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Q: Hi there, I'm thinking of adding the following stocks to my portfolio to make up a total of 3% to 5% of my overall holdings - so a relatively small amount overall. Can I please have your thoughts on them and if you'd rate them as buy, sell or holds? And if sell or hold, which names would you replace them with?

Thank you!

Read Answer Asked by Michael on July 08, 2022

Q: Hello 5i,

For tax-loss selling looking for 30 day proxies for NET, SNOW and PINS.

Thanks

Read Answer Asked by Lee on June 10, 2022

Q: Good morning. What would you recommend for an investment Canadian and US data analytics company or space? Thanks again.

Read Answer Asked by Dan on June 10, 2022
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