Investment Q&A

Q: Please rate these cyber security companies as your choice to buy for a 3-5 yr. hold. Any others you would choose?

Q: Good morning
What are your thoughts on holding PLTR in a TFSA?
Thks
Marse

Q: In general, I've heard repeatedly that stocks like certainty - whether this is on interest rates, consistency of earnings, etc.
I just saw the headline this morning that Palantir is accepting bitcoin as payment. I think we all agree that bitcoin (and all crypto currencies) are quite speculative in nature. Isn't this bad news for true "investors" knowing that their revenue could go to $0? Shouldn't this mean true investors want out and speculators may want in? It seems completely counterintuitive to me for companies like PLTR and TSLA to do this. Comments?

Q: Hi, Could you please comment on PLTR and AFRM earnings. Thanks

Q: Where do you see a bottom for these 3 stocks? Do you think it is worth stepping in to any or all?

Q: Would you consider this company current price a good entry for initial investment?
Does this company has a reasonable outlook for growth in the current markets environment?

Q: I am looking for growth. I own these US stock. Are there any you would sell in order to buy others in the group or other US stock?

Q: Please rank them according to upside potential. Thanks for your excellent service.

Q: Hi,
I hold the above companies in my TFSA and would like to make the portfolio more concentrated for better upside potential. If you were forced to cut three positions and add the proceeds to any of the existing holdings, which one’s would you choose? Long term growth is the only objective.
Thanks

Q: Hello 5i
With an eye to high grading my portfolio I'd like to sell smaller riskier holdings to add to NVDA ROKU and PINS.
In what order would you sell the following in order to accomplish this goal: FSLY PLTR AYX CRNC AVLR
Thank you so much for your guidance!!
Dave

Q: My question is regarding Shopify being down today almost 5% with 6 days to earnings call. The following stocks are in my TFSA, and wondering if you’d consider trimming parts of this portfolio to add to SHOP in a potential great buying opportunity if it keeps dropping post earnings call?

Would you add to another “power house” like NVDA instead ?

Thanks for your insight!

Nick

Q: PYR is down 38%in the last moth, I'm still up 45% , JD does not seem to be going anywhere ? OKTA I am up over 100% and thinking of selling and taking the profit. These next ones, I'm simply down on: APPN -38%, WPRT -40%, QST - 38%, PAT -72%, AT -51%, PLTR -38%. What would you do ? Buy, Sell or Hold. Thanks.

Q: Ithoughts on demo day , thanks

Q: What do you think of these stocks long term 3 yrs. Buy , Sell or Hold ?

Q: Hi 5i,
Would you add to an existing position in any of these ? I know you generally frown upon averaging down but if you would in what order ?
Thanks again
Mike E

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!

Q: hi, are you still comfortable with these 2 for longer term holds? also, what are your thoughts on Docebo as a buy at these prices?? and while I am on a question asking roll, what about Palantir??

Q: Have a 4% position(basically no profit) of PLTR has declined from recent $45 high.You opinion please. Buy more,hold or sell.Thanks for u usual great services & views

Q: In your answer to David, you state that WELL had a positive EBITDA, yet when I bring up the profile, the EBITDA MARGIN shows negative -8%. Is the EBITDA reference in the answer to David different from EBITDA MARGIN % ? 5i refers to EBITDA a lot in your answers and I notice BNN guests do also. I notice that, with the exception of AC (Air Canada), all the stocks in the BE PORTFOLIO have positive EBITDA MARGINS. In contrast, some of the US stocks everybody keeps asking you about have a negative EBITDA MARGIN: AFRM, CRWD, U, and PLTR is a whopping -115%. So when you warn this humble subscriber that a stock is risky, how useful is it to look up the EBITDA MARGIN? For example, how should I interpret XBC having an EBITDA MARGIN at +1.8%, or DFLY at -199.5%

Q: During these times of what we all hope is an economic recovery, would you choose Palantir or Visa for growth over the next two years?