Q: I have assembled a few names from the US exchanges that have had a tough few months and are likely experiencing some year end portfolio adjustments, ie, Tax Loss Selling. From the names I have here, can you identify two that you feel will have a better 2022, also curious if you might have an additional name for consideration. Thanks very much, happy holidays to you folks as well as all our 5i members

Q: I have a question about 2846 - Softbank - SFTBY

Dear 5i,

A recent article in the Financial Times states that the latest increase in many of the high technology stocks is related to Softbank purchasing a high volume of derivatives lately. Can you explain in lay mans terms how this can cause stock prices to go up and how this can cause stock prices to go down rapidly. I don't really understand option trading and would appreciate your comments.

thanks for the great service!

Q: Interesting article in Globe re Softbank. I am looking for some international growth prospects (especially outside of US). I hold Alibaba (which Softbank invested in recently according to article) and Tencent, the competition to Alibaba.
Would you add Softbank at this juncture given its current price?
Hold or sell Tencent?
Hold or sell Alibaba?
Thank you.