Q: I have these companies in my high revenue portfolio. It has been performing well. In these changing times, I find myself switching to companies that have high revenue growth and will not be affected by closure. Any expert thoughts or input would be appreciated.
Q: From a risk profile point of view, please classify each of the above companies as:
Low risk, average risk, high risk or speculative. Charge as many questions as you feel appropriate.
Thanks. RAM
Q: Hi Everyone at 5i! The market has surely been a rollercoaster ride over the last few months. I have 40K US to deploy and am looking for a solid growth stock or two with a good moat. Right now might not be the time to invest but I have time. Do you have a few stock suggestions for me for now or in the near future? Thank you , Tamara
I have journaled over 1/2 of my SHOP position to the US side of my TFSA. I was contemplating selling to accomplish a few things, lock in some gains(1300%), reduce my overall portfolio weight and to increase my US exposure. Considering a basket of TEAM,MICROSOFT,VISA and AMAZON to replace. What is your opinion on this move and would you recommend anything else to add?
Thank you for your continued guidance.
Incredible stuff here. Thank you.
Looking for some confirmation.
With relative balance between growth and dividend stocks.
US listed inside an RRSP. Longterm holding. Looking to buy slowly on this wild ride or if and when it plummets.
Could you recommend a starter bundle 8-10 stocks.
Q: May I please hear from you on their earnings announcement today and forecast? It looks set to move lower after hours today after their release. I own it and don't know whether to hold it. Thanks.
Q: Hi gang , can you please shade some more information about this company. Would it be a good investment? Are they making any money? Would you be comfortable to buy it today? Or would you recommend some other company. ? Who are the competitors? Thanks
Alnoor
Q: Hi Ryan and Peter.
The gov'ts are talking about reopening Economy soon. A lot of stocks (except for the high techs) are still 50% less than the recent highs. Which industries or companies do you think will benefit from the reopening? Can you please provide 2-3 names in the US and Canada? I would like to move some money into my TFSA.
I believe 5i has correctly stated in the past that in a recovery the bigger, stronger names will bounce earlier and more powerfully than smaller and perhaps more speculative names. Companies like TTD and TEAM have either bounced or held up better than names like RUBI or YEXT which fits your comments. SHOP vs LSPD in Canada would be another example. My question is not about these names specifically but if you could please list 4-5 names in the USA space that are well capitalized (can survive) and undervalued (haven't bounced like you might have thought yet). I am not looking for value stocks but growth themed stocks that have been unfairly punished or neglected in the recovery.
Thanks so much!
Q: Clearly high tech and e-commerce companies are doing much better than the general market. What would be your recommendation among cloud computing companies including those in the US. Thank you for your great service.
Peter
Q: I recently sold Shopify at a huge gain, as it had become more than 30% of my portfolio. Thank you for the recommendation. It was in my non-registered account, so I have a substantial capital gain. I have a lot of room in my TFSA, so I am going to move a majority of the proceeds there to avoid future capital gains. I will buy back into Shopify if the price retreats. Can you recommend any stocks, understanding that there is higher risk, that have a similar potential to Shopify? Can be Canadian or US. I have some Lightspeed already. Also, for future reference, did I make a reasonable move or should I have taken a different approach? Thanks
Q: I just tried Portfolio Analytics and have concluded my portfolio needs some work. I need to increase US and international exposure and I need more weighting in Communication Services, Consumer Defense, Healthcare and Technology. Please recommend US/International stocks for me to consider in these categories for a five year hold. Thank you.
Q: COVID-19 has pushed forward the whole work at home concept. That said, technology supporting this shift in working norms will be sought after. I own a few big tech companys now, yet there are so many more names that have been pushed into the limelight (like Zoom), that are extremely expensive. Would you think it better to buy an ETF or two rather than trying to pick individual stock future winners? Any ETF or otherwise suggestions?
Thanks
Q: What are some of your favorite US growth names right now? I am a younger investor with some money to deploy. I have a 20+ year time horizon. I am not too worried about sector allocation due to having a defined benefits pension when I eventually retire (20+ years).
I am also wondering what US stocks 5i staff are currently buying and why.
Thanks for all your advice. I read the questions daily. Your support through these tough times (my first as an investor) has been beyond insightful and finding I am getting my financial education through your words of wisdom and advice. I keep speaking highly of you to my friends looking to get into investing and am encouraging they subscribe to your service as it is beyond exceptional.
Thanks for all that you all do! Hope you and yours are safe and healthy during these tough times.
I have some cash to add to 3 new US technology positions. I am looking for growth, and I am comfortable with volatility. Looking out 5 years what would be your favourites from the list above at current valuations. Any concerns with the list above? I already own MSFT, SQ, RPD, DOCU, AYX. If you have other suggestions please do share. Thanks in advance.
I think the market would be changing or, already changing due to the virus problem. People will value things in life differently. so, what sector would you recommend, and what 3 companies you would buy either in Canada or USA?
Imagine that you already have a diversified portfolio you are happy with and plan to keep intact with no changes over a 10+ year investment horizon.
Now, you've watched the recent few months of meltdown sitting with $50,000 of cash that you're considering putting to work, representing maybe 6-7% of your total overall portfolio value/net worth.
Give absolutely no consideration to sector/position weightings, geography (CDN or US or gloabl), or risk tolerance. The only consideration is a 10+ year time frame. You're investing in things for the long term. No trading.
Imagine this was YOUR $50,000. You show up to the office on Monday, April 13. What do you buy today, if anything?
Thanks for all your advice. Read the questions daily. Your takes on this current meltdown I have found to be quite insightful and of far more value than most financial news out there. For this alone I consider my subscription to be money well spent.