Investment Q&A

Q: What is your take on the acquisition of the $50M in physical gold bars by PLTR? Does this make any sense by the company? Or do you believe they have some access to some privileged information from their service (ie. a Black Swan event)?

Q: Hi Team,
I am currently reviewing my TFSA and the current holdings within that account. I am looking for your thoughts if any of my holdings should be adjusted or removed/trimmed, or if you had any suggestions for new buys. My focus in this account is growth for a 10yr+ period. I hold the following stocks, listed as a % of my tfsa: LSPD (32.3%), CELH (9%), Docu (5.6%), Fb (19.3%), Pltr (4.9%), SQ (12.2%), TTD (8.9%), U (7.9%). Thanks

Shane

Q: Hello, your thoughts on the recent rally in Palantir please. I read that it has broken some kind of technical resistance but there was also an announcement of a partnership with wejo. Any insight would be appreciated. Thank you.

Q: I have new US $ 20k to purchase US listed stocks. Please rank buying order of the above stocks for long term growth and reasons if possible. Thank you kindly. Bill

Q: Would you be able to provide a grading for the following stocks as you currently have for CND companies in the Report section? Would appreciate your thoughts, +A through E for the selected companies.

Any chance you’ll be adding US companies to the Reports one day?

Thanks

Nick

Q: Hi 5I team. I am attempting to set up a long period (5 year) US portfolio for an educational fund for my grandchildren.
Considering that I read 5I question answers daily, let us see if I have retained any wisdom and your current preferences by sector-
FIN(JPM); Health(ABBV); Real Estate(WPC); Materials (NTR); Info Tech (PLTR); Energy(CVX);Industrials(CAT); COMM(VZ)

would you change any of these choices?

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

Q: I hold all of these stocks and want to add to one. Could you rank in order which ones you would be adding to today. TEAM, TTD, U and PLTR

thanks Dave

Q: Hi team. Two of my most "unsure" holdings are pltr and mgni. I was wondering how you feel about these long term. Would you continue to hold them? I was considering adding to TOI with the proceeds if I were to sell one, or both of them. What would be your suggestion for the long term here? Or is there any other of your absolute favourites at the moment that I should be buying today instead of holding pltr and mgni? Note that I already own TTD (same sector as mgni). Thanks for your input.

Q: I keep seeing CRWD come up as a good growth holding. I own the holdings mentioned earlier today in the 3 Cdn and 3 US growth recommendations, with the exception of CRWD. I'd have to sell something to buy it and own both UCTT and ICHR. I am wondering if there is some overlap between these two and whether selling one to buy CRWD is a good move - and if so, which one would be the better sell. If not, looking at CRWD peers, I also own PLTR. Would CRWD be a better growth holding than PLTR and warrant a switch?

Q: Hello Peter and Staff

For a small starter position medium risk acceptable -5-10 year hold which of the 3 above would you recommend and why?

Also would the “runner up” be better same parameters than any of U, ENGH or SYZ already held in small positions

Thanks for all you do
Dennis

Q: Hi Team,
PLTR is down more than 6% this morning. wha do you think of the company? why is it down? I am thinking about adding.
Thanks!

Q: Good day. Looking to deploy some new cash, the above stocks are my present US holdings. Any in this group set to take off that could be added to or any sells in the mix? Recommendations to add to this group?

Q: In the past few weeks, I've read a lot of negative articles and opinions about Palantir characterizing it as being a ''shareholder-unfriendly company that carries too many risks'' and I just wanted to ask your thoughts on the matter. Issue #1 that comes up a lot these days is about the excessive stock-based compensation program, which has been eating all the profits in recent quarters. #2 It appears that there is A LOT of selling from the company’s insiders and was wondering if it was worrisome. Thank you!

Q: I noticed huge collective volatility in a few stocks that I follow for the period May 13-May 21. Beaten down growth stocks rocketed up; C3.AI up 40%, PLTR up 16% and XBC up 36%, while a typical copper producer CMMC was down about 25%. It looks to me that there is a huge amount of speculative money out there looking for very short term gains, pouncing on anything that looks undervalued and shifting from sectors that have had a good run. I guess that it means that the individual investor has a high probability of getting whipsawed and that long term investors should not be overconcerned with short term volatility. Do you have any comments on this? Thanks, David

Q: Friday messy fun question, please take it lightly. I would like to start reducing the oil companies I bought in April last year. They've done incredibly well, but now I would like to increase my tech growth stocks by opening 1 or 2 new positions. I currently own GOOG, DND, U, CRWD, RDFN, ROKU, VEEV, PINS, and SQ. They have done well under your recommendations even with the recent pullbacks. As no one can time the markets, I am not willing to wait for a surprise interest hike as it is part of a locked-in RSP. It would be a 10+ hold. 1) Without considering size, could you please rank your favourite top 5 companies addressed in this question as of today in terms of strong balance sheet & steady growth potential over time (even in an interest hike environment). 2) Could you please give a brief explanation for the #1 pick only. Thank you very much as always!

Q: I am currently helping my wife to add new money to her TFSA account. She is currently holding DND, AC, EGLX and PLTR. Please suggest your favorite growth stocks (Canadian and US) taking into account the latest volatility and recent sector rotation from growth/tech and rising interest concerns. She is looking for 5-7 years time frame.

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?