Investment Q&A

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: What is their balance sheet. Would you buy them today and in what order?

Thank you,
Milan

Q: Hi 5i

Can you assign a rank on the future potential for each of these companies on a scale of 1-10? 1 being dead in the water and 10 being amazing potential from current levels?

If you have 1-2 favs from this list, what makes them better than the rest?

Thanks!

Q: We have been on a bit of a wild ride as of late with our Communication names (certainly preferred Roku nearing $500 and AT around $30).

Currently we are down 73% on AT, 66% on PINS, 64% on ROKU, 55% on EGLX and 18% on TTWO.

Essentially just wanting to confirm that you would not consider averaging down on any of these names at present given a lack of positive momentum. We have the names in a TFSA and have 5+ years and high risk tolerance. Of these names, what would have on watch to slowly add to and what would you sell?

Thank you.

Q: acuity ads ,well health,enthusiastic gaming apps... pinterest....upst... nvda... please rate with the thoughts of long term potential

Q: Would you be agreeable to selling BABA for tax loss and replacing it with PINTEREST? Baba is cheap but the China problem does not look like ending any time soon and Pinterest also looks attractive. Thankyou If you have a better tech idea feel free to mention it.

Q: Should have asked this question months ago,oh well hindsight is a great thing,these stocks are all 2% positions down from 22% to 81%,mostly all Motley Fool misfires
I want to do some housekeeping for a continued 1-2 year hold or sell and move on could you tell me which ones to unload ....Thanks

Q: WHY THE UNRELENTING WEAKNESS IN THIS STOCK? I LIKE THIS COMPANY AND IT SEEMS PRICED WELL WITH AN EARNINGS BEAT AND TWO RUMOURED OFFERS TO TAKE IT PRIVATE BUT THE MARKET DOES NOT CARE. IT SEEMS LIKE MORE THAN TECH WEAKNESS. YOUR THOUGHTS THANKYOU AND KEEP UP THE GOOD JOB YOU HAVE BEEN DOING

Q: I am looking for one us stock and one Canadian stock for my tfsa .
Which one us and one Canadian stock would you choose of this list in terms of best return potential ( all of which you have recommended highly in the past)
Always value your opinion
Thank you

Q: Hi Team,
What's your thoughts on Skyworks earnings? Stock is having a negative reaction. This one amazes me and the valuation is so much cheaper compared to most chip names. Why the constant negativity on it? Should a person be selling it for something else? Perhaps add to NVDA? Or Shop? Also...should a person be holding PINS, or swap out for some beat down FB? Thanks!
Shane.

Q: I have 6K in my TFSA that I’d like to deploy. Presently the TFSA contains the following names and the weight for each one of my TOTAL portfolio (Margin+TFSA+RRSP).

EGLX 0.87%
GSY 3.75%
LSPD 1.62%
MG 5.41%
NTR 6.26%
SHOP 2.05%
WELL 1.94%
NVDA 3.42%
PLTR 1.33%
PINS 0.53%
TFII 5.74%
U 2.29%

Should I sell EGLX and PINS since they have dropped below 1% of the portfolio?
Should I add to one, two or three of these names? If so in what order of preference?
Or should I go with another suggestion? If you can list 5 in order of preference.
Any sector CDN or USA.
I will not need the cash for another 8-10 years minimum.
Thanks for all you do.

Q: THOUGHTS ON EARNINGS THANKS.

Q: I own equal amounts of PINS, ROKU, ZM in a TFSA, all down substantially. To which of these would you add this year's TFSA contribution? Or alternatively consolidate or split the funds amongst more than one.

Thanks!

Q: Your thoughts on Guardian Health please.
Is this a tremendous buying opportunity or a trap?
Pins,U,GH.
How would you order those 3?

Q: Which of these, if any, are compelling buys at their current levels?

thanks, Hugh

Q: TWTR or PINS: Which is your preference? Why? Risk is a non issue.

Thank you for your service!

Q: can you please provide the short interest on PINS and what are the earnings expectations for the coming earnings( or lack thereof) ? also if they disappoint on the next earnings report would it be time to throw in the towel? down 79% and not counting....

Q: As a follow up to my last question on PINS, what names do you think are most attractive on this tech selloff considering a mix of quality/growth (like a middle ground of ones that been seemingly oversold but also are quality names that can weather a storm).

Would PINS be high on that list? What are 3 others? Any info on their valuations/growth prospects is appreciated!

Thank you!

Q: What do you think of pinterest at this price? What are its fwd multiples / growth prospects?

Q: Hi Team,
I am an aggressive investor, which paid off lovely in 2020, but now am being crushed. I hold the following stocks (with weightings in brackets) in total in my brokerage accounts. Could you have a quick look and tell me how this basket looks "In general"? And if you see this basket doing well over the longer term (say 5-10yr hold), pointing out any suggested changes you would make, if any are "sells" or worth switching out. Note that if I sell any GSY it would incur tax (the weighting is large because the position has grown and have been a firm believer in the company as its valuation still looks cheap and am collecting a nice div off it as well). I am 42yrs old so retirement is a ways away and my goal is maximum returns with reasonable risk until retirement. Please deduct credits as required. Thanks
ATZ(3.2%)DOO(1.3%),GSY(24.7%),NVEI(6.3%),TOI(8.6%),WCP(2.8%),SQ(3.5%),APPS(2.5%),RBLX(2.7%),BAM.A(1.7%),LSPD(3%),FB(8.2%),TTD(2.9%),U(2.2%),ABNB(2.4%),CRWD(2.4%),NVDA(6%),PINS(1.7%),CRM(2.9%),NOW(2.7%),SWKS(1.7%),TWLO(2.4%),VEEV(1.4%)WELL(2.5%).