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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: Good morning team,

In a bit of a portfolio cleanup in my TFSA yesterday I sold some laggards and reduced my Shopify shares to bring it more in line with my targeted weighting. After completing Norbert's Gambit, I will be deploying the funds to buy US stocks. Please share your 2 or 3 favourite growth stocks for 5+ year hold in each of the following categories: Health Care, Communication Services, and other non-Tech (if you have more compelling options than those listed in Health and Comm Service).

Thanks in advance,
Rory
Read Answer Asked by Rory on July 16, 2020
Q: I hope all is well. I view your response to questions every day and see that questions on US stocks is rapidly increasing. Maybe you should create another site called 4iResearch for US stocks but you can still own them i.e., 5i minus Independence. My questions is about VEEV. They have an impressive list of clients. Can you explain more please why you like it so much? Thanks again as usual. Dan
Read Answer Asked by Danny-boy on July 14, 2020
Q: How do valuations of AVLR look like in comparison to your other high-growth favorites (e.g., VEEV, DOCU, AYX, TEAM, CRWD, FSLY, TTD)? It is clear that AVLR is expensive, but I wanted to get a feel of where it stands w.r.t to peers. Would you a start a position for a minimum 5-year hold at current prices? Is there a much better company to invest in from the group I mentioned?
Read Answer Asked by Steve on July 13, 2020
Q: Held this for some time nice div. but flat on price with the down turn in oil so losing there, held in rrsp,also unrecoverable fees with this stock considering selling and buying a US oil company any suggestions for replacement or do you think the prospects for tot.sa is better than others.
Read Answer Asked by dennis on July 13, 2020
Q: Would it be benefiitial to replace MU for VEEV in a RIF account witch contain GOOGL, ,AYX, DOCU, TEAM, NVDA, ROKU AND IGM as ETF.
Thank you for your exceptional services.
Yves
Read Answer Asked by Yves on July 08, 2020
Q: Hi there,

Can you please provide your top 12 US growth stocks, assuming that sector diversification is not a concern?

Thanks!
Read Answer Asked by Michael on July 08, 2020
Q: This is a follow up question to my previous one, If I don’t add to any of my underweighted companies I could initiate a position in one of the named companies above. I would appreciate your rankings with some insight.
Thanks again. ram
Read Answer Asked by Ray on July 07, 2020
Q: Hello 5i,
If one wants a high concentration of very strong growth stocks and understands the risks involved with applying this type of investing strategy, can you please name 10 stocks that 5i would be very comfortable in owning for this purpose (a mix of USD and CAD)?



Read Answer Asked by Michael on July 07, 2020
Q: How much more runway do these stocks have, or have I already missed the party? How would you rank these in terms of your confidence in their stock performance?
Read Answer Asked by Eric on July 02, 2020
Q: hello 5i Research team,
I am currently cash only in my usd account. I have enough cash for one position. I have already well diversified portfolios exclusively in Canadian stocks and I am a long term investor. What 5 stocks would you recommend I buy in order of preference please? Thank you for your collaboration, Eric
Read Answer Asked by Eric on June 30, 2020
Q: Hi 5i, Can you please recommend/pick 3 stocks, so that 20 years from now I can say: I'm very happy I invested on them. Comes to mind techology, pharma, defense, etc
thanks
Read Answer Asked by Fernando on June 30, 2020
Q: What would be your top 10 growth picks over the next 5-10 years in Health Care and Tech? Canada or US and any size is fine....
Read Answer Asked by Ryan on June 25, 2020
Q: As a result of comments from 5i and other factors I initiated partial positions in the above 5 companies (so thanks!). All have done well.
At this point I am looking to add to my positions and wondered if you saw any red flags in any of the 5 companies and also in which order you would rank for adding funds.

Thanks,

Terry
Read Answer Asked by Terry on June 22, 2020
Q: Hi Ryan and Peter.
BIIB was beat hard lately. I want to buy a couple of big names in Health care and am wondering whether this is a good timing. I am watching REGN, VEEV, ABBV, GILD too. I only have cash for one stock only.

Thank you,
Yiwen
Read Answer Asked by Yiwen on June 19, 2020
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