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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi Team,
Looking at the stock reaction to today's earnings, Is it time to throw in the towel on LSPD? At one time the story looked so compelling. Is that story gone now? NVEI just released today with positive reaction to earnings. What are your thoughts on NVEI earnings? Is there more future potential for NVEI compared to LSPD? If so should I be selling LSPD for a loss and buying NVEI for an eventual recovery? OR another such as SHOP? Or any other ideas you would prefer? Thanks

Shane
Read Answer Asked by Shane on November 07, 2022
Q: Above are 4 of my poorest performers. Which ones would you be selling? Also, Nov. 4 there were a lot of stocks that were down big numbers even though some of them had a good quarter recently (i.e SHOP, LNTH, NVEE and a few others). Can you give me some insight into what is happening here. Always appreciated.
Read Answer Asked by Dennis on November 07, 2022
Q: Hello , following is my list of losers .. and I am assessing which ones to sell this month for YE capital loss. I appreciate your comments.

As an aside; in watching the huge drop in some of these stocks, one certainly wonders about the wisdom of their CEO's ... as an example META, they are spending billions on Metaverse so that people can work and play and interact in virtual reality .. maybe in the year 2050 !!. and many others that just didn't adopt their businesses to people post Covid returning to work and shop at malls... truly incompetent .. For me, this crash has convinced me to buy shares in companies that are making money and have a strong management team.

Thank you
Carlo R.
Read Answer Asked by Carlo on November 07, 2022
Q: I have read MicroStrategies is developing software to increase the utility of Bitcoin for financial transactions. Do you have any information with regard to this. Also based on Bitcoins current price and the amount Bitcoin held by MicroStrategy does the current stock price represent good value. Thanks
Read Answer Asked by Ian on November 04, 2022
Q: I have sat on my hands, during the past year and stayed the course, not selling anything, waiting for the turn to see what recovers. But, after your answer to Marty today, I wonder if I should be selling Lightspeed and adding the funds to Shopify. Thoughts?
Read Answer Asked by Kim on November 04, 2022
Q: With Lightspeed selling off today and anything you gleamed from the earnings call would you be comfortable stepping in here with a long term horizon?
Read Answer Asked by Marty on November 04, 2022
Q: I hold three relatively small positions in each of the above, and am wondering if you could foresee one or two of them as better outperform the market over a longterm horizon (5 plus years) and thus worth consolidating towards? Thank you
Read Answer Asked by Anthony on November 04, 2022
Q: It seems like everyone is dumping technology and piling into energy. When energy was dirt cheap hardly anyone was recommending and that was the time to buy rather than high flying growth stocks or highly priced renewables. Is the same thing happening here where clearly technology is not in favour and everyone is selling to buy energy as that is the only thing working. Isn't this the wrong way to look at things as you are selling technology low and buying energy high. Your thoughts appreciated!
Read Answer Asked by Neil on November 03, 2022
Q: Dear 5i,
Could you please provide your thoughts on ADI vs TXN?
Do you like these?
If so, which one do you like better and why?
Do you think there is a better choice in the sector and why?
What do you think would be a good entry price?

thanks
Read Answer Asked by Ian on November 03, 2022
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