Q: Could you comment on earnings and the changes in management. Should I continue to hold or are there better opportunities elsewhere? Thank you
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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.
- Atlassian Corporation (TEAM)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Pinterest Inc. Class A (PINS)
Q: Hello 5i!
What is your is your take on PINS, TEAM and LSPD? Would you be buyer? How would you rank them?
All 3 had good earnings beating estimates but put in dog house for lower projections than anticipated.
Thank you
What is your is your take on PINS, TEAM and LSPD? Would you be buyer? How would you rank them?
All 3 had good earnings beating estimates but put in dog house for lower projections than anticipated.
Thank you
Q: Can you please comment on the recent earnings, today's drop, and your views of it moving forward (buy, sell, hold). Thanks so much!
- Amazon.com Inc. (AMZN)
- Atlassian Corporation (TEAM)
- MKS Instruments Inc. (MKSI)
- Etsy Inc. (ETSY)
- ASGN Incorporated (ASGN)
Q: Please rate these companies from best to worse. Are there any that you would add to? Are any outright sells?
- Enghouse Systems Limited (ENGH)
- Block Inc. Class A (SQ)
- Atlassian Corporation (TEAM)
- Teladoc Health Inc. (TDOC)
- WELL Health Technologies Corp. (WELL)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Palantir Technologies Inc. Class A (PLTR)
- Unity Software Inc. (U)
- Upstart Holdings Inc. (UPST)
- Affirm Holdings Inc. (AFRM)
Q: Hello, I am down 25%+ on all of these companies and looking to do some tax loss selling prior to yearend. Can you order these companies in terms of what you would sell first? Would you rank these companies as Sells or Holds (or even Buys)? I am a long term investor, not a trader, so I'm hesitant to sell only to rebuy later, or to average down. I have some ability to do a tax loss carry back to recoup some of my losses from prior years (plus minimize my 2023 taxes).
- Alphabet Inc. (GOOG)
- NVIDIA Corporation (NVDA)
- Booking Holdings Inc. (BKNG)
- Salesforce Inc. (CRM)
- United Rentals Inc. (URI)
- Atlassian Corporation (TEAM)
- Roku Inc. (ROKU)
- Rapid7 Inc. (RPD)
- Alteryx Inc. Class A (AYX)
- Axon Enterprise Inc. (AXON)
- Unity Software Inc. (U)
Q: Hello:
These are all underwater in US side of my TFSA. Please rate Sell, Hold or Buy.
What are a few nice growth opportunities on US side, looking 3-5 years minimum.
Thank you!
These are all underwater in US side of my TFSA. Please rate Sell, Hold or Buy.
What are a few nice growth opportunities on US side, looking 3-5 years minimum.
Thank you!
Q: TEAM has a lot of people selling. I am still hanging on to it, but due to the amount of people selling, I think most people sell and buy a stock with more up side i.e. Alphabet, NVDA, MSFT, etc. which in the long run will probably be a better move than waiting for TEAM to bottom out and recover. What is your take on this? Thanks again.
Q: Your comments on earnings? Is TEAM still a buy, sell or hold? It is getting hit after hours. Thanks.
- Block Inc. Class A (SQ)
- Atlassian Corporation (TEAM)
- ARK Innovation ETF (ARKK)
- NV5 Global Inc. (NVEE)
- Unity Software Inc. (U)
- TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
Q: Hi Everyone!
I have all of the above and am underwater on all but Nvee . I am cleaning up my portfolio. I am not in need of the money at the moment , but are any of the ones listed not worth keeping or do they have a good chance of recovery.
Cheers,
Tamara
I have all of the above and am underwater on all but Nvee . I am cleaning up my portfolio. I am not in need of the money at the moment , but are any of the ones listed not worth keeping or do they have a good chance of recovery.
Cheers,
Tamara
Q: Hi, could you please comment on TEAM earnings and outlook? Would you hold, buy, or sell? Thanks.
- Alphabet Inc. (GOOG)
- Block Inc. Class A (SQ)
- Atlassian Corporation (TEAM)
- Crocs Inc. (CROX)
- InMode Ltd. (INMD)
Q: Hi All at 5i! I own both of these stocks and now having broken even I would like to sell them. Do you think they have strong potential growth?? If so I may reconsider. If not, could you suggest some good solid US alternatives … not necessarily proxies.
Thank you,
Tamara
Thank you,
Tamara
- Cisco Systems Inc. (CSCO)
- Hasbro Inc. (HAS)
- Salesforce Inc. (CRM)
- The Walt Disney Company (DIS)
- CAE Inc. (CAE)
- Cargojet Inc. Common and Variable Voting Shares (CJT)
- Atlassian Corporation (TEAM)
- Generac Holdlings Inc. (GNRC)
- Crocs Inc. (CROX)
- Converge Technology Solutions Corp. (CTS)
- Ciena Corporation (CIEN)
- Charter Communications Inc. (CHTR)
- FNF Group of Fidelity National Financial Inc. (FNF)
- YETI Holdings Inc. (YETI)
- BioNTech SE (BNTX)
Q: Hello 5i Team,
I'm looking to sell the following 12 stocks in my cash account to crystallize some losses in anticipation of better buying opportunities in the fall: BNTX, CAE, CHTR, CIEN, CJT, CTS, DIS, FNF, GNRC, HAS, TEAM, and YETI.
For each of these stocks, could you please indicate: HOLD; SELL; or SELL + RE-BUY (with suggested proxy).
Feel free to deduct as many credits as you see fit.
Thanks in advance for your always helpful advice!
I'm looking to sell the following 12 stocks in my cash account to crystallize some losses in anticipation of better buying opportunities in the fall: BNTX, CAE, CHTR, CIEN, CJT, CTS, DIS, FNF, GNRC, HAS, TEAM, and YETI.
