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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: With the recent pullback, the following US tech stocks are all just above their 52 week low - DOCU, VEEV, ROKU, CRWD, APPS, PINS. Can you please put them in order (favourites 1st) which ones would you buy, and which ones would you pass on? Thx.
Read Answer Asked by Penny on January 12, 2022
Q: 1. out of the above stocks, which one or two (order of preference) should be transferred to a TFSA?
2. are all of these worth continuing to hold? (esp DOCU)
Read Answer Asked by Brenda on January 05, 2022
Q: Looking at transferring one of these stocks from a margin account to TFSA. Which one would you suggest? I know both of them have risen to great heights during 2021 only to settle low, but am looking for your opinion on where their growth story standsy.
Read Answer Asked by Brenda on January 03, 2022
Q: Hi,
Currently holding around 25% tech exposure, long term growth investor. If I wanted to de-leverage my portfolio and rebalance to some other sectors, how would you rank these tech stocks?

Do you have any fundamental concerns about any of the names held or is this a good list? NVDA is on my list of names to own as well. Thank you!
Read Answer Asked by Keith on December 13, 2021
Q: Hello Ryan, Peter and 5i Team,

Wondering if I can get your opinion on what one might do with Docusign? Having held it through the boom and now the bust, I'm not so sure that it will generate enough investor interest to return to its former peak within a reasonable timeframe (unless there is an extended Covid Lockdown 2.0).

What likelihood exists that it may be bought out at a decent premium, perhaps by Adobe? If your team is now somewhat lukewarm on this stock, can you please suggest 2-3 replacements that currently show higher growth potential.

Thank you.

Brad
Read Answer Asked by Bradley on December 08, 2021
Q: To my previous question on why some analysts are showing the third quarter EPS of DOCU as (-) 0.58$/share, your reply was beacause of different ways of calculating it- adjusted or non adjusted. Is the street expectation of EPS based on adjusted or non adjusted figures? Even then, I am a sure that values of EPS arrived through different accounting standards, would not be the same numerically. Here, it is + 0.58$ as reported by DOCU( including 5i) and negative 0.58$ reported by some analysts like Scotia . Please enlighten me if I have misunderstood something. Thanks.
Read Answer Asked by Sriram on December 08, 2021
Q: Third quarter Earnings report released by DOCU on Dec 02 shows an EPS of plus ( +) 0.58$/share. Whereas most of the stock reports by analysts including Scotia Bank and Thomson Reuters show the same as minus (-) 0.58$/share. The mean street expectations were +0.46$/share. You too have mentioned in your comments on the earnings that EPS for the quarter exceeded the expectations by 26 %. Can you please explain which one is true ? Many thanks for your advices.
Read Answer Asked by Sriram on December 07, 2021
Q: Both Zoom and Docusign stocks sold off after earnings were announced. I'm looking for a list of a half dozen stocks that shined during the panemic and the date that they will next report earnings.
Read Answer Asked by MATHEW on December 06, 2021
Q: Thank you for your comments on the earnings report earlier today. I am wondering what your thoughts were of the earnings call yesterday? Was there anything worth noting either positive or negative in their comments? It seemed like the de-acceleration really caught management off guard. It also appears that they may be increasing their investments in sales to get back to what got them there? If so, how would this impact their next quarterly results. Is there still room for good growth through new verticals and geography? Lastly, how close is DOCU from being profitable? Would that help shift stock sentiment despite potential slowing growth?

Thanks for always for your input especially on this type of big swing stock days.
Read Answer Asked by Justin on December 06, 2021
Q: If the scary inflation monster is in fact a mirage and we return next year to the old norm of global oversupply, excess savings, and stagnant growth what would be some Canadian and US stocks likely to benefit.
Thanks
Mike
Read Answer Asked by michael on November 30, 2021
Q: I would like to build a more concentrated techy portfolio of our holdings with a 3 year time horizon by concentrating funds on stronger names and selling those you have less confidence in 3 years. Please rank names for
A. new funds to add with a short blurb about
1. growth potential and profit margins
2. risk/ debt, particularly at a time of rising rates
3. competitive advantage
4. management
B. selling with comment about reasons.
Appreciate service you provide - thanks
Read Answer Asked by sam on November 26, 2021
Q: I have had some very volatile price swings in after hours trading ( positive and negative) and I'm wondering what the rationale is for this activity given the much reduced volumes. Today anaplan is trading 16 percent down after hours ( minutes before they release earnings) that seems odd. Why would an investor (including firms) want to sell after hours? Seems risky and results in seemingly large price moves. I see that in Canada we do not allow after hours trading is that correct?
Read Answer Asked by Allan on November 24, 2021
Q: I hold these stocks in my USD accounts in the following percentages
DOCU2.08% AFRM1.46 APTV 1.32.
I have some money to invest and am wondering if I should top up some of these or if you have any other good growth ones in the US.
Thanks for all your great guidance, I have tripled my portfolio balance since May 2017 when I joined




Read Answer Asked by Bonnie on November 15, 2021
Q: Peter and team,

I use the US side of my portfolio mainly for growth opposed to CDN for income and some growth. Thinking of a switch from docu to affirm looks like good money to be made in this one. Can you give a comparison between the 2 and do you think affirm is a better investment now?

I've hit the highest ever by far in my portfolio this year akin to your father in law thanks in very large part to your recommendations.

From a very grateful many years standing customer!
Read Answer Asked by Denis on September 27, 2021
Q: Hi Team,
I am currently reviewing my TFSA and the current holdings within that account. I am looking for your thoughts if any of my holdings should be adjusted or removed/trimmed, or if you had any suggestions for new buys. My focus in this account is growth for a 10yr+ period. I hold the following stocks, listed as a % of my tfsa: LSPD (32.3%), CELH (9%), Docu (5.6%), Fb (19.3%), Pltr (4.9%), SQ (12.2%), TTD (8.9%), U (7.9%). Thanks

Shane
Read Answer Asked by Shane on September 22, 2021
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