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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: Can you please give me your thoughts on what stocks or ETF's you like in the semiconductor space? Thanks
Read Answer Asked by Brian on April 09, 2021
Q: I have held CVS for approx. 6 months and virtually it is flat. There have been many recommendations from the street however I have 22,000.00 which seems to be dead money. Should I sell and buy some tech stock like Oracle or Taiwan semiconductor. Do you have a suggestion other than these 2?
Cheers, Doug
Read Answer Asked by Doug on April 08, 2021
Q: I hold below 13 technology stocks - it is about 30% of my portfolio. My target is to reduce it to 20% If I need to sell or reduce which one would you recommend to sell and in what order. Are all 13 stocks consider as technology.

Currently - MiTK, CRM & PLTR in a loss. Rest everyone is in profit. No concern about capital gain or loss.

Nuvei Corporation Subordinate Voting Shares NVEI (1.31%)
CONSTELLATION SOFTWARE INC CSU (2.64%)
Topicus.Com Inc TOI (0.55%)
Fastly Inc. Class A FSLY (1.42%)
BlackLine Inc BL (3.49%)
Lightspeed POS Inc. Subordinate Voting Shares LSPD (5%)
Mitek Systems Inc MITK (1.52%)
Square SQ (2.42%)
Dye & Durham Limited DND (3.32%)
Salesforce CRM (2.22%)
Telos Corp TLS (1.72%)
PALANTIR TECHS INC CL-A PLTR (2.73%)
DESCARTES SYSTEMS GROUP DSG (3.57%)

ProShares Online Retail Index ETF - ONLN (3.89%) - Is this consider as technology or Consumer Cyclical.

Thanks for the great service.
Read Answer Asked by Hector on April 07, 2021
Q: Which of the above companies do you see as performing quite well when the market picks up over the upcoming year and over a longer term of 2-3 years?
Thank you for considering my question, I look forward as always to you answer.

Thanks, Jim



Read Answer Asked by Jim on April 06, 2021
Q: A little while back, I saw some info on CTS and thought to start a position; I purchased about 0.5% weight of my equity portfolio., and I was thinking of adding. I currently have CSU at about 3.75% weight. I have no TOI, which. has been favourably mentioned here. Some time ago I realized I was overdiversifies and had too many holdings; I have been reducing the overall number of positions held; it is no longer as big a problem but still could do with some more reduction over time. With all that in mind:
1. Do you see CSU and TOI as one position, or are they sufficiently different to count as 2?
2. If you were me, would you simply sell CTS and add to CSU?
3. Sell CTS & some CSU and add TOI?
4. Sell some CSU and add to CTS?
5. Sell a bit more CSU and add to CTS and buy some TOI?
thanks for your excellent service.
Read Answer Asked by Leonard on April 05, 2021
Q: At one time I owned CSU (bought at $110 and sold at $600) and regretted the decision ever since. The money was needed for a real estate purchase in Toronto. I purchased SHOP at $40 and I have not sold any shares. I was considering selling 50% of my SHOP and buying CSU for a long term hold.
Many thanks for your comments.
Clayton
Read Answer Asked by Clayton on April 05, 2021
Q: hi group if you could only own one which would you choose between GOOGL and SHOP I already own MSFT, AMZN. CSU. NVDA, APPL, DSG, LSPD TOI
Read Answer Asked by Terence on April 02, 2021
Q: Can you please compare and contrast the pros and cons of investing in each of these stocks in the ad space? How would you rank them from a valuation, risk, and upside perspective? thanks
Read Answer Asked by Jeff on April 01, 2021
Q: Hi 5i,

You have mentioned that "Anything 'growthy' and on the smaller side has been unloved for the last one to two months." So the Hi Tech stock seem to be the worst sector now. Do you think the tech sector is over? How many months or years will the tech stocks come back by your experiences. I have no income, but can still survive for 2 years.
Read Answer Asked by kwokwai on March 31, 2021
Q: Hello Folks:
It appears technology stocks are moving opposite direction to industrials such as Deere, Caterpillar, Cummins etc. which have been very quiet for a number of years.
Is this a normal situation?

Does this mean there is more confidence in this sector and less in technology; or is it because technology has been the go to in times of uncertainty; although I would think these Covid times would have produced more uncertainty with the opposite effect.

Do you feel this trend will continue empowering industrials at the expense of technology such as Amazon, Apple, Microsoft, Google etc.

My specific question is re: Veeva (on a steady downturn) and how you view it's long term prospects.

Thanks for your good work
brian
Read Answer Asked by Brian on March 31, 2021
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