Investment Q&A

Q: My son moved to the USA a few years ago and has opened a Roth IRA upon which I am advising him. He holds the ETFs listed above. I have two questions upon which I would appreciate your advice. In which order of preference would you add to the existing holdings? And can you suggest two additional ETFs to complement the current holdings?

Q: Which do YOU prefer today and why?

Q: Hello, I would like to have your opinion on XHAK. I have been looking at buying a cybersecurity stock for some time, trying to decide between Palo Alto and Crowdstrike and some others. Could this ETF be a way in the sector? Looking at the portfolio, it includes some cos that don’t seem to be directly involved in cybersecurity, though. Not sure why these are included in this ETF… Thanks

Q: Looking for a long term positions 5-10 years.
Thank you,
Richard

Q: I am wondering what cybersecurity stocks you might recommend and/or whether you would recommend a cybersecurity etf as the way an investor might invest in this important and growing sector . I currently own one cybersecurity stock, Fortinet, and want to add exposure to the sector. Thank you

Q: Good day,

I manage about 20% of my portfolio, and the portion I don't (LIRAs and some RRSPs) is 90% in a fairly balanced growth portfolio, 10% in a green energy portfolio.

Recently, my big wins in NVDA, GOOG, AMZN, and ZWT had me hugely weighted in those names. I've sold a significant portion, bought some NXE, RHC, DE, and am thinking of either doubling/tripling up on ZWT, or selling ZWT and then doing a sort of double or triple position in another tech ETF with decent liquidity and keeping a smaller position in my high confidence tech names.

I've seen a lot of 'focused' tech ETFs around, like semiconductor, cybersecurity, data center, etc, in addition to the broader ones, but don't want to get soaked too badly with fees. Are there a few specialized tech ETFs you would recommend that are well managed and have a solid foundation of holdings? Also, for ZWT, would you triple up, or do you think the covered call strategy will be detrimental in a market/interest rate recovery? Is there a small/mid cap tech option you like?


Moving away from tech, there's been a lot of buzz about small caps getting ready to blow. What are your 5 top picks, Canadian and US small caps with a balance of moderate high risk, moderate high reward, for a medium to long hold? Are there a few non tech small cap names you like? Say 3 US and 3 Canadian?

Are there some good small cap ETFs that cover either recovering sectors, areas of growth, or whole class that you like?

On the energy side I have SU, PPL, GXE, NXE, and BIP, so perhaps nothing in that space unless you see a link I'm really missing in my energy portfolio.

Thanks for everything!!

Q: Hi 5i team,

I am seeking to invest in AI and Cyber security funds. Could you please recommended some ETF names? My time horizon is 10+ years.

Q: After recent developments in Ukraine-Russia war, Russia now treating NATO as a direct enemy, so we are are going to see significant escalation in cyber war activities, meaning more money is going to be spend on cyber security. To capitalize on this, I would like to invest in one of these three cybersecurity ETFs. I am leaning towards BUG because it has higher concentration of security names, two other ETFs have many cloud/infrastructure holdings (e.g. Cisco, Cloudflare, etc.) that have little to do with cybersecurity. Yet, BUG is the smallest out of 3 ETFs and it has very high average P/E ratio... Which ETF do you recommend and what's you reasoning for the choice? Thanks.

Q: could you please recommend a Cybersecurity ETF or two top stock suggestions and if good to buy now or average in.
Thanks

Q: Dear 5i team.

I'm considering adding to my IHAK position but wanted to clear up something with you first.
In the archives, you mentioned that a combination of CRWD/NET/PANW would be an alternative to owning the ETFs IHAK or HACK. Are you still of this view? Do you still prefer IHAK to HACK?
Are the valuations of these holdings back to a level that reflects current realities?

Many thanks for your help.

Q: Hi 5I staff

I have been mostly absent from the tech space for some time but do have small positions in TOI and GOOGL. I am looking at the cyber security ETF space or one or two stocks to consider adding. What would your recommendations be in this investment area
TIA

PL

Q: Artificial intelligence and cyber security. What are your 2 favourite etfs in each of these areas of investment ?
Thanks ,
Philip

Q: With minimal tax payable on small gain , would it make sense in your view to swap HACK for IHAK today?

Q: I have nothing in cybersecurity. Do you like CRWD at these levels? Is there a good cybersecurity ETF that would be a better choice?

John

Q: Hello I’ve been watching what has been going on in our world and it is terrifying and heartbreaking
Would you have a few cyber security stocks we could add to our portfolio and stocks that you would be looking at in these times
Thank you and take care

Q: Down on CRWD and thinking of selling (early tax loss harvest). What stock and/or ETF would be a good proxy?

Q: What is your opinion of the current value and future of this ETF?
Last summer the parent company announced they intended to roll the shares in to a larger company.
Would or could you recommend another ETF to hold for cybersecurity investing?

Q: Are there any Canadian or CDR companies in the Cybersecurity space that you think would do well over the next 5+ years?

As always thanks.

Q: I am interested in investing part of my TFSA in cyber security US/Canada stocks/ETFs.
Are Cyber Security ETF (CYBR-T) and Evolve Cyber Security ETF (CAD Hedged) good buy? Are CrowdStrike (NASDAQ:CRWD) and Palantir Technologies (NYSE:PLTR) good buy at their current price levels and are they high risk/high valuation, strong growth stocks?
Please provide the preference of your choices of three cyber security stocks and three ETFs and rank them, and brief reasons why you choose those stocks/ETFs. Thank you.

Q: Hi Peter, Ryan and associates,

I am an investor residing in Canada, and I am considering investing in US ETFs. What is your opinion of the following two ETFs: ETFMG Prime Cyber Security ETF and Global X Robotics & Artificial Intelligence ETF? Would you invest your own money in these ETFs?

Thanks for the great service you provide.