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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 assembled a few names from the US exchanges that have had a tough few months and are likely experiencing some year end portfolio adjustments, ie, Tax Loss Selling. From the names I have here, can you identify two that you feel will have a better 2022, also curious if you might have an additional name for consideration. Thanks very much, happy holidays to you folks as well as all our 5i members
Read Answer Asked by jeff on December 17, 2021
Q: Hello 5i team!

Your thought on adding ARKF (Ark ETF Fintech) versus buying Zillow or Open Door. With ARKF, I will add some bitcoins & fintech to my portfolio that I didn't own as well real estate selling/buying online. Zillow is down significantly after retreating from buying real estate, is it time to step in at today pricing. Thank you!
Read Answer Asked by Nhung on December 10, 2021
Q: Thoughts on the Opendoor quarter? Do you think this type of technology/business model has a bright future? Would you rather an equal weighting of all three of these names (say 2% each) or is there a clear leader in which it might be more prudent to take a single larger 5% position?

I feel that the real estate sector could become much more efficient and liquid especially with a large player or consolidator that increases competition and should lead to lower transaction costs. Real estate agencies and the (until somewhat recently) gatekept MLS feel like a 'dinosaur' of an industry ripe for tech-based disruption. What are your thoughts about this? Thanks.
Read Answer Asked by Marco on November 13, 2021
Q: May I please get your thoughts on Opendoor Technologies? All the stocks in this group seem to have settled out and are down ~50% from their peaks. Being risk agnostic, would you prefer Zillow over Opendoor?

I like that Opendoor has housing inventory. It is unclear to me if competitors Zillow and Redfin also have inventory. I would appreciate any clarity you can provide me on that.

Thank you for your thoughts!
Read Answer Asked by Marco on August 26, 2021
Q: Peter; What would be an example/s of “ Innovation” companies? Thanks. Rod
Read Answer Asked by Rodney on February 23, 2021
Q: After reading Opendoors convincing investor presentation, I'm looking to start a position in an ibuying company. How would you rank these three companies in terms of overall growth? (rdfn/open/z) Do you know of any Canadian listed companies that take part in this?

Thanks
Read Answer Asked by dan on January 06, 2021
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