Q: Hi Team,
Why do you think SQ is continually being crushed?
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Block Inc. Class A (SQ)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
Q: please rate
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PayPal Holdings Inc. (PYPL)
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Block Inc. Class A (SQ)
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Qurate Retail Inc. Series A Common Stock (QRTEA)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
Q: Hello,
I have lost about 55% on qrtea. In your opinion, is there any chance it could recover? Should I sell and invest in something else? if so, any suggestions?
thanks
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BRP Inc. Subordinate Voting Shares (DOO)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Block Inc. Class A (SQ)
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goeasy Ltd. (GSY)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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Boyd Group Services Inc. (BYD)
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Nuvei Corporation Subordinate Voting Shares (NVEI)
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Unity Software Inc. (U)
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Topicus.com Inc. (TOI)
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Roblox Corporation Class A (RBLX)
Q: Hi Team,
Today seen some big % moves by many growth/ tech names; which seemed to come out of no where. Overall, what is your sense on where we are in this pullback? Is it time to start buying some beat down tech names? This being said, if you feel a person should be doing some buying at this time; what are your most convincing buys from todays levels? Some of the stocks I was looking at are SHOP (currently not owned), or add to either of this list which I currently own all: ATZ, TOI, U, RBLX, SQ. Currently I feel like we are watching a major buying opportunity unfold before our eyes...similar to oil stocks a couple years ago and feel I might regret not adding some new funds at this point to some high quality tech names that have been sold off some 50-75% in many names. Also, generally speaking; if a person is looking at holdings that are down say 60% (which I am with RBLX,U, APPS)...should we be doubling down? It seems if not it's almost hopeless to break even from these excessively sold off levels. Deduct as many credits as necessary. Thanks
Shane.
Q: In other answers I see that you are recommending tax loss selling. My positions in PYPL and ROKU are down about 50% and they're large enough that the tax loss would definitely benefit me. However, I'm worried about selling them because I feel like if the market improves, they could bounce back to the point where my benefit from the tax loss is nullified by the missed bounce until I can re-buy after 30 days. (For reference, if they bounce back to their early April prices, that would outweigh my benefit from the tax loss).
On the other hand, I think both are attractive at today's prices so if I don't sell for a tax loss I would probably add a bit to both positions.
Do you like PYPL and ROKU at today's prices (to add to current positions) or do you think they're better targets for tax-loss selling and re-buying in 30 days?
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Amazon.com Inc. (AMZN)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Block Inc. Class A (SQ)
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Nuvei Corporation Subordinate Voting Shares (NVEI)
Q: Thinking of locking in losses for tax purposes on these two. What would be a good proxy or proxies for the 30 day period?
Thank you.
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Salesforce Inc. (CRM)
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Block Inc. Class A (SQ)
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goeasy Ltd. (GSY)
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Veeva Systems Inc. Class A (VEEV)
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Mitek Systems Inc. (MITK)
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Propel Holdings Inc. (PRL)
Q: Good morning Team, I am looking for proxy's for the 3 stocks mentioned with the plan to repurchase in 30 days, unless 5I suggests better options for the listed stocks.
Thanks Dave
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PayPal Holdings Inc. (PYPL)
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Block Inc. Class A (SQ)
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Upstart Holdings Inc. (UPST)
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Affirm Holdings Inc. (AFRM)
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SoFi Technologies Inc. (SOFI)
Q: Hi 5i
Some themes are very hot for a while and then go stone cold. The fintech stocks have all crashed and burned. Do you think this is a buying opportunity on some of these names for the next 3 years or so? Or are there some that you would not buy at all as recovery is doubtful? How would you rank these ones for new purchases?
Thanks.
Q: I am considering selling Square and replacing with Visa - what do you think? Thanks!
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Netflix Inc. (NFLX)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Block Inc. Class A (SQ)
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Atlassian Corporation Plc (TEAM)
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Roku Inc. (ROKU)
Q: Are these stocks still expensive? In what order would you buy them today?
Thank you for great service.
Milan
Q: Hello Peter and team,
Is it a good time to initiate positions in Paypal and Square (block) for minimum 2 to 3 year hold? What are the PE ratios for both and would you consider them as value stocks at this point? Thanks very much
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Apple Inc. (AAPL)
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Alphabet Inc. (GOOG)
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PayPal Holdings Inc. (PYPL)
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Block Inc. Class A (SQ)
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Crocs Inc. (CROX)
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CrowdStrike Holdings Inc. (CRWD)
Q: In a taxable well diversified account would you take a loss on SQ to buy PYPL or any other US stock in which case please make 3 suggestions. Currently hold AAPL, GOOG, CRWD, CROX. Looking for growth with medium risk. I'm a patient investor but could use some capital loss this year.