For each of these stocks, could you please indicate: HOLD; SELL; or SELL + RE-BUY (with suggested proxy).
Feel free to deduct as many credits as you see fit.
Thanks in advance for your always helpful advice!
Q: TEAM Down for a long time.
Sell and replace with?
Sell and replace with?
- Adobe Inc. (ADBE)
- Meta Platforms Inc. (META)
- Alphabet Inc. (GOOG)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- QUALCOMM Incorporated (QCOM)
- Atlassian Corporation (TEAM)
- Advanced Micro Devices Inc. (AMD)
- Pure Storage Inc. Class A (PSTG)
- Super Micro Computer Inc. (SMCI)
- Perion Network Ltd (PERI)
- CrowdStrike Holdings Inc. (CRWD)
- Digital Turbine Inc. (APPS)
- Unity Software Inc. (U)
Q: I hold UNITY and APPS , now less than 1% and at a substantial loss as part of a US $ registered account tilted to growth and, intentionally, heavy in tech. In addition to the above two, it has the following holdings, with % shown of TOTAL (U.S. & Cdn) portfolio, followed by % of profit/loss, Our Canadian portfolio is balanced and much larger.
META .75% (+21%) , TEAM 1.9% (0%), CRWD 2.7% (-20%),
QCOM 3.7% (+45%), MSFT 3.8%(+116%), GOOG 4.5%(+6%), and NVDA 8.8% (+200%).
I am looking at selling U and APPS and perhaps TEAM (?) , increasing META to about 1.5 and looking for something new. Maybe SMCI - but after the parabolic increase in the last month maybe that needs to be on a pullback. Anything about this that you would do differently., including alternatives to SMCI ?
Take as many question credits as needed - many thanks.
META .75% (+21%) , TEAM 1.9% (0%), CRWD 2.7% (-20%),
QCOM 3.7% (+45%), MSFT 3.8%(+116%), GOOG 4.5%(+6%), and NVDA 8.8% (+200%).
I am looking at selling U and APPS and perhaps TEAM (?) , increasing META to about 1.5 and looking for something new. Maybe SMCI - but after the parabolic increase in the last month maybe that needs to be on a pullback. Anything about this that you would do differently., including alternatives to SMCI ?
Take as many question credits as needed - many thanks.
Q: Hello, Could I get your thoughts on the recent earnings for these three companies? Any concerns? Would you add at these levels? Thanks,
- Alphabet Inc. (GOOG)
- Intuit Inc. (INTU)
- NVIDIA Corporation (NVDA)
- Atlassian Corporation (TEAM)
- Veeva Systems Inc. Class A (VEEV)
- The Trade Desk Inc. (TTD)
- CrowdStrike Holdings Inc. (CRWD)
- Unity Software Inc. (U)
Q: Good Afternoon
I currently hold TEAM(even), VEEVE(-10%) TRADEDESK(-10%),CROWDSTRIKE (-35%) and UNITY(-75%). Each of these positions make up less than 2% of my portfolio. Unfortunately there are no tax losses applicable. If you were to consolidate which ones would you keep or in turn what would you buy as a replacement
Thank you
I currently hold TEAM(even), VEEVE(-10%) TRADEDESK(-10%),CROWDSTRIKE (-35%) and UNITY(-75%). Each of these positions make up less than 2% of my portfolio. Unfortunately there are no tax losses applicable. If you were to consolidate which ones would you keep or in turn what would you buy as a replacement
Thank you
Q: Your comments on TEAM earnings and opinions going forward. Thank you
Q: What are your current thoughts on TEAM (Atlassian)? Do you see much upside for it this year if these market conditions continue and the fact that it is not profitable? Is it undervalued or overvalued at this point? Or do the long term potential benefits outweigh the current headwinds it is facing? Do you see it as a buy, hold or sell at this point? Held in a registered account so a small tax loss is not possible. Please suggest other options if you have higher conviction in other names (open to other sectors to continue diversification in a tech heavy portfolio).
- Adobe Inc. (ADBE)
- NVIDIA Corporation (NVDA)
- Kinaxis Inc. (KXS)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Atlassian Corporation (TEAM)
- Veeva Systems Inc. Class A (VEEV)
- Roku Inc. (ROKU)
- DocuSign Inc. (DOCU)
- Antero Resources Corporation (AR)
- Digital Turbine Inc. (APPS)
- Topicus.com Inc. (TOI)
Q: I'm looking at your answer to Shane's Jan 5 question about your caveats on recovery of stocks. Do you see any of the stocks listed here whose recovery may be limited and if so, which ones and based on which caveats? Thank you.
- Adobe Inc. (ADBE)
- Amazon.com Inc. (AMZN)
- Microsoft Corporation (MSFT)
- Netflix Inc. (NFLX)
- Mastercard Incorporated (MA)
- Constellation Software Inc. (CSU)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- goeasy Ltd. (GSY)
- Atlassian Corporation (TEAM)
- ARK Next Generation Internet ETF (ARKW)
- ARK Innovation ETF (ARKK)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- ARK Fintech Innovation ETF (ARKF)
- ARK Autonomous Technology & Robotics ETF (ARKQ)
- Topicus.com Inc. (TOI)
Q: I hold the above stocks in my Unregistered,TFSA,and RRIF accounts. I understand that as of January 1, 2023, the IRS will require a 10% withholding tax when Canadian residents sell US stocks. Does this rule apply to sell any of the above mentioned my stocks ?
2) If I sell above Stocks before end of 2022, will I avoid paying new IRS 2023 10% withholding tax?
2) If I sell above Stocks before end of 2022, will I avoid paying new IRS 2023 10% withholding tax?