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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: 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: Crowdstrike seems to be falling a lot more than the market yet being in cyber security I would have thought it might have held up better. Can you comment on that one? I’m also holding unity at a tremendous loss and am wondering if I could have your thoughts on it as well. Thank you.
Read Answer Asked by Jason on March 08, 2022
Q: I don't know what to ask since my previous question seemed to be regarded as naive and critical . The situation has only become worse as Atlassian Corporation (TEAM ) + Shopify (SHOP) + Lightspeed (LSPD) + Digital Turbine (APPS) ,Crowdsrtrike (CRWD) and Boyd (BYD) are getting hammered every day . I can't see any signs of a rounding bottom , or recovery in these names . Now NVDA had a double bottom breakdown . "Holding" has increased my losses and now other sectors have plunged ... Post Mortem: Reducing Tech and deploying funds into Energy, Materials ,and Financials would have been the best move in recent months . Is it still ?
Read Answer Asked by Thomas on March 07, 2022
Q: Could I have your best single selection for both US and Canada for a conservative investor in these 7 sectors - energy, global defence, cyber, pipelines, utilities, consumer staples and defensive growth within software tech. Thank you for the help.
Read Answer Asked by Ken on March 04, 2022
Q: I am looking to find some software stocks with excellent Net Revenue Retention rates and strong revenue growth that should make for bounce candidates/long-term compounders if the tech market turns. What are some of your favourite CAD and USD names with NRR above 110% and revenue growth of at least 30%?

Do you like any of SMAR, ASAN or MNDY?

Thanks
Read Answer Asked by Angus on March 04, 2022
Q: Given the increasing implied VOL in options, what are your favourite names in CAD and USD for covered call strategies?

Looking for stocks that you already like that have reasonably liquid options (I know harder in CAD) and you think have excellent bounce back potential and wouldn't mind owning for 2-3 years. Thanks
Read Answer Asked by Angus on March 04, 2022
Q: what would be your top picks in the following sectors: uranium, Agriculture. defense and cyber security?
Read Answer Asked by hal on March 01, 2022
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
Read Answer Asked by Marla on March 01, 2022
Q: Good morning 5i
I am well diversified in my portfolio and so i am looking to buy opportunistically into this dip. So sectors don’t matter. What do you see as the best opportunity currently? Also, your analysis tells me that i need more weight outside of Canada and the US. With this turmoil would Europe be a good choice. If so, what etf would you use?
Thanks
Read Answer Asked by joseph on February 25, 2022
Q: Given the recent and continued decline in Teck stocks, can you provide your top 5 Tech picks for US and Canada. Small and large cap??
Read Answer Asked by Timothy on February 24, 2022
Q: please provide the current P/E ratios for these stocks please show the historic p/e high and historic low. please also show the current price to sales ratio of each company and the historic p/sales high and low also are the current p/e ratios based on trailing earnings or rather forecast future earnings thanks Richard
Read Answer Asked by richard on February 23, 2022
Q: I'd like to start picking up some tech stocks and am looking for recommendations in Canada and the US. Currently thinking of the following:

US: EPAM, ADBE, MSFT, FB
CA: TOI, TIXT, SHOP and NUVEI

Do you like this list or are there changes you would make to my list?
Read Answer Asked by Carla on February 22, 2022
Q: What would be your current top 5 buys in the US and Canada? Thanks
Read Answer Asked by Dave on February 22, 2022
Q: Hello 5i, so much doom and gloom and grumpy people, I get it haha but be mad at yourselves not 5i!!

I could have sold Roku Shop and LSPD at all time highs but I also owned them before COVID and topped up near covid lows so not selling on the way up to all time highs in 2021 worked quite well but being greedy and anchored to certain prices did not end well :)

Thanks for all your wisdom over the years I sure wish I listened the many times you stressed keeping weightings at a reasonable level as much as you like a stock I shall try to heed that more often.

Let’s look at this positively if anyone has 5 plus years or more investing how can you not be excited to pick some possibly massive winners for the future. It’s like March 2020 opportunities but some look better and could be even more exciting when things settle down long term.

If you had to pick 5 growth stocks that you could own for the next 5 years the goal of course is capital appreciation and I’m not asking you to pick and purchase the stock today but if you had to pick the stocks today but had the next 12 months to purchase at any pace you want what 5 stocks would choose? Canadian or American sector doesn’t matter nor does risk.

Read Answer Asked by Michael on February 18, 2022
Q: Your top 10 US growth stocks please. Thanks.
Read Answer Asked by Peter on February 17, 2022
Q: Can you provide a list of 10 US and 10 Canadian stocks that you think have the highest conviction/potential to double from current prices over next 12 months or so. Market cap or risk is not a factor. Thanks
Read Answer Asked by Imtiaz on February 16, 2022
Q: I'm down about 17% in Guardant Health and the downward track since the peak a year ago does not look appealing. I've read the most recent comments on this stock and you seem to suggest that it might be worth hanging on to or possible even buying more.
In a case like this, the question for me is always:
1) Should I get out now before it goes any lower, or should I hang in and hope it recovers by 17% in the next year?
2) If I do sell it, what would I buy that has a better chance of increasing 17% in the next year?
I recognize, of course that you don't have a crystal ball, but you DO have your eye on the ball and that's what I depend on.

I am down even more on Crowdstrike (25%) and the same dilemma applies.

Your thoughts please and deduct points as appropriate.

John
Read Answer Asked by John on February 15, 2022
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