Investment Q&A

Q: What would be your US stocks for tax loss selling?
Thank you so much. Lorraine

Q: I have held the trade desk for many years and it is still a double for me. This is my high growth stock in my portfolio. I am planning to sell it and buy a better high growth stock for the future. Could you provide me your best idea ? Thanks

Q: I have the above holdings in an unregistered account and am in a losing position of 25 - 50% in each. Which of these would you 1) Hold, 2) Sell and 3) Buy back after 30 days?

Q: TTD Your thoughts please on the quarter? Thanks

Q: As we enter "tax loss selling" season, any sectors or specific companies that you would consider, both Canadian and US ?

Q: I have been a shareholder of the trade desk for many years and still have 123% gains.. I am questioning. what should I do with this company? I wonder if the future is still good. What would you do? Would you hold or sell? If you sell, you have a better investment you would put the money at work for the next five years. thanks a lot.

Q: Can you please comment on another drop on TTD today. Any news or thesis for this drop? What is your current stance on this stock and is it one to hold onto or do you have strong convinction ideas? I have nice gains on it since first recommendations from 5i in the pandemic so am ok with moving onto better ideas if you had some to suggest. Thanks so much!

Q: Hi, similar question for both of these stocks. I have a smaller position in both, I'm under about 20% and losing patience with both of them, although on paper they seem to be doing well! What might your views be on selling them at a loss and putting them into something with more growth, like NBIS (or do you have other suggestions if I were to reinvest)? I'm a non-resident, so cannot use the losses for tax purposes. Thank you.

Q: Folks...great service....can you suggest 3-4 beaten down Canadian and US stocks that you think are great opportunities for rebounds in the next 6 months?
Thank you.

Q: Thank you for your insightful analysis following The Trade Desk's results. I agree that the stock's drop appears to be an overreaction to the published figures and the well-managed CFO departure.

However, my main question concerns the nature of the competitive threat from Amazon, which seems to be the real structural issue behind the market's nervousness. Unlike the historical competition with Google or Meta, which was mainly technological, Amazon is attacking TTD on new ground: the field of commerce, with the decisive advantage of the "closed loop" (direct purchase data and indisputable ROAS measurement).

My question is as follows:

Do you believe that The Trade Desk's counter-strategy—which relies on its independence to unite the "coalition of Amazon's rivals" (Walmart, CPGs, etc.), proving the superiority of its AI platform (Kokai) on the open internet, and accelerating its international expansion—is powerful enough to defend its competitive moat against the gravitational pull of Amazon's data and enable a return to sustained growth of over 20% by 2026?

In other words, do you see the current slowdown as a temporary setback or as the beginning of a structural erosion of market share in the most lucrative segments?
Thank you

Q: Hi 5i
Sezl down 43% this morning...How would you view sezl going forward ...would you continue to hold is and is this just part of the volatility risk?

Just to be clear regarding your answer to michaels question regarding TTDs massive decline this morning....you say "we would not HOLD"..... ie so you mean you would be sellers?
thx

Q: TTD Your thoughts on the quarter and outlook from here please. Hold or change over to something else? Thx

Q: I feel like I ask this question every few months, and suspect that it is a hard one to know with confidence- but here goes. The Trade Desk- it bounces up and down, recently with a drop over 50%. Does this look like a reliable bet going forward? Do you trust its momentum to continue near term? Is there an alternative you would recommend?

Thank you.

Q: Hi 5i - Five years ago, you suggested that my son (now aged 31) invest his early career earnings in in NVDA, TTD, ROKU, DOCU, FLIR, TEAM, CRWD, KXS, SHOP, LSPD, GSY, DOO, BYD, REAL, DSG. He largely took your advice a few of your picks have skyrocketed. Most notably, the $2,500 USD he put into NVDA is now up almost 1,900%. At the five year mark, he is wondering if it's time to rebalance and sell some of this NVDA shares or if he should continue to hold. He worries that all good things must come to an end and would appreciate your input, since it served him so well in 2020. If you have any other suggestions of growth stocks (or particular picks from your Growth Model Portfolio) he would also be interested. Thanks.

Q: Hi Team,
What is your take on TTD earnings? Market reaction after hours looks promising. Is the company back on track after last quarters miss? Perhaps last quarter was a 1 off? The stock is still a long ways from old highs...is this a buying opp? Or more of a hold still?

Thanks,
Shane.

Q: I plan to sell CNQ BAM GRT.UN and TTD for tax losses. Can you please suggest proxies for each of these companies.
Thanks

Q: TYD has dropped 54% ytd. Obvious negative momentum. Do you rate as buy hold or sell at this time?
In normal times I would expect you to say wait and see but we aren’t in normal time- what do you see going forward for those holding already? Is it worth waiting.

Q: Hi Team,
These Tariff moves have gone from "not a big concern" to a major concern with anyone holding a growth portfolio. Currently I am down 23% from peak in short order since January, due to a higher concentration in Tech names and other growth names. An amazing fall considering I thought I was holding all solid names (such as NVDA. PRL, SHOP, TTD as examples) Do you view this as 2022 all over again? Or do you think the market will bottom sooner than it did in that year? Hard to say I know based on Trump saying that he no longer cares much about the market this go around. A much different tune that last term. However I suppose that could change overnight. I don't imagine Musk in enjoying Tsla's fall; perhaps that will end up in a clash with Trump on trade policies or hopefully talk some sense into him at the very least. Looking for your take on the current situation. Lastly, I assume that since major damage is already done would I be best to just hold the line at this point? Or sell out some growth names even at current levels? If buying new purchases what would be your top 3 names to add to at current levels?

Thanks,
Shane.

Q: Tradedesk was hammered after its earnings, and IAS saw a positive uptick after its earnings. What is the outlook for each company. I own both and thinking of consolidating the 2 holdings into one holding. What are your thoughts.

Q: Is TTD going to be in the penalty box for a few quarters? Is this a hold or sell?

If I sell looking to allocate the funds to make Google and VHI full positions.