Investment Q&A

Q: Hi, Can you please share your take on the CRWD security upgrade problem today that has impacted global systems. I had no idea CRWD ran so many operations for global customer. Thank you, Michael

Q: What are your five favourite software opportunities in Ai, with a brief reason why for each? It would help if you could list or rank them in terms of upside as well (most upside first).

Q: From a pure growth perspective - what are five or six companies that excite you most right now?

Q: Hello, Currently I hold NVDA, Meta, Google, and Palantir stocks in the tech sector. Could you recommend additional stocks that would complement my portfolio during this AI boom? Thank you.

Q: How should one employ the forward price to sales multiple to determine value? What I’m trying to figure out is when to avoid a stock that has gone over its skis as they say. Take stocks from ultra to pstg to Crwd - we go from 1 x earnings to 23 x. By that gauge, one presumably buy Ultra. But when I think of value, I remember how I once bought Rim over Apple because the former looked cheaper. Can you comment on any guideline for us of this metric? Thank you,

Jason

Q: Could you please provide information with regards to the drop in these stocks today?

Thanks

Dave.

Q: Hi 5i, for a 3-5 years hold, today , in which order would you add (full position).
Thank you

Q: For someone with no current cybersecurity holdings would you buy either crowd or Palo Alto at current prices or hold off? If you had to pick one which one would you select and why? Thank you,

Thank you.

Jason

Q: Dear 5i, can you please provide some Canadian and US listed stocks that you consider best of breed related to the Cyber Security theme. Many thanks!

Q: Could you please provide the 1 and 3-yr revenue and eps growth projections for fortinet? In your opinion, is it a buy or do you have a better suggestion for this sector?

thx,

Q: Hi 5i,

I have a question about currency as it relates to investments made to the TSX or US stock exchanges.

I am embarrassed to ask given this was likely a rookie move; posting publicly in case it helps others.

I have made investments via my TFSA, LIRA, RRSP and self directed investment account in some US equities (above).

What I perceive now to be a "problem" is that all purchases of US stocks (including those with dividends) were made out of my CA account of said RRSP, TFSA, LIRA etc. given I did not hold any USD$ in my investment accounts.

Yesterday there were a few questions around Norbert’s Gambit approach (which I am not familiar with) and I have since realized the error of my ways. Here are my questions - knowing you cannot personalize responses - but if it were YOU :

- 1) As a Canadian, should the purchase of any US equity always be purchased using US funds in said investment account? OR when available - should you purchase on the CA stock exchange?

- 2) What is the best way to transfer CAD from said investment account into the US corresponding account if one wants to be mindful of fees, exchange rates etc. (is that Norbert's approach?)

-3) What would you suggest I do for the US equities I currently own in CA accounts? Is there anything to do?

Please use any credits you see fit.
Thanks a Million.

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

Q: Thanks to your sage advice, I am up significantly (again) on NVDA. Last year, I let it run up to 10% of my holdings, sold half and purchased VRT (now up 30%). NVDA has now increased to 8% of my portfolio. I understand there are multiple drivers currently at work turbo-charging the price of this stock (earnings, stock split, upcoming DOW listing, forced acquisition by ETFs, etc.). All this prompts three questions. How large would YOU let your NVDA grow as a percentage of your portfolio before trimming? Assuming you wanted to trim, when do you think the stock price will start leveling off (assuming the absence of black swan events)? If you wanted to take some profit and invest it outside tech, what would be your three highest conviction US stocks today? AMZN, MSFT, VRT, GOOG, V, and J already held. Thank you.

Q: Good Morning - I need to trim Nvidia a little. Can you please suggest a few high conviction names for TFSA (US or CDN) with a similar risk profile. Thanks!

Q: Hi guys,

I have the above in my portfolio at 2.5%, please rank them as to moving them into a FULL position (4%).
thanks
Jim

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: 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: Can you comment on Crowdstrike’s recent earnings. It seems to be the best performer of its peers. What does the current valuation look like compared to its historical averages?

Q: I would like to add another tech name. With software being weak as of late, I was thinking of either ADBE or CRWD but would be open to another suggestion or two as well. I currently own GOOG, TSM, AMZN, and MSFT.. VRT and BKNG as well even tho they aren't really tech names. Thank you.

Q: Please recommend 3-5 quality US stocks or ETFs for long-term holds that are currently at a good buying price.

Thanks as always.