Q: I am curious as to your current opinion on APPS. I hold both TSLA and APPS in my TFSA account w/ TSLA now being around 4x in weight. I was thinking to even up their weighting and was wondering if you could get behind this move.
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
- Sylogist Ltd. (SYZ)
- Enghouse Systems Limited (ENGH)
- Enthusiast Gaming Holdings Inc. (EGLX)
- CrowdStrike Holdings Inc. (CRWD)
- Digital Turbine Inc. (APPS)
- Dye & Durham Limited (DND)
- CloudMD Software & Services Inc. (DOC)
- Mitek Systems Inc. (MITK)
- TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
Q: After selling ENGH yesterday, I am reviewing the above holdings and only want to keep stocks that have a potential to generate decent future income, over the next 5 years or may be acquired by another company. These are long-term holdings and I don't need the cash, but could use the tax loss. Don't want to sell any company with a positive future. Any of the above holdings that you would sell now?
Thanks!
Thanks!
- Amazon.com Inc. (AMZN)
- Alphabet Inc. (GOOG)
- Bank of Montreal (BMO)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Converge Technology Solutions Corp. (CTS)
- Enthusiast Gaming Holdings Inc. (EGLX)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Digital Turbine Inc. (APPS)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
- Upstart Holdings Inc. (UPST)
- Topicus.com Inc. (TOI)
Q: I have 1400 BMO shares in Rrsp, I want to sell them and buy tech stocks, looks like tech stocks are hit bottom, this is the list that I want to buy Lspd, Nvei, Toi, shop, Cts, Eglx, At , Goog, Amzn, Upst and Apps, your thoughts please, thanks always.
Q: Seeking a suggestion for a proxy for a tax loss sale on Digital Turbine.
Q: Hello 5I,
I am down over 60% and am wondering if I should move on? Is this the best stock to stay in to not only recoup my losses but then add gains in the longer term or is this story broken?
Thanks
Tyler
I am down over 60% and am wondering if I should move on? Is this the best stock to stay in to not only recoup my losses but then add gains in the longer term or is this story broken?
Thanks
Tyler
Q: Can I have your thoughts on the earnings please? Thanks.
- Enthusiast Gaming Holdings Inc. (EGLX)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Digital Turbine Inc. (APPS)
- Think Research Corporation (THNK)
- LifeSpeak Inc (LSPK)
- WeWork Inc - Class A (WE)
Q: can you rank with emphasis on potential .. cash on hand... moat a nd off the radar to scalpers and shorting
- CarGurus Inc. (CARG)
- MEDIFAST INC (MED)
- Digital Turbine Inc. (APPS)
- Onto Innovation Inc. (ONTO)
- eXp World Holdings Inc. (EXPI)
Q: You recently quoted some growth stocks at 18 x earnings with net cash on hand.
A. Are you insinuating that there is a "value" aspect to growth stocks?
B. Please name your top 5 growth stocks as defined
thanks
Ernie
A. Are you insinuating that there is a "value" aspect to growth stocks?
B. Please name your top 5 growth stocks as defined
thanks
Ernie
- Apple Inc. (AAPL)
- Amazon.com Inc. (AMZN)
- Costco Wholesale Corporation (COST)
- Meta Platforms Inc. (META)
- Alphabet Inc. (GOOG)
- JPMorgan Chase & Co. (JPM)
- Visa Inc. (V)
- Constellation Software Inc. (CSU)
- TFI International Inc. (TFII)
- Magna International Inc. (MG)
- CarGurus Inc. (CARG)
- Digital Turbine Inc. (APPS)
- Boyd Group Services Inc. (BYD)
Q: I'm more a scavenger than a predator, as much interested in dividends as capital gains. Right now, however, I see opportunity in the growth sector as it collapses after years of ridiculous rises. My intention is to sell off bond funds to pick off the debris of this collapse.
First question: Now or wait?
Second question: What are your choices given this scenario, US or Canadian? Bear in mind, I'm not interested in the 5 or 10 yr wait. I'm looking at a bounce back after half the herd has jumped. I want reasonable growth prospects, a price to earnings ratio that isn't stupid and a margin that also isn't stupid. Say, for example, Apple.
You get it. I also don't expect perfection from you. No one ever got it from me.
First question: Now or wait?
Second question: What are your choices given this scenario, US or Canadian? Bear in mind, I'm not interested in the 5 or 10 yr wait. I'm looking at a bounce back after half the herd has jumped. I want reasonable growth prospects, a price to earnings ratio that isn't stupid and a margin that also isn't stupid. Say, for example, Apple.
You get it. I also don't expect perfection from you. No one ever got it from me.
Q: Does the latest news release about false reporting on revenue and licensing fees change your opinion on the stock.
- Roku Inc. (ROKU)
- Digital Turbine Inc. (APPS)
- Upstart Holdings Inc. (UPST)
- Affirm Holdings Inc. (AFRM)
Q: Please rank the above for a buy and minimum 3 year hold.Thanks.
