Q: Hello 5I. I know the year is young but I am considering selling PayPal down 20% and jumping into $meli. I do own a substantial position in some $NVEI so fintech is kinda covered. What do you think of upside and outlook as well. Thanks
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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 own a significant position on PayPal and am down 20%. With that said is it a good time to switch into something better? I am not really stuck in staying in fintech with this $$ but do you have a short list of great buys right now? Probably with at minimum similar growth? Do $meli or $sq fit the bill? Thanks
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PayPal Holdings Inc. (PYPL $73.02)
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Sea Limited American Depositary Shares each representing one Class A (SE $159.71)
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MercadoLibre Inc. (MELI $2,290.14)
Q: If you had to buy one would you buy $SE, $Meli or something more traditional? Would be replacing PayPal.
Q: I have a small amount of shares in this company. My question is if I should take a tax loss, add at this low price or wait a quarter or two.
Thank you!
Albert
Thank you!
Albert
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Sea Limited American Depositary Shares each representing one Class A (SE $159.71)
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Methanex Corporation (MX $48.08)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $249.39)
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MercadoLibre Inc. (MELI $2,290.14)
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Real Matters Inc. (REAL $7.50)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $17.57)
Q: Hi 5i,
I'm new to the service and joined with the hope of finding an unbiased second opinion on my portfolio of stocks. I had the good fortune of purchasing in my TFSA SHOP ($1200); LSPD ($26.31); SE ($149); MELI ($769.45) and continue to hold. This year, not so good, I had purchased REAL ($18.16); ABST ($13.79); AT ($10.36) which with the exception of MX are all currently in the red.
My problem is that given my current YTD is at -13% I should probably shake up the TFSA. However, when I look at each stock individually I just can't bring myself to sell, I love the growth potential of them all.
I'm (obviously) ok with volatility in my portfolio and I do not anticipate needing the funds for 3+ years. I would appreciate your thoughts or ranking of these stocks in terms of growth potential from this point forward. Are there better stock opportunities I should consider out there for my TFSA ?
Thank you in advance.
I'm new to the service and joined with the hope of finding an unbiased second opinion on my portfolio of stocks. I had the good fortune of purchasing in my TFSA SHOP ($1200); LSPD ($26.31); SE ($149); MELI ($769.45) and continue to hold. This year, not so good, I had purchased REAL ($18.16); ABST ($13.79); AT ($10.36) which with the exception of MX are all currently in the red.
My problem is that given my current YTD is at -13% I should probably shake up the TFSA. However, when I look at each stock individually I just can't bring myself to sell, I love the growth potential of them all.
I'm (obviously) ok with volatility in my portfolio and I do not anticipate needing the funds for 3+ years. I would appreciate your thoughts or ranking of these stocks in terms of growth potential from this point forward. Are there better stock opportunities I should consider out there for my TFSA ?
Thank you in advance.
Q: Any reasons why these two keep going backwards ?
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NVIDIA Corporation (NVDA $201.03)
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MercadoLibre Inc. (MELI $2,290.14)
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Fulgent Genetics Inc. (FLGT $23.43)
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AbCellera Biologics Inc. (ABCL $5.63)
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Affirm Holdings Inc. (AFRM $75.92)
Q: Would you rather hold 1 position in NVDA or the equivalent of 1 position in a "basket" of FLGT, MELI, AFRM, and ABCL?
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Sea Limited American Depositary Shares each representing one Class A (SE $159.71)
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MercadoLibre Inc. (MELI $2,290.14)
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StoneCo Ltd. (STNE $19.25)
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Coupang Inc. Class A (CPNG $31.92)
Q: Your thoughts on these e-commerce companies. Could these be another meme stocks or there is real value? Thank you!
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Amazon.com Inc. (AMZN $229.25)
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eBay Inc. (EBAY $99.58)
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MercadoLibre Inc. (MELI $2,290.14)
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StoneCo Ltd. (STNE $19.25)
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PagSeguro Digital Ltd. Class A (PAGS $9.68)
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DLocal Limited (DLO $15.51)
Q: How does a Uruguayan payments co. Such as DLO stack up against such firms as STNE, PAGS, or, to a lesser extent, MELI? Thanks for your excellent input!
