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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; I would appreciate your thoughts on cybersecurity stocks. I know you like CRWD but asking about CHKP and your take on the best in this space. Many thanks as always. Barbara
Read Answer Asked by Barbara on March 31, 2023
Q: Good Morning,

In my (hopefully) high growth basket of stocks, I would like to do some consolidation. The partnership with TikTok is supposed to be beneficial for Sprout Social, but with the security concerns about TikTok in the recent news, do you think that Sprout will be significantly impacted? If so (or if you no longer like Sprout) in what order might you consider adding to the following: LNTH, APPS, ATZ, INTU, ATD for a 3-year hold? Thanks. Brad
Read Answer Asked by Bradley on March 30, 2023
Q: Good morning Peter, Ryan, and Team,

In our combined accounts, Portfolio Analytics indicates that the Technology sector is overweight by 4.53%.

To reduce the overweight position to 2.76%, ENGH could be sold at a reasonable profit, given the length of time it’s been held.

Our other holdings in this sector are CSU, KXS, TOI, and LMN. (If we also sold LMN, our new overweight position would drop to 2.62%) Would you endorse selling only ENGH or both ENGH and LMN to free up some $ for under-represented sectors?

Thanks as always for your thoughts.
Read Answer Asked by Jerry on March 30, 2023
Q: Hi 5i Team,

I’m down on all the above stocks as follows CRWD Down 36%, ETSY down 40%, PINS down 52%, PYPL down 64%, SQ down 72% and U down 77%.

With a 2 to 3 year horizon which of these are worth holding and which once I should sell and can you suggest US replacements and not necessarily in the same asset class. Just good stable companies that have good growth potential to outperform the indexes.

Take as many credits as you feel necessary.

Thanks
Joe
Read Answer Asked by Joe on March 30, 2023
Q: I have built up a position in TIXT and plan to hold it for a very very long time. I now also have some shares of LMN spun out from CSU. The LMN shares are approximately 1% of my CSU position and an even tinier fraction of the overall portfolio. Wondering if I should just roll the shares of LMN into my TIXT position and would be more inclined to do so if there is considerable overlap in their businesses. Your thoughts please?

Thanks.
Read Answer Asked by Joel on March 29, 2023
Q: Could you please comment on TRI, its valuation and why it defies gravity seemingly independent of its peers? Does it have comparables and what is future growth potential?
Read Answer Asked by Peter on March 28, 2023
Q: Hi, Your thesis about trading of Lumine shares, during initial days makes sense and seems to be proving itself right. Brilliant !!! Based on no of shares already traded and more selling expected in coming days from the Index funds ( appx holding of LMN shares across Index board ), when and at what level, you expect the shares to settle, before it would be safe to start accumulating ? Thank You
Read Answer Asked by rajeev on March 28, 2023
Q: Coveo announced last week that it will be available as an SAP endorsed App. Could it be a game changer?
Also, how will you rate the probability of SAP acquiring Coveo in the future? Does SAP have a history of acquiring firms of endorsed App?

Tks
Read Answer Asked by Daniel on March 28, 2023
Q: Since CSU pays its dividend in USD, to avoid currency exchange fees I hold CSU on the US side as CNSWF. When it spun off Lumine, the new shares showed up in my US account as LMGIF with a BV of $.02
- the spin out is listed as a "dividend in kind", does that mean there is no tax due until I sell the lumine shares at which time all proceeds (since BV of $.02) are taxed as capital gains?
- I can not see LMGIF on any of my trading platforms. What is the difference between LMGIF and LMN?
- given that Lumine does not pay a US dividend is there any reason for me to continue to hold it on the US side?

Thanks
Scott
Read Answer Asked by Scott on March 28, 2023
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