Q: Is there something wrong at crowdstrike. Stock down $30 in a few days. I bought it at the high and am wondering if it’s worth holding on.
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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.
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QUALCOMM Incorporated (QCOM $174.18)
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Lockheed Martin Corporation (LMT $446.80)
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Roku Inc. (ROKU $92.98)
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CrowdStrike Holdings Inc. (CRWD $524.17)
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Trane Technologies plc (TT $409.07)
Q: I raised a little cash in my U.S. account after enjoying a 12%+ gain since the start of the year. Looking to take advantage of some opportunities over the summer months. Can you list 5 U.S. stocks to watch that I should consider if they pull back over the summer? I currently own BMY, ABBV, AMZN, NVDA and COST.
Thank you,
Jason
Thank you,
Jason
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Alphabet Inc. (GOOG $320.62)
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NVIDIA Corporation (NVDA $179.58)
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AbbVie Inc. (ABBV $230.24)
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CrowdStrike Holdings Inc. (CRWD $524.17)
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Trane Technologies plc (TT $409.07)
Q: What would be your top 5 picks to buy now and hold for 5-10+ years in both the US and CAN thinking about management, disruptors, growth, etc with.
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Alphabet Inc. (GOOG $320.62)
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NVIDIA Corporation (NVDA $179.58)
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AbbVie Inc. (ABBV $230.24)
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CrowdStrike Holdings Inc. (CRWD $524.17)
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Trane Technologies plc (TT $409.07)
Q: I was wondering what will be your recommendation for 5 growth companies in Canada and US after the pandemic.
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Sangoma Technologies Corporation (STC $7.40)
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Photon Control Inc. (PHO $3.60)
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NVIDIA Corporation (NVDA $179.58)
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Constellation Software Inc. (CSU $3,293.42)
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Descartes Systems Group Inc. (The) (DSG $115.81)
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Kinaxis Inc. (KXS $173.56)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $223.13)
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Advanced Micro Devices Inc. (AMD $217.60)
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The Trade Desk Inc. (TTD $38.61)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.83)
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CrowdStrike Holdings Inc. (CRWD $524.17)
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Docebo Inc. (DCBO $30.18)
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Dye & Durham Limited (DND $2.88)
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Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
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Unity Software Inc. (U $44.62)
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Topicus.com Inc. (TOI $125.75)
Q: I'm looking to reduce the overall amount of positions. Of my tech names which would you suggest selling?
From what I can gather you prefer NVDA to AMD and would suggest one of either SHOP or LSPD. Is this accurate? Other suggestions or ideas to pair down?
Thank you very much
From what I can gather you prefer NVDA to AMD and would suggest one of either SHOP or LSPD. Is this accurate? Other suggestions or ideas to pair down?
Thank you very much
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Alphabet Inc. (GOOG $320.62)
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NVIDIA Corporation (NVDA $179.58)
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AbbVie Inc. (ABBV $230.24)
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CrowdStrike Holdings Inc. (CRWD $524.17)
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Trane Technologies plc (TT $409.07)
Q: What would be your top 5 recommendations right now, in Canada and the US, for an investor with a 5-year time horizon? Thank you! Aaron
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Alphabet Inc. (GOOG $320.62)
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NVIDIA Corporation (NVDA $179.58)
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Roku Inc. (ROKU $92.98)
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Pinterest Inc. Class A (PINS $27.41)
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CrowdStrike Holdings Inc. (CRWD $524.17)
Q: Hi 5i Team,
What would be your top 5 U.S. growth pics to buy today? Irrespective of sector, risk or size.
So many thanks for such a great service.
What would be your top 5 U.S. growth pics to buy today? Irrespective of sector, risk or size.
So many thanks for such a great service.
