Q: With technology stocks presently going out of favour with buyers what 5 Canadian and 5 US technology stocks would i5Research recommend for a long time hold in a TFSA. Thanks … Cal
Q: On a scale of 1 to 10, what value would you give to both risk and long term growth prospects for each of these companies. Feel free to provide a brief qualitative comment instead if you think that would be more beneficial.
Q: I am considering the purchase of one of the two above securities, Accenture or CGI. Which of the two would you recommend and your reasons. Your overall comments would be appreciated. Thank You
With the Nasdaq down in the 10% range was wondering if the pros at 5i are starting to nibble or do they see this as a lot deeper in the 20% or more range.
Q: Having held SHOP (TSX) for a number of years, it's discouraging to watch it whither away. While this downturn plays out, would it make sense to short the US version of the stock? Obviously, there are considerable risks involved and it would require close attention for entries and exits, but it seems like this might mitigate some of the losses. Or is this a dumb idea? Thanks.
With demand continuing to outpace the supply and availability of semi conductors around the world with no end in sight, would this be good time to add a small position of a Semi Conductor ETF in my US$ Non Registered portfolio as part of my overall Technology sector weighing and if so, which of the two ETFs (XSD and SMH) would you recommend?
Thank you for your thoughts on this.
Q: I'm presently down 27% on this stock and it doesn't seem to want to turn around ? Any suggestions ? Could you give a breakdown of what you think ? Should I hang on or invest the money elsewhere and what would you suggest ?
Q: Is it good to buy the Google CDR as opposed to converting to US and buying the GOOG? Which is the better choice between the ADR, GOOG and GOOGL? Thank you.
Q: I get that there is money moving out of growth (tech) and into other areas of the market. However, all the mentioned names here have CAGR of > 25% amongst other great fundamentals (free cash flow, equity,...). So long as fundamentals don't change, I can't see any reason to sell - only to add to these names on this opportunity. So long as business grows (and >25% is huge!) all these should be winners in the long term, no?
I've experienced significant whiplash with most of these stocks but am optimistic that with a longer timeline I should be okay.
I'm hoping for two things in your response:
1. Giving me comfort that my thinking is correct and if I hold on I should be okay, and;
2. Of the list, the one stock you would add to today.
Q: Good morning everyone at 5i!
Peter, I would like to compliment you on your National Post article I read this weekend. You are a breath of common sense in this “ the sky is falling” world. I always feel much more optimistic after having read your articles. Thank you. Now to my question. You equated bitcoin to the tulip bubble. I always wondered about bitcoin and the attraction. Should I divest myself of my holding in Coin, if there is no real future in bitcoin?? That, and Square are my only exposure to the bitcoin market. Cheers, Tamara
Having sold my US tech before the pandemic (???) and Canadian tech 2 months ago (???) I am considering jumping into the Canadian tech space again. Would please advise me on your 3 favourites and rational for each. Potential growth and "safety" long term are key considerations. Thank you for always great direction.