Investment Q&A

Q: Would appreciate your view on CRWN vs. PANW and the relevant benefits of each.
Ken

Q: Hi !

I am looking to invest in perhaps just one of the above companies.
I learned the hard way about prioritizing the preservation of capital.
Would you tell me which of the above companies is best in terms of highest chance of capital being preserved?

While I am here, would be able to suggest three other companies that are both poised for greatness and offer an excellent capital preservation profile?

Thank you!

Q: Hi,
In your answer to Roberts question on May 26th, you said you these were amongst the top picks.
CA: SHOP, DND, MG, GSY, TFII
US: AMZN, GOOG, TT, NVDA, CRWD
Is there any reason LSPD was not included in that list of 5?
Thanks,

Q: Bought VEEV last year on the strength of your recommendation. Since then, it's bobbled about +/- 3%. Currently down about 2% in my TFSA. Should I replace it with ATZ...or simply try to be more patient? If the latter, please explain why. Thank you.

Q: I own ATD in my TFSA. Am thinking of swapping it out for MG for more growth. Thoughts please.

Q: Eddy Elfenbein recently wrote a detailed review of Veeva Systems (he also did one on The Trade Desk a few weeks ago for those that want to better understand that company). In general, he likes the company and its prospects but felt it was quite overpriced. I know that many tech growth stocks have seen share price reductions and Veev seems in line with those drops. I have owned the stock for a while and intend to continue to own it. What do you think my expectations should be going forward - slow and steady growth, high growth or it flatlines for several months as it grows into its current valuation?

Appreciate your insight.

Paul F.

Q: hello 5i:
back to the "best of breed". Would you put AMZN at the top of the heap of the Consumer Discretionary sector? If not, then who?
thanks and interesting webinar
Paul L

Q: i HAVE ALL LOOSER IN MY tfsa,MTLO,TOI,WCP,XBC
iS ny of this worth keeping,what do I replace of if any sold
Thanks

Q: Hello 5i,

Crazy idea and does the following make sense?

For every BPY.UN unit you will receive .3979 of BAM shares.
My math --> BAM $60.74 x .3979 = $24.17 but BPY.un is trading at $22.60. This is a 6.6% discount.

Does it make sense to buy BPY and get BAM at a 6.6% discount?

If so, I am a genius. And how do I make sure I get the shares instead of the cash.

Q: Hello 5i,
Could you please comment on Gold Mountain? As always, your comments are much appreciated!
Thanks.

Q: Please comment on Roblox - a recent IPO

Q: Hi group frustrating to watch profits slowly erode on this company. Should I cash in while I still have some profit left (still up 19%) thanks for your views on this

Q: If you haven't seen this interview with Druckenmiller yet I thought you would like it, make public if you want


https://thehustle.co/stanley-druckenmiller-q-and-a-trung-phanin

Q: Can I please get your opinion of this company.

Thanks

Dave

Q: I am thinking about selling Kirkland Lake Gold. It looks like they are missing their earning targets and I’m concerned about them making an acquisition based on their large cash reserve. That seemed to decimate the stock last time even though it seemed like a good buy at the right time. It is my only gold stock. What do you think of selling?

Q: Hi, What would be the market demand for Nuvei shares, due to MSCI Canada Index inclusion ? Thanks
"MONTREAL, May 26, 2021 (GLOBE NEWSWIRE) -- Nuvei Corporation (“Nuvei” or the “Company”) (TSX: NVEI and NVEI.U), the global payment technology partner of thriving brands, today announced that effective as of the close of the market on May 27, 2021 it will be added as a member of the MSCI Canada Index, as part of the May 2021 Semi-Annual Index Review for the MSCI Equity Indexes."

Q: Hi,
What are the reserve for Novagold and when do they expect to start producing gold and their expected annual production.
Regards,
Ed

Q: Just thoughts...First background -  I have an income, balance and growth portfolio that's invested in trade, TFSA and LIRA accounts...all similar to 5iR's...and also a US balance portfolio with a definite growth tilt...and I like to stay within the portfolio framework, aka add to existing stock positions which now total 100 positions. With cash on hand, I'm muddled about what to invest in, aka Cdn and US stocks?And here is the tug...there seems to be many other good stocks but from my reading of 5iR, it's better to stay with the ones you have or totally drop the existing position and move onto a new position. With that in mind, what are the Cdn 5iR positions would you suggest are a buy today or watch it for a buy? When it comes to the US, the draw for me today is to add to existing positions 'cause of the strength of the Loonie and the expectation that it will decline over the next few years relative to the Green Back. What would you suggest are US stock buys now for a longer term hold, like 5+ years. Thanks for the assistance.....Tom

Q: Recently you had a very good article on the tax implications of what type of accounts one has investments in. Unfortunately unable to locate article. Wondering in particular of holding US funds in the US portion of a TFSA - good or bad idea.? Also please explain your answer of March 10/2021 - that BAM.A works better in a TFSA - rather than a RRSP.

Q: Where do I find the top 10 holdings for XHC-T