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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: Hello 5i!

So I am a little overweight in technology and feeling the burn a little over the last few months. I am considering re-balancing but am wondering about timing (I know, its impossible! lol)
You have commented that the Q4 is typically good for technology stocks so would you anticipate that they may see positive momentum in the next month or so? I realize you don't have a crystal ball but just based on general market patterns?

Also, what is the general window for Q4 earnings reports? ( end of Jan to end of Feb?)

Lastly, a sincere thanks for all you folks do. Your expertise, education and general good common sense have made a world of difference to the whole 5i community (and their families!).

Wishing you all a healthy and happy 2022.

Read Answer Asked by Wes 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: Recently held LSPD and watch it fall fall and fall. Wish I had sold some.
Have held shop for several years and am now watching it tumble. Understand both are growth stocks and there is a rotation. Is there a price point that Shop would hit where you think one should sell some. Are my concerns justified or is it a wait and be patient and it will return to 2000.00. Realize you do not have a crystal ball but need your advice.
Read Answer Asked by Stephen on January 07, 2022
Q: Hello,

I’ve always wondered why certain companies let their share price run into the thousands and rarely if ever split their shares. For a small retail investor like myself paying 2000- $3000 USD for an Amazon or Alphabet is simply not possible. I’ve always suspected it may be a philosophy of management and or founders who all still have significant influence in the mentioned companies.
Read Answer Asked by Anthony on January 07, 2022
Q: Hello great folks:

Any idea why TIXT is so weak here? Is it lumped in with the "high valuation" growth companies, or is it expected to suffer with higher rates?

Bonus question: Gold seems to correlate the best with real rates. If rates move up this year and is successful in moving inflation down, this would seem to be a double whammy against gold. Would you expect gold, and by extension mining stocks, to have a tough year under this scenario?
Read Answer Asked by Kel on January 06, 2022
Q: With the recent shift from growth to value I was hoping to add a bit of Canadian Tech with XIT, instead of picking away at CSU, GIB.A etc individually, as these are all held within the fund. Can you let me know your thoughts on this or a proxy to XIT? XIT seems quite expensive with Management Fee's 0.55% and Management Expense Ratio (MER) 0.61%
Read Answer Asked by Tom on January 06, 2022
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