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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: 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?

Read Answer Asked by Mary on June 09, 2022

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

Read Answer Asked by Shane on June 03, 2022

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?

Read Answer Asked by Patrick on June 03, 2022

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.

Read Answer Asked by Carlos on June 02, 2022

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

Read Answer Asked by Dave on May 18, 2022

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?

Read Answer Asked by Dave on May 16, 2022

Q: Are these stocks still expensive? In what order would you buy them today?

Thank you for great service.

Read Answer Asked by Milan on May 10, 2022

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.

Read Answer Asked by Yves on April 01, 2022

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


Read Answer Asked by Dennis on March 30, 2022

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!


Thanks George

Read Answer Asked by George on March 14, 2022

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

Read Answer Asked by Tyler on February 10, 2022

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!

Read Answer Asked by Warren on February 08, 2022

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.

Read Answer Asked by Dale on February 01, 2022