Investment Q&A

Q: I hold CRWD (1.5%) and APPL (1.45%). My choices are: sell them both and purchase CSU; sell CRWD and buy more APPL; sell APPL and buy more CRWD. Which option would you recommend? Moderate risk; five year timeframe. Thank you.

Q: Good Morning

Of the following 3 stocks crwd docu veev which would you consider to be a hold and which would you consider to be a sell
I would have about a 2 year horizon

Thks
Marse

Q: could you please recommend a Cybersecurity ETF or two top stock suggestions and if good to buy now or average in.
Thanks

Q: I own all of the above US Tech, except ROKU. I was interested in your answer yesterday regarding potential growth for ROKU, all things going well. Amoung these companies, is there anything you would sell to move into ROKU? I don't really want to put new money into more US Tech, but would rather find the right balance in the funds I already have there. Thanks!

Q: Q1: What 3 to 5 stocks if added would work well with the existing 17 stocks below?

Q2: Are there any already in this list that you would say (like Jack Armstrong) "Get that garbage out of here" or are they all okay?

AAPL, ABCL, AMD, APPS, ATZ, COST, CRWD, DDOG, DOO, ECN, GOOG, GSY, NVDA, SHOP, TD, TOI, WELL

Q: Cybersecurity - which are your top two ? - i.e. are the best of the best.

Which of these particular two:

- Has the best valuation?

- Has the best potential growth?

- Is the "safest" and has the best chance at being around for the long term?

- Has the best product / geographic diversification?

- Are both of these considered at the cutting edge?

Q: Dear 5i team.

I'm considering adding to my IHAK position but wanted to clear up something with you first.
In the archives, you mentioned that a combination of CRWD/NET/PANW would be an alternative to owning the ETFs IHAK or HACK. Are you still of this view? Do you still prefer IHAK to HACK?
Are the valuations of these holdings back to a level that reflects current realities?

Many thanks for your help.

Q: Cybersecurity companies have been weak. I have BUG and am thinking of adding. I'm also considering CRWD. Should I consider the timing premature in view of the downtrend, or is there a screaming buy here?
John

Q: Hi and Happy New Year!
question 1: We've managed to get through 2022 with about 25% cash on hand and are starting to deploy it now. Mostly choosing dividend paying stocks that are in the favoured industries (defense and industrial) at the moment, but also looking at some long term holdings that are below water in registered accounts, such as GOOG. I know you're not fans of adding just because a stock is down, but would GOOG be an exception, given it's moat, cash flow, etc? I am guessing it needs to confirm a double bottom, possibly get back above 95.00 in order to look like it might be turning. Would that be a plan, or is it time to just buy it now? Growth investor, able to withstand higher risk. Own AAPL, MSFT, and sadly still holding CRWD.

Question 2: is the recent downgrade on MSFT reflected accurately in the price, or has that been overdone, do you think? The downgrade by UBS indicated a shift to neutral with a target to 250 or so, I think.

Thanks for the infinite patience you exhibited over the past, very difficult year!

Dawn

Q: I recently sold CRWD and bought PANW for a tax loss, would you recommend repurchasing CRWD or stay with PANW?

Thanks for your service!

Q: Over the past two years with the downturn of the market, I am down significantly with majority of these holdings in various accounts. I have a long-term 10+ year outlook, so looking to see if you feel any of these can be sold off given the outlook, management of the company? If so, what are your recommendations for a growth investor in either CAD/US stock options?

Thanks!!

Q: These 3 stocks have fallen dramatically. NVDA and CRWD have had recent insiders sales. If you were to invest in these which order may you acquire them?

Also what is the difeerence between buying them on NASD or on the Canadian exchange.? Would you prefer one to the other?

Thank you

Steve

Q: Is it a good time to start buying crwd?

Q: The following are some of the companies I’ve lost money with and will sell for tax purposes. I am wondering what your opinion is re their repurchase as commented on below.

The following I don’t feel I need to buy back, unless you feel differently.
NFI, QST

The following I would like to buy back ASAP unless you feel otherwise. Considering the state of the market do you think I would need a proxy for the next 30 days?
CRWD, GSY, META, NVEI, ROKU, WELL

The following are stocks I would like to buy back but don’t see the urgency, considering how the market currently views these companies, notwithstanding their financial outlook.
COIN, LSPD (I already own SHOP), U, UPST

Thank You.

Q: I have purchased the above US stocks in the last 6 months. AMZN is down 15%, CRWD is down 27% and LNTH is down 25%. The rest are in the green. AMZN position size is twice as large as CRWD and LNTH. I have $10,000 more to deploy. Would you do a 33% split on the 3 or what are your thoughts on this?

Thanks

Q: hi,
I hold these in my USD account. I'm trimming PFE today as it was getting too large a holding. could you please rank all as a current buy, sell, hold. I am a long term investor. and , could you provide 2-3 other US names, with a reasonable balance of growth and downside protection in this market. cheers, chris

Q: Hi 5I staff

I have been mostly absent from the tech space for some time but do have small positions in TOI and GOOGL. I am looking at the cyber security ETF space or one or two stocks to consider adding. What would your recommendations be in this investment area
TIA

PL

Q: I hold both companies for cybersecurity, both bought at higher valuations. Looking for direction going forward and over the long term. A 1.76% position in CRWD is at a 43% loss while a 0.86% position in S is at a 62% loss. Both are held in a margin account. Is it best to hold, sell or reduce?

Q: Would you have a proxy for CRWD? Would you buy it back in 30 days or would you recommend another stock with similar upside potential?

Thanks for your service?

Q: Hello, you always liked Crowdstrike as a strong growth stock , what you make of their earnings of today and if the stock go down do you believe it is a buying opportunity for a quality company ? Thanks as always