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Sangoma Technologies Corporation (STC)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Block Inc. Class A (SQ)
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The Trade Desk Inc. (TTD)
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Converge Technology Solutions Corp. (CTS)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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CrowdStrike Holdings Inc. (CRWD)
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Magnite Inc. (MGNI)
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Unity Software Inc. (U)
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Topicus.com Inc. (TOI)
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TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
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Nuvei Corporation (NVEI)
Q: Hi Peter and Staff
In my basket of TECH, I have many losers that you have been high on(not your fault).
I have regretted selling "losers" that recovered sharply and sat on some that the opportunity cost turned out to high.
Are there any in the list above that the risk/reward of hanging on justifies not selling to top up positions in SHOP,TOI and/or CRWD that are also down.
Which order would you sell from the sell list and which order would you buy from the 3 buys
Thanks for all you do
Dennis
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Meta Platforms Inc. (META)
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PayPal Holdings Inc. (PYPL)
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Canopy Growth Corporation (WEED)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Block Inc. Class A (SQ)
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Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA)
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JD.com Inc. (JD)
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Roku Inc. (ROKU)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Zoom Video Communications Inc. (ZM)
Q: Hi Peter
I have question regarding the following list of “fallen angels”. These ten stocks have achieved significant drops in valuation since Dec. 31, 2020. Can you please rank these “fallen angels” in terms of the best risk-return profile over a five-to-ten-year hold? Everyone likes a bargain! Sometimes it is possible to survive a falling knife particularly if you use tungsten as a shield!
We cannot all be superman!
Baba
Fb
Jd
Lspd
Pypl
Roku
Shop
Sq
Weed
Zm
Thanks George
Q: Can you comment on SQ earnings.
I have a small position now (down a lot), and have been waiting to add. But do you consider it a buy, hold or sell? Or should I add to NVEI instead?
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PayPal Holdings Inc. (PYPL)
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Sea Limited American Depositary Shares each representing one Class A (SE)
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Block Inc. Class A (SQ)
Q: Hello 5I.
Just wondering if there are any payment/fintech stocks out there that are actually cheap? I know many have had big falls? Please add names I missed. Thanks
Q: Both of SQ and TWLO had taken a beating recently . Do you see them as a hold and wait or do you think it's time to sell ? Thank you for your opinion .
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PayPal Holdings Inc. (PYPL)
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Block Inc. Class A (SQ)
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Upstart Holdings Inc. (UPST)
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Affirm Holdings Inc. (AFRM)
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SoFi Technologies Inc. (SOFI)
Q: Hello 5I, looking at potentially adding a fintech stock to round up my portfolio. With that said which do you think has the most upside but is a decent company? Please add other options if i missed some names. Thanks
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Apple Inc. (AAPL)
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Block Inc. Class A (SQ)
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goeasy Ltd. (GSY)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Nuvei Corporation Subordinate Voting Shares (NVEI)
Q: I’ve read the previous questions about AAPL’s movement into the payments space and their direct challenge to SQ. I have LSPD, NVEI and GSY in the financial space. Given the potential reach of ApplePay and the evolution of Buy Now Pay Later (along with other innovations I may not even be aware of), could you please discuss potential future challenges that may negatively impact the 3 companies I hold. Thanks!
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Netflix Inc. (NFLX)
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Sea Limited American Depositary Shares each representing one Class A (SE)
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Block Inc. Class A (SQ)
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Atlassian Corporation Plc (TEAM)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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CrowdStrike Holdings Inc. (CRWD)
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Digital Turbine Inc. (APPS)
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Nuvei Corporation Subordinate Voting Shares (NVEI)
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Unity Software Inc. (U)
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Upstart Holdings Inc. (UPST)
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Affirm Holdings Inc. (AFRM)
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Topicus.com Inc. (TOI)
Q: Looking to take advantage of the pullback in growth names. The names above are standing out to me as companies that have been beaten up and 'may' offer a good short term bounce as well as long term potential. Is this a buying opportunity for those listed above? Are there other names you would suggest and could you rank them please? I am a fairly aggressive long term investor with an otherwise diversified portfolio.
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