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.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
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Illumina Inc. (ILMN)
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Intuitive Surgical Inc. (ISRG)
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Sea Limited American Depositary Shares each representing one Class A (SE)
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Brookfield Renewable Partners L.P. (BEP.UN)
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Enghouse Systems Limited (ENGH)
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MercadoLibre Inc. (MELI)
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IDEXX Laboratories Inc. (IDXX)
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The Trade Desk Inc. (TTD)
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Etsy Inc. (ETSY)
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JD.com Inc. (JD)
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Roku Inc. (ROKU)
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WELL Health Technologies Corp. (WELL)
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Pure Storage Inc. Class A (PSTG)
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Crocs Inc. (CROX)
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Axon Enterprises Inc. (AXON)
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Guardant Health Inc. (GH)
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Redfin Corporation (RDFN)
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Perion Network Ltd (PERI)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Pinterest Inc. Class A (PINS)
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Zoom Video Communications Inc. (ZM)
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Fiverr International Ltd. no par value (FVRR)
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CrowdStrike Holdings Inc. (CRWD)
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InMode Ltd. (INMD)
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Lemonade Inc. (LMND)
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Palantir Technologies Inc. Class A (PLTR)
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Airbnb Inc. (ABNB)
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Upstart Holdings Inc. (UPST)
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Mitek Systems Inc. (MITK)
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Taboola.com Ltd. (TBLA)
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Riskified Ltd. Class A (RSKD)
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Lantheus Holdings Inc. (LNTH)
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Catalyst Pharmaceuticals Inc. (CPRX)
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!!
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Five Below Inc. (FIVE)
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Axon Enterprises Inc. (AXON)
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Guardant Health Inc. (GH)
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Fox Factory Holding Corp. (FOXF)
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InMode Ltd. (INMD)
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Celsius Holdings Inc. (CELH)
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
Q: GH I read the results and don't follow the reasoning for the huge drop today. Would appreciate your views as in Buy, sell or hold now.
John
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Apple Inc. (AAPL)
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Meta Platforms Inc. (META)
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NVIDIA Corporation (NVDA)
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Blackstone Inc. (BX)
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DexCom Inc. (DXCM)
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Guardant Health Inc. (GH)
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
Q: Hi there,
I’ve 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!
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Salesforce Inc. (CRM)
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Exact Sciences Corporation (EXAS)
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Veeva Systems Inc. Class A (VEEV)
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Guardant Health Inc. (GH)
Q: Would you have a proxy for GH and VEEV and would you buy them back in 30 days or would you just sit it out and wait for a rebound?
Thanks for your service!
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Illumina Inc. (ILMN)
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Veeva Systems Inc. Class A (VEEV)
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Guardant Health Inc. (GH)
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Lantheus Holdings Inc. (LNTH)
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 !
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Roku Inc. (ROKU)
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Guardant Health Inc. (GH)
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Pinterest Inc. Class A (PINS)
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Digital Turbine Inc. (APPS)
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Mitek Systems Inc. (MITK)
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
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Illumina Inc. (ILMN)
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AbbVie Inc. (ABBV)
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CVS Health Corporation (CVS)
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Johnson & Johnson (JNJ)
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Eli Lilly and Company (LLY)
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Veeva Systems Inc. Class A (VEEV)
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DexCom Inc. (DXCM)
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Guardant Health Inc. (GH)
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Lantheus Holdings Inc. (LNTH)
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!
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Illumina Inc. (ILMN)
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Exact Sciences Corporation (EXAS)
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NovoCure Limited (NVCR)
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Guardant Health Inc. (GH)
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Seagen Inc. (SGEN)
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-
Alphabet Inc. (GOOG)
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Agilent Technologies Inc. (A)
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NV5 Global Inc. (NVEE)
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Guardant Health Inc. (GH)
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Lions Gate Entertainment Corporation Class A (LGF.A)
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Pinterest Inc. Class A (PINS)
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Digital Turbine Inc. (APPS)
Q: which ones would you sell first for tax loss reasons?
