Q: With DND having gone up quite a lot in the last month and its lockup period coming to an end (IPO Jul 17 at $7.5, 180 days would be around Jan 11), do you expect a pullback soon? I bought at $27. What do you think about selling now at $50ish and hoping for a pullback to mid/ low $40s to buy back? It is only < 2% of my portfolio and this move would be just for fun, so not too important if it doesn't drop and I go find something else to buy. I also don't mind holding it for a year or two. I am just starting to learn to trade and would love your opinion on how you think this stock would behave in the near future.
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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.
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Real Matters Inc. (REAL $6.24)
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Converge Technology Solutions Corp. (CTS $5.99)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.40)
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Docebo Inc. (DCBO $29.76)
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Dye & Durham Limited (DND $3.19)
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Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
Q: Of the above stocks which would you feel is the best to add to our TFSA and why? Could you also rank them in order best first, in case I decide to add 2.
Second related question: LSPD, CTS, and DCBO are in a non registered account They could be moved over to the TFSA but am reluctant to do so because l have a capital gain on them, 200%, 60%, and 60%. LSPD would be a partial move due to its greater value.
Thanks for all your guidance and suggestions in the Q and A. The 3 above profits are a result of 5i.
Happy New Year to all.
John
Second related question: LSPD, CTS, and DCBO are in a non registered account They could be moved over to the TFSA but am reluctant to do so because l have a capital gain on them, 200%, 60%, and 60%. LSPD would be a partial move due to its greater value.
Thanks for all your guidance and suggestions in the Q and A. The 3 above profits are a result of 5i.
Happy New Year to all.
John
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Amplify Cybersecurity ETF (HACK $80.74)
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First Trust NASDAQ CEA Cybersecurity ETF (CIBR $71.56)
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CrowdStrike Holdings Inc. (CRWD $490.67)
Q: What ETFs would you recommend that cover the cyber security sector and might include CRWD?
Thanks,
Murray
Thanks,
Murray
Q: I would like to have your outlook on LMT for 2021.
Do you consider the company with good fundamentals and stable balance sheet?
Do you recommend holding a position on the stock?
Thank you
Do you consider the company with good fundamentals and stable balance sheet?
Do you recommend holding a position on the stock?
Thank you
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Microsoft Corporation (MSFT $472.12)
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Atlassian Corporation (TEAM $146.28)
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CrowdStrike Holdings Inc. (CRWD $490.67)
Q: Hi Peter, Ryan and Team,
Do you think a swap of TEAM for MFST or CRWD inside a TFSA for a long term hold is a good idea?
Thanks.
Do you think a swap of TEAM for MFST or CRWD inside a TFSA for a long term hold is a good idea?
Thanks.
Q: Hello Team, do you feel both these stocks are buys and how would you rank them for short term growth and momentum? Long term growth and momentum.
Thanks,
Barry
Thanks,
Barry
Q: 5i
I've held snow for a little while and was originally up about 20% but it has dropped back about 20% , so i am essentially at the point where i started . The earnings forecast for 2021 is only about 7-8% . At least from what i can find . Would you agree with this forecast ? Do you like the stock ? Would you keep it or look for something better.
Thanks for all your guidance throughout the past year .
Bill C
I've held snow for a little while and was originally up about 20% but it has dropped back about 20% , so i am essentially at the point where i started . The earnings forecast for 2021 is only about 7-8% . At least from what i can find . Would you agree with this forecast ? Do you like the stock ? Would you keep it or look for something better.
Thanks for all your guidance throughout the past year .
Bill C
Q: Can you compare the two companies?
Thanks.
Thanks.
Q: HAPPY NEW YEAR TO ALL. Whats happening to CRWD? Its down 5% as I type. Naturally I just bought more last week....!
Thank you for a very good 2020.
Thank you for a very good 2020.
Q: Hello %i and a Very Happy New Year to all of you!!!
I noticed QS is down 30 % and is reaching the price of a month ago. I haven't seen any news. Do you know what is going on?
Is this a good time to start a position in this com[pany
Thank you
Steve
I noticed QS is down 30 % and is reaching the price of a month ago. I haven't seen any news. Do you know what is going on?
Is this a good time to start a position in this com[pany
Thank you
Steve
Q: DCBO has been on a nice rally recently. Does this indicate that their recent listing in the US is successful and US investors are going to drive this higher similar to what occurred with SHOP and LSPD?
