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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: I’m planning to do some tax loss selling. Can you provide proxies for the following: Elf Beauty (ELF), Lululemon (LULU), Synopsys (SNPS) and Appian (APPN)?
Read Answer Asked by Camille on April 29, 2025
Q: A few software companies do 'Process Mining', do you see substantial future growth in this process and can highlight successful other players than the ones I outlined above?
Read Answer Asked by ADEL on February 21, 2024
Q: I’m selling Appian (APPN) and Fulgent Genetics (FLGT) for a tax loss and am wondering what suitable proxies would be. Or would you recommend just selling, and buying something more promising? (I’m not limited by sector here.) I have more confidence in Appian than in Fulgent. Is that appropriate in your opinion?
Read Answer Asked by Camille on December 12, 2023
Q: Down significantly on these names, wondering at these level if you would still hold on for a better market, if so which ones or swap them out for other stocks that are down and may have a better chance to recover.
Read Answer Asked by Aleem on May 13, 2022
Q: PYR is down 38%in the last moth, I'm still up 45% , JD does not seem to be going anywhere ? OKTA I am up over 100% and thinking of selling and taking the profit. These next ones, I'm simply down on: APPN -38%, WPRT -40%, QST - 38%, PAT -72%, AT -51%, PLTR -38%. What would you do ? Buy, Sell or Hold. Thanks.
Read Answer Asked by Frank on April 22, 2021
Q: What do you think of these stocks long term 3 yrs. Buy , Sell or Hold ?
Read Answer Asked by Frank on April 07, 2021
Q: What are your thoughts on Appian, Blackline, Datadog, and Zoom from a balance sheet, growth potential and management? Could you rank in terms of growth potential in the next 5-10+ years? Thanks.
Read Answer Asked by Andrew on January 13, 2021
Q: Believe it or not one of the key benefits of 5i is your amazing growth ideas in the US market. Although SHOP, LSPD, CSU have given me excellent returns to date your choices in the US market like AYX, TEAM, etc have been outstanding.

So my question today is, have you uncovered any other promising US gems that are growth oriented a la TEAM and AYX ,recently, that might not have been mentioned on this Q&A section as of yet.

If yes, Please share and thank you.


Sheldon
Read Answer Asked by Sheldon on August 22, 2019
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