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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.

Q: I remember when GUD went public you were in love with it, well maybe not the right choice of words. We know now what happened since. With PLTR, same kind of love at first, as per your current answers not so much. I worry this may become another GUD story. Do you like Peter Theil, and do you think he remains a good asset for PLTR. He is controversial, so that makes we worry. Your thoughts please .
Read Answer Asked by Luc on March 14, 2022
Q: I own both of these companies and like what I read about the future growth, I am underwater and fine with that.
Would you recommend buying in to reduce my cost base. It is a minor part of my portfolio so I am not risking a lot.
Read Answer Asked by William on March 11, 2022
Q: I currently hold the above in my TSFA, and under water. Please provide your comment as which if any I should add to, or should I be considering selling.
Your comments would be appreciated
Thanks
Rick
Read Answer Asked by Rick on March 09, 2022
Q: Hi team,

For new money what are your top names?

And which names are you watching closely to buy in another 10%?
Read Answer Asked by James on February 24, 2022
Q: I own both of these companies, and would like to add more to my current positions. I know you like them both as long term investments. Do you prefer one over the other?

My other question is: What is your opinion about selling puts to add to these positions? Volatility is very high on both, so I would get a decent premium, and I (possibly)get to buy them at a much lower price. This just seems like win-win to me. Are there any risks in doing this that I'm not aware of? I am not using any margin for these purchases.

Thanks for all that you do
Read Answer Asked by Ed on February 24, 2022
Q: Should have asked this question months ago,oh well hindsight is a great thing,these stocks are all 2% positions down from 22% to 81%,mostly all Motley Fool misfires
I want to do some housekeeping for a continued 1-2 year hold or sell and move on could you tell me which ones to unload ....Thanks
Read Answer Asked by Greg on February 23, 2022
Q: Good day. A little over 1 year ago I allocated about 5% of my portfolio to the high growth/risk stocks. Needles to stay it hasn't worked out as expected. At this stage I am hoping that you can give me insight what the future holds for these companies as an investment. Which should be sold and subsequently move the funds moved into the keepers.
Deduct as many credits as you feel appropriate.
Much appreciated
Read Answer Asked by Francisco on February 23, 2022
Q: Pltr got hammered 15.75% today after Q results.Please comment. In light of the above & market backdrop,I am thinking of selling and take my losses as there maybe more pain,& maybe replace it with Goog &/or Msft. Please provide u opinion.Txs for u usual great services & views.
Read Answer Asked by Peter on February 18, 2022
Q: I have 6K in my TFSA that I’d like to deploy. Presently the TFSA contains the following names and the weight for each one of my TOTAL portfolio (Margin+TFSA+RRSP).

EGLX 0.87%
GSY 3.75%
LSPD 1.62%
MG 5.41%
NTR 6.26%
SHOP 2.05%
WELL 1.94%
NVDA 3.42%
PLTR 1.33%
PINS 0.53%
TFII 5.74%
U 2.29%

Should I sell EGLX and PINS since they have dropped below 1% of the portfolio?
Should I add to one, two or three of these names? If so in what order of preference?
Or should I go with another suggestion? If you can list 5 in order of preference.
Any sector CDN or USA.
I will not need the cash for another 8-10 years minimum.
Thanks for all you do.
Read Answer Asked by Marco on February 07, 2022
Q: As we move into 2022 I find myself looking for long-term trends that I can believe in and consequently feel safe to invest in. It seems to me that:
1. FINTEC
2. Cyber security
3. Payments
are three such trends. I'm curious if you agree with my three choices and if you do could you suggest a couple of companies in each trend that would be your favourites. Finally, are there other viable long term trends that you think I have missed?
Read Answer Asked by Les on February 03, 2022
Q: I might have missed it but in reviewing your portfolios I notice these two names absent. I hold them for longer term gains but am wondering now if they may be more risky in an adverse even "bear" market?
Thank you
Read Answer Asked by Peter on January 31, 2022
Q: I have TTD, PLTR, NVDA, PLTR, NVDA, CRWD, APPS, UCTT, CELH, AFRM, MTTR, UPST, VEEV, in my US account, and LSPD, SHOP, EGLX, TIXT in my Canadian (and holdings in other sectors, but these are the holdings in question). I don't need to sell anything, but don't have new funds to deploy in the low market. I had a lot of positions in tech going in and already thinking about consolidating the sector when the market turned. I wonder if you see anything that should be sold, and added to something else to maximize growth when the market turns good again, or if it is better not to shuffle at this point.
Read Answer Asked by Kim on January 25, 2022
Q: Hello Peter,

You used to love palantir’s prospects. Do you still feel the same way about this company and that it will be a future powerhouse in data and to a large extent are in a league of their own?

If so, at what price are you buying? At what price do you love it? And at what price is it a table pounder. I remember last year you loved it at $18.
Read Answer Asked by James on January 21, 2022
Q: These stocks were recently purchased before the melt down in teck, and wondering what your thoughts are going forward.
Should I be pulling the plug, I am underwater on all three
Thanks
Read Answer Asked by Rick on January 19, 2022
Q: I was planning on growing my position in these companies during 2022 in my TFSA account. Is there any of these companies you wouldn't invest in or replace for an other company (please indicate witch company you would replace it by).

Also can you say in what order you would rank these companies from highest to lowest, highest being you favourite and lowest least favourite?
Read Answer Asked by Rick on January 07, 2022
Q: Hi 5i team.
Looking for at least 3-5 year and likely longer hold on cybersecurity stocks or ETF. Would invest about 2 % of my equity funds in this.
Need high conviction for longer term capital preservation though I am quite OK with volatility. (A lot of tech stocks currently are relatively on sale.)

What would be your top 2 stocks and/or ETF recommendation? What price would you consider buying in at for your top recommendations.
Thank you so much.
Read Answer Asked by Tulio on January 07, 2022
Q: I am interested in investing part of my TFSA in cyber security US/Canada stocks/ETFs.
Are Cyber Security ETF (CYBR-T) and Evolve Cyber Security ETF (CAD Hedged) good buy? Are CrowdStrike (NASDAQ:CRWD) and Palantir Technologies (NYSE:PLTR) good buy at their current price levels and are they high risk/high valuation, strong growth stocks?
Please provide the preference of your choices of three cyber security stocks and three ETFs and rank them, and brief reasons why you choose those stocks/ETFs. Thank you.
Read Answer Asked by Helena on December 23, 2021
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