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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,

I've been watching this stock for a while now, waiting for a bounce or some indication its decline was done. Today was not the day I was looking for (down 9%) following its announcement that it will no longer charge commissions on trades. Down 9% seems a bit much for this news. Thankfully, I don't own any shares - yet.

My research indicates that this company is doing much better than its stock performance...annual growth in each of revenues (CAGR or 10%+), operating and net income (16%+) and equity growth (17%). Cash flow (down about 30% TTM) is about the only concern I can see from its filings. Debt seems manageable and on the low side.

Trading near its 52 wk low, is this actually a good time to step into a quality company? Is its continued decline more a reflection of general concerns about the economy? What's really happening here?
Read Answer Asked by Cameron on October 01, 2019
Q: Cons Disc [CD] portfolio target is 9%; current holdings 1.5% ea AMZN, SHOP [technically IT, but now more similar to AMZN? if not, then only 3% allocated], and CMCSA. 5+ yrs growth goal. To add and/ or new buys?
1. e-commerce: AMZN, SHOP, others?
2. retail watch list [WList]: advise re LULU, NKE, SBUX, others?
3. TV/ connected WList: DIS, ROKU & TLRA [both IT, but ultimately tied to Consumer spending]
4. Or, XLY and/ or TDB 424 Fund [Entertainment & Communication holds some Cons Disc, but not 100%] or other.
This is a mix but would appreciate your advice with sector allocation.
Thx
Read Answer Asked by sam on October 01, 2019
Q: I have over $100,000 to invest. I would like to know your favorite growth US.and CA.
stocks. I am a long time customer with few questions. I would not do without 5i
Lorraine I already have atd.b bad byn csu dsg goos dol enb gsy pki qsr wcn gib.a trp
t otex sis kxs
Read Answer Asked by Lorraine on September 30, 2019
Q: Have too much cash in my U.S. dollar account please suggest somewhere I can park it.
Read Answer Asked by Richard on September 30, 2019
Q: Could you kindly provide an analysis on Varonis Systems (VRNS on Nasdaq) - what is their growth prospect, position within their sector, level of indebtedness, are they investible, what are the risk factors - give me what you can on this one including any recommendations regarding who should or shouldn't invest in VRNS - thanks for your help as always - Ken
Read Answer Asked by Ken on September 30, 2019
Q: Hello Team,
Could you give me an analysis of this company, including the current dividend and if held in an RRSP, is there with holding tax on the dividend.
Thank You,
Barry
Read Answer Asked by Barry on September 30, 2019
Q: My ears perk up whenever you guys like a US growth stock, recent question about hypothetical growth portfolio included AYX, GH, ISRG, MMS, TER.

I am aware of your prior answers and why you like AYX, GH and ISRG and own 2 of the 3 for some nice gains.

So seeing MMS and TER I am wondering if you could give a quick reason as to why you chose those companies as I am not familiar and cannot see any prior questions on them. Thank you!
Read Answer Asked by Michael on September 30, 2019
Q: 5i launches US balanced & growth portfolios on October 1st. What are the top 5 holdings for each portfolio?
Read Answer Asked by Joel on September 27, 2019
Q: Hello 5i. I would like your opinion on the renewable energy industry. These companies seem to have done well over the yr. Would you classify these as being cyclical and what would there cycle be? I am looking at getting into these but find their valuations expensive currently. Do you see a catalyst for their prices falling in the near future or do they have momentum on their side?
Read Answer Asked by pietro on September 27, 2019
Q: I have done quite well holding momentum/growth stocks in the Nasdaq. However, the recent sector rotation into value stocks has hurt my portfolio quite seriously, while the overall Nasdaq was up. To avoid sectoral risk, would I be wise to invest part of my portfolio in general index funds, such as the Nasdaq ZQQ?

Thank you,

Walter
Read Answer Asked by Walter on September 26, 2019
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