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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: I hold the following IT equities and ETF and am reviewing them for duplication. Please advise which of these you would sell; ASGN, RBLX, UCTT, META, LOGI, MSFT CSU, XIT, TOI, STC. Thanks very much.

Mike
Read Answer Asked by Michael on January 26, 2022
Q: I have TTD, PLTR, NVDA, PLTR, NVDA, CRWD, APPS, UCTT, CELH, AFRM, MTTR, UPST, VEEV, in my US account, and LSPD, SHOP, EGLX, TIXT in my Canadian (and holdings in other sectors, but these are the holdings in question). I don't need to sell anything, but don't have new funds to deploy in the low market. I had a lot of positions in tech going in and already thinking about consolidating the sector when the market turned. I wonder if you see anything that should be sold, and added to something else to maximize growth when the market turns good again, or if it is better not to shuffle at this point.
Read Answer Asked by Kim on January 25, 2022
Q: Good morning. Would you please send out a few names in the Cyberspace security space and ones that are both in Canada and the US.


Thank you. Appreciate all your time and attention. Stay well and warm
Read Answer Asked by Marla on January 25, 2022
Q: Dear 5i team.

Looking at Q history, you last pulled ARKK and ARKF from the ARK group of funds as your suggested two of the bunch as at Oct'21.

Does this still stand or has current market backdrop changed your view in any way?
I'd like to get small positions in the best two now that the rotation is well under way.

Thanks.
Read Answer Asked by Arthur on January 25, 2022
Q: I am considering positions in Digital Turbines, Crowdstrike, Twilio and Nvidia as the market declines. What is your short and long term views on these companies? Is 1/3 positions a good strategy until the markets settle??
Read Answer Asked by Timothy on January 25, 2022
Q: I'm looking for the best robotic company [manufacturer] to buy. Would this ETF be a good buy now or could you recommend something better in robotics?

Thank you.
Read Answer Asked by Ross on January 25, 2022
Q: I would like your impressions on PUBM. Its valuation is quite reasonable compared to others in this space such as MGNI and TTD. It seems to me that their success depends on the being able to attract more publishers to their platform, not sure if you have any insights into their potential.

Thank you for a fabulous service.
Read Answer Asked by Leo on January 25, 2022
Q: On 5 Jan you responded to James that you had the view that AFRM was still fundamentally strong and was setting up for a potential rebound. Do you still feel this way? I see there are some legal issues surrounding this company now as well. I have a half position in this company, am normally a long term investor, but is it time to sell this and put that money into another company which has better bounce potential? Thanks again, Dan
Read Answer Asked by Dan on January 25, 2022
Q: Hi,

What is their balance sheet?
In what order would you buy them?

Thanks,
Milan
Read Answer Asked by Milan on January 25, 2022
Q: I hold ATVI in my RRIF for long term income and growth. Assuming that the acquisition by MSFT closes, what would be your top three choices for consideration as replacements within the communication services sector?
Read Answer Asked by David on January 25, 2022
Q: If you could own one of these at a full position for a long term hold, which one would you choose and why. Thank you
Read Answer Asked by Cory on January 25, 2022
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