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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 would like to do some tax loss selling and was wondering if you might be able to rank ILLM, UPST, OVV, TOY, SQ, GH, FLGT, and COW in order from those with the least potential to recover over the next year, to the most potential. If I were to sell them all, are there any you would consider buying back after 30 days? Thanks.
Read Answer Asked by Kim on November 22, 2023
Q: Long investor trying my best to hang in there in with some of my dog stocks. Down significantly in Matterport 85%. Guardant Health 29%. Canada Goose 45%. Inmode 40%. Southwest Airlines 40%. Viemed 32%.
My 5i membership has been a stalwart of sound reason over the years, and Iíve appreciated your take on some companies that nose dive, but you feel are worthy of hanging onto, even if it takes a year or more. (ROKU and PINS spring to mind). With some potential tax loss harvesting coming up, which of the following would you think could be a re-buy, and which could be saluted and sent off to oblivion after the sale? Iím consigned now to doing either.
Read Answer Asked by Chris on November 07, 2023
Q: Hi 5i,

For Guardant Health (GH) would you recommend holding or selling at this time?

If selling is your recommendation please provide 5 US healthcare stocks that have good prospects in the near to long term.

Thank you.
Read Answer Asked by Brian on June 24, 2023
Q: Iím significantly underwater on these stocks. Can you please advise which ones youíd hold, and which ones youíd 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?
Read Answer Asked by Eric on May 08, 2023
Q: Hello
Iíve held Guardant Health in a loss position for too long in a TFSA account. Would you please suggest several possible replacements in the small to mid cap space.
Thank you
Read Answer Asked by Les on May 03, 2023
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
Read Answer Asked by Frank on April 13, 2023
Q: This company's stock price has taken a bigger hit than other high growth healthcare names. What's the reason for this and is it still a company with good long term potential? Are there other small cap US healthcare companies that may be undervalued that you prefer to this one?
Read Answer Asked by Paul on April 12, 2023
Q: I am down more than 50% on CRWD.US, ROKU.US, and GH.US in my RRIF and should have been paying more attention as they kept getting lower.

Is there any hope for a distinct short term (1 year) revival, or would a better plan be to sell all/any of them and invest in something with momentum.

Suggestions are welcome.
Read Answer Asked by John on February 08, 2023
Q: Over the past two years with the downturn of the market, I am down significantly with majority of these holdings in various accounts. I have a long-term 10+ year outlook, so looking to see if you feel any of these can be sold off given the outlook, management of the company? If so, what are your recommendations for a growth investor in either CAD/US stock options?

Thanks!!
Read Answer Asked by Andrew on January 04, 2023
Q: Hello Peter and Ryan,

I just read a negative research report on Guardant Health in Seeking Alpha, suggesting it may not be returning to its growth premium anytime soon. If you were to have a change of mind on seeing it as a HOLD, can you suggest a few compelling replacements from your current US high-growth list of favourites (within or outside of this sector)? Thanks, Brad
Read Answer Asked by Bradley on December 19, 2022
Q: Hi there,

Iíve often heard that a handful of stocks can provide life changing returns. If you had to pick 5 (or more) that could be life changing, which would they be in preferential order?

Thanks!
Read Answer Asked by Michael on December 12, 2022
Q: I own ILMN, VEEV, GH but not LNTH. Would you recommend a switch to LNTH for more growth? I can use ILMN and VEEV for a tax loss - should these be repurchased or just buy LNTH (or another stock?)for more growth?

Thanks for your service !
Read Answer Asked by Ozzie on October 17, 2022
Q: why has MITK had such a run recently?
Apps,GH,Pins,Mitk....which ones would you sell for tax-loss and what would be you favorite replacement in the tech sector.
I am looking at SHOP and ROKU
Read Answer Asked by Josh on October 11, 2022
Q: Hello 5i Team,

Could you please provide your top 5 US healthcare stock picks for growth (with above-average risk) over the next 5 years, and include a brief comment why.

Could you also suggest 3 "safer" options.

Feel free to subtract as many credits as warranted.

Many thanks!
Read Answer Asked by Keith on September 22, 2022
Q: To my knowledge cancer is showing no signs of going away and yet these companies and others in the field have been punished with the rest of the market. Can you please provide an attractive entry point for each and state which 1 or 2 would be your favourite and why? If you can add one additional name that you think has tremendous potential in this field I would be appreciative. If that requires a second credit go ahead and take it!
Read Answer Asked by Tim on September 08, 2022
Q: which ones would you sell first for tax loss reasons?
And what would you have as replacement?
Read Answer Asked by Josh on August 25, 2022