noticed that, while you seem to like Square, the lack of SQ appearing in your disclosures indicate that you don't own any.

What would be your reasons for not owning SQ? I'm thinking long term and see potential with Square's Cash App replacing consumer banking. Thanks again.
Read Answer Asked by Laxmyharan on July 15, 2020
Q: Could you recommend a stock and an ETF in the healthcare system? Thank- you.
Read Answer Asked by John on July 14, 2020
Q: These 3 grew out of UTX. I intend to eliminate 2 of them in favour of the other one. Which one offers the best prospects and why? Much appreciated. ram
Read Answer Asked by Ray on July 14, 2020
Q: What are your thoughts on Neogenomics (NEO-Q).

Peter
Read Answer Asked by Peter on July 14, 2020
Q: Hi group here we go again - Tech stocks getting hammered - do you recommend selling (or buying more) on any or these recent high flyers KXS + Shop +Real+Visa Score + Docu and so on

Also can you recommend a silver stock that makes sense in this market Thanks for your guidance it really helps
Read Answer Asked by Terence on July 14, 2020
Q: One of the themes that I am seeing is companies reducing in carbon intensity. It seems to be more prevalent in Europe right now, with companies building or buying wind and solar power generation for hydrogen production and use. How can one get exposure to European companies through North American markets including wind turbine manufacturing companies, as the European Union launches a new push to make hydrogen one of the clean fuels of the future? With Covid it seems that EU will push the green energy theme for bonds as well. What do you see as an implication of this in North America? What NA companies and ETF's would you see in this hydrogen arena?
Read Answer Asked by Richard on July 14, 2020
Q: I own Abbvie and Stryker .What US healthcare company would you recommend to complement these holdings? Thank you.
Read Answer Asked by Allen on July 14, 2020
Q: I hope all is well. I view your response to questions every day and see that questions on US stocks is rapidly increasing. Maybe you should create another site called 4iResearch for US stocks but you can still own them i.e., 5i minus Independence. My questions is about VEEV. They have an impressive list of clients. Can you explain more please why you like it so much? Thanks again as usual. Dan
Read Answer Asked by Danny-boy on July 14, 2020
Q: I sent a question on Friday about DocuSign, but maybe it didn’t go through.

With some 70% market share, I know DocuSign is the clear leader in the e-signature business. But their long term play is their Agreement Cloud platform, which seems to be tackling everything that comes before and after the signing portion of a contract as well.

What’s your opinion of DocuSign in this area of the business for long term growth? Who are their competitors here and do you know their market share on this aspect? It’s not as obvious as just the e-signature business, perhaps because it’s still a new field.

Thanks for your great service.
Read Answer Asked by Laxmyharan on July 14, 2020
Q: Thanks for your great service during these tough times. Also, great talk at the Money Show! Portfolio Analytics says I need to increase my real estate exposure. I am looking at COR and was wondering how does this company grow? Could one expect its growth to be heightened with the world becoming more and more digital?
Read Answer Asked by Justin on July 14, 2020
Q: I currently hold MSFT and AAPL in all of my portfolios - I am thinking about adding GOOG to each as well - would you suggest I top up MSFT and AAPL or add a new position with GOOG - your opinion is greatly appreciated.

thanks
Read Answer Asked by JOHN on July 14, 2020
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