Investment Q&A

Q: good day to 5iR....my question is this - how would you rate these US stocks as income, balance or growth? the stocks are -
ABBV-N, BLK-N, BSX-N, TT-N, and XYL-N
thanks for your suggestions....Tom

Q: Any insight on why Deck has declined last couple days?

Q: Hi, CRWD will be added to S&P 500 effective June 24, markets open. Stock has already been in a strong momentum, post earnings and was up 5% to an All time High of $368, in after market trading, Friday, following the announcement.. We have already been considering adding to our small 1% position in this cyber-security name. Is it too late ?

Considering CRWD stock momentum and proposed weight in S&P 500 Index, based on your past experience with Index Addition situations, do you foresee an immediate rush of buyers pushing the price higher, but the price only settling down, as end of 2 weeks window approaches and trading lower thereafter ?

How would you approach it from a Portfolio Manager's perspective, if you wanted to increase your exposure to this security ? Will you add now or wait for the stock to settle, after the Index addition ? Or, split the purchases ?

Also, would there be a price level/range, you will look at, before pulling the trigger ?

Thank You

Q: Dear 5i team.

I would like to look at a small investment in defence/war munitions sector companys or ETF. Can you suggest 3-5 names that cater to "War" efforts that can be considered a DIY ETF? As well, which ETF(s) would you consider for this exercise. Ideally one with the lowest BA %.
Finally, are these Co's trading at resonable valuations, or has this ship sailed, so to speak?

Many thanks for your help.

Q: I presently have $66,000 to invest and am looking at these stocks to buy. Please place them in order of preference . Best choices first and if there is some you would not buy at present prices ? I could have an extra $5,000 available if I sold my DDOG. Is it a hold or sell ? Thanks for your help !

Q: Hi there,

I’d like to add a US utility with some exposure to clean energy including Nuclear and decent dividend. I stumbled on SO. What do you think?

Thank you!

Q: Can I get thoughts on O? Seems like it might be a good time to buy.
Thank you

Q: Please comment on ESTC most recent earnings. Thank you.

Q: Hi 5i Team,
I will be adding to one or more to small existing positions in either VRT, CELH, AMZN, BKNG, and or NXT. Could you please list in order of preference for addition at this time and considering a decent time frame and high risk tolerance. A short comment on the pros and cons of each would be appreciated.

Thanks in advance.

Q: I have been holding CRWD for about 3 years and the stock has done well for me. At this point if I want more exposure to Cybersecurity space, would you recommend adding to CRWD or starting position in a different name. If yes, what names do you suggest?

Q: Could I have 5i's considered views on the company, its current profitability as well as future prospects? Any comments on the founders and the Insiders holdings will be appreciated.

Q: The most recent question I found on USB was August last year. What is your current opinion on USB? Can you compare it to Visa for total possible return over a 5 year period? I presently hold no US financials.
Thank you.

Q: Hello Team,
Is it too late acquire COST? If not, what is a good entry price?
Thanks,

Q: Good afternoon, Please recommend your 3 favourite international equity ETFs (without US holdings) and your 3 favourite US market ETFs. I already own QQQ which represents approx. 10% of my RRSP (in US dollars). Further, what are your thoughts on investing in the US market in US dollars (converted using Norbert Gambit) vs. Cnd. dollars? Is there an approach which has generated better results? Thank you.

Q: Down again on big volume today. Any idea why? Does it have to do with competition from HPE? With a stock like this still being up a ton I worry about how much further it can fall before it finds a bottom. Do you have confidence in holding? Thanks.

Q: Where do you feel a good support level will be for VRT?

Q: Vertiv Holdings Co dropped over 9% today. What do you think may have contributed to the drop? Do you this stock is still a good buy at these prices?

Thanks

Q: If using your balanced portfolio as my canadian content for an equity portfolio could you please recommend some equity etfs for ex canadian content and what % would be canadian of the total portfolio? I was thinking 40% and 60% outside canada

Thx

Q: I have held Heico for 4 years. I am up 168% over that time. HEI hit another high today. CFRA has a SELL on the stock. Do you think this is based on valuation or due to its long run-up? I have been trimming on the way up.

Thanks very much.

Mike

Q: I keep holding and waiting expecting this to turn around. I only see positives with their fundamentals and management seems stable. With the economy and jobs staying pretty hot I can’t explain this one. What am I missing? Should I be accumulating this one?