Q: Hi, Can I get your take on Sea Limited’s recent earnings? I thought they looked pretty good but this morning’s market reaction, not positive.
I’m at a loss on this one in a registered account but I still like the long story. Am I wrong? Would you hold, sell or add at this level? I understand it’s a personal decision…
Thanks,
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
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PayPal Holdings Inc. (PYPL)
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Sea Limited American Depositary Shares each representing one Class A (SE)
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DocuSign Inc. (DOCU)
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Cardiol Therapeutics Inc. (CRDL)
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Digital Turbine Inc. (APPS)
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QuantumScape Corporation Class A (QS)
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Desktop Metal Inc. Class A (DM)
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Skillz Inc. Class A (SKLZ)
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Roblox Corporation Class A (RBLX)
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C3.ai Inc. Class A (AI)
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Aeva Technologies Inc. (AEVA)
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Horizons Global BBIG Technology ETF (BBIG)
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Sharecare Inc. (SHCR)
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TortoiseEcofin Acquisition Corp. III Class A (TRTL)
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Matterport Inc. (MTTR)
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Ginkgo Bioworks Holdings Inc. Class A (DNA)
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IonQ Inc. (IONQ)
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Planet Labs PBC Class A (PL)
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GeneDx Holdings Corp. (WGS)
Q: Hi there, I am down considerably on the above stocks. Can you please advise which stocks have the greatest chance to recover in the next few years? Most are over 70% down and should I sell some to reinvest in better operating companies such as GOOG and AMZN. thank you for your time.
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BlackRock Inc. (BLK)
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JP Morgan Chase & Co. (JPM)
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Sea Limited American Depositary Shares each representing one Class A (SE)
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Block Inc. Class A (SQ)
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Live Nation Entertainment Inc. (LYV)
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Linde plc (LIN)
Q: Hello, Thank you for your answer to my question on adding to my rrsp stocks. Can I ask the same of my husband’s rrsp - in what order would you add new money to the listed 6 stocks?
Thank you, Doris
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Illumina Inc. (ILMN)
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Intuitive Surgical Inc. (ISRG)
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Sea Limited American Depositary Shares each representing one Class A (SE)
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Brookfield Renewable Partners L.P. (BEP.UN)
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Enghouse Systems Limited (ENGH)
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MercadoLibre Inc. (MELI)
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IDEXX Laboratories Inc. (IDXX)
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The Trade Desk Inc. (TTD)
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Etsy Inc. (ETSY)
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JD.com Inc. (JD)
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Roku Inc. (ROKU)
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WELL Health Technologies Corp. (WELL)
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Pure Storage Inc. Class A (PSTG)
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Crocs Inc. (CROX)
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Axon Enterprise Inc. (AXON)
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Guardant Health Inc. (GH)
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Redfin Corporation (RDFN)
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Perion Network Ltd (PERI)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Pinterest Inc. Class A (PINS)
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Zoom Video Communications Inc. (ZM)
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Fiverr International Ltd. no par value (FVRR)
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CrowdStrike Holdings Inc. (CRWD)
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InMode Ltd. (INMD)
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Lemonade Inc. (LMND)
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Palantir Technologies Inc. Class A (PLTR)
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Airbnb Inc. (ABNB)
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Upstart Holdings Inc. (UPST)
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Mitek Systems Inc. (MITK)
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Taboola.com Ltd. (TBLA)
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Riskified Ltd. Class A (RSKD)
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Lantheus Holdings Inc. (LNTH)
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Catalyst Pharmaceuticals Inc. (CPRX)
Q: Over the past two years with the downturn of the market, I am down significantly with majority of these holdings in various accounts. I have a long-term 10+ year outlook, so looking to see if you feel any of these can be sold off given the outlook, management of the company? If so, what are your recommendations for a growth investor in either CAD/US stock options?
Thanks!!
Q: Thoughts on their quarterly numbers?
Read AnswerQ: I noticed in a recent answer, you suggested SE as a current buy recommendation. I’m down over 75% on this one but have been wondering about adding to my position. Are there particular growth drivers that you foresee for it, over a longterm (years) hold? Thank you.
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Sea Limited American Depositary Shares each representing one Class A (SE)
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Parkland Corporation (PKI)
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Vanguard FTSE Emerging Markets All Cap Index ETF (VEE)
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Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA)
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Invesco Solar ETF (TAN)
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Vanguard Total International Stock (VXUS)
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MercadoLibre Inc. (MELI)
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Vanguard FTSE Developed Markets ETF (VEA)
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SVB Financial Group (SIVB)
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DocuSign Inc. (DOCU)
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SolarEdge Technologies Inc. (SEDG)
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ARK Innovation ETF (ARKK)
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Global X MSCI China Consumer Discretionary ETF (CHIQ)
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ARK Genomic Revolution ETF (ARKG)
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ARK Autonomous Technology & Robotics ETF (ARKQ)
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Paramount Global (PARA)
Q: Hi! Doing some cleaning up and wondering if these are buy, sell, or hold. In reference to Shane's comments I also agree that it wasn't too long ago that so many advisors were recommending growth stocks at lofty prices. Having always been a more of a value investor I dipped my toes, but am feeling like I'd be too scared to ever enter any kind of a growth stock again. I know if interest rates peak you feel these can do well again but only time will tell and many investors have lost lots of money on the high growth names like in Cathy Wood's funds. Happy to hold any of these names if there could ever be a turn around. Thank you!
