Investment Q&A

Q: HI,
I need to raise some cash from my registered accounts in the next few weeks. What is your recommended sell order for these stocks?
Also, what are your top 3 Canadian and US recommended buys for a longterm hold?
Thank you.

Q: Hi 5i team,

I have a growth and long term outlook and looking to trim some losers and replace with some winners. Of the following stocks, do you feel any need to hold for the long term? Also, what are some US/CAD replacements you would recommend and can you rank from highest to lowest based on overall strength?

Thanks 5i team.

Q: I have small positions in the above noted companies held in my TFSA. They are all underwater and so there is no tax advantage to selling these losers. I would like to sell some or all of them and either to one or more of them or move on to some small techs that have more prospects. Can you let me know which of these you would sell hold or add to. Thanks for your ongoing great advise.

Q: Any ideas as to what has been driving ENGH so well? Would Zooms good numbers be a factor?


Thx

Q: Hello,

I have small positions in these 6 stocks, all in the red - MTCH, ROKU, GNRC are in registered accounts, RBLX, UPST, ZM in non-registered. I don't find it easy to sell any stocks but in the spirit of 'pulling weeds', can I get your opinion on which of these, if any, you would sell. Any that might be worth adding to at their current valuation?

Thank you for your insights, Doris

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: Hi Peter,

I am not a big fan of ARKK or Cathie Wood. On a year-to-date basis, ARKK has fallen more than 50%. But I am fascinated with Cathie’s all or nothing investment approach. ARKK invests in disruptive technology firms. Her high risk and high reward investment style reminds me of Pete ‘Maverick’ Mitchell in the movies Top Gun and Top Gun Maverick. You either reach Mach 10 or crash and burn!

My question for your team relates to ARKK’s top ten holdings: ZM, TSLA, ROKU, CRSP, EXAS, TDOC, PATH, NTLA, SQ, and BEAM. Which of these stocks have fallen sufficiently so that a high-risk investor can safely purchase them for a five-to-ten-year hold? Also, what is your ranking of these ten high tech disruptive companies? Living life in the “danger zone” has its attractions.

Thanks,

George

Q: Hi,
I’m thinking of doing some tax loss selling. Can you suggest proxies for the following companies: Roku, Trade Desk, Twilio, Unity Software and Zoom Video.

Would you also be able to suggest an ETF that would serve as a proxie for all of them? I’m thinking of a high-growth-stock ETF like the SPYG.

Thanks

Q: Hi Peter

I have question regarding the following list of “fallen angels”. These ten stocks have achieved significant drops in valuation since Dec. 31, 2020. Can you please rank these “fallen angels” in terms of the best risk-return profile over a five-to-ten-year hold? Everyone likes a bargain! Sometimes it is possible to survive a falling knife particularly if you use tungsten as a shield!

We cannot all be superman!

Baba
Fb
Jd
Lspd
Pypl
Roku
Shop
Sq
Weed
Zm


Thanks George

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: What do you see as potential growth prospects for this company? I’m considering selling my shares in it, in favour of a business with greater growth potential longterm. Thank you.

Q: Can you list your potential biggest January bouncers, maybe 5 Canada and 5 US for aggressive investors? Thx!

Q: Both Zoom and Docusign stocks sold off after earnings were announced. I'm looking for a list of a half dozen stocks that shined during the panemic and the date that they will next report earnings.

Q: Please comment on the quarterly results. Is the drop overdone? Would you add to an existing position? Thank you.

Q: I still think there is big potential for this stock, yet it still is not doing well. Despite their "Planned Innovations to Ignite the Next Era of Communications" which looks forward thinking to me, the market just doesn't seem interested.
Do you think it is still about, "Shares rotating from pandemic holders to longer term positions"? In your experience can you see this falling below $270-$250?

Thanks as always

Q: Hi team,

Can you give your thought on the quarter and if you would be a buyer today?

Thanks

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: Your opinion on Zoom today would be appreciated.
Where do you think the company will be in 3-5 years?
Thank you.

Q: Have I held on too long to my Zoom shares? Their comparables this year are going to be insane. Please make some general comments re dealing with former pandemic darlings in 2021. Thanks

Q: Could you identify your top positions that could suffer from a pullback due to a successful vaccine implementation?