Investment Q&A

Q: Hello 5I,
I am down 50% on the above stocks. They are in taxable accounts but it’s not completely necessary for me to take losses necessary. I want to stay invested but am I just better to stay in these names or switch to something else? Basically are these good names to just stay in when things turn positive or do you highly recommend other names?
Thanks

Q: Thoughts on these quarterly results? Do you still like the long term prospects of these three growth companies?

In general, what are your thoughts on holding growthier names in this current market? It just seems that the risk of holding these positions through earnings outweighs the benefits. For example, if a company meets expectations and maintains guidance, the stock barely moves. However, any miss or lower guidance and the stock easily gets crushed 30-50%, such as NFLX, FB, UPST, RBLX, COIN, etc... Seems a lot of companies are issuing lower guidance because of all the uncertainties. Wouldn't it be better or more prudent to just sell or maybe trim the positions to reflect these risks and re-enter later?

Other growth names I have on deck soon are GSY, WELL, AT, EGLX, LSPD, NVDA, APPS, and CRWD and I'm worried about how investors will react to earnings. Thanks!

Q: Could you please clarify your recent response to Greg on Unity. When you say
"A better market would see this stock rise sharply, but we would be more inclined to be on the sidelines after this report. It was just not good. "
Is this a suggestion to sell an existing position ( registered or non-registered account) ? Or, are you merely suggesting not to buy or add to an existing position at this point ?
Thank you.

Q: Thanks for the Unity answer. How does the weakness in ads for gaming, mobility issues read through to companies like Eglx, at? Won’t they have similar headwinds? Regards greg

Q: I'm a new subscriber to your services this year and much appreciate your independent thought on investments. What is a good fully diversified ETF that is capital gains oriented over dividends? I've focused on dividend paying stocks over past 30 years, and while I'm enjoying working - want to avoid paying more than 1/2 my dividends income to gov. When I stop working I would convert back to dividend based investments to provide my income. Thank you.

Q: TTD has taken a major drop in recent weeks and months. More so than many other stocks . Please give me your thoughts. Is this one to sell and take a loss for tax purposes and re-buy in 30 days ? Thanks.

Q: Follow-up question: : "The company noted it has reached its 40% renewables target." Does this include it's 60% ownership in Transalta renewable or is it in addition to.

Q: Crowdstrike has been in the category of "too expensive" for most of the past 10-12 months.
At what price range would you be a buyer of CRWD?
Ed

Q: Hi! After this quarter would you sell Unity for a tax loss? Two other growth stocks I own are Crowdstrike and Nvidia. Which stock would you buy with Unity proceeds? Crowdstrike or Nvidia?
My thinking is getting back in at Unity at a later time.

Thanks
Kevin

Q: Please comment on their qtr. and market reaction. When does the company see becoming profitable, costs rising and r and d spending up so no time soon, even with record sales? Regards Greg

Q: Hi 5i
Just curious. I realize there’s always 2sides to a trade. So with the market going down for a while now, who do you think is doing the trading.
Retail selling/buying or smart money in there somewhere.
Peter thanks to your advice over the years I’m watching the market and not doing anything irrational and definitely not worrying about today or tomorrow.
Thx

Q: Hi please comment on todays earnings release. Thanks a lot eh

Q: Please comment on uwmc earnings. Is it still hold, sell or buy more to reduce average cost.
Thanks

Q: Could you please give the earning consensus for these three stocks

Q: Hi Peter
Can you explain why the stock has dropped like a rock after the release of its quarterly numbers

Howard

Q: Would this be a good time to add to my position --I have 400 shares --Cost $88 Can

Q: When does it report please


Sheldon

Q: Good morning

Would you have some insight or thoughts on what the hedges that CPG and PXT have in place that will impact revenues in the first quarter, and beyond?

Thanks

Q: What is your overall opinion on ICE Intercontinental Exchange. What do you think of their acquisition of Black Knight. Do you think there will be a higher demand to trade commodities and won't this benefit ICE? Do you have a rough percentage breakdown of where they they make the most of their revenues from? Thanks

Q: Good morning! I'd appreciate your thoughts on this logistics/freight forwarder, as well as Kuehne + Nagel, as potential three- year holds for both income and growth. Thank you as always!