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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: Hi 5i Team - In your answer to a previous question you referred to the meteoric rise of Shopify as a pretty unique company where things came together at the right time. Do you see another company in its fairly early stages that might be in the same situation that Shopify was two or three years ago (and still is). This company does not have to be in the tech field - any category is good. If you have ideas for more than one company that fits this description that's fine too. Thanks!
Read Answer Asked by Rob on September 16, 2020
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
Read Answer Asked by Klaus on September 15, 2020
Q: Given the recent corrections, what are some names (Canada and US) you would add? Thanks!
Read Answer Asked by Hua on September 10, 2020
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
Read Answer Asked by Eric on September 04, 2020
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
Read Answer Asked by Jason on August 27, 2020
Q: I want to build a stock portfolio of US Tech/Healthcare Stocks today with 20 Stocks for the next 10 years with growth being the main driver preferably with low debt, what companies would you recommend. Thanks for your useful advice.
Read Answer Asked by Imtiaz on August 17, 2020
Q: What are you current top picks for growth oriented names in the US?
Are there disadvantages of holding US securities in TFSA?

Many thanks!
Read Answer Asked by Hua on August 14, 2020
Q: Back on June 3, this question was asked. Would you make any changes now?
"If you were starting a new account with 100k with a portfolio of 10 US equities, with a 10 year time frame, which 10 would you currently choose?"
5I RESEARCH ANSWER:
TEAM, DOCU, ROKU, AMZN, GOOG, APPL, CRWD, QCOM, GH, FLIR
Read Answer Asked by Gordon on August 12, 2020
Q: DOCU has performed well for me this year, thank you for the pick. A fairly stiff sell-off today after reaching a new high this week. Is there any reason to prefer another of your top growth picks at this point? I also hold KXS currently.
Read Answer Asked by Jeff on August 10, 2020
Q: Hi
This company is giving 12% dividend. is it sustainable? and please give your thought on this. is it buy?
and please give top 5 US growth stocks for three yrs hold.
Thank you,
KT
Read Answer Asked by kaushikbhai on July 30, 2020
Q: What is your top choice for playing the gold sector? This will be my only exposure to precious metals.

What are your top 10 growth names (Canada or US) for a new investment with a minimum 5 year hold? I'm not concerned about sector diversity or weighting because we're well diversified in other, larger parts of our portfolio.

Thanks.
Read Answer Asked by Ben on July 29, 2020
Q: So if one agrees that a significant US tech exposure in a portfolio seems correct but the Big 5 US mega-techs and their valuations seem scary at the moment, given the recent correction of a stock like Intel, would you recommend that this investor with a 2 to 3 year horizon buy Intel at this level, watch it for a while and see how it settles in, start a partial position, consider other tech companies (such as what?) or continue to build positioning in the Big 5 and not focus on their valuations??? And perhaps a comment from you regarding what you would advise this concerned investor from a safety perspective regarding some of your favourite tech growers that have even higher valuations (Docusign, TTD, Team, etc.) - what is your recomendation and opinion in the context of this question comparing adding to those growthy tech names versus an Intel or a Cisco type tech purchase. I guess in essence I want to know whether you think the extra risk at this time is warranted over that term. Thank you for your anticipated helpful response - Ken
Read Answer Asked by Ken on July 27, 2020
Q: Hello, with $75000 to invest could you please give me a list of 10 stocks us or cdn for a tfsa.

Thanks, Mike
Read Answer Asked by Michael on July 21, 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: 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: Hello - I have some capital that i am looking to deploy and wondering if now is a good time or should i hold on to it.... in anticipation of another reset with news of a second wave, etc.

Also what are your top 10 -15 names right now regardless of portfolio balancing needs - open to American or CAD names - preferably limited small caps.

Lastly, i am kicking myself for not buying SHOP on the pullback.. is it still a buy right now in your opinion? or wait...

thanks so much.
Read Answer Asked by Ray on June 24, 2020
Q: I would appreciate 10 US and/or Canadian small cap growth stocks to invest in for the next two to five years.
Clayton
Read Answer Asked by Clayton on June 09, 2020
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