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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: Unfortunately, I doubled down on SIS, COV, TSGI and KXS. KXS is the only one where I am basically even. The others have magnified my losses. I run out of patience and sold TSGI a month ago. I like the US stocks that you like and am doing well with them. TTD over the last 2 days has gone between a low of $145 to a high of $165. Do you of any reason why? Thanks, Dennis
Read Answer Asked by Dennis on February 21, 2019
Q: Hi 5i team,
All these four stocks have come down in value to different degrees. Based on projected earning growth, balance sheets, and value, which two of the four above should have the strongest rebound next year? Which two will be your preference for a 2 year hold? Would now be a good time to pick up these stocks? Thanks.
Read Answer Asked by Willie on December 24, 2018
Q: If you we’re looking to buy 5 US stocks with strong growth prospects for. 5 year hold what names would you consider?
Read Answer Asked by Ian on December 12, 2018
Q: Happy Halloween to all.
I know you dont cover US stocks but do you see any good stocks to buy now for 2 to 3 years growth? Ones that have been beaten up too much. I'm thinking NAVIDA GRUB GOOG but suggestions welcome please. Thank you
Ps should we wait until end of November?
Read Answer Asked by El-ann on October 31, 2018
Q: Would you recommend buying any of the following stocks in the current selloff? Do any of them stand out as particularly attractive or risky right now?

AMZN, GRUB, ETSY, SPOT
KXS, MSFT, CRM, ADBE, TTD, BOX
ISRG, ILMN

Thanks for your thoughts.
Read Answer Asked by Brian on October 11, 2018
Q: 5i
Would you choose panw or ftnt or half of both .
Also are you familiar with chgg and ttd . Would they be a buy for a TFSA or would you suggest something else ?
I have a large amt of cash to deploy in two TFSA accts . What would be your top 10-12 picks currently ? (CD or US )
Please deduct 2-3 points .
Thanks
Bill C
Read Answer Asked by Bill on September 21, 2018
Q: Hi team,
I notice you listed TTD as one of your top current U.S. buys in a recent Q&A and I saw it again in Peter’s column in the Financial Post. It seems like you have turned very positive on it. I have been in it for about 6 months but trimmed back before the last earnings which turned out to be a blowout quarter. You just never know with tech earnings. It is now around $125. I am thinking of topping up again.

In the past, you seemed concerned that one of the big U.S. tech guys could easily get into the digital programmatic advertising space where TTD operates. How come no on has and TDD continues to just sail along? Aren’t GOOG, FB, and others concerned about the inroads made by TTD? Could it be a buyout target of one of the big guys?

Thanks again,
dave
Read Answer Asked by Dave on August 20, 2018
Q: Given the recent market volatility, which stocks -US and Canada- look like good buys at this time ?

Thanks

Dave
Read Answer Asked by David on August 16, 2018
Q: Hi team,
I am back to TTD again. I bought a 3% position (small for me) a couple of weeks ago. I was tempted to up it just before earnings but held off as U.S. tech can be very volatile and who knows how the market would react. Well, I guess the market approved as the stock jumped 20% on Friday. Hindsight is a wonderful thing! The U.S. analysts are very positive on the story and see a long runway of growth ahead. I think you guys also like the space but were cautious on perhaps someone like Google taking a serious run at programmatic advertising. What I am reading by the U.S. guys suggest that TTD has a competitive advantage over GOOG, FB, AAPL or MSFT as it is unbiased over what advertising platform it would recommend for a client while the big guys would direct advertising just to their own platforms. Would you agree with this thesis or are you still cautious on TTD from pushback from the big guys? I am thinking of topping up to 6% or so if the price settles down again.
Thanks again,
dave
Read Answer Asked by Dave on February 26, 2018
Q: Hi team,
I go to the U.S. mainly for tech stocks. I have FB, GOOG and SQ for some time now, happy with all. In Canada, I have KXS (thank you very much), BYL and OTEX (my perennial laggard that I still like).

There are many U.S. tech stocks on my watch list but I will ask about TTD, The Trade Desk. As I understand its model, it is into digital advertising by selling programming on a real-time electronic auction basis. TTD went public last year, had a strong run, faded back and seems to be acting better these days. I have seen positive comments on it on several U.S. business sites in the past month or so. One U.S. analyst (for what that’s worth) had it among his top ideas for 2018.

Your thoughts on this one?

Thanks again,
dave
Read Answer Asked by Dave on January 24, 2018
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