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Broadcom Inc. (AVGO $380.61)
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Cisco Systems Inc. (CSCO $77.75)
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NVIDIA Corporation (NVDA $179.58)
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AbbVie Inc. (ABBV $230.24)
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AT&T Inc. (T $25.32)
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CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $83.78)
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Capital Power Corporation (CPX $61.34)
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Labrador Iron Ore Royalty Corporation (LIF $30.76)
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goeasy Ltd. (GSY $129.02)
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Exchange Income Corporation (EIF $80.87)
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Enbridge Inc (ENB $47.75)
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Algonquin Power & Utilities Corp. (AQN $5.91)
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Mistras Group Inc (MG $11.82)
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Restaurant Brands International Inc. (QSR $71.95)
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Redfin Corporation (RDFN)
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Thomson Reuters Corp (TRI $134.30)
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Ultra Clean Holdings Inc. (UCTT $26.84)
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Bank of Nova Scotia (The) (BNS $70.31)
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Nutrien Ltd. (NTR $60.07)
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Pinterest Inc. Class A (PINS $27.41)
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CrowdStrike Holdings Inc. (CRWD $524.17)
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Celsius Holdings Inc. (CELH $42.00)
Q: This is my margin portfolio, all position weightings are between 3%-5%.
The projected yield is 3.31% with a 3-5 year hold.
I realize 24 positions is a bit overkill but I can't seem to choose which to remove, which would you recommend?
What positions would you add to the portfolio?
Take as many credits as needed.
Thanks for the great service
The projected yield is 3.31% with a 3-5 year hold.
I realize 24 positions is a bit overkill but I can't seem to choose which to remove, which would you recommend?
What positions would you add to the portfolio?
Take as many credits as needed.
Thanks for the great service
Q: I would like your recommendation for a couple of leading companies in the internet security business. Both u.s and Canada if possible.
thank you
thank you
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Palo Alto Networks Inc. (PANW $193.63)
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Rapid7 Inc. (RPD $16.06)
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CrowdStrike Holdings Inc. (CRWD $524.17)
Q: Can you recommend any stocks of network security software providers?
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Alphabet Inc. (GOOG $320.62)
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NVIDIA Corporation (NVDA $179.58)
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Salesforce Inc. (CRM $238.72)
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Pinterest Inc. Class A (PINS $27.41)
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CrowdStrike Holdings Inc. (CRWD $524.17)
Q: Thanks for great service 5i research provides. Please give me names of some US and Canadian companies which are good buy at this time to hold for next 5 years in non registered Investment account, which is about 40% my total portfolio. Thanks again.
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Roku Inc. (ROKU $92.98)
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Pinterest Inc. Class A (PINS $27.41)
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CrowdStrike Holdings Inc. (CRWD $524.17)
Q: What are 3 CDN and 3 US Stocks that are down a lot would you be comfortable stepping into at current levels for a 1-2 year hold
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Alphabet Inc. (GOOGL $319.63)
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NVIDIA Corporation (NVDA $179.58)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $223.13)
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goeasy Ltd. (GSY $129.02)
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Veeva Systems Inc. Class A (VEEV $241.33)
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Brookfield Asset Management Inc Class A Limited (BAM $53.07)
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CrowdStrike Holdings Inc. (CRWD $524.17)
Q: What are your Top 3 cad and top 3 US stocks regardless of sectors /risk. please provide brief explanation as why you like them Thanks for your recommendations they are much appreciated
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Alphabet Inc. (GOOG $320.62)
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Kinaxis Inc. (KXS $173.56)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $223.13)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.83)
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CrowdStrike Holdings Inc. (CRWD $524.17)
Q: I own the following tech positions. I am at retirement age and don't anticipate a larger investment except by gains.
SHOP ~ 2.5%
LSPD ~3.5 %
KXS ~ 3 %
I have done very well with all of these and have sold down a good portion of shop for excellent gains. (Thank you.)
From my view of questions would switching SHOP to CRWD give a better balance or would you recommend a different mix.?
I thank you in advance.
SHOP ~ 2.5%
LSPD ~3.5 %
KXS ~ 3 %
I have done very well with all of these and have sold down a good portion of shop for excellent gains. (Thank you.)
From my view of questions would switching SHOP to CRWD give a better balance or would you recommend a different mix.?
I thank you in advance.
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NVIDIA Corporation (NVDA $179.58)
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goeasy Ltd. (GSY $129.02)
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CrowdStrike Holdings Inc. (CRWD $524.17)
Q: Can you list 3 companies you would initiate a buy today for growth and why/thesis?