All the best in 2021 to the 5i team.
All the best in 2021 to the 5i team.
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Apple Inc. (AAPL $271.49)
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Amazon.com Inc. (AMZN $220.69)
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Visa Inc. (V $327.98)
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Constellation Software Inc. (CSU $3,291.41)
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Open Text Corporation (OTEX $46.63)
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Tencent Holdings Ltd. ADR (TCEHY $79.04)
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Block One Capital Inc. (BLOK)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.40)
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Pinterest Inc. Class A (PINS $24.96)
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Palantir Technologies Inc. (PLTR $154.85)
Q: I am concerned about 30% of my holdings being in IT and would like to reduce perhaps by half and cover some other sectors for balance. (Just read your year-end article about predicting 2021 - perhaps you would not be concerned about 30% going forward)
What order might you trim / sell these to raise cash?
Much thanks for steering us through a year full of uncertainty.
What order might you trim / sell these to raise cash?
Much thanks for steering us through a year full of uncertainty.
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Amplify Cybersecurity ETF (HACK $80.74)
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Palo Alto Networks Inc. (PANW $182.90)
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Rapid7 Inc. (RPD $13.91)
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CrowdStrike Holdings Inc. (CRWD $490.67)
Q: What are your top 3 ideas for a cyber security stock that could be bought now for a multi year hold?
Q: I presently have a small position in Open text - considering selling, Is there a US alternative?
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Pembina Pipeline Corporation (PPL $53.78)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $208.28)
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Sonida Senior Living Inc Com (New) (CSU)
Q: why were Shop and Csu down between 7 to10% last week while the Nasdaq was up 1.85%.?
Also Ppl fell from $34 on Dec9. to about $30 on Dec 31
Do you think Canadian investors worried about a possible increase in the capital gains tax are taking profits to offset their losses on pipelines,etc?
Also Ppl fell from $34 on Dec9. to about $30 on Dec 31
Do you think Canadian investors worried about a possible increase in the capital gains tax are taking profits to offset their losses on pipelines,etc?
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Microsoft Corporation (MSFT $472.12)
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CrowdStrike Holdings Inc. (CRWD $490.67)
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Absolute Software Corporation (ABST $15.20)
Q: Hi,
I am considering selling ABST (in TFSA) and purchasing something in tech with more growth and it participates in cloud computing and cyber security. Would CRWD or MSFT be a good replacement. MSFT feels like a safer play, larger cap and with a 1% DY.
I am considering selling ABST (in TFSA) and purchasing something in tech with more growth and it participates in cloud computing and cyber security. Would CRWD or MSFT be a good replacement. MSFT feels like a safer play, larger cap and with a 1% DY.
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NVIDIA Corporation (NVDA $178.88)
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Salesforce Inc. (CRM $227.11)
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Workday Inc. (WDAY $225.14)
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Fastly Inc. Class A (FSLY $10.91)
Q: for 2021 and beyond who are your 2 favourite hardware companies and your 2 favourite software companies to take advantage of the growth of the cloud thanks Richard
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First Trust ISE Cloud Computing Index Fund (SKYY $124.45)
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Global X Cloud Computing ETF (CLOU $22.20)
Q: Hi there,
Hi there,
I am in the process of exploring the cloud computing sector to build a position with new money starting in the new year in my tfsa.
I don't mind risk at all, but am interested in growth longer term. Appreciate your thoughts on the outlook of the sector as a whole over the next 3 to 5 years.
Thanks so much for again contributing to my stock literacy over the past year and best of the season to all of you. Stay safe!
Hi there,
I am in the process of exploring the cloud computing sector to build a position with new money starting in the new year in my tfsa.
I don't mind risk at all, but am interested in growth longer term. Appreciate your thoughts on the outlook of the sector as a whole over the next 3 to 5 years.
Thanks so much for again contributing to my stock literacy over the past year and best of the season to all of you. Stay safe!
Q: The price has recently come down to about $24.50 US ? Reason for this? Has your outlook changed and is it currently a buy, hold or sell for you? If you suggest a buy, would now be good or would you wait for a better price?
Thank you
Thank you
Q: CRM has been trending lower. Is this a buy at this level or does it have more short term downside? Looking to buy for a 1-2 year trade.