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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 have many loosers but I am asking for big loosers only.
WELL,TCN,CAE,CSH-UN,ECN,CYBR,HUT,LSPD,LUN,NBLY,NXR.UN,ONEX,ZTS-N,ROKU-N,REI.UN,STLC,ETSY-N,NIO.N.
Tax loss is ok but it is also capital loss,confused but unable to decide,your opinion is highly valued and appreciated.I had high hope in TCN AS RENTS ARE GOING UP but loosing lot.

Read Answer Asked by Nizar on November 04, 2022

Q: Except for Apple I'm down 40% in the others. Time to sell and wait or hang on for the long term?
I bought Apple at $126 so still good.

Thanks

Read Answer Asked by Austin on September 30, 2022

Q: NIO reported for July 2022 a 26.7% increase of electric vehicle deliveries over July 2021, plus a 22% cumulative increase for 2022 over 2021.
For China, NIO has installed 1,047 power swap stations as of end July 2022.
I think it has to be able to complete SEC filing which seems to mean an independent auditor.
The stock price has dropped by 2/3rds from a high of USD 66.
If the SEC issue is resolved, would you expect the stock to jump significantly?
What other concerns hold back the stock to grow?
Would you hang on to this stock until the SEC issue is clarified, or take the loss now and move on ? I don't mind waiting it out if there is reasonable hope for the stock to bounce.

Read Answer Asked by TOM on August 08, 2022

Q: I am down significantly in these stocks. Are any of these outright sell or add to average down. I am not panicking yet and ok to hold for some time. Your opinion please. Thanks

Read Answer Asked by satish on May 02, 2022

Q: Hi Peter and Staff

In my consumer discretionary basket the above 3 are "in the red". I have hung on to some losers far too long and have sold some that I wish I had not.

I have no problem in owing a basket of stocks in a sector if warranted. However that approach also means I can sell some and add to others without their position being "too large"

Assuming I would be adding to one or more of HD, DOO,DOL,LNF or MG which order would you add to and which if any of the above 3 would you not sell to add to any of those listed.

Thanks for all you do

Dennis

Read Answer Asked by Dennis on March 30, 2022

Q: Hi Team,
Should these three Chinese's ADR stock delisted from U.S. exchanges by US Government, would the owner of these ADRs can move to Hong Kong and relisting in Hong Kong market ? Or just completely vanished !
I understand my question is properly not quite your expert area, but hope you can comment on it !
Thanks as Always,
Tak

Read Answer Asked by Tak on March 15, 2022

Q: Can you advise on your outlook of the EV . Is it a good time to get into these sector ?
Among TSLA, LCID, RIVN, NIO, XPEV, which are your preference and why ?

Grace

Read Answer Asked by grace on January 18, 2022

Q: The above mentioned companies make up my US portion of my companies for a buy and hold retired growth investor. Given that they are evenly held, not well diversified and weighted to tech, Looking forward to 2022 do any of these cause any concern to you. NIO and UCTT have been underperforming the most. Would you trim or remove any of these?

Read Answer Asked by Craig on January 03, 2022

Q: Hi Peter,

Is this a good time to start buying Chinese companies? Can you give 4-5 names and why those? I am a long-term investor will be okay for some short-term risks.

Best,
Matt

Read Answer Asked by Matt on November 04, 2021

Q: Am wondering which of these stocks are vulnerable to climbing interest rates. For the vulnerable ones, would you please advise at what point you would consider reducing or selling them. Also, a strategy on when and how to do such an assessment would be instructive.

Thanks for your great advice. Most of your subscribers say this regularly, but they probably really mean it ! If it weren't for 5i, I'd still be holding a bag of mutual funds not knowing how big my losses were.

Whatever number of credits works

ConsCyc US:NIO
ConsDef US:CELH
ConsDef US:COST
Enrgy CPX
Enrgy AQN
ETF VGG
FinSvcs RY
FinSvcs US:V
FinSvcs SLF
FinSvcs US:MCO
FinSvcs GSY
FinSvcs BNS
FinSvcs US:BAM
FinSvcs US:JPM
Heal US:MDT
Heal WELL
Ind US:RTX
RealEst US:RDFN
Tech SHOP
Tech KXS
Tech US:MSFT
Tech US:CRWD
Tech US:U
Tech US:CRM
Telco BCE
Telco T
Util US:BEP
Util CU

Read Answer Asked by TOM on October 08, 2021

Q: Is there any China stocks you like
Thank you for your great service Lorraine

Read Answer Asked by lorraine on August 31, 2021

Q: Hello 5i,

Can you please rank the following stocks for a new purchase and a 5-year hold, OR rank your top 5 in order if that is easier?

PINS, MED, VEEV, FVRR, DD, AI, SHOP, NIO, AC, STC, XBC, TIXT, TOI

Thank you for your insight.

Cheers,
Debbie and Jerry

Read Answer Asked by Jerry on August 12, 2021

Q: This stock has dropped 35% since the beginning of 2021. Could you please comment on it's profitability, if it has overcome some or most of its production problems and whether the current crackdown on Chinese firms listed overseas will cause a big drop in the share price. Would you hold onto the company under these circumstances?
Many thanks for your great advice.

Read Answer Asked by TOM on July 27, 2021