Investment Q&A

Q: Hi 5i
With profitability increasing but growth slowing, would you consider adding at these levels to be sensible or wait for momentum to turn ?
I tend to hold for the long term with minimal selling if that is a factor in your answer.
Thanks
Mike

Q: Hello 5i,

Can you please rank the following stocks for a new purchase and a 5-year hold, OR rank your top 5 in order if that is easier?

PINS, MED, VEEV, FVRR, DD, AI, SHOP, NIO, AC, STC, XBC, TIXT, TOI

Thank you for your insight.

Cheers,
Debbie and Jerry

Q: People who are very close to the market having connections that I don't have. Here are examples: PINS - in May it was $50 and up until recently it was up as high as $82, then it started selling off and eventually quickly plummeted below $60. AMAZON - this was not doing much most of the year by July it was at $3760, a short time latter it was $3300. PINS started selling off fairly rapidly once it hit the low $80's. I think some people knew that the writing was on the wall for this stock. In the case of Amazon, since it wasn't doing much anyway - it sold off rapidly over a short period of time down to $3300 - again I have the same feeling as I have with PINS. PAY PAL had a massive sell-off and ROKU in July at one time in July was $490 plus and now it is down over $100 and seems to continue to fall I wish I had got out when it reached the $500 value. Would you say these lucky people who got out at the high price are well sophisticated traders or have a lot of connections? Your opinion. Thank you.

Q: What technology stocks or ETF would you suggest for a TFSA? It can be either Canadian or USA.
Thank you.

Q: All the four companies have ad revenue and three of them showed slowdown from ad and have provided weak guidance. What differentiates Alphabet from the three?

Thanks.

Q: Hello 5i what are your thoughts on PINS, SPOT, ATVI and RBLX recent declines, I think all are overreactions for varying reasons (ATVI/RBLX getting dragged down with China crackdown on gaming, PINS USA MAU declined but everything else looks good, SPOT ... not sure what really changed here but it took a huge dive..) I like to buy a stock I know and follow anytime there is an overreaction like this. I know ATVI has culture issues with female harrasment and that has dragged them down as well but I don't really see how any of these stocks trajectory/themes have really changed all that much. How do you view these 4 stocks?

Q: After the drop following the FB earnings i decided to sell pins because i had a feeling the stock would do the same thing after earnings... Do you guys like pinterest this morning under 60$ ? thanks.

Q: Please comment on the earning reports. Please rank them according to potential upside . And what is a good entry price ? Thanks for your excellent service .

Q: Could you please comment on their results and outlook?


Thanks,
Milan

Q: What do you think about the $10B prospectus filing? Which company do you think most likely they would acquire?

Q: Hey Guys,

Right now I'm holding Pintrest inside a "balance/growth" portfolio. I am thinking of switching to Visa (already holding PayPal), thoughts???
Take care
Jim

Q: There has been talk recently about averaging down. Awhile back 5i seemed to like AT and EGLX, and my price on it was in the $12.00 range. Since they were favourable about people having this, I averaged down at the time it was $7 and change, it is now down over the past 5 days 16.9%. What I have read lately with 5i, it seems now I should not have averaged down. I am happy I didn't with AT down 9.4% in the past 5 days. Once a stock goes sour - rule of thumb it usually stays sour? On another note, PINS was having a nice recovery, but over the last 5 days it is down 10.2% - I averaged down on that one 4 or 5 months ago. In the future, I don't think I will be averaging down.
Your thoughts are always appreciated.

Q: Hi group assume that the variants / Corvid gets much worse - what top 3 sectors + top 3 stocks do you recommend going fwd - Thanks for your thoughts on this

Q: What are some of your favourite founder led growth companies that you would be comfortable investing in today (US and CAN)? I just finished the Motley Fool Investment Guide by David and Tom Gardner, and they are big on that component. Would you generally agree with them?
Thanks
Marc

Q: Good day. Looking to deploy some new cash, the above stocks are my present US holdings. Any in this group set to take off that could be added to or any sells in the mix? Recommendations to add to this group?

Q: Twitter launching a new service with a subscription fee. Any thoughts on Twitter blue and would you buy the news? I had Twitter and sold it around the 69$ mark. To give me an idea, could you please rank these in terms of a buy as of today: Twitter, Pinterest, Facebook, Snapchat, Netflix. 5+ Yr hold, Registered account.

Q: Hi Peter and Staff

Several months ago I bought PINS when you had it as a BNN top pick - after initial gains like many tech related companies it has declined

Taxes are not an issue it’s in a registered account , neither are $9.99 fees

Would you suggest a switch to either NFLX or ROKU within communication sector or stay the course

Thanks for all you do
Dennis

Q: Friday messy fun question, please take it lightly. I would like to start reducing the oil companies I bought in April last year. They've done incredibly well, but now I would like to increase my tech growth stocks by opening 1 or 2 new positions. I currently own GOOG, DND, U, CRWD, RDFN, ROKU, VEEV, PINS, and SQ. They have done well under your recommendations even with the recent pullbacks. As no one can time the markets, I am not willing to wait for a surprise interest hike as it is part of a locked-in RSP. It would be a 10+ hold. 1) Without considering size, could you please rank your favourite top 5 companies addressed in this question as of today in terms of strong balance sheet & steady growth potential over time (even in an interest hike environment). 2) Could you please give a brief explanation for the #1 pick only. Thank you very much as always!

Q: I am looking to add 1 new position to my US TFSA, long term hold. How would you rank the above 3 from best to worst in terms of future growth potential and current valuation. Thanks!

Q: Please name 5 companies in the USA and Canada that you think the market has punished unfairly in this tech sell off. Aggressive names with compelling fundamentals and huge growth opportunities would be the focus regardless of sector with a nod to companies with a 10 billion market cap or less. These would be companies in which the downside is fully priced in but nobody is giving them any credit for projected growth (and you believe that growth potential is substantial). If you could then pick your favourite from these in the US and Canada and add one sentence as to why I would be most appreciative!