Investment Q&A

Q: I am negative on subject three U.S. companies (FSLY, TWLO, ISRG) While these companies may be good growth companies if held long enough, I would appreciate your suggestions of several U.S. and Canadian companies that are likely to have more near term growth, any market segment and I have much risk tolerance. Thanks.
Klaus

Q: Can you suggest me 10 Growth stocks in Canada/US. Time horizon is 10-15 years. Investment style is BUY AND FORGET.

Q: Given the recent corrections, what are some names (Canada and US) you would add? Thanks!

Q: Hi 5iTeam,
Please recommend 2 stocks and 2 etfs in each of Canadian and US markets with or without dividend, for a 25 to 30 years hold.
Cheers,

Q: We currently own the above US companies what would your suggestion be to add to this mix?

Q: For the above technology companies there has been a huge pullback even though some have beaten nicely on earnings. Is this a buying opportunity for them or wait and see where the NASDAQ settles out before putting new money in. What is the reason for the pullback. Typical profit taking before Labour Day? Of the above Can you rank which you would put new money into first?

Q: I think we were due for today's pullback. What are your favourite names to add to here for a long term hold?

Q: Hello 5i team,
Let’s say the S&P500 decreases by -15% from its high earlier this week over the next few days or weeks for no specific reason other than stretch valuations, COVID, elections and fiscale stimulus uncertainties. By how much would you expect each of the following stocks (DND, DCBO, LSPD, REAL, DSG, WELL, XBC, VEEV, BYD) to go down (a guesstimate for each)? Among other of your favorites, what other stocks could see an even worst correction?
Thank you for your collaboration, Eric

Q: My 27 yo son has just had $36k CAD deposited into his LIRA. His portfolio is reasonably balanced, so don't let sector influence your response. I intend to convert some or all of it into USD using Norberts. I would like to invest in 3 or 4 stocks that in 30 - 35 years will be like investing in Apple 30 years ago. Plse give me some names to consider.

Q: What would be your top picks today as a growth 3-5 plus years.
I have done well and held back 30% in cash after adding In a fair bit with the top picks you mentioned in the March /April special report (thank you )and I feel comfortable to add another 15 % To 20 % in.
Thanks for your great advice/ideas.
Paul

Q: I have a very overweight position in Bam.a .I would like to diversity into other Canadian or US names as I think think near term for Brookfield will be at least challenged given their real estate exposure and the sentiment around that.What are a few of my the highest conviction US names you would favour?

Q: Somewhere in my past I read an article that proposed the idea that an investor should develop a list of 10 companies that are so well managed and poised for long-term growth that they could become a 'hold forever' portfolio. I guess you could call them the 'best of the best companies'. I'm 75 years old which seriously limits the amount of time for my investments to grow, so I have begun to think of my investments as ones that my children would benefit from inheriting.
Keeping all this in mind, I would greatly appreciate it if you would provide me with what you consider to be the absolute best 5 Canadian companies to buy AND although I realize you don't deal directly with American companies, the best 5 American companies to include in the portfolio.
Thank-you for your continued support and I would appreciate any suggestions you can give me.

Q: Hi 5i Team!
Based on your opinion back in Feb 2020, I have included growth names like KXS, REAL, DOO, QST, GSY and LSPD in my TFSA. Although these stocks were added prior Pandemic, all of them recovered except QST and I made over 5-7% already. Thanks for your valuable advise.
While in RRSP, I have ACB, CAE and LNR at 5% position, ENB at 20% position and CNQ over 60% position. I am down ~35% on average on these stocks. Is the correct thing to do is sell and balance out my RRSP portfolio or should I be waiting for recovery period for these down stocks. I would appreciate your counsel on this. I have ~25K room left on RRSP. Can you give me 5 names that you feel are good to have for next 3-5 years in. What companies would you suggest are the best positioned to take advantage of projected growth both US and Canadian.

Thanks for your help!

Q: What do you think of veevas latest earnings.

Q: Hi guys, what a day for Roku. Thanks for recommending that one. I currently hold roku, square, nvda, and docu. I was contemplating taking profits on a few of those winners and moving into other USA growth stocks. Can you give me your top pics at this time? I have a long term timeframe in mind. Thanks as always for your valuable advice.

Jason

Q: Why do you like Veev so much?how do you see them going forward?

Q: Good morning
We currently own the above US stocks and would like to add 1 or 2 more.
What would you suggest to add to the above list
Thks
Marse

Q: Hi guys,

I was wondering if you could give a few added thoughts on Veeva, prior to their report on Tuesday. You have said that it is one of your favourite US growth stories, and it has undergone a large 2020 rally already, and some recent range bound movement.
Not knowing more that what I have read here and from reviewing charting, it looks like they have gone through periods of surges and plateaus over the years.
Would you expect some manner of growth announcements or earnings surprise on Tuesday that creates a new growth driver, or are you more of the opinion that there will be some developments in the weeks or months ahead?

Thanks in advance.

Q: Hi team,
I was looking at adding to my position in Veev. However, to do that I would be looking at trimming either twlo or Now. Would this be advisable? How would you compare Veev to the other 2 as far as long term growth prospects? Note my positions in both twlo and now are approx 50% larger than my position in Veev . Thank You

Q: Hello:
I have another $10k to deploy in my TFSA with a goal of maximum long term growth without the tax man taking a chunk of those returns. What would be your top CDN pick today as well as top US pick? (Moderate risk is fine but no desire for gambling.)
Thanks!