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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: Happy Holidays! Now that 2022 is coming to an end, what would be your most bullish ideas going into 2023?

Thanks!
Read Answer Asked by Michael on January 03, 2023
Q: What three US names would you suggest to buy that offer the best growth opportunities over the next year? What factors influence selecting each name?
Read Answer Asked on December 06, 2022
Q: Hello 5i
Could you provide an indication as to buyhold/sell - all are current holdings but some due to declines have reduced to < 1% . I'm looking to rebalance overall and these need addressing with possibly topping up, selling or doing nothing ... ignore sector weights please. Already held for some time and any that I decide will remain will be held for the long term
Thanks
Read Answer Asked by mike on November 28, 2022
Q: Hello 5i!
At this point in the cycle can you please rate the following as buy, sell or hold. I know you sometimes say in a different kind of market high growth can do well. Can you please comment on whether one should decrease technology holdings in general or just wait for tech to shine again one day. Thank you!
Read Answer Asked by Neil on November 03, 2022
Q: why has MITK had such a run recently?
Apps,GH,Pins,Mitk....which ones would you sell for tax-loss and what would be you favorite replacement in the tech sector.
I am looking at SHOP and ROKU
Read Answer Asked by Josh on October 11, 2022
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
Read Answer Asked by Joe on September 20, 2022
Q: Hi,
I own all these 3 and down so much on PINS and U that I was thinking of selling them and adding to my NVDA position. My thinking is that over the next 3 years NVDA has the most upside and is the most solid. Without getting personal would you think this is a smart move?
Thanks
Read Answer Asked by Marco on September 07, 2022
Q: Hi,
I own EGLX, PLTR, PINS and U in my TFSA and all getting killed. Would you sell any to consolidate in 1 or 2 or sell them all and move to something else? Holding on is also an option. Looking forward to your thoughts.
Thanks for your great service.
Read Answer Asked by Marco on August 29, 2022
Q: which ones would you sell first for tax loss reasons?
And what would you have as replacement?
Read Answer Asked by Josh on August 25, 2022
Q: Pinterest and Docusign have recently replaced CEOs suggesting a need to change strategies. They, and companies like Enghouse seems to be facing uphill battles to regain the positive outlook they had a couple of years ago.

Is it worth sticking with these companies to see if they improve, or is it wiser to take my lumps in small positions in these companies and consolidate into bigger positions in companies that offer more promise going forward like GOOG and BAM?
Read Answer Asked by Kevin on July 05, 2022
Q: Hello 5i,

For tax-loss selling looking for 30 day proxies for NET, SNOW and PINS.

Thanks
Read Answer Asked by Lee on June 10, 2022
Q: I am currently down significantly on this company. I have a long term investment profile, and don't need the money anytime soon. However, I have noticed in your recent responses on this question you no longer add your disclaimer that 5i staff has a financial interest in it. Have you given up on this company? Is it time to put the remaining capital to work elsewhere, if so what are your current top recommendations as oversold. Thanks
Read Answer Asked by Dan on June 06, 2022
Q: Hi 5i Team - Would you consider any or all of Unity, Roku and Upstart as oversold. Also could you suggest a few U.S. stocks that may be oversold at this point - besides the possibility of the ones mentioned. Thanks.
Read Answer Asked by Rob on May 25, 2022
Q: I hold the following and each one is down to a point where each one represents approximately 1% of my portfolio.

LSPD, SHOP, EGLX, PLTR, PINS, U

1- Should I let any of them go to deploy in the others?
2- Can you please rate them in order of best growth over the next 4-5 years.
3- Can you please rate them in order of lowest risk over the next 4-5 years.

Thanks for all you do!
Read Answer Asked by Marco on May 19, 2022
Q: I bought the above stocks in my Margin account last year and I'm down considerably on both so wondering at this point if you would bring any of them back to original weighting, sell or hold with a short reason why. Medium to high risk, long term growth investor.

Thanks in advance. Please deduct credits as you see fit.
Read Answer Asked by K on April 22, 2022
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