Q: 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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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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Sea Limited American Depositary Shares each representing one Class A (SE $124.78)
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Parkland Corporation (PKI $39.84)
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Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $46.77)
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Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $173.23)
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Invesco Solar ETF (TAN $55.23)
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Vanguard Total International Stock (VXUS $79.53)
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MercadoLibre Inc. (MELI $2,137.29)
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Vanguard FTSE Developed Markets ETF (VEA $65.78)
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SVB Financial Group (SIVB)
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DocuSign Inc. (DOCU $57.46)
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SolarEdge Technologies Inc. (SEDG $34.60)
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ARK Innovation ETF (ARKK $80.70)
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Global X MSCI China Consumer Discretionary ETF (CHIQ $21.64)
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ARK Genomic Revolution ETF (ARKG $32.63)
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ARK Autonomous Technology & Robotics ETF (ARKQ $130.24)
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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 $56.62)
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Sea Limited American Depositary Shares each representing one Class A (SE $124.78)
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Twilio Inc. Class A (TWLO $128.30)
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Veeva Systems Inc. Class A (VEEV $222.00)
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The Trade Desk Inc. (TTD $36.55)
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Marvell Technology Inc. (MRVL $80.23)
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Okta Inc. (OKTA $90.76)
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Digital Turbine Inc. (APPS $5.27)
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Palantir Technologies Inc. (PLTR $169.60)
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Unity Software Inc. (U $42.34)
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
Thanks.
Linda
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Sea Limited American Depositary Shares each representing one Class A (SE $124.78)
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Redfin Corporation (RDFN)
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Upstart Holdings Inc. (UPST $45.29)
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.
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.
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 $124.78)
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Veren Inc. (VRN $9.14)
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 $135.93)
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Sea Limited American Depositary Shares each representing one Class A (SE $124.78)
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Tencent Holdings Ltd. ADR (TCEHY $76.72)
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Etsy Inc. (ETSY $60.17)
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Teladoc Health Inc. (TDOC $6.33)
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Safehold Inc. (SAFE $14.12)
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Pinterest Inc. Class A (PINS $25.91)
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
Thanks as always,
Kevin
Q: I am baffled that SE is dropping today. Didn’t earnings beat expectations?
Q: Why did SE surge today?
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PayPal Holdings Inc. (PYPL $56.62)
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Sea Limited American Depositary Shares each representing one Class A (SE $124.78)
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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
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
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Sea Limited American Depositary Shares each representing one Class A (SE $124.78)
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Electronic Arts Inc. (EA $204.00)
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.
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 $86.12)
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Sea Limited American Depositary Shares each representing one Class A (SE $124.78)
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Block Inc. Class A (SQ)
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Atlassian Corporation (TEAM $131.75)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.76)
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CrowdStrike Holdings Inc. (CRWD $452.49)
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Digital Turbine Inc. (APPS $5.27)
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Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
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Unity Software Inc. (U $42.34)
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Upstart Holdings Inc. (UPST $45.29)
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Affirm Holdings Inc. (AFRM $71.43)
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Topicus.com Inc. (TOI $111.20)
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 $56.62)
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Sea Limited American Depositary Shares each representing one Class A (SE $124.78)
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MercadoLibre Inc. (MELI $2,137.29)
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 $124.78)
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Vanguard Total International Stock (VXUS $79.53)
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Sony Group Corporation American Depositary Shares (SONY $23.09)
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JD.com Inc. (JD $29.84)
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.
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Sea Limited American Depositary Shares each representing one Class A (SE $124.78)
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Invitae Corporation (NVTA)
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Magnite Inc. (MGNI $15.41)
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Lemonade Inc. (LMND $93.25)
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Palantir Technologies Inc. (PLTR $169.60)
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FuboTV Inc. Class A (FUBO $2.48)
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UiPath Inc. Class A (PATH $14.80)
Q: SC & MC especially high growth tech cos with no profit have been hammered recently, Today even the big techs were attacked. Now that the Fed stated that it will increase tapering of monthly purchase & rate hike(s) likely sooner than later. Uncertainity is cleared up for now. So is it time to sell the high growth stocks with no profit like my aforementioned holdings. Would appreciate u views on each of them.All in the non registered a/c so can be tax loss selling to offset capital gains. Txs for u usual great services & views.
