Investment Q&A

Q: Peter; Could I have your thoughts on PayPal ? Thanks.Rod

Q: I am restructuring a non-registered account to be more defensive, and less tech heavy. All of the following US stocks are down: APPS, OKTA, PYPL, PLTR, SE, TTD, MRVL, TWLO, U, VEEV. Do you consider them a sell or hold?
Thanks.
Linda

Q: Currently down substantially on these two , in your opinion are either likely to recover in the next 2-3 years, or should they be disposed of?
Thanks

Q: Good Morning,

I have a small gain in PYPL.

What is your view on selling and waiting on the sidelines until the legal action taken today blows over or hold out for the long run?

All the best!

Q: Morning 5i Team,

Can you please put the following in order of share price appreciation of outperforming in the next 3 years.
Also, would you recommend selling any of the above names and if so what would you replace them with.

Thanks
Joe

Q: My daughter opened her first TFSA a few years ago. She is planning on using it to save for retirement, so has a very long time horizon. She has 25% in ZSP (S&P 500 ETF) and 15% in XIT (Canadian technology ETF). Together we chose some fun stocks to complete her portfolio. We are happy with most of our picks – Disney (DIS), Crowdstrike (CRWD), Intuitive Surgical (ISRG), Snowflake (SNOW) and CN Rail (CN). But we are wondering about four – Twilio (TWLO), Etsy (ESTY), Paypal (PYPL) and Upstart (UPST). All have dropped since she bought, but what do you think of the longer term potential of these? Would you swap any out? If so, for what?

Thanks,
Kim

Q: What order would you currently buy PINS, PYPL and SQ ? Would you avoid any of them ? Thank you.

Q: Was there news on LSPD today, earnings??

Q: Imdown 10 % tomuch higher abovei am cocerned more about pypl meta mg than others.
i like to sell two with the lowest 0outlook

Q: Hello,
I have lost about 55% on qrtea. In your opinion, is there any chance it could recover? Should I sell and invest in something else? if so, any suggestions?
thanks

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: Hi 5i
Some themes are very hot for a while and then go stone cold. The fintech stocks have all crashed and burned. Do you think this is a buying opportunity on some of these names for the next 3 years or so? Or are there some that you would not buy at all as recovery is doubtful? How would you rank these ones for new purchases?
Thanks.

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: The above stocks have declined significantly from 2021 highs. I would like to make 2 or 3 purchases from this list. Please remove any you think are unlikely to resume upwards momentum over next 12 months and show the rest in a priority list for purchase consideration from highest priority to lowest for growth or growth/dividend return. Many thanks. Jane Norton

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: Hello Peter and team,
Is it a good time to initiate positions in Paypal and Square (block) for minimum 2 to 3 year hold? What are the PE ratios for both and would you consider them as value stocks at this point? Thanks very much

Q: 2 questions? 1).Any reason why Equitable Group has been plunging lately ?
2) Paypal has come down a lot. They have been changing there target for long term growth and the CFO has recently resigned .It is still not cheap with a p/e 28.6. the forward p/e is 21.9 is not bad. Buy, sell or hold. Thanks

Q: The above names are the laggards in my US TFSA (I hold TIXT via NYSE).

Would you recommend holding them or are there any that you would suggest replacing with something else?

Q: In a taxable well diversified account would you take a loss on SQ to buy PYPL or any other US stock in which case please make 3 suggestions. Currently hold AAPL, GOOG, CRWD, CROX. Looking for growth with medium risk. I'm a patient investor but could use some capital loss this year.

Q: Can I get your outlook on these companies going forward

thank you