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MercadoLibre Inc. (MELI $2,290.14)
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StoneCo Ltd. (STNE $19.25)
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PagSeguro Digital Ltd. Class A (PAGS $9.68)
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iShares MSCI Brazil ETF (EWZ $30.92)
Q: How would you rate these firms/etfs from a growth potential, financial well-being and diversification perspective. My portfolio is currently 40% MAW104 with bank, insurance, pipeline, and telecom stocks making up the remainder.
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Bank of America Corporation (BAC $52.87)
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JPMorgan Chase & Co. (JPM $305.36)
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BRP Inc. Subordinate Voting Shares (DOO $91.73)
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goeasy Ltd. (GSY $171.53)
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MercadoLibre Inc. (MELI $2,290.14)
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Rent-A-Center Inc. (RCII)
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Reliance Inc. (RS $280.17)
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Trane Technologies plc (TT $426.36)
Q: MELI seems to have lost its mojo and I'm looking a stock to complement my tech strong portfolio.
Do you think finances are a good recovery play? Do you like BAC as a finance play?
What sectors companies do you like?
2020 was good to me as i was all in tech.
Time to broaden my selection.
Thanks for all your support.
Do you think finances are a good recovery play? Do you like BAC as a finance play?
What sectors companies do you like?
2020 was good to me as i was all in tech.
Time to broaden my selection.
Thanks for all your support.
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Amazon.com Inc. (AMZN $229.25)
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Sea Limited American Depositary Shares each representing one Class A (SE $159.71)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $249.39)
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MercadoLibre Inc. (MELI $2,290.14)
Q: Currently have full positions in AMZN, SHOP and SE. What is your view of MELI? Would you advise peeling off 10-15% each to invest in MELI at todays market prices? How would you rank for growth over next 3-5 years?
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Amazon.com Inc. (AMZN $229.25)
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Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $176.72)
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MercadoLibre Inc. (MELI $2,290.14)
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JD.com Inc. (JD $34.53)
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Shopify Inc. (SHOP $178.96)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $17.57)
Q: Good morning
If I want to add to each of those positions which one would you chose considering actual valuation and future potential
Thanks
CDJ
If I want to add to each of those positions which one would you chose considering actual valuation and future potential
Thanks
CDJ
Q: Your current assesment on this venture please.
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MercadoLibre Inc. (MELI $2,290.14)
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JD.com Inc. (JD $34.53)
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Mobile TeleSystems Public Joint Stock Company American Depositary Shares (Each representing 2 Shares of) (MBT $5.50)
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StoneCo Ltd. (STNE $19.25)
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ICICI Bank Limited (IBN $30.90)
Q: I'm curious what your favourite emerging market companies are right now (that can be bought on a US exchange). I currently own MELI and am looking for some other ideas in the tech space. Or can you suggest an etf?
Thanks
Thanks
Q: Happy New Year!
What is your opinion on MELI in general? What is their risk level comparing with Ebay, Shop etc? Is it buyable? Thanks.
Lin
What is your opinion on MELI in general? What is their risk level comparing with Ebay, Shop etc? Is it buyable? Thanks.
Lin
Q: I am having a hard time deciding which of these 3 companies to invest in. Can I please get your analysis on these companies? Would you consider any of them as a good buy, longer term. Can you rank them in terms of growth potential? Thank you
Q: Hi 5i Team,
Several websites that comment on stocks rate Mercado Libre (MELI) very highly. I know you don't follow international stocks as closely as Canadian securities, but you do have access to a Bloomberg terminal and perhaps other paying stock research sites. I'm hesitating to buy MELI because it has risen so much in the last year and the probability of a reversion to the mean or a drawdown is that much greater today. Are my concerns misplaced with this company?
Robert
Several websites that comment on stocks rate Mercado Libre (MELI) very highly. I know you don't follow international stocks as closely as Canadian securities, but you do have access to a Bloomberg terminal and perhaps other paying stock research sites. I'm hesitating to buy MELI because it has risen so much in the last year and the probability of a reversion to the mean or a drawdown is that much greater today. Are my concerns misplaced with this company?
Robert