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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 hold the above six securities in a taxable account in less than half positions. On a tax neutral basis I could sell OKTA,SNOW,GH and PLUG and split the proceeds between ROKU and CRWD to bring them to larger positions. These investments are part of a relatively agressive taxable portfolio.
Two questions - firstly, if you could rank the 6 stocks in accordance with your preference. Secondly, do you think my proposal would create a meaningful stronger position for growth.
Thanks,
Terry

Read Answer Asked by Terry on June 21, 2021

Q: Please rate these cyber security companies as your choice to buy for a 3-5 yr. hold. Any others you would choose?

Read Answer Asked by Terry on May 12, 2021

Q: PYR is down 38%in the last moth, I'm still up 45% , JD does not seem to be going anywhere ? OKTA I am up over 100% and thinking of selling and taking the profit. These next ones, I'm simply down on: APPN -38%, WPRT -40%, QST - 38%, PAT -72%, AT -51%, PLTR -38%. What would you do ? Buy, Sell or Hold. Thanks.

Read Answer Asked by Frank on April 22, 2021

Q: Please briefly describe the major differences between the services these 2 companies offer. Are they direct competitors or are they complementary i.e. diversify exposure. If wanting to add exposure to cybersecurity is one preferable? is there a better long-term growth option in this space? This would be for a long term hold. Thank you.

Read Answer Asked by Barbara on March 29, 2021

Q: Investment in these 5 roughly equal. Need to drop at least 2. Time frame to hold is next 2 years. Please rank. Thank you.

Read Answer Asked by William on January 07, 2021

Q: Both of these has been hitting all time highs.
Looks like STNE passed the 20B market cap and kept going. Any thoughts on valuation?
Re Okta looking to add to round out the position. Worth waiting for it to settle down or things looks good into 2021 and beyond so good as any time to hit the buy button. Maybe the recent cyber attack is helping here.

Thanks

Read Answer Asked by Sal on December 21, 2020

Q: Please rank them according to the potential. TWLO move up so much on Friday. Should I wait for a pull back . Thanks a lot.

Read Answer Asked by Lai Kuen on October 06, 2020

Q: Would you know a particular ETF that might contain many of the above tech companies?
Thanks, Murray

Read Answer Asked by Murray on June 16, 2020

Q: Hello 5i
Can you give me a brief update on the above companies regarding their respective growth prospects? Also which would be you top two?
Thank you
Dave

Read Answer Asked by Dave on January 06, 2020

Q: Concerning the 4 stocks that I own above - are they all cut from the same mold? It seems these and others in the same category are all down between 20 and 30% in the last 3 months according to the information Globe Investor supplies me. Is this the cause of investors panicking or is it something else? I watch BNN all the time and have heard things such as the S&P will be down another 10% within the next 6 months. Thank you. Dennis

Read Answer Asked by Dennis on October 21, 2019

Q: AYX, OKTA, TEAM, TTD, TWLO, VEEV

It's clear that software stocks are taking a heavy beating right now. Are there any concerns for recovery and continued growth at the companies above? What sort of expectations might you have for the above stocks down the road at the 1-year, 3-year and 5-year marks?

Read Answer Asked by Laxmyharan on September 12, 2019