skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

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

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
Q: Hello 5i!
At this point in the cycle can you please rate the following as buy, sell or hold. I know you sometimes say in a different kind of market high growth can do well. Can you please comment on whether one should decrease technology holdings in general or just wait for tech to shine again one day. Thank you!
Read Answer Asked by Neil on November 03, 2022
Q: ,After the 2 divestments in a few weeks DOC have recouped 9M$. Were those divisions cash flow positive? Will this new intake of cash help them navigate through this bad period and until the stock moves up before they have to issue stock. What would be their cash burn rate after the sale of these 2 divisions? I assume those were net positives for the company.

DEEEEEP under water, I don't expect to ever get back in the money unless I keep the stock several years if they make it there. In a registered account there is no point for tax selling. Bad investment, bad timing. Do you have an answer that can make me smile again? LOL LOL
Thank you

Yves
Read Answer Asked by Yves on November 02, 2022
Q: Can you please comment on two items for Converge: the level of share dilution over the past couple of years, and the percentage of goodwill on the balance sheet. Are either of these concerning? Need to be watched? What about the likely future trajectory for these factors? I am considering taking a position here but these things have be reconsidering. Thanks.
Read Answer Asked by Michael on November 02, 2022
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!