Investment Q&A

Q: Good morning 5i, I am piggy backing off a recent question by James, but if you can disregard sector diversification and risk is also not an issue and main goal of course is capital appreciation.

"If you were starting a new account with 100k with a portfolio of 10 US equities, with a 10 year time frame, which 10 would you currently choose?"

Q: I own KXS and and OTEX for the Canadian tech component of my portfolio.
1)Would you suggest adding a third company and if so what would you suggest? Or Would would you prefer adding to the position in KXS (even after the share appreciation)?

2) What is your top pick for US Tech at the moment?

Thanks

Q: Hi , as you mentioned future trend of people staying home and work and boss wants to monitor work. Would you suggest companies that involve in this ? Thanks.

Q: Hi,
I am interested in getting exposure to the cybersecurity sub-sector. Can you provide your three best stock ideas at this time?
Thanks,
Dan

Q: Hi 5i -- my son (age 26) has recently started working in a well-paying job in the US. He's saving a good portion of his salary and has asked me what he should be investing in. No debt. He's looking to invest for long-term growth for retirement in 40 years or so. About 1/3 of his holdings right now are in Brookfield Asset Management, 1/2 are split between VIG and USMV, and the rest is Berkshire Hathaway and CN for his non-registered accounts. Right now non-registered savings are $75k.
His 401k is separate in Vanguard SP500 index fund. He is a believer in pay yourself first and has been able to save and invest 5,000/month US!

He's looking for good growth stocks or funds that will increase steadily over the long term. He's earning enough now that he doesn't need dividends in the short term but he's not opposed theoretically if everything fits together. Any thoughts on what he should be investing in? Thanks.

Q: The financial people keep on saying they are looking first at the company`s Balance Sheet. Therefore which, Stocks have the strongest and best Balance Sheet? Also, include US stocks as well as Canadian stocks, because I do hold both.

Q: Thanks for the great technical chart. It is very very helpful. Can you please share the chart settings.
Is there any ETF in Canada and the USA that covers work from home stocks. That includes Cyber Security, Telecom and cloud business. if not would you recommend any stocks or ETF with a good balance sheet in each of the above sectors or any other sectors that would benefits?

Thanks for the great service.

Q: Hi Team! As more more and more people are working from home, cloud based software companies, cyber security companies will benefit as I think this will become a new reality as companies realize they can save money. In Internet communication and hardware companies out there that will see an increase of their services and products are there any names you would recommend? I thank you in advance. Sam

Q: Hi 5i Team,
Pls comment on Crowdstrike Holding’s earning and guidance. Do you like their future outlook?
Thank you for your professional advice.

Q: I own these 6 u.s. tech stocks. What are your thoughts on each?

Q: Good afternoon,
Your thoughts on CRWD and ZS would be appreciated.
Would you be a buyer of either of these companies today?
Do you have other preferences in this sub sector?
Thank you,
Patrick

Q: Hello 5i,
Could you please rank these cyber security companies for growth and moderate risk.
Also what would your favorite name in the space be if not listed.
Thank you so much for all you do!!
Dave

Q: Why did SHOP rise so much ( more in percentage than other stocks ) on Friday ? Is it a good time to buy WORK now to gain in 2020 ? Is PD , ZM, CRWD , oversold now ? AYX did not move on Friday which is a good day ?
Thanks a lot for your excellent service.

Q: Please comment on the financial results of these companies. PD & ZM drop afterhours.
Thanks a lot

Q: With pullbacks on these two stocks, how do you feel about now as entry points?

Q: I own a small amount ( about .5% each) in these varied areas of the above stocks. My balanced portfolio is a bit short on cash for other purposes. Would you rank these as you can, for possible sale and recommended keepers for adding to, in this market? Long time subscriber and thank you for putting it all our there.

Q: I have very recently equally invested in MHK, KEYS, PAYC and ULTA. Do you these companies offer better safety combined with potential then investing in AYX, TEAM, CRWD and DOCU.

Q: Can you comment on CRWD earning and the market reaction?

Thank you!

Q: Crowdstrike and Rapid7 seem interesting to me but quite expensive. If we experience a broad selloff, what price range for these companies would make them an attractive buy for a long-ish (5 year) term hold?

thanks

Q: On a risk/ return basis, which two of these would you prefer and why please.