I am not a big fan of ARKK or Cathie Wood. On a year-to-date basis, ARKK has fallen more than 50%. But I am fascinated with Cathie’s all or nothing investment approach. ARKK invests in disruptive technology firms. Her high risk and high reward investment style reminds me of Pete ‘Maverick’ Mitchell in the movies Top Gun and Top Gun Maverick. You either reach Mach 10 or crash and burn!
My question for your team relates to ARKK’s top ten holdings: ZM, TSLA, ROKU, CRSP, EXAS, TDOC, PATH, NTLA, SQ, and BEAM. Which of these stocks have fallen sufficiently so that a high-risk investor can safely purchase them for a five-to-ten-year hold? Also, what is your ranking of these ten high tech disruptive companies? Living life in the “danger zone” has its attractions.
Q: I unfortunately bought these companies recently.I am down a huge percentage in a few short weeks.Are there any names here that I should keep?I thought I was buying high quality basket.Does energy collapse in a recession?
Q: Hi 5i. We have sold these2 for a tax loss, and are now looking to re-acquire at a lower price.
1) Do you think these are good companies to own ?
2) Assuming above is Yes : what do you think would be
a) a good price to re-buy and b) a great price to re-buy ?
Thanks for all you do.
Terence
Q: Hi guys I am holding 10.000 shares of this stock and I am down 50% do you think that it has a chance of turning around or would you dump it I don,t need the money , however maybe I should move on to something else thanks Larry
I have a new investor in the family. He's 24 years old. He is looking at starting to invest and has a long term horizion. In todays volatile market do you have a suggestion for where he could put $2,000.
Q: there is no doubt in my mind, the microchip situation will eventually pick back up. When it does, which companie(s) do you think will be great to invest with and would have a high impact on the chip return.
Q: Hello,
I am trying to understand how Horizons S&P 500 Index ETF tracks the index. At the moment I'm typing this message, the S&P 500 sits at 0% daily change, SPY at -0.03% while HXS is at -1.09% and HXS-U is at -1.08%. Why do we see such significant deviation from the index in $3.5B ETF with very high trading volume and close spread between bid and ask? Thanks.
Q: Hi!
With Bank of Canada raising 1 percent, I was surprised to see utilities perform well. I understand the sell off in banks would be due to loan losses. Would higher interest rates not be bad for the utilities or is it that these are seen as safety and therefore rising? Do you see utilities like Fortis and Emera as expensive now and would you support lightening up on banks to buy these due to higher risk with banks during potential recession?
Q: Further to the idea of tax loss harvesting for Leon's, I see they report on Aug 10...within the 30 day buy-back window.
Question 1 = please confirm the Aug 10 reporting date
Q2 = would you wait until after LNF reports, in case there is some news that does result in a spike?
Thanks...Steve
Q: Hi 5i,
I have been following Sierra Wireless since mid May when it reported results that significantly beat expectations. It has moved steadily higher and today on above average volumes, it was up 6.45% on a down day in the market and hit a 1 year high and closed slightly below this high. I am wondering if SW will be a big beneficiary of the Federal Governments initiatives for a new telecom framework for resiliency through mutual assistance and emergency roaming? Would appreciate your thoughts on this perspective and what other companies could be beneficiaries?
Thank you
Q: Good day ,
Do u guys plan on doing a report on this name any time soon ..,and in a years time do U expect this story to be much higher then it is today .. certainly tested ones patience owing names like this
Thank u
Mark
Q: I have a question regarding the distributions for XIU, XIC and XAW. According to Morningstar these ETFs are close to 100% equities, yet it looks like interest income can make up a sizable component of the yearly distribution. I would have thought most of the distributions would be from dividends. Any information regarding this would be greatly appreciated. Thank you so much!