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PayPal Holdings Inc. (PYPL)
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Sea Limited American Depositary Shares each representing one Class A (SE)
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Twilio Inc. Class A (TWLO)
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Veeva Systems Inc. Class A (VEEV)
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The Trade Desk Inc. (TTD)
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Marvell Technology Inc. (MRVL)
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Okta Inc. (OKTA)
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Digital Turbine Inc. (APPS)
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Palantir Technologies Inc. Class A (PLTR)
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Unity Software Inc. (U)
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
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Sea Limited American Depositary Shares each representing one Class A (SE)
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Redfin Corporation (RDFN)
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Upstart Holdings Inc. (UPST)
Q: I am down >75% on each of these 3 stocks over the past 1+ years. I still have faith in the businesses though, and have a very longterm time horizon. I'm not looking to sell and rather, wondering if each/all of them would be worth adding to (at these significantly lower prices) if looking for long term gains? Thank you.
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Q: Hi folks
There hasnt been a question about SE for awhile now. What are your current thoughts on this stock?Today (Monday) has some heavy trading but it is way down off its highs of course. Would you be a buyer?
Thank you for your steady guidance in these volatile times.
Q: Thoughts on SE’s earnings? Can you tell me the short ratio? Prospects for this company going forward?
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Sea Limited American Depositary Shares each representing one Class A (SE)
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Crescent Point Energy Corp. (CPG)
Q: 5i: according to a question asked by Victor on the 28th. You ranked these oil stocks tou,wcp,cve,cnq,arx.Where would you rank cpg. for using the same criteria? Tks.Larry
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Gilead Sciences Inc. (GILD)
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Sea Limited American Depositary Shares each representing one Class A (SE)
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Tencent Holdings Ltd. ADR (TCEHY)
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Etsy Inc. (ETSY)
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Teladoc Health Inc. (TDOC)
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Safehold Inc. (SAFE)
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Pinterest Inc. Class A (PINS)
Q: Please give your opinion on whether you would buy, hold or sell the companies listed. Thinking of 5 year or more time-frame.
Thanks as always,
Kevin
Q: I am baffled that SE is dropping today. Didn’t earnings beat expectations?
Read AnswerQ: Why did SE surge today?
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PayPal Holdings Inc. (PYPL)
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Sea Limited American Depositary Shares each representing one Class A (SE)
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Block Inc. Class A (SQ)
Q: Hello 5I.
Just wondering if there are any payment/fintech stocks out there that are actually cheap? I know many have had big falls? Please add names I missed. Thanks
Q: Hi 5i,
Could I get your opinion on the future growth prospects of EA? I have owned the stock for 2years in a non-reg account and I am questioning whether it is the best use of my capital compared to companies like SE in the gaming space. SE looks attractive at the current price point and I thinking to make the switch.
Looking at 5 year plus time horizon.
Thank you in advance.
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Netflix Inc. (NFLX)
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Sea Limited American Depositary Shares each representing one Class A (SE)
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Block Inc. Class A (SQ)
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Atlassian Corporation (TEAM)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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CrowdStrike Holdings Inc. (CRWD)
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Digital Turbine Inc. (APPS)
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Nuvei Corporation Subordinate Voting Shares (NVEI)
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Unity Software Inc. (U)
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Upstart Holdings Inc. (UPST)
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Affirm Holdings Inc. (AFRM)
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Topicus.com Inc. (TOI)
Q: Looking to take advantage of the pullback in growth names. The names above are standing out to me as companies that have been beaten up and 'may' offer a good short term bounce as well as long term potential. Is this a buying opportunity for those listed above? Are there other names you would suggest and could you rank them please? I am a fairly aggressive long term investor with an otherwise diversified portfolio.
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PayPal Holdings Inc. (PYPL)
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Sea Limited American Depositary Shares each representing one Class A (SE)
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MercadoLibre Inc. (MELI)
Q: If you had to buy one would you buy $SE, $Meli or something more traditional? Would be replacing PayPal.
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Sea Limited American Depositary Shares each representing one Class A (SE)
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Vanguard Total International Stock (VXUS)
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Sony Group Corporation American Depositary Shares (SONY)
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JD.com Inc. (JD)
Q: Thanks 5I team for helping us make better decision every day. With a long term Horizon of 3 year plus what is your number 1 ETF recommendation for International exposure (Ex Canada and US). Looking for value and growth, not much concerned about income/distributions. In the same line the top recommendation of International stock. As per Portfolio analysis I am very low on International.
Read Answer