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Microsoft Corporation (MSFT)
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MercadoLibre Inc. (MELI)
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The Trade Desk Inc. (TTD)
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Perion Network Ltd (PERI)
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Pinterest Inc. Class A (PINS)
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Digital Turbine Inc. (APPS)
Q: Hello 5i,
I have small 0.8% positions, in both PINS and APPS, in an unregistered account.
Looking for advice on possible consolidation:
1) Consolidate APPS into PINS
2) Consolidate PINS into APPS
3) Consolidate both APPS and PINS into TTD, PERI or MELI.
4) Do nothing.
5+ year time-frame with high risk tolerance.
Thanks
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Illumina Inc. (ILMN)
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Intuitive Surgical Inc. (ISRG)
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Sea Limited American Depositary Shares each representing one Class A (SE)
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Brookfield Renewable Partners L.P. (BEP.UN)
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Enghouse Systems Limited (ENGH)
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MercadoLibre Inc. (MELI)
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IDEXX Laboratories Inc. (IDXX)
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The Trade Desk Inc. (TTD)
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Etsy Inc. (ETSY)
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JD.com Inc. (JD)
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Roku Inc. (ROKU)
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WELL Health Technologies Corp. (WELL)
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Pure Storage Inc. Class A (PSTG)
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Crocs Inc. (CROX)
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Axon Enterprises Inc. (AXON)
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Guardant Health Inc. (GH)
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Redfin Corporation (RDFN)
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Perion Network Ltd (PERI)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Pinterest Inc. Class A (PINS)
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Zoom Video Communications Inc. (ZM)
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Fiverr International Ltd. no par value (FVRR)
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CrowdStrike Holdings Inc. (CRWD)
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InMode Ltd. (INMD)
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Lemonade Inc. (LMND)
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Palantir Technologies Inc. Class A (PLTR)
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Airbnb Inc. (ABNB)
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Upstart Holdings Inc. (UPST)
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Mitek Systems Inc. (MITK)
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Taboola.com Ltd. (TBLA)
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Riskified Ltd. Class A (RSKD)
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Lantheus Holdings Inc. (LNTH)
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Catalyst Pharmaceuticals Inc. (CPRX)
Q: Over the past two years with the downturn of the market, I am down significantly with majority of these holdings in various accounts. I have a long-term 10+ year outlook, so looking to see if you feel any of these can be sold off given the outlook, management of the company? If so, what are your recommendations for a growth investor in either CAD/US stock options?
Thanks!!
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Sea Limited American Depositary Shares each representing one Class A (SE)
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Parkland Corporation (PKI)
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Vanguard FTSE Emerging Markets All Cap Index ETF (VEE)
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Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA)
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Invesco Solar ETF (TAN)
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Vanguard Total International Stock (VXUS)
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MercadoLibre Inc. (MELI)
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Vanguard FTSE Developed Markets ETF (VEA)
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SVB Financial Group (SIVB)
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DocuSign Inc. (DOCU)
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SolarEdge Technologies Inc. (SEDG)
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ARK Innovation ETF (ARKK)
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Global X MSCI China Consumer Discretionary ETF (CHIQ)
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ARK Genomic Revolution ETF (ARKG)
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ARK Autonomous Technology & Robotics ETF (ARKQ)
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Paramount Global (PARA)
Q: Hi! Doing some cleaning up and wondering if these are buy, sell, or hold. In reference to Shane's comments I also agree that it wasn't too long ago that so many advisors were recommending growth stocks at lofty prices. Having always been a more of a value investor I dipped my toes, but am feeling like I'd be too scared to ever enter any kind of a growth stock again. I know if interest rates peak you feel these can do well again but only time will tell and many investors have lost lots of money on the high growth names like in Cathy Wood's funds. Happy to hold any of these names if there could ever be a turn around. Thank you!
Read Answer Asked by Neil on November 09, 2022