Investment Q&A

Q: What is your take on Alteryx? Is it less of a strong competitor than Palantir in the AI space? Too much debt? Not enough growth?

Q: Unfortunately I am down over 50% on all these stocks (held in my TFSA). I am “cleaning house”.
Please give your opinion as to whether any have the potential to recover and are worth holding for a bit longer.
Thanks for your help.
Len

Q: Please rank these from an AI perspective.
Best to invest now.
Thanks!

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: I’m invested for the long term. Do you view any of these names as no longer holding any long term potential?
Thanks

Q: Do you have any quick updates ? It jumped 20% on 3 Aug. Thanks

Q: Good morning. What would you recommend for an investment Canadian and US data analytics company or space? Thanks again.

Q: Hi,
In a question in mid-Jan on several stocks, you had an exit on AYX. Does their earning’s report this week, which the market seems to like, change your views on this stock?

Q: I am down on average 50% on all of the 5 above noted US stocks. I am wondering how many of these you would consider averaging down on to buy more and hold for a recovery and which you would cut your losses on and sell now ?
I am prepared to hold all of them if their prospects of returning to previous highs are reasonably good within the next 12 months or so and as always value your opinions.

John

Q: Good morning, I have 32 positions spread between the two TFSA's that I manage. I'd like to get that down to 25. The above are holdings that have fallen to less than half positions and I'm wondering if you could suggest 6 or 7 for removal. Also are there any that you would add to in order to bring them up to half positions. Secondly, without knowing my weightings, do you have a suggested sector or two for this years TFSA contribution?

Q: Hi 5i
Still holding AYX at a great loss in a registered account. Would you sell and replace with APPS at this time? Thanks for your great support and have a safe and happy holiday.

Q: I am looking at my losers. Please list in order of preference which ones you would average down on. I know that's a bad word but we could call it greatest contrarian opportunity. Obviously risk is not a great concern but not to be completely ignored. Thanks as always

Q: Hi 5i,
What are your thoughts on today’s acquisition by AYX of Hyper Anna, an Australian based cloud company, whose strength appears to be AI? Does this make AYX a significant player, or not, both in the cloud, and in the AI space, where I believe AYX was weak on both counts.

Thanks again.

Dave

Q: Balanced Equity Portfolio (Cdn & US Stocks): If 5i were just starting business today what 20 stocks would make up the portfolio?

Q: Hi 5i,

I know there are many takeover rumours in the market. On Monday, Seeking Alpha had an article on an unidentified suitor, likely a private equity firm, eyeing AYX. AYX has had several disappointing earnings releases. In your last comment a couple of weeks ago, you said it might be setting itself up as a target and is hard to stay committed here. I don’t understand that comment. AYX would not deliberately show poor results or poor guidance to get a lower market valuation would it? Also, would you call it a hold here, because of takeover speculation?

Thanks again.
Dave

Q: Hi 5i
Could you provide your latest thoughts on AYX please? I currently own and expect to hold for some time unless you think something has changed. Perhaps they should use their analytics to help improve expectations !

Thanks
Mike

Q: Modest amount of funds in trust for teenagers. Plan to sell Alteryx at small loss. What would you suggest for USD purchase please? I was looking @ VTRS. Not keen on debt levels but will it provide downside protection in this volatile market? Time horizon 1.5 years. Could you also please identify growth oriented names. VEEV already owned. Also ETF ideas to look @ please. Please deduct question credits as appropriate.

Q: Would you consider purchasing AYX at current valuations and guidance?

Long term play.

Q: What do you think about selling AYX, capturing a capital loss, and using the remaining funds to purchase Snowflake for a long term position?

Thanks.

Q: would interested in any comments you might have on AYX's first quarter results and full year guidance given today.

as always appreciate your insights
Don