Investment Q&A

Q: Can you please provide an update on this company. It is vastly underperforming the tech sector recovery. I keep averaging down my cost base.
What is your outlook for the company?
Is it worth holding. Do you hold it yourself ?
Thank you z

Q: Can you please compare these companies in what they do, their prospects and financial strength. Would you have a preference or buy a bit of each? Use what credits are appropriate. Thanks!

Q: Hi 5i,

Could you rank these companies in terms of growth and stability? I'm looking for a 5+ year hold.

TIA!

Q: Hello Team,
This company has taken a beating lately. Could you comment on your opinion going forward and is it still a buy, or has it slipped in your view?
Thank You,
Barry

Q: whats your thoughts on cday and would you prefer over other HCM companies like payc and wday?

Q: Hi team,

As you know from my questions, I like tech and am a growth investor. I do own some lower beta non-tech stocks as a counter-balance; I just don’t ask a lot of questions on them. The cloud is working these days, with a few normal hiccups. I follow a ton of stocks in the space, so I will ask about five (down from ten) that were bid very high going into earnings, that is, TEAM, TTD, SPLK, AYX, WDAY. Earnings and guidance, as far as I can recall were great, yet the stocks sold off. I attribute it to normal profit taking after big run-ups. I own TTD and TEAM. I owned WDAY in the past, but sold it prematurely. I am a bit shocked and impressed today how AYX shot up about 5% when the market had an awful day. I could see no news on that on the websites I check. Any reason for that? How would you rank these five for growth prospects over the next several years and are there any red flags or undue risks for any so that you would avoid that company?

Thanks again,
Dave

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

Q: I have some extra cash to deploy for US growth stocks, how would you rank these when it comes to the best opportnity for purchase right now?

Thanks,

Q: If you we’re looking to buy 5 US stocks with strong growth prospects for. 5 year hold what names would you consider?

Q: wondering which companies have the largest runway for growth out of these? I have a very very long time horizon

Q: Please comment and rate the four US stocks listed along with your opinion of the USD-CAD pricing as of today and over the next two years.
Thanks.

Q: Hello Team,
This company took quite a hit on earinings. Could you comment on the report, your expectations for the company going forward, and if you see it as a buy.
Thank You,
Barry

Q: What Is your opinion on workday
Is it buy sell or hold

Thanks for great service

Q: Hi Team, Recently, JP Morgan listed these 5 US companies as their top AI picks. Would these be 5iR's top five US AI picks? If yes, then can you rank order the picks for me. If not, what would your picks be and/or what would you add/subtract from the above 5. How would you rank order this revised list?
Thanks Team. Chris

Q: Could you please give me your thoughts on WDAY as an investment for the long term. They are a company that has convinced a lot of employers to use their services over the last few years so their future looks promising to me.