Investment Q&A

Q: I have substantial holdings in the US technology sector. The only stock underwater is Unity Software. Would you continue to hold or shift the funds to one of CRWD, SE, MU or PLTR in which I have only partial positions? Which would be your second choice if I were to divide the funds?
Thank you.

Q: I bought Asana on the advice of a professional who uses their software, and on their momentum and sector momentum. I'd like to buy Unity software (U) and was thinking to sell ASAN concomitantly. Is that a reasonable tradeoff or should I make room for both by trimming a Chip holding like Micron? I am not selling NVDA!

Q: Hi,
what are your 3 most compelling stock buys at this time.
Thanks!

Q: According to the portfolio analyzer, I need to reduce my tech. These are the companies I own (I'm not entirely sure WELL belongs on this list). Where should I start with reducing? Probably 2-3 names, or a partial disposition of a few. I'm up on all. Thanks!

Q: Down 15% on Unity and wondering if I should hold the course. Please explain why the stock has dipped and comment on both drivers and timeframes around future success. If I chose to bail on U, what two potentially high-growth stocks (any sector) would you suggest as replacements? Thank you.

Q: hello 5i:
TOI at $60 vs Unity at $120: which do you like better?
thanks
Paul L

Q: Hi - I recently subscribed to Portfolio Analytics and I was looking at the suggested sector allocations of which I am out of whack. So I need to scale back in Technology - out of the above holdings, could you pls let me know which you would considering selling first? Or if they are all good for the long term (I have 10+ years), I could look at reducing position sizes.

Q: Good afternoon, in response to an earlier question I believe 5i indicated now would be a good entry point but to wait before adding to an exiting position. Not sure what the difference would be, can you explain further? Also, at what price would you consider this company a good entry point? Thank you.

Q: Hi,
I'm now down 25% on Unity. Is it time to run to something else?
If so, what 5 names would you recommend?
Thanks

Q: Following the recent pullback in a few of these stocks, for a 3+ year time horizon, which order would you purchase at current levels in a TFSA account? Thanks

Q: Could you please comment on their results and outlook.
Would you buy it today?

Thanks,
Milan

Q: Your thoughts on earnings, outlook and stock going forward. Thanks

Q: HI 5i Team. I really appreciate your comments that speak to opportunities/areas or perhaps "themes" where you currently see good growth opportunities now and in the coming years. Some commentators have pointed to themes such as EV and materials that support EV, clean tech generally, changes in healthcare, etc. What would you consider to be some of the better investing themes right now (say 3 or 4?) and what would some of your suggestions right now for some good Canadian and good US stock selections within each, with growth in mind over a roughly 5 year horizon in a TFSA. I already have positions in LSPD, WELL, XBC and QST, and I plan to acquire AZT next. So I would be interested in hearing about your ideas and suggestions that might provide some additional diversification into other areas. Thanks very much - take as many question credits as necessary.

Q: Hi Peter,
What would be your today buy recommdation for fundamentally excellent companies ( canadian and US) in the small , middle and large cap categoies and have expected high growth in the near future. Appreciate ranking them by category and risk.
Thanks

Q: hello 5i:
From a risk/reward perspective, how would you rate the above companies, understanding that some have a short history and in the case of Topicus, no history (on Canadian exchanges). Can you provide a short summary of your #1 rated company of this group, please?
thanks
Paul L

Q: Please update your "favs" long-term 10 year HOLDS or "keepers", CAD and USD - up to 20 names . Looking for high conviction ideas. I am retired and have no need for income. I would like to check my portfolio against this list and make adjustments as necessary. Could you provide (a) rationale for each, and (b) percentage you would allocate to each.
Thank you

Q: I recently became 5I member and this is my first question. I recently uploaded my Portfolio and It had given me some meaningful and actionable information. As per the Portfolio analysis I need to do rotate money from overweight financial sector 20.83% versus 13.3% suggested and invest in Technology 6.6% versus suggested 16.3%

Given that Technology has a very good run-in last year, should I increase my technology exposure or wait for a pull back? Within the Financial sector I hold TD, BMO, RY, BNS, LB, POW, EQB. Which one would you recommend that I trim or exit, and the which 2 technology stock would you recommend to invest in? In Technology I hold Intel, Cisco and Cloudflare

Thanks

Q: Great and timely article yesterday on this "Phoenix market". With that in mind, which companies in the US manufacturing, health care, energy and technology industries would you be comfortable putting money into today with a 10 plus year hold with a medium/high risk tolerance? Are there any US names that you think should be full positions in the majority of such portfolios? Please feel free to deduct as many question credits as you deem appropriate.

Q: Hi 5i team,
With the current market volatility, I want to review my tech holdings and dispose of weaker ones. The review criteria are: 1. Profitable 2. Double digit revenue growth forecast 3. Healthy balance sheets. From the listed companies above, which do NOT meet these criteria? Many thanks.

Q: Hi Peter,
Thanks you very much for introducing PLTR on BNN a while ago. It seems to be a winner!
If you appear on BNN now, what would be your top picks (US only)?
Comparing US stocks with Canadian stocks which soon might be listed in US( such as AT.to), do you think these Canadian stocks have some advantage? In another word, should I just pick the top US stocks for retail investor like me?

I really appreciate your opinion!