Q: Could I please get your thoughts on this company and whether you think it’s a good long term buy? Thanks
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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: What is 5iR take of the most promising Cdn and US platform companies for 2019? And for such platform companies, what is the key metric to assess growth?
Q: I know you do not officially cover any U.S. names, but are there are any large cap dividend payers that would garner a "B" or higher rating using your methodology and you would consider worth a look at current levels with a long term holding period in mind
Q: Please recommend 1-2 Canadian companies ( I have KXS) do you recommend that derive revenues/earnings mainly from cloud computing?
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Illumina Inc. (ILMN $134.87)
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AbbVie Inc. (ABBV $223.32)
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Stryker Corporation (SYK $354.09)
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Masimo Corporation (MASI $138.34)
Q: I am up on ABBV but think it is time to move on. What are your views on Stryker (SYK)? Any recommendations on other US Health stocks would be appreciated.
Q: Could you please comment on Cyberark (CYBR on the Nasdaq)?
Many thanks.
Many thanks.
Q: Hello 5i,
How would you rank these "cloud kings" for growth over the next few years?
Do you have a preference of one or two over the others?
Thank you
Dave
How would you rank these "cloud kings" for growth over the next few years?
Do you have a preference of one or two over the others?
Thank you
Dave
Q: As of June 2018, when the last question was posed on Cardinal Health , you were lukewarm on it at that time. Would your opinion be any different now?
Thanks
Thanks
Q: Would appreciate your assistance in finding a list (preferably US) of large cap Cos. that offer pref. shares covering broad market segments. Thank you.
Q: I've owned XYL for a year or so now and am about even on it. It seems to me to be doing a wonderful job at just about everything it does and yet it seems to be a volatile trader without much overall price improvement in the past 12 mos. I'd like to add more (currently @ 3% of my portfolio) but am waiting for it to go up and stay up...what am I missing?
Cam
Cam
Q: I know you don't cover US stocks, but my question is on Twilio. It seems to be a company that is in favour with positive stock price momentum. What do you think of this company? Are there any Canadian equivalent companies in the same industry with the same growth prospects? Thanks
Q: Amazon has increased to 10% and nvidia decreased to 4% in my RRSP. Would you rebalance here, and if so to what levels.
Thanks Peter.
Thanks Peter.
Q: Which US$ denominated ETF would you recommend today for US exposure ? Do you recommend a Midcap or Large cap ETF?
Q: which of these two would you consider a better long term hold in a US$ RRIF
Thanks
Thanks
Q: Your opinion on the latest quarter would be appreciated.
Q: I own TTD, used to own AT, just wondering how the two stack up in your opinion. Thanks
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Meta Platforms Inc. (META $644.23)
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Mastercard Incorporated (MA $571.93)
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Visa Inc. (V $347.83)
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ServiceNow Inc. (NOW $865.06)
Q: Hello,
With the recent positive earnings from Facebook and ServiceNow, would you recommend buying at this point? I'm also a long time holder of Visa (stock is down based on yesterdays results), would it also be a good idea to purchase MA at this time as well?
Thanks,
Raj
With the recent positive earnings from Facebook and ServiceNow, would you recommend buying at this point? I'm also a long time holder of Visa (stock is down based on yesterdays results), would it also be a good idea to purchase MA at this time as well?
Thanks,
Raj
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
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
Q: Hi
I would like to know your evaluation about ABBV? Would you recommend buying at current price level (less than 80)
Thanks
I would like to know your evaluation about ABBV? Would you recommend buying at current price level (less than 80)
Thanks
Q: Can you please give me your evaluation of Zendesk for 2 year hold. Are there any other companies you would recommend over ZEN in this sector. Thanks for your help.