Q: I have to raise some cash, and have to sell the equivalent of one of the above positions, all up various amounts from 10% to 60%, but all have about the same market value. All healed in TFSA. Considering growth only with a multi-year hold, what do you suggest - trim all three, trim two, or sell one full position, and if so which do you suggest. Thanks!
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
-
BRP Inc. Subordinate Voting Shares (DOO $105.03)
-
Magna International Inc. (MG $68.39)
-
Block Inc. Class A (SQ)
-
Aritzia Inc. Subordinate Voting Shares (ATZ $111.28)
-
Veeva Systems Inc. Class A (VEEV $242.28)
-
Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS $19.48)
-
Roku Inc. (ROKU $94.54)
-
WELL Health Technologies Corp. (WELL $3.99)
-
Boyd Group Services Inc. (BYD $238.00)
Q: I am looking at some of my struggling stocks- any comments on whether greener pastures are better found elsewhere and where to go?
Q: ROKU had a great 2023. Towards year end, it was hit with a couple of downgrades. 5i continues to like it, in response to Q&As. Could you please list the top 2-3 reasons you have for ROKU to have another good year(s). I am not expecting it to duplicate its 2023 success, but looking to quantify whether ROKU has several more years of growth.
-
Amazon.com Inc. (AMZN $229.11)
-
Illumina Inc. (ILMN $128.03)
-
Sea Limited American Depositary Shares each representing one Class A (SE $135.41)
-
TELUS Corporation (T $18.65)
-
Brookfield Renewable Partners L.P. (BEP.UN $39.65)
-
Enghouse Systems Limited (ENGH $20.15)
-
Tricon Residential Inc. (TCN $15.34)
-
Aritzia Inc. Subordinate Voting Shares (ATZ $111.28)
-
The Trade Desk Inc. (TTD $39.35)
-
Roku Inc. (ROKU $94.54)
-
WELL Health Technologies Corp. (WELL $3.99)
-
Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.86)
-
Pinterest Inc. Class A (PINS $27.23)
-
Zoom Communications Inc. (ZM $86.58)
-
Airbnb Inc. (ABNB $120.82)
-
Nuvei Corporation (NVEI)
-
Catalyst Pharmaceuticals Inc. (CPRX $23.08)
Q: I am currently in the negative on T, AMZN, TTD, TCN, NVEI, CPRX, ATZ, ENGH, LSPD, ABNB, WELL, BEP.UN, ROKU, ILMN, SE, PINS, and ZM. I have a 10+ year outlook, however would like to know based on the company and growth potential, what would you Sell or Hold? And if a Hold, please advise your perspective. Thanks!!
-
Roku Inc. (ROKU $94.54)
-
Vertiv Holdings LLC Class A (VRT $182.54)
-
Celsius Holdings Inc. (CELH $42.66)
-
Palantir Technologies Inc. (PLTR $177.92)
Q: Hello Peter,
After Fed Powell's update today, is it reasonable to push the pedal for a Santa rally into the new year? If so, what sectors in the US would you look at? Would you look at anything in Canada at all? Any stock suggestions for a 'rational exuberance' would be most welcome.
Looking forward to your perspective.
Regards
Rajiv
After Fed Powell's update today, is it reasonable to push the pedal for a Santa rally into the new year? If so, what sectors in the US would you look at? Would you look at anything in Canada at all? Any stock suggestions for a 'rational exuberance' would be most welcome.
Looking forward to your perspective.
Regards
Rajiv
-
Alphabet Inc. (GOOG $318.39)
-
NVIDIA Corporation (NVDA $183.38)
-
Booking Holdings Inc. (BKNG $5,027.20)
-
Salesforce Inc. (CRM $247.46)
-
United Rentals Inc. (URI $807.74)
-
Atlassian Corporation (TEAM $156.54)
-
Roku Inc. (ROKU $94.54)
-
Rapid7 Inc. (RPD $16.12)
-
Alteryx Inc. Class A (AYX)
-
Axon Enterprise Inc. (AXON $550.61)
-
Unity Software Inc. (U $44.15)
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: please provide an update on ROKU.
-
Danaher Corporation (DHR $227.13)
-
Prologis Inc. (PLD $128.18)
-
Stryker Corporation (SYK $364.35)
-
Zoetis Inc. Class A (ZTS $120.41)
-
BCE Inc. (BCE $32.41)
-
TELUS Corporation (T $18.65)
-
Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $36.92)
-
Block Inc. Class A (SQ)
-
Tesla Inc. (TSLA $454.53)
-
Dream Industrial Real Estate Investment Trust (DIR.UN $12.09)
-
Roku Inc. (ROKU $94.54)
-
Coinbase Global Inc (COIN $274.05)
-
UiPath Inc. Class A (PATH $18.48)
Q: What would be your best contrarian pick today in both us and canadian markets
Q: I am underwater on these two equities and their recovery has been slow compared to some others. I am wondering if more patience is required or is it time to harvest a tax loss and move on. Thanks
Keith
Keith
-
Apple Inc. (AAPL $280.70)
-
Amazon.com Inc. (AMZN $229.11)
-
Microsoft Corporation (MSFT $480.84)
-
NVIDIA Corporation (NVDA $183.38)
-
Shopify Inc. Class A Subordinate Voting Shares (SHOP $226.67)
-
Roku Inc. (ROKU $94.54)
Q: AAPL has had a great run.
