Investment Q&A

Q: For a market bottom/rebound, which 6 US growth stocks would you buy (as opposed to value) and would there be any ETFs you would use? Thanks

Q: Hello,

I have roughly $75,000 to invest. I am looking for US base stocks with upside. I have a pretty balanced portfolio so am looking for growth type names or ones with upside. This year i purchased amazon, netflix, disney, and nvidia so please recommend 4-5 of your best ideas other then those ones.

Thanks

Q: Hi,
In your recent blog on 5 investing principles, you say it is important to distinguish between permanent and temporary market losses. However, you do not say how to do that. DOCU, PTON and NFLX all did great in the pandemic. All are floundering now. So, do you view the market losses in DOCU, PTON and NFLX as permanent or temporary and why?
Thanks.

Q: My portfolio analytics is showing that I'm a bit low in my communication services sector.

Beyond the obvious telecom companies, what are some of the less obvious companies or perhaps ETFs that would fit into this sector?

Also, including the telecoms, could you rank your top few Canadian and US buys for this sector.

Thanks as always.

Q: Currently, the largest paper losses in my non-registered account are in ROKU, TTD and U. I am considering selling one or all of them for capital losses but do not want to miss out on any pending gains in the short term. How would you rank these for selling with a low chance of price turn around over the buy-back restriction period? Please suggest a few names for surrogates.

Also, which US stock(s) do you see as a stronger growth name for permanently replacing one or all three of the above? Sector allocation is not relevant in this case, and I do not currently own any FANG stocks.

Thanks.

Q: Please rank these for a 3 year hold. I'm down in all of them, except AAPL, ISRG & TSLA

Thanks!

Q: Hi,
I’m thinking of doing some tax loss selling. Can you suggest proxies for the following companies: Roku, Trade Desk, Twilio, Unity Software and Zoom Video.

Would you also be able to suggest an ETF that would serve as a proxie for all of them? I’m thinking of a high-growth-stock ETF like the SPYG.

Thanks

Q: Hello 5i Team,

I'm down considerably in these US stocks in a taxable account: APPS, DIS, DXCM, EXPI, FB, NET, NFLX, U, and UPST.

I would like to crystallize some losses.

Could you please suggest:

1. The stocks I should sell outright (and suggest a replacement);

2. The stocks I should sell and then re-buy in 30 days (and suggest a proxy); and

3. The stocks I should continue to hold.

Feel free to subtract as many credits as required.

Thank you for your valuable advice!

Q: I am down on the following stocks and wondering if i should sell so i can claim the loss on my losing positions % + loss as follows LSPD- 55%, NFLX - 59%, SHOP -47%, NVEI -45%, GSY-47%, KXS - 28%, GM - 39%, TFII - 24%, PFE - 16%. Does it make sense to sell now and maybe buy some back after 30 calendar days or do you think i should keep some of them and ride out the downturn ? can yo comment on what i should keep or sell in order of preference... your help is appreciated

Q: Hi 5i,
Do you put any weight at all on takeover rumours? This morning a Seeking Alpha article said that ROKU employees had a cease trading order put on them internally in the past couple of days. NFLX is rumoured to be circling. What do you think is the likelihood here?

Q: It looks to me that some good stocks are being thrownout because of fear if you agree which stocks are good buys,not only technologies but others too.

Q: In other answers I see that you are recommending tax loss selling. My positions in PYPL and ROKU are down about 50% and they're large enough that the tax loss would definitely benefit me. However, I'm worried about selling them because I feel like if the market improves, they could bounce back to the point where my benefit from the tax loss is nullified by the missed bounce until I can re-buy after 30 days. (For reference, if they bounce back to their early April prices, that would outweigh my benefit from the tax loss).

On the other hand, I think both are attractive at today's prices so if I don't sell for a tax loss I would probably add a bit to both positions.

Do you like PYPL and ROKU at today's prices (to add to current positions) or do you think they're better targets for tax-loss selling and re-buying in 30 days?

Q: Hello Peter,

Your thought on adding one of the above names to my portfolio. I hold a bit of WBD from the AT&T spin-off and is ready to trade it with another stronger performer. Thank you!

Q: which do you think has a better upside and why?

Q: Down significantly on these names, wondering at these level if you would still hold on for a better market, if so which ones or swap them out for other stocks that are down and may have a better chance to recover.

Q: Thoughts on these quarterly results? Do you still like the long term prospects of these three growth companies?

In general, what are your thoughts on holding growthier names in this current market? It just seems that the risk of holding these positions through earnings outweighs the benefits. For example, if a company meets expectations and maintains guidance, the stock barely moves. However, any miss or lower guidance and the stock easily gets crushed 30-50%, such as NFLX, FB, UPST, RBLX, COIN, etc... Seems a lot of companies are issuing lower guidance because of all the uncertainties. Wouldn't it be better or more prudent to just sell or maybe trim the positions to reflect these risks and re-enter later?

Other growth names I have on deck soon are GSY, WELL, AT, EGLX, LSPD, NVDA, APPS, and CRWD and I'm worried about how investors will react to earnings. Thanks!

Q: Are these stocks still expensive? In what order would you buy them today?

Thank you for great service.
Milan

Q: What do feel are the best bargains currently in this market ? Top 10 please, and a management ranking, 10 being the best. Long time time horizon. Thanks

Also, please provide your favourite Cnd stock/ETF for an RESP. Long time horizon

Thanks

Nick

Q: With the stock market being just terrible these days, what at the companies trading at or near 52 week lows that you would strongly buy if you could (US or CDN)?

Q: Hi 5i - do you like the new CDN $ hedged CDR investments for US companies such as NVDA and Netflix?

Thanks, Neil