Investment Q&A

Q: Hi Guys,
I am trying to reduce the number of stocks inside my portfolio. Your thoughts on a full position (5%) for the above stocks for a 5 year hold, within a balance/growth portfolio? Any revisions would be appreciated.

thanks

Jim

Q: Hello, taking into consideration the current tailwinds in cyber security and the good financial results reported by CrowdStrike, I do not understand why its shares are down by almost 4.5% (Friday). Is there a specific reason that could explain this? Thank you

Q: is there on ETF you recommend that invests primarily in the cybersecurity industry? if so name the companies and their percentage representation in the portfolio thanks Richard

Q: If weightings are currently equal would you add more CRWD or NVDA at this time ?
Opinion of earnings from both ? Thank you.

Q: In your opinion, what high risk companies you would suggest to hold for up to 6 months. 3-4 companies that you can suggest.

Thank you
Bart

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

Q: Hello,with all the recent cyber attacks,and probably even more in the future is there any Cdn companies or more likely U.S. companies that could possibly see more business as this problem will not go away.Are their any you would endorse and why...thanks so much and have a great day.

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

Q: Hello. What are your top 5 picks in Canada + top 5 picks in the US for capital appreciation over the next 12 months? Any sector etc. Thanks!

Q: Friday messy fun question, please take it lightly. I would like to start reducing the oil companies I bought in April last year. They've done incredibly well, but now I would like to increase my tech growth stocks by opening 1 or 2 new positions. I currently own GOOG, DND, U, CRWD, RDFN, ROKU, VEEV, PINS, and SQ. They have done well under your recommendations even with the recent pullbacks. As no one can time the markets, I am not willing to wait for a surprise interest hike as it is part of a locked-in RSP. It would be a 10+ hold. 1) Without considering size, could you please rank your favourite top 5 companies addressed in this question as of today in terms of strong balance sheet & steady growth potential over time (even in an interest hike environment). 2) Could you please give a brief explanation for the #1 pick only. Thank you very much as always!

Q: Hello Peter, here's a twist on one of your readers' favourite questions.

What three Canadian stocks and three US stocks have your highest confidence level that they will be higher in two years than they are today, regardless of the size of the return. (I suppose this question combines your confidence in the companies' management, industry and macro factors, etc. but also with a view to preservation of capital.)

Q: Your thoughts on CYBR? Have held it for a few years and surprised by it's volatility. Is it time to let this one go?

Q: I have a 2%-or-so cash position that I had earmarked to buy AAPL, but I was wondering if it might make more sense to double my existing 2% position in CRWD. Alternatively, I could initiate a position in NVDA. Any thoughts?

Q: Who do you like best in The Cyber Security world?
Thanks

Q: Please rate these cyber security companies as your choice to buy for a 3-5 yr. hold. Any others you would choose?

Q: Good day, I’m thinking with the better exchange rate of late, it would be a good time to buy more US shares inside a tfsa. We are very diversified across all accounts. Looking for some ideas. What are some growth names you would buy today? Already own most big tech, but would have no problem adding to them. Thanks so much as always

Q: Please comment on Ruku's earnings. If to buy only one for a long-term holding from the above names, which one would you buy now? Thank you.

Q: Hi,

I would like to trim down my tech holdings in my portfolio. How would you rank these overall in terms of long term growth considering valuation, size, risk, etc... I would like to reduce the holdings, add to TOI and balance out other sectors that are low such as energy and materials. Do you see any overlap in these holdings? Which could you see go here or consolidate? Thanks!

SHOP 5.25%, KXS 3.46%, LSPD 4.64%, CSU 3.06% , DOCU 1.01%, NVEI 0.96%, TIXT 1.17%, CRWD 1.41%, AMZN 0.76%, GOOG 1.78%, FB 0.97%

Q: I am looking for growth. I own these US stock. Are there any you would sell in order to buy others in the group or other US stock?

Q: Hi, for AAG - everything related to Peru is weak right now pending their election.

My question - what are your highest conviction growth picks (any country) that you think can grow over 50% revenue for each of the next 3 years without hiccups. Current valuation doesn't matter given the fact that if they can execute that growth they will grow into any present valuation assigned.