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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 plan to sell CNQ BAM GRT.UN and TTD for tax losses. Can you please suggest proxies for each of these companies.
Thanks
Read Answer Asked by Peter on April 29, 2025
Q: Another day, another short report on Applovin. All the reports say something to the effect that Applovin tracks users in a way that the major platforms Apple and Google forbid. The worry is a deplatforming at some point. What do you make of this?
Read Answer Asked by Michael on March 28, 2025
Q: How would you rank the following for a growth oriented long-term hold: NBIS, PLTR, FOUR, SYM, CLBT, GSHD, UFPT, SNOW, CTLP, MSTR, FRSH, APP
Read Answer Asked by Andrew on March 17, 2025
Q: Time to clean up my tech holdings. Can you please rank them for a 3-5 yr hold. Need to get rid of 1 or 2 and maybe trim some others. Thank you
Read Answer Asked by Neil on February 27, 2025
Q: TTD cratered and now keeps moving down. I didn't think earnings were THAT bad. Is this an overreaction or can you explain why the fall has been so harsh? Would you consider this a buying opportunity or is this a falling knife? Thanks!
Read Answer Asked by RJ on February 20, 2025
Q: Hi,
Between these high growth names, which do you like best and how would you rank as best risk adjusted return to start a new position? Thanks!
Read Answer Asked by Keith on February 19, 2025
Q: Good morning 5i,

I'm expecting some turbulence coming for sure. I doubt all is priced in with the tariff battle. Of course nobody knows. But opportunity may be knocking.

I refreshed myself on Peter's cover call write up from years past. I'd love a new take on selling covered calls to enhance your income and some strategies relating to it. ie, OTM, time frame etc.

And some top stocks in your view for writing on. Excluding NVDA, already sell OTC cc on my position.

Thank you very much.
Read Answer Asked by Adam on February 04, 2025
Q: I have the above tech stocks sitting at just over 30% weighting in portfolio. Could you please rank them as to which you might sell first. I sadly sold Crowdstrike last summer when they had their issues and I am thinking I need a cybersecurity stock. Would you buy Crowdstrike or Palo Alto or half of both. Also, What do you think about Saleforce? With the thought of cheaper AI, is that one that would possibly benefit and how where would it rank within my aboce tech stocks? Thanks for all your help. With all your advice, last year was awesome and still up this year following yesterday’s falloff.
Read Answer Asked by Neil on January 28, 2025
Q: I need to consolidate some of the riskier stocks in my portfolio. Of the following on my chopping block, could you rate which would be keepers for the long term (with a hands-on approach) - best to worst - KSI, GLXY, AVGO, AXON, IESC, ROAD, COIN, APP, CRWD? Also, I hold both GSY and PRL. Is it reasonable to let one go in a consolidation? If so, which one - thanks!
Read Answer Asked by Kim on January 16, 2025
Q: Happy new year to the 5i team and readers! In your Jan.6th answer to Judith you ranked App no.1. Can you please elaborate on why it’s a top pick and comment on valuation. I am concerned about valuation - but then again, I’ve sold many a growth stock prematurely due to this concern and missed out on gains!

Jason
Read Answer Asked by Jason on January 07, 2025
Q: Hi there
Could you please rank the noted stocks in order of "buy now" preference? (CN, AVGO, CRM, KSI, APP, BEP.UN, DOL, TTD).
Thanks so much! Appreciated.
Read Answer Asked by Judith on January 06, 2025
Q: I have the above stocks on my watchlist. They are all coming into the range that you have suggested in the past. Do you think they are buyable at current prices, APP for medium term, the others medium to long term (SOBO long term) which order would you add, and what percentage of the portfolio would you be comfortable with as a starting position? Thanks!
Read Answer Asked by Kim on December 17, 2024
Q: Hello 5i
Could you rank the above stocks for a 3-5 year TFSA hold with a medium to high risk tolerance in mind.
Thank you
Dave
Read Answer Asked by Dave on December 17, 2024
Q: Would you be comfortable holding Applovin for a 3+ year hold? I managed to buy it near the high but I was planning on holding it. I suppose ups and downs go with a high octane stock like this one.

I also wanted to wish everyone a Merry Christmas and holiday season. Thank you for all your help this past year!

Jason
Read Answer Asked by Jason on December 09, 2024
Q: I've held TTD for many years now (since about $17 thanks to 5i) and it's starting to seem expensive at current prices (especially given the roku talk). Would it be best to diversify some towards others in the ad sector like APP or MGNI (or any other suggestions)?

You've spoken favourably of APP recently, do you like it better than TTD at current prices? My holding period is as long as possible if that helps.
Read Answer Asked by dan on December 05, 2024
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