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NVIDIA Corporation (NVDA $179.58)
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Starbucks Corporation (SBUX $87.11)
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Nike Inc. (NKE $65.65)
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Kinaxis Inc. (KXS $173.56)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $223.13)
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lululemon athletica inc. (LULU $182.30)
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Real Matters Inc. (REAL $6.46)
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The Trade Desk Inc. (TTD $38.61)
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Roku Inc. (ROKU $92.98)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.83)
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CrowdStrike Holdings Inc. (CRWD $524.17)
Q: I'm looking at the rebound in these tech and consumer discretionary stocks and wondering whether you have a preference for some of these companies over others. Could you please rank your favourites based on risk/reward to buy now, and would you recommend trading any to exchange for others? I have holdings in most.
Thanks for your thoughtful review.
Thanks for your thoughtful review.
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Alphabet Inc. (GOOG $320.62)
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Microsoft Corporation (MSFT $477.73)
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NVIDIA Corporation (NVDA $179.58)
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Starbucks Corporation (SBUX $87.11)
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Sea Limited American Depositary Shares each representing one Class A (SE $135.04)
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The Trade Desk Inc. (TTD $38.61)
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Roku Inc. (ROKU $92.98)
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Pinterest Inc. Class A (PINS $27.41)
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CrowdStrike Holdings Inc. (CRWD $524.17)
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Trane Technologies plc (TT $409.07)
Q: Hello,
I sold my shares in Alphabet a few months back (which I now regret!) and have some U.S. cash sitting in my RRSP account. I have purchased SBUX and MSFT but want to add some U.S. holdings. I am near retirement, however have a DB pension plan so I can tolerate average to above average risk. I would appreciate your suggestions.
Thank you!
I sold my shares in Alphabet a few months back (which I now regret!) and have some U.S. cash sitting in my RRSP account. I have purchased SBUX and MSFT but want to add some U.S. holdings. I am near retirement, however have a DB pension plan so I can tolerate average to above average risk. I would appreciate your suggestions.
Thank you!
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CAE Inc. (CAE $37.89)
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Kinaxis Inc. (KXS $173.56)
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Alimentation Couche-Tard Inc. (ATD $73.21)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $223.13)
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Block Inc. Class A (SQ)
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ECN Capital Corp. (ECN $3.05)
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Veeva Systems Inc. Class A (VEEV $241.33)
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ROBO Global Robotics and Automation Index ETF (ROBO $69.03)
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Roku Inc. (ROKU $92.98)
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Xebec Adsorption Inc. (XBC $0.51)
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WELL Health Technologies Corp. (WELL $4.00)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.83)
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Pinterest Inc. Class A (PINS $27.41)
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CrowdStrike Holdings Inc. (CRWD $524.17)
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Mitek Systems Inc. (MITK $9.24)
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Topicus.com Inc. (TOI $125.75)
Q: I have these stocks in varying amounts in my TFSA . I have decided to sell one, two or three names to fund a purchase. Which three would you sell first? Thanks as always
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PayPal Holdings Inc. (PYPL $61.24)
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Visa Inc. (V $329.61)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $223.13)
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Block Inc. Class A (SQ)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.83)
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CrowdStrike Holdings Inc. (CRWD $524.17)
Q: I have a 5% position in Visa and 2% position in Lightspeed. I am considering adding a position in PayPal or Square to my TFSA.Which would you prefer today? Or should I diversify into something like Shopify?
Could you rate the above stocks in terms of risk and also include Crowdstrike?I have a long time horizon.
Could you rate the above stocks in terms of risk and also include Crowdstrike?I have a long time horizon.
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Roku Inc. (ROKU $92.98)
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CrowdStrike Holdings Inc. (CRWD $524.17)
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Palantir Technologies Inc. (PLTR $176.08)
Q: I want to pick one of these companies for a small position in my TFSA for a long term hold. I know 5i likes all these names but what company would you pick today? Also why it over the other two?
Thanks!
Thanks!