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Sea Limited American Depositary Shares each representing one Class A (SE $124.78)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.76)
Q: Any idea what is going on with sea Ltd and lightspeed?
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Sea Limited American Depositary Shares each representing one Class A (SE $124.78)
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Methanex Corporation (MX $67.11)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $189.04)
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MercadoLibre Inc. (MELI $2,137.29)
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Real Matters Inc. (REAL $6.74)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.76)
Q: Hi 5i,
I'm new to the service and joined with the hope of finding an unbiased second opinion on my portfolio of stocks. I had the good fortune of purchasing in my TFSA SHOP ($1200); LSPD ($26.31); SE ($149); MELI ($769.45) and continue to hold. This year, not so good, I had purchased REAL ($18.16); ABST ($13.79); AT ($10.36) which with the exception of MX are all currently in the red.
My problem is that given my current YTD is at -13% I should probably shake up the TFSA. However, when I look at each stock individually I just can't bring myself to sell, I love the growth potential of them all.
I'm (obviously) ok with volatility in my portfolio and I do not anticipate needing the funds for 3+ years. I would appreciate your thoughts or ranking of these stocks in terms of growth potential from this point forward. Are there better stock opportunities I should consider out there for my TFSA ?
Thank you in advance.
I'm new to the service and joined with the hope of finding an unbiased second opinion on my portfolio of stocks. I had the good fortune of purchasing in my TFSA SHOP ($1200); LSPD ($26.31); SE ($149); MELI ($769.45) and continue to hold. This year, not so good, I had purchased REAL ($18.16); ABST ($13.79); AT ($10.36) which with the exception of MX are all currently in the red.
My problem is that given my current YTD is at -13% I should probably shake up the TFSA. However, when I look at each stock individually I just can't bring myself to sell, I love the growth potential of them all.
I'm (obviously) ok with volatility in my portfolio and I do not anticipate needing the funds for 3+ years. I would appreciate your thoughts or ranking of these stocks in terms of growth potential from this point forward. Are there better stock opportunities I should consider out there for my TFSA ?
Thank you in advance.
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PayPal Holdings Inc. (PYPL $56.62)
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QUALCOMM Incorporated (QCOM $155.82)
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Sea Limited American Depositary Shares each representing one Class A (SE $124.78)
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Veeva Systems Inc. Class A (VEEV $222.00)
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Teladoc Health Inc. (TDOC $6.33)
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DocuSign Inc. (DOCU $57.46)
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Guardant Health Inc. (GH $114.75)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.76)
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CrowdStrike Holdings Inc. (CRWD $452.49)
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Digital Turbine Inc. (APPS $5.27)
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Unity Software Inc. (U $42.34)
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Upstart Holdings Inc. (UPST $45.29)
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Nuvei Corporation (NVEI)
Q: I would like to build a more concentrated techy portfolio of our holdings with a 3 year time horizon by concentrating funds on stronger names and selling those you have less confidence in 3 years. Please rank names for
A. new funds to add with a short blurb about
1. growth potential and profit margins
2. risk/ debt, particularly at a time of rising rates
3. competitive advantage
4. management
B. selling with comment about reasons.
Appreciate service you provide - thanks
A. new funds to add with a short blurb about
1. growth potential and profit margins
2. risk/ debt, particularly at a time of rising rates
3. competitive advantage
4. management
B. selling with comment about reasons.
Appreciate service you provide - thanks
Q: Since mid October, Sea Limited has declined 22% from $367 to $285. Why was there such a rapid decline?