This is probably a non-obvious question what any leads on what would be an AAPL-like stock circa pre-iPhone?
This is probably a non-obvious question what any leads on what would be an AAPL-like stock circa pre-iPhone?
-
Adobe Inc. (ADBE $328.73)
-
Alphabet Inc. (GOOG $318.39)
-
Intuitive Surgical Inc. (ISRG $568.63)
-
AbbVie Inc. (ABBV $228.71)
-
Salesforce Inc. (CRM $247.46)
-
Honeywell International Inc. (HON $192.23)
-
Shopify Inc. Class A Subordinate Voting Shares (SHOP $226.67)
-
Roku Inc. (ROKU $94.54)
-
L3Harris Technologies Inc. (LHX $280.51)
-
Vertiv Holdings LLC Class A (VRT $182.54)
-
Lantheus Holdings Inc. (LNTH $61.87)
Q: Hi Team,
Shop is falling again today despite earnings beats and price target increases across the board. Is it a good time to buy the shares from todays profit takers? Also in general do you see this market sell off sparked by the fitch downgrade of the US credit rating a buying opp? There has been some brutal sell offs over the last 2 days. Which names would you be looking to buy in this weakness? Thanks
Shane
Shop is falling again today despite earnings beats and price target increases across the board. Is it a good time to buy the shares from todays profit takers? Also in general do you see this market sell off sparked by the fitch downgrade of the US credit rating a buying opp? There has been some brutal sell offs over the last 2 days. Which names would you be looking to buy in this weakness? Thanks
Shane
Q: Hi 5i!
Can you comment Roku earnings and forecast?
Thanks,
Frank
Can you comment Roku earnings and forecast?
Thanks,
Frank
Q: Can you give us your perspective both on the shop and the Roku side of this deal who benefits from what and which one do you prefer?
Thanks,
Sheldon
Thanks,
Sheldon
Q: Can't find any news, is there something up?
-
Etsy Inc. (ETSY $52.19)
-
Roku Inc. (ROKU $94.54)
-
Crocs Inc. (CROX $88.24)
-
Axon Enterprise Inc. (AXON $550.61)
-
Redfin Corporation (RDFN)
-
Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.86)
-
Pinterest Inc. Class A (PINS $27.23)
-
Zoom Communications Inc. (ZM $86.58)
-
Fiverr International Ltd. no par value (FVRR $21.48)
-
Lemonade Inc. (LMND $76.80)
-
Palantir Technologies Inc. (PLTR $177.92)
-
Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
-
Airbnb Inc. (ABNB $120.82)
-
Lantheus Holdings Inc. (LNTH $61.87)
-
Brookfield Corporation Class A Limited Voting Shares (BN $65.20)
Q: Hi 5i team,
I have a growth and long term outlook and looking to trim some losers and replace with some winners. Of the following stocks, do you feel any need to hold for the long term? Also, what are some US/CAD replacements you would recommend and can you rank from highest to lowest based on overall strength?
Thanks 5i team.
I have a growth and long term outlook and looking to trim some losers and replace with some winners. Of the following stocks, do you feel any need to hold for the long term? Also, what are some US/CAD replacements you would recommend and can you rank from highest to lowest based on overall strength?
Thanks 5i team.
Q: What order would you sell these.First to last.Thanks.
Q: Could you please comment on VEEV and ROKU, should I be concerned about holding on to these?
-
Illumina Inc. (ILMN $128.03)
-
Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A $20.02)
-
Veeva Systems Inc. Class A (VEEV $242.28)
-
Real Matters Inc. (REAL $6.35)
-
Roku Inc. (ROKU $94.54)
-
DocuSign Inc. (DOCU $71.10)
-
Alteryx Inc. Class A (AYX)
-
Crocs Inc. (CROX $88.24)
-
Axon Enterprise Inc. (AXON $550.61)
-
Guardant Health Inc. (GH $108.52)
-
Enthusiast Gaming Holdings Inc. (EGLX $0.05)
-
Perion Network Ltd (PERI $10.10)
-
Unity Software Inc. (U $44.15)
-
Lantheus Holdings Inc. (LNTH $61.87)
-
illumin Holdings Inc. (ILLM $0.99)
Q: I’m significantly underwater on these stocks. Can you please advise which ones you’d hold, and which ones you’d sell? Can you please also give 5 growth stocks in Canada and 5 in the US that you are high on right now in place of the above?
Q: Hello
Could you comment on ROKU earnings?
Many thanks.
Stephane
Could you comment on ROKU earnings?
Many thanks.
Stephane
-
Salesforce Inc. (CRM $247.46)
-
Medtronic plc. (MDT $101.99)
-
CAE Inc. (CAE $38.16)
-
Block Inc. Class A (SQ)
-
Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $6.00)
-
Veeva Systems Inc. Class A (VEEV $242.28)
-
Roku Inc. (ROKU $94.54)
-
Guardant Health Inc. (GH $108.52)
-
Ultra Clean Holdings Inc. (UCTT $26.33)
-
Pinterest Inc. Class A (PINS $27.23)
-
CrowdStrike Holdings Inc. (CRWD $513.12)
-
Digital Turbine Inc. (APPS $5.08)
-
TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $6.07)
Q: It looks like I will need to sell a position or two to pay the tax man. Please rank the companies listed. Thank your