And what would you have as replacement?
Q: Between GH and INMD which one would you pick for long term growth, and why?
Read AnswerQ: What are your updated thoughts on these two companies as long-term investments?
Read Answer-
Amazon.com Inc. (AMZN)
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Alphabet Inc. (GOOG)
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NVIDIA Corporation (NVDA)
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QUALCOMM Incorporated (QCOM)
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Roku Inc. (ROKU)
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Guardant Health Inc. (GH)
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Shopify Inc. Class A Subordinate (SHOP)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Upstart Holdings Inc. (UPST)
Q: Could I please have your views on the best mid to large cap buys out there tor a long term hold, with a focus on USA. What do you think has the most potential upside with the least downside? Though call I know. I was looking at Amazon, Shopify, lspd, upst, Etsy, salesforce and square as candidates. Thank you.
Read Answer-
NVIDIA Corporation (NVDA)
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QUALCOMM Incorporated (QCOM)
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Honeywell International Inc. (HON)
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Guardant Health Inc. (GH)
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Unity Software Inc. (U)
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Upstart Holdings Inc. (UPST)
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Enthusiast Gaming Holdings Inc. (EGLX)
Q: Good morning Ryan, Peter, and Team,
These are some of the stocks in my "growth" basket that have been most decimated in recent weeks. In which order might you sell, or would you suggest staying the course at this stage, given the dramatic share price drops? If selling, where might you move some of the cash for a (hopeful) rebound potential over the next six months? Thanks. Brad
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Illumina Inc. (ILMN)
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Exact Sciences Corporation (EXAS)
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NovoCure Limited (NVCR)
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Guardant Health Inc. (GH)
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Seagen Inc. (SGEN)
Q: Can you please rank the following cancer related stocks based from best to worst based on your understanding of which are currently under appreciated based on their potential to cure or prevent cancer? To put it another way, do any of them have technology that could become significantly larger businesses than they are today in treating or detecting cancer?
Please add one name that I have not listed that may have higher potential.
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Exact Sciences Corporation (EXAS)
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Invitae Corporation (NVTA)
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CRISPR Therapeutics AG (CRSP)
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Guardant Health Inc. (GH)
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Twist Bioscience Corporation (TWST)
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Intellia Therapeutics Inc. (NTLA)
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10x Genomics Inc. (TXG)
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DermTech Inc (DMTK)
Q: Looking at companies in these companies, some have more current business (EXAS) while others are based more on potential. Can you please rank each in order based on these two approaches:
1. Most growth potential
2. Best overall investment
Please comment briefly on why you would place a particular company as "Best in class" for approach 1 and 2.
Q: Hi. I still like both companies (veev,gh) but am going to sell for tax loss reasons and that they total between them 3% only of my portfolio. Am looking to consolidate into a single health care stock to go along with MDT which I already own in my portfolio. I like my positions to be at least 3% and not two smaller positions. Any suggestions. I was thinking ILMN. If you like ILMN please let me know why and what sets them apart. Thanks
Read Answer-
Illumina Inc. (ILMN)
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The Trade Desk Inc. (TTD)
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Guardant Health Inc. (GH)
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Digital Turbine Inc. (APPS)
Q: Could I have a proxy for APPS:US and GH:US? Would you buy back in 30 days or would you recommend another stock, if so, which ones? Same risk level and APPS/GH.
Thanks for your service?
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Alphabet Inc. (GOOG)
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Illumina Inc. (ILMN)
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Guardant Health Inc. (GH)
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Dye & Durham Limited (DND)
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Unity Software Inc. (U)
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Roblox Corporation Class A (RBLX)
Q: Would you have a good proxy for U:US, DND and GH:US to capture tax losses, I do not need them but I would use them at for the future? If there is no equivalent, please state that as well and I can wait until markets return, whenever that will be.
Thanks for your service!