Investment Q&A

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?

Q: What are your thoughts on Appian, Blackline, Datadog, and Zoom from a balance sheet, growth potential and management? Could you rank in terms of growth potential in the next 5-10+ years? Thanks.

Q: Hi coaches,
I have been sticking with ZM thinking it could only grow in the present environment, but it seems failing to redress. Being down nearly 30%, I wonder if I should just take my loss, buy more or just keep it. What would you do ? what are the perspective for ZM in the short term ? If I sell, what could I replace it ?
Thank you for teaching me how to invest with method,
Gratefully,
JD IDS

Q: Happy New Year 5i,
A question was asked on Jan 04 which I will expand on. Can you rank the following in order to purchase for a 1-3 year hold at a minimum.
AT, XBC, U, FSLY, TTD, PINS, ABNB, CRWD, CRM, WDAY, SNOW, ZM, DOCU
Many of the stocks are in a consolidation period after a sharp rise this year. Of the list, which 5 stocks would be considered a higher risk that they have not bottomed out or a correction may yet be due?

Thank you for your great service.
Cheers,
Debbie and Jerry

Q: Is CELH in any way comparable to Monster Beverage Corp which has amazing stock price performance ? Is it a good time to add ZM ? Would SHOP, JD , KXS enjoy a significant benefit from the RCEP , China & EU market opening investment pact ? What are those companies ( if any ) would benefit ? Thanks a million ? Happy New Year.

Q: Hi. On the above six stocks, I am down today alone (Dec 28) more than 6% on half of them and down 4% on the other half. On a day when the 3 major markets are up. The question is, is this a theme of investors thinking these are stay at home stocks with a view to normality returning and therefore more downside on these type of stocks to come as the virus wanes, or more just tech, growth, high flier stocks having their usual ebbs and flows.

Q: After recent drop on back of good earning and stick holding up well in recent days, Would you consider adding to it. Or you think the post vaccine era is tough for ZM to continue growing. Thanks

Q: Is REAL a candidate for tax loss selling ? Between REAL & LSPD , which one is a better buy today? Can you please comment on ZM earning , is it a buy or good to add ? I always appreciate your expert opinion. Thanks very much.

Q: Hello 5i,
I've ridden the Tech wave all year to an overweight position in my portfolio.
The above mentioned companies are partial positions that I'm looking eliminate some of.
I have an above average risk tolerance.
Could you please rank these for growth prospects over the next year or two?
Thank you
Dave

Q: I see Zoom as a company with a user friendly product compared to (Sykpe for instance) that most everyone is using. Despite vaccine news which has dropped my Zm stocks into the red, it appears that they have a great product that will still be popular going forward after the pandemic. I see businesses possibly staying with a work remotely model as it saves them money for infrastructure, etc. The question is, will it likely stay as popular and is it likely to get back to close to it's highs any time soon, or would it be better to take the hit, sell and revisit when there is more clarity. Some context: I'm a senior who is using Zoom and a few others as a means to put a little growth in my otherwise low Beta portfolio.

Thanks as always, Stephen S

Q: Hi team,

With 22 tech stocks weighting some 34% of my portfolio, I assume you would recommend that I rationalize my approach for a better diversification, both in my tech sector and in my portfolio as a whole.

To accomplish that, while keeping a strong growth approach, could you indicate which are, in your view, 1) the « must own » stocks, in order of importance 2) those which could be dropped because of « double emploi » or high risk, 3) those missing to properly cover the tech sector ?

Please feel free to use as many credits as you see fit.

Gratefully yours,

Jacques IDS

Q: Rank the following stocks in which you would own/purchase for growth over next 5 plus years, sector and risk are not a priority.

Also what are you thoughts on recent earnings for RKT and also regarding the billion dollar buyback they announced if yahoo is correct and their float is 112 million (assuming because of IPO lots of stock are in lockup?) with share price of $21.6. That accounts for roughly 41.3 percent of the outstanding shares. Is this a big move for a event ipo... is it bullish?

Q: For an investor looking to take advantage of Monday's drop in "stay at home" stocks which growth stock would be your first choice for new buying between Docusign or Zoom? Which one would you consider safer of the two?

Q: Hello,
Would you consider the following 6 stocks as beneficiaries that could benefit should the Covid situation worsen?

If not, what stocks do you consider that will benefit?

Thanks

Q: Please, which stocks will show growth in the next 6 months?
What would you recommend to buy? Thank you!

Q: North America will get hit with a Second Wave of Virus this winter. AMZN will benefit with on line shopping as will WMT and TGT. Truckers like FDX, UPS and TFII CJT will keep busy delivering boxes. What other Industries and Companies do you see benefiting. ? RAK

Q: Hello 5i,
I’ve be watching Zoom and Peloton rise consistently since the onset of COVID. Have I missed the boat on these two or do they have more growth ahead of them?
Thank you
Dave

Q: Do you think zoom is still a buy at this level?

Q: I am wondering about what stocks in the US you would see as cratering upon the announcement of an effective vaccine for covid. I see a significant vaccine breakthrough happening sometime within the next 6 months (or sooner) albeit with its attendant issues such as who gets it first, distribution, quantities, cost, etc but at least step 1 would be having the vaccine. I mean, just consider the gigantic effort being put into vaccine development. In particular, I'm wondering about buying ZOOM which now has a P/E in the 600 to 700(!) plus range depending on where you look. CNBC lists Zoom's peers among others as TEAM and DOCU which I already have full positions in. These all look wonderful to me now in a heavily covid world, but are they set up for a huge decline upon a significant vaccine announcement? Thank you.