Investment Q&A

Q: Hi 5i Team,

I own the above noted stocks as a smaller portion of my portfolio of higher risk names. All of these names are down other than CTS. Do you see any of these names as ones that I should sell as part of a portfolio clean up?

Thanks in advance,
Jon

Q: Would you have a good proxy for CRWD or just wait for a rebound?

Thanks for your service!

Q: Is ZS a buy at these levels?

Q: Hello 5i!
At this point in the cycle can you please rate the following as buy, sell or hold. I know you sometimes say in a different kind of market high growth can do well. Can you please comment on whether one should decrease technology holdings in general or just wait for tech to shine again one day. Thank you!

Q: Would you have a good proxy for CAE (I own AC), CJT, MX,MPW, CRWD for a tax loss or should I just wait for the stocks to recover?

Thanks for your service!

Q: Can you provide me with an artificial intelligence ETF both canadian and US.
Also what large and small capstocks are at the forefront of this new trend.
Sort of like Microsoft, intel and Cisco in their infancy.

Q: Hi there, I'm thinking of adding the following stocks to my portfolio to make up a total of 3% to 5% of my overall holdings - so a relatively small amount overall. Can I please have your thoughts on them and if you'd rate them as buy, sell or holds? And if sell or hold, which names would you replace them with?

Thank you!

Q: Good day,

I am looking for a good (over-priced) US stock to for a Put spread - one where the premium (implied volatility) is reasonable. I had a Put spread on TSLA, but got out of it when they announced the spilt (as those options, post-split, go to the liquidity wasteland). Thanks

ps. I would prefer a US stock, but if that is not doable, then CDN will do. Thx

Q: Hello 5i,

For tax-loss selling looking for 30 day proxies for NET, SNOW and PINS.

Thanks

Q: Hello,
Would you please indicate which cybersecurity stocks you would buy at this time? Top 5 rating them in order 1 being the best to hold long term.
Thank you.

Q: Hello I’ve been watching what has been going on in our world and it is terrifying and heartbreaking
Would you have a few cyber security stocks we could add to our portfolio and stocks that you would be looking at in these times
Thank you and take care

Q: Down on CRWD and thinking of selling (early tax loss harvest). What stock and/or ETF would be a good proxy?

Q: As we move into 2022 I find myself looking for long-term trends that I can believe in and consequently feel safe to invest in. It seems to me that:
1. FINTEC
2. Cyber security
3. Payments
are three such trends. I'm curious if you agree with my three choices and if you do could you suggest a couple of companies in each trend that would be your favourites. Finally, are there other viable long term trends that you think I have missed?

Q: good evening,

I have tax losses that I can harvest on these 2 companies but, I don't want to miss the boat if the market turns. What are the best proxies you can recommend or should I hold?

Thanks!

Q: Please comment on results/outlook

Q: Please comment upon ZS's Fourth Quarter and Fiscal 2021 Financial Results. Thanks!

Q: I was looking at a list of your past picks that haven't been mentioned for awhile but they seem to be doing quite well. In fact, they have as good a track record as some of the US stocks you mentioned recently. Mastercard which I own is under water over the past year, I am thinking of selling it and the above 2 look like good replacements. Preferably, ZS. Do you still pay attention to these 2?

Q: Hello

which one of these companies is better from a growth perspective.

Also, with ransomware and corporate hacking being the new frontier for all CIO's and IT Managers, which 2 companies, in your opinion, have the edge with their technology and I can add these to my portfolio.

Thank you,

Rajesh

Q: Do you know of a company (listed on the stock market)that is selling Cyber Security software in Canada or USA.

Q: Do any North American cybercrime-related companies interesting at this time? Thanks.