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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: I was very impressed with the speed at which Datadog developed new modules for the I/T Infrastructure management and was able to quickly grow sales of adjacent products into customers. Somehow, I built it into my top portfolio position (15%). I get the sense that the company has gone out of favour for a few reasons (growth rate, and margins I think). Should I have faith in my original thesis or should I sell at break-even? I suppose I could sell some, but I'm trying to keep a streamlined portfolio so I have fewer companies to keep on top of. Any thoughts and opinions on DDOG are most appreciated! Thanks.
Read Answer Asked by Marc on August 03, 2023
Q: I’ve been holding qualacom at a loss for 2 years or so and am now considering moving on after the earnings release tonight as I don’t want to ride it back to the lows. Is there a stock that is down after today’s big drop that you would suggest on a trade? I was considering either sedg or PAyc. Thank you!

Jason
Read Answer Asked by Jason on August 03, 2023
Q: I have a sizable capital loss for 2023 right now. I'm starting to think of selling some of my winners in my non-reg accounts to wipe that cap loss out this year. Three of the companies where I have capital gains are Hubspot, Mastercard, and The Trade Desk. What strategy would you recommend for me in selling some or all of these 3 positions to erase the capital loss. MA has been a longterm winner for me, but I worry about Fintech competitors eating into their business. I'd appreciate your insights on whether Hubspot has a rosy future or whether its best times are behind it. The Trade Desk is my most confident position, but, of course, I'd appreciate your opinion. Thanks!
Read Answer Asked by Marc on August 02, 2023
Q: Hi 5i Team - Could you suggest a few cyber security stocks, Canadian and U.S., including established companies that are profitable as well as two or three newer ones that show some promise but may or may not be profitable yet. Any market cap is fine. Thanks.
Read Answer Asked by Rob on August 02, 2023
Q: Thanks for your comprehensive answer on digital etfs. I have another related question: how safe are the underlining storage companies, Coinbase and Gemini Trust?
Read Answer Asked by Steven on August 01, 2023
Q: Hi. I’m thinking of investing 2 to 4% of my portfolio in crypto as a diversifier: half in Bitcoin and half in Ethereum. But for a number of reasons I don’t want to invest directly myself, I’m thinking ETFs might be a good option. Have you done some research on Canadian Bitcoin ETFs and Ethereum ETFs? Which ETF for each coin would you recommend? Do you know which ones purchase the crytos directly? Or do they use future contracts, which I understand when they are rolled over causes slippage in the price of the ETF versus the underlying Bitcoin. Also, in the consideration is which one has the best MER? And final consideration which one has the best tracking error. Could you tell the best ETF for both Bitcoin and Ethereum, and why. Or are there better options in the US? Or do you think it is just a bad strategy overall?
Read Answer Asked by Steven on July 31, 2023
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