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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: 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!

Read Answer Asked by Michael on July 08, 2022

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

Read Answer Asked by Michael on June 17, 2022

Q: Hello 5i,

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


Read Answer Asked by Lee on June 10, 2022

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.

Read Answer Asked by Leah on March 11, 2022

Q: Hello I致e 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

Read Answer Asked by Marla on March 01, 2022

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:
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?

Read Answer Asked by Les on February 03, 2022

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?


Read Answer Asked by Denis on January 26, 2022

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?

Read Answer Asked by Dennis on August 30, 2021

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,


Read Answer Asked by Rajesh on August 25, 2021

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

Read Answer Asked by Ernie on July 28, 2021

Q: I am trying to decide which one of these cybersecurity companies to buy if I have to choose one. Alternatively, is there an ETF focusing on this narrow segment of the market you would recommend?
Your insight is much appreciated, Peter

Read Answer Asked by Peter on December 18, 2020

Q: Good afternoon,

The technology portion of my portfolio has grown too large (about 37%) and I知 trying to figure out how to get it back to about 25%? My issue is that I知 interested in too many tech options (I.e., the ones that I own plus others I壇 like to buy). I知 looking for suggestions on which I should sell, add to or replace by buying a better option. Some were initiated with half positions that went down and some full positions grew so the proportions all over the place. I have a long time horizon and many are held in a registered account (except SHOP and NVDA). I own: KXS (3.5%), CSU (3.8%), SHOP (2.7%), PHO (<1%), ZS (3.3%), TEAM (1%), NVDA (6.1%), AAPL (11%), MSFT (4.6%) and I知 interested in buying REAL, DOCU and GOOG. I壇 like to own what are viewed as solid tech companies for future innovation and growth and I知 willing to add, remove or replace any of these companies.

I also need to add materials and REITs to my portfolio since I currently have no holdings in these. I値l use my tech trimmings to add to these sectors. Suggestions of top companies for these two sectors would also be greatly appreciated.

Many thanks for all the great work and suggestions you provide,

Read Answer Asked by Lisa on September 08, 2020