Investment Q&A

Q: A Happy, Healthy, Peaceful and Prosperous New Year to 5i team!

As you folks are good in identifying the trends with momentum, what are the 2 sectors that you feel have the best momentum now , going into 2021. For the next 6 months to a year?
Your selections for these sectors?
US;Canada;and the Rest of the world.
Thank you!

Q: I have listed the securities I hold in my portfolio showing % of portfolio and gain/ loss for purposes of helping answer my question.
AGN-2.46% +16.35%: ATD.B - 3.74% +0.03%
BNS-1.96% +27.14: BYD-3.63% +15.3%:
BAM.A -3.57% +11.57%: BEPC-3.52% +90.21%: CAE-5.02% +68.26%: CAR.UN-3.57% +5%: CRWD -3.44 -1.48 (new holding):
EIF-4.06% +32.05%:GSY-4.7% +11.35:
KXS-4.63% +7.2%:LSPD-10.26% +198.54%
MG-3.21% +38.14% : NFI -1.34% +40(sold part): PBH-3.38 % +4.25%:SHOP-4.92% +9.76%: SLF-2.39% +4.32%:T- 3.59% -0.91%
TFII-4.68% +105.59%: VGG-4.96% +40.2%:
VEEV-1.97% -0.55: WELL-4.24 +13.8%
By geography I own approximately 17% in US.
My Alpha-Balanced suggests 25%.
lSPD,SHOP and T , although not US , have a dual listing.
I was thinking of transferring cash from sale of NFI to my US account to increase US holdings.
Note C$ is increasing against U$.
Would you agree with this move or stay my current investment strategy. If so would you suggest adding to current U$ position or another suggested stock?

Q: What ETFs would you recommend that cover the cyber security sector and might include CRWD?
Thanks,
Murray

Q: The geography of the following according to my Alpha-Balanced portfolio are US.
BEPC-3.55%: CRWD-3.42%: VFV-3.59%:VEEV-1.99%: VGG 3.95% for a total of approximately 17%. I would like to increase this to approximately 25%.
In addition to the above I own the following dual listed stocks.
LSPD-10.28%: SHOP-5%: T-3.61%
Moving cash from unregistered C$ to unregistered U$ account. Would you consider adding to any of the above or do you have an alternate suggestion,
In the portfolio I’m overweight tech & industrials.

Underweight materials and energy. Not a fan of oil or gold .

Roy
In addition I own the following that have dual listing.

Q: Hi Peter, Ryan and Team,

Do you think a swap of TEAM for MFST or CRWD inside a TFSA for a long term hold is a good idea?

Thanks.

Q: HAPPY NEW YEAR TO ALL. Whats happening to CRWD? Its down 5% as I type. Naturally I just bought more last week....!
Thank you for a very good 2020.

Q: Happy New Year 5i,
A question was asked on Jan 04 which I will expand on. Can you rank the following in order to purchase for a 1-3 year hold at a minimum.
AT, XBC, U, FSLY, TTD, PINS, ABNB, CRWD, CRM, WDAY, SNOW, ZM, DOCU
Many of the stocks are in a consolidation period after a sharp rise this year. Of the list, which 5 stocks would be considered a higher risk that they have not bottomed out or a correction may yet be due?

Thank you for your great service.
Cheers,
Debbie and Jerry

Q: Hi, can you please provide your top 3-5 growth picks (Canada or US) for long horizon investment? Many thanks!

Q: What are your top 3 ideas for a cyber security stock that could be bought now for a multi year hold?

Q: Hi,
I am considering selling ABST (in TFSA) and purchasing something in tech with more growth and it participates in cloud computing and cyber security. Would CRWD or MSFT be a good replacement. MSFT feels like a safer play, larger cap and with a 1% DY.

Q: Good morning
my daughter age 30 has $100,000 US to invest hopefully in the next market correction
Her thoughts are to buy about 10 global stocks (including Canada and us) for longer term 10 years or more
I know you do not follow global stocks but can you suggest 10 stocks that may give good returns over this time frame
Happy New Year to the 5i team

Q: I own these stocks in my RRSP and would like to sell two,using the proceeds to buy them back in a US$ TFSA.Which two would you advise to make this switch? I could utilize DLR.U and DLR to do this and pay the required tax using cash in my C$ TFSA .Can this switch be done directly with the tax being paid separately?

Q: Greetings All:
The only tech name I own is MSFT, and I should have added to this sector long ago. Would you please do a comparison between apple and facebook including the following metrics: Expected growth,volatility,fundamentals including strength of the balance sheet, cash on hand. Finally, your recommendation or perhaps other more favourable companies.
Thanks,
Ben.

Q: Hi everyone!

I have a 2% weighting in technology. I am deploying a lump sum from a real estate sale and so far I've deployed 35% of my total, with 1% each in Kinaxis and Lightspeed, although Lightspeed is now probably a 2% position with its advance. Looking to exchange some money to U.S. dollars and was looking at the Companies above. My target weighting for technology is 14% so I can add a few companies. Which are your favourites? Any others to add to the list?

Thanks,
Jason

Q: Can you please provide your top 3-5 Cdn and U.S. large cap picks that based on current valuations are poised to provide the greatest total return by the end of 2021 irrespective of sector etc?

Q: I am starting to think about what should I buy with the $6K I can add to my TFSA in January. I like growthy names, and currently have BYD, DSG, ENGH, KXS, LSPD, REAL SHOP, and WELL in my TFSA. I have a well diversified portfolio, so not worried about the sector.

I was thinking of NVEI, DND, or maybe Topicus. Or some of your US favourites: CRWD, U, VEEV, PLTR.

Can you suggest your 2 top favourites from Canada and the US for a TFSA for a long term hold.

Topicus is supposed to be trading on the TSX Venture exchange. Do you think that will limit investor interest? I decided a few years ago that one of my rules was never to buy anything on the Venture exchange. But maybe I will have to break that rule (I will get Topicus shares from the CSU spinout). What is your overall opinion of Topicus, and how would you rank it in terms of growth prospects and capital appreciation in relation to the stocks I have in my TFSA, and NVEI, and DND.

Thanks,
Paul

Q: Hello Peter and team,
Thank you for your valuable advise on this platform.
Could you please give top five each growth picks in both Canada and US for 2021? (no sector preference). considering best would be first.
Thank you
Merry christmas and Happy new year
K

Q: Hi there,

If you were to build a US growth portfolio today of12 to 15 names, what names would you select?

Thanks!

Q: This is more of an observation than a question. I am disappointed that you are now recommending "nosebleed" momentum stocks like CRWD and TTD quite often, and went so far to to include some of these momentum stocks in your answer to a question about which US stocks you would add today. In my humble opinion, buying stocks with astronomical valuations that are already up 10-fold or more from their 52 week lows is not normally a good recipe for investment success. It would be especially imprudent to buy such momentum stocks that are not even profitable and trade on the basis of Price to Sales. On the other hand, it is good that you are disclosing your personal ownership of many of these nosebleed stocks: I hope that you will also let your readers know when you sell...

Q: Hi,
Question 1: When do you plan to add the new positions in the growth portfolio? If you can't share that information, would you be able to share the short list of what you are considering?

Question 2: If you were able to add US positions what would they be?

Thanks again for your wonderful service and happy holidays.