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Alphabet Inc. (GOOG $336.43)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $232.42)
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Global-E Online Ltd. (GLBE $40.70)
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Amazon.com CDR (CAD Hedged) (AMZN $28.15)
Q: Hello again - I have positions in the above companies. Ahead nicely in GOOG and AMZN, doing ok in SHOP and grimly hanging on to GLBE, in a position with unusable losses. I read such great things about GOOG ( Waymo and more) and AMZN ( baking AI into retail) that I'm wondering if I should sell both SHOP and GLBE and put the proceeds evenly between the other two. I know you don't cover companies like Israel's GLBE but do you think it possible that GLBE can get up off the mat and exceed the possible gains in AMZN/GOOG, over say a three year hold. How's that crystal ball of yours working? Kindest regards
al
al
5i Research Answer:
GLBE is the smallest of all the stocks mentioned here, and actually also the most expensive. This puts it behind the curve certainly in a comparison. We like SHOP a lot. BUT...if one only wants two companies of those listed we would still side with GOOG and AMZN, both of which look really good on many fronts.
Authors of this answer, directors, partners and/or officers of 5i Research and/or affiliated companies have a financial or other interest in GOOG.