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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: Jeffries has stated that rebound candidates in the market are CRM, CTSH, EMN, CVS, WBA - could you give me an opinion on these candidates?
Seeking Alpha mentioned an expert (I didn't catch his name) predicting that the S& P 500 will hit 2300 before recovering. Your opinion on that? Thanks for being around during this crisis.
Read Answer Asked by Dennis on March 16, 2020
Q: I started picking away at these names a week ago and bought half positions in each (I'm always too early!!). I'll probably look to buy the other half in each this week if we get more spikes to the downside. I'm a relatively longer term holder (say next 5-10 years at least). With respect to IHI I usually stick to individual stocks but took a look at the top 10 holdings and decided they were all good companies so just bought the ETF. Do you see any issue holding these names?
Read Answer Asked by Richard on March 09, 2020
Q: Hi 5i Team; what are your short term (6 mos) and long term view of CRM. I am interested in growth with some risk. As well I would like your suggestions on any other US stocks with good growth prospects. Thanks for all your previous help.
Read Answer Asked by John on February 18, 2020
Q: I feel I am over exposed in the Canadian Financial sector with TD and BNS making up 9% and 11% of my portfolio respectively. I also hold 20% VRGO. I wish to sell one bank and increase some of my US equity positions such as MA, V, CRM, MSFT, AMZN for more growth and capital gains. Long term outlook is 5+ years. Does this plan sound reasonable in regards to timing and outlook, and which bank would you prefer to hold?
Read Answer Asked by Shawn on February 04, 2020
Q: I feel I am over exposed to the Canadian Financial sector with TD and BNS making up 9% & 11% respectively of my portfolio. As well, I'm looking for more growth. I wish to sell one position and increase my US equities such as MA, V, MSFT, CRM. Would you consider this a reasonable plan and what bank would you recommend selling? Thank you.
Read Answer Asked by Shawn on February 04, 2020
Q: What might be your top 5 picks in the SAAS area?
Read Answer Asked by Brad on February 03, 2020
Q: Own a bunch of the 5i favourites outside of the above. Building up cash to deploy in a TFSA. Thoughts on these for the long run and buying today? I like the CDN names as you have reports on them and it give a bit more confidence in the name. I do own KXS and was wondering if there is overlap with DSG?
Read Answer Asked by Sal on February 03, 2020
Q: Hi, I am looking to deploy some US dollars I have in cash. My thinking is to focus on US tech - in particular the software, internet and semiconductor industries. Could you recommend names in each industry you feel would be a good choice, considering solid companies with growth prospects that could be held longer term?
Thank you for all your hard work!
Dawn
Read Answer Asked by Dawn on January 27, 2020
Q: Which of these US stocks do you feel have the best growth outlook when you review their management and potential? ISRG, FRPT, PODD, ETSY, TDOC, CRM, ZEN, SFIX, TTD.
Please rank in order of best to worst for a 5-10 year+ investment. Thanks!!
Read Answer Asked by Andrew on January 14, 2020
Q: Goodafternoon 5i'
I am not concerned about the sector but wondered how you might rank these companies as buys currently and for the long term: NVDA, CRM, TEAM, MSFT, INTC, QCOM, GILD, DXCM
Thanks for the great work
Read Answer Asked by joseph on December 11, 2019
Q: Hello 5i
I own all of the companies noted. I'm wondering if there is excessive overlap here and if I should sell one or more in an effort to reduce overall holdings?
Thanks
Dave
Read Answer Asked by Dave on November 21, 2019
Q: Hello Team,
I am overweight in technology growth names and have been caught in this “sector rotation” from growth to value. My question is do I now hold steady and ride out the storm, or trim back my growth holdings and switch to value? I am a buy and hold investor typically and believe the names I am invested in are best in class in what they do, and believe the way the world is going that technology will continue to advance and should be where the biggest growth is now and into the foreseeable future. So, with the names listed do I buy more , hold, or sell?Thanks for your input on the matter.
Read Answer Asked by Shane on November 06, 2019
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