Investment Q&A

Q: 23 year-old slowly building out his TFSA. GSY (23%), KXS (19%) and LSPD (29%) now dominate weightings with PHO, PBH, REAL, BAM.A and CNR being between 5%-7% each. Going to trim GSY/KXS/LSPD back to 10% each and use the funds to purchase four new positions. Given this is a long-term hold could you suggest your favourite 5 or 6 (Canadian or US) growth stocks or those with potential to be the next SHOP in order of preference and why? Many thanks for your always astute insights.

Q: Would like some recommendations for both Canadian and US large cap stocks where capital appreciation is more important Than any degree of dividend. Could you recommend five for each country? Feel free to charge more than one question. Thank you, Bill

Q: Hi Peter,
could you pleas give four Growth stocks( no sector preference) each in Canada and US for long term hold like 5-10 yrs.
Thanks,
KT

Q: Hi Peter !
My US holdings are ADBE,AMZN,TEAM,NFLX,MA,MSFT,AYX,ARKW and I would like to add 2-3 more US stocks to my US dollar portfolio. Could you please make some suggestions that would compliment the above.
I just started ARKW 5 days ago.
Thanks Andrew

Q: Your thoughts on these 4 new IPO: MCCafee, Palantir, Amwell & Doc in Canada and not too popular old techs services: sensors' testing and measurement SMTC Corp (Canadian Co. but no listing shown in Canada only US) and Vishay Precision Group. Thank you!

Q: Hi folks. Thank you for all your expertise. I have SNOW and would like to either add CRWD OR PANW but was wondering if they are similar to SNOW. Can you please advise if it's worth one or just stick with SNOW. Thanks Dan

Q: I own a full position in FTNT and in RPD in a registered account. The holding is for 10 years +++ Would you be inclined to switch one of the two for CRWD , which one and why? There would be no fees associate to the trade (no tax implication and trading fees are not significative relative to the size of the position)
if not, why?

Q: hello 5i:
please comment on PANWs latest quarterly report, and your opinion of the company going forward.
thanks
Paul L

Q: Please suggest a few cybersecurity relayed stocks remain reasonably priced for a 3-5year investment. Thanks

Q: Could you please rank above Tech stocks in order of preference that you would purchase or hold right now. I have all except CRWD and U, but they seem to be coming up in your lists more frequently.

Q: I try to buy best in breed companies or leaders in each sector/industry with the goal of holding for the long term. With the current sell off in high growth tech stocks my buy price alerts in the above companies are starting to get triggered. During times when we get a market sell off or sector rotation, as we may be getting over the next few days or weeks, I like to only buy one or 2 positions per day in order to keep some powder dry if the sell offs continue. If I don't hold positions in any can you rank in order of what you would buy first to last and please feel free to add other companies to this list you feel are good buys. Thanks for all your help.

Q: With recent vaccine development and big price drop on Monday , I am wondering what stocks are good to buy . Can you please rank them according to potential. Thanks a million.

Q: Hi 5i Team,

Can you please tell me what Tech Companies you would buy today (US and CDN) in light of the sell off for a 5 year hold.

Thank you,

Pat.

Q: Hi Peter and the gang,
Please give us your top 10 'keeper' stocks in Canada and US.
Thanks a million

Q: Hello Peter & Team,

We're all aware over the past 9 months since the Pandemic became part of our every day life, on-line shopping has really taken off.

I am thinking Cyber Security is going to have to follow suit considering how much money is travelling through the internet. Do you agree this industry should see a considerable increase in opportunities & growth in the coming years? And if so, which companies would you suggest we take a look at if we want exposure to cyber security.

Thanks for all you do.

gm

Q: What are your thoughts on OSTK? Would you start a position with a less than a 1 year outlook? It has had quite the year given COVID, but unsure how it would fare in a post covid world and where it ranks for crypto. Any recommendations you have as alternatives with a high short term growth potential (albeit with higher associated risk) would be welcome.

Q: I have US$ in my TFSA account, I would like to invest in some US technology stocks, say 3 stocks. I can take high risks in this account.

Q: Hello. I'm invested in CRWD and have been watching ZS (both on the NASDAQ). But I'm unclear whether there is overlap in their business models. ZS is doing very well, but I'm worried that I might be buying two sides of the same coin. Thanks!

Q: Hi team!

I see today on Cision that Infosys has won some new contracts and named a Digital Process leader.
Last question on this company was in 2017.
What are your thoughts these days?
Most of their 'Key Ratios' from your Companies page seem to reflect things are moving in the right direction, ie ROE, ROC. Their 3, 6, 12 and 36 month '% change' charts support this as well with gradual upwards trajectories.
If newly purchased in a balanced portfolio, should it belong to an RRSP, TFSA or non-registered. They do provide a US $ dividend so I assume RRSP.

In keeping with the 'all things Digital' theme, are their other companies you prefer that would be key (ie leaders) in leading the digital transformation? (There was a question asked on Sept 28 about 'disrupters'...not sure if these might be classified into this category).

Keep up the excellent work for us small DIY investors!!!

Cheers,
SteveMC

Q: Hello Peter,
In addition to my core portfolio built around the 5i Balanced, I have a margin borrowed portfolio that started with the idea of swing trades but has become the size of the core one as I stayed with the momentum. It is built on 3 pillars. Tech growth – (ZM, CRWD, VEEV, AVLR, LSPD, PHO, XLNX, ROKU), precious metals – (AEM, FNV, PAAS, MMX, WDO, KRR) and yield stocks -(ABBV, CU, CPX, ENB, PPL, FSZ) that help pay the interest. Two others not classified are DXCM and Visa. None of these started out as a long term holding for more than a year, but am willing to hold on in the current low interest environment. In fact, am willing to borrow more if opportunity shows up. Have my eye on NVDA, ADBE and TTD.
In case of heightened volatility which of the 3 pillars would you focus on holding and any suggestions on which ones would you exit sequentially?
Look forward to your suggestions. Thank you for your advice in advance.
Regards.
Rajiv