- Alphabet Inc. (GOOG)
- ARK Next Generation Internet ETF (ARKW)
- Digital Turbine Inc. (APPS)
- Celsius Holdings Inc. (CELH)
- Upstart Holdings Inc. (UPST)
- Affirm Holdings Inc. (AFRM)
Q: During the recent short run up these were up a lot: UPST was up 75%, CELH was up 22%, AFRM was up 70%, ARKW up 15%. They have not fallen back as much as others with this big drop in NASDAQ May 18. Should I be adding to them? They seem to outpace most of the other ones. Reading Seeking Alpha, GOOGLE's account in Russia was frozen and indicated they were going bankrupt in Russia and moving out of there. Doing a lot of research, I come across Jeff Brown (Micro chip expert) you probably are aware of him - and he said a Dutch company (I have heard of it before ASML - price is about $630) said this would be the number 1 chip stock for the next many years. More than one answer would be helpful for the above questions. I realize it may cost an extra credit or 2 for this. Thank you,
Q: solid picks for 5 year wait
- Meta Platforms Inc. (META)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- Booking Holdings Inc. (BKNG)
- QUALCOMM Incorporated (QCOM)
- Atlassian Corporation (TEAM)
- Crocs Inc. (CROX)
- CrowdStrike Holdings Inc. (CRWD)
- Digital Turbine Inc. (APPS)
- Unity Software Inc. (U)
- Matterport Inc. (MTTR)
Q: We hold the following in a registered/US$ account . The list shows % each represents of our total portfolio and current Gain/Loss position. Considering selling U and redeploying into one or more of the names already held in US$ account.
1. Are there others that you would consider selling ?
2. Your thoughts please on which, if any, of the existing positions to re-deploy into, OR should the cash be held for later use ?
APPS 1.6% -61%
BKNG 1.1% -2%
CROX 0.3% -26%
CRWD 2.5% -25%
FB 0.55% -6%
MSFT 2.8% +72%
MTTR 0.25% -77%
NVDA 3.65% +38%
QCOM 4.4% +81%
TEAM 2.1% +11%
U 1.3% -67%
Many thanks, as always.
1. Are there others that you would consider selling ?
2. Your thoughts please on which, if any, of the existing positions to re-deploy into, OR should the cash be held for later use ?
APPS 1.6% -61%
BKNG 1.1% -2%
CROX 0.3% -26%
CRWD 2.5% -25%
FB 0.55% -6%
MSFT 2.8% +72%
MTTR 0.25% -77%
NVDA 3.65% +38%
QCOM 4.4% +81%
TEAM 2.1% +11%
U 1.3% -67%
Many thanks, as always.
- Apple Inc. (AAPL)
- Amazon.com Inc. (AMZN)
- Costco Wholesale Corporation (COST)
- Meta Platforms Inc. (META)
- Alphabet Inc. (GOOG)
- AbbVie Inc. (ABBV)
- JPMorgan Chase & Co. (JPM)
- Visa Inc. (V)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Digital Turbine Inc. (APPS)
Q: I'm thinking of selling everything I have and starting over. The only stock I would like to keep is Suncor. Looking for 5-10 companies that will be good solid investments. 3-5 year time frame. Please include at what price you would buy. Take as many credits as needed. Thanks
- Sangoma Technologies Corporation (STC)
- Sylogist Ltd. (SYZ)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Reliq Health Technologies Inc. (RHT)
- HIVE Digital Technologies Ltd. (HIVE)
- Enthusiast Gaming Holdings Inc. (EGLX)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Digital Turbine Inc. (APPS)
- Dye & Durham Limited (DND)
- Coinbase Global Inc (COIN)
Q: hi 5i. I usually like to sell in times like these, to lock in the capital loss. I pair trade immediately after the sell, to stay invested, usually. the list is of my losers right now. are there any on the list you would not sell now and pair trade? and, can you provide a recommendation for each for another stock to pair trade with ( I am thinking hut8 for hive, perhaps nuvei for something? dsg for something? or maybe one name can replace 1 or more of the names. I would then most likely buy back the stocks I sold after the month of waiting is over, to lock in the losses. your thoughts/expertise is always appreciated. cheers, chris
- Alphabet Inc. (GOOG)
- NVIDIA Corporation (NVDA)
- Eli Lilly and Company (LLY)
- Kinaxis Inc. (KXS)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Atlassian Corporation (TEAM)
- Advanced Micro Devices Inc. (AMD)
- The Trade Desk Inc. (TTD)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- CrowdStrike Holdings Inc. (CRWD)
- Digital Turbine Inc. (APPS)
- Unity Software Inc. (U)
- Topicus.com Inc. (TOI)
Q: Further to Neil's question on May 9, can you list some tech/growth stocks that are looking good at current prices? I would like to start nibbling away with the understanding prices could go lower but with the 30% decline in Nasdaq from high, we must be getting close to the bottom here. Thanks
- Apple Inc. (AAPL)
- NVIDIA Corporation (NVDA)
- Labrador Iron Ore Royalty Corporation (LIF)
- Digital Turbine Inc. (APPS)
Q: Sadly, APPS is down 65% since I purchased it and now is a mere pittance of my TFSA (.65% of my entire portfolio). Should I hang on and hope for better things? Or sell and use the proceeds to top up an existing holding? If the latter, would you top up NVDA or APPL?
I am also down 25% on LIF, which I purchased primarily for its generous dividend. Can you please explain why the dividend fell so steeply last quarter? And looking into that crystal ball you keep on your desk, what would anticipate will happen to both the stock price and the dividend going forward? Thank you.
I am also down 25% on LIF, which I purchased primarily for its generous dividend. Can you please explain why the dividend fell so steeply last quarter? And looking into that crystal ball you keep on your desk, what would anticipate will happen to both the stock price and the dividend going forward? Thank you.
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Digital Turbine Inc. (APPS)
Q: Hello 5I,
I am down 50% on the above stocks. They are in taxable accounts but it’s not completely necessary for me to take losses necessary. I want to stay invested but am I just better to stay in these names or switch to something else? Basically are these good names to just stay in when things turn positive or do you highly recommend other names?
Thanks
I am down 50% on the above stocks. They are in taxable accounts but it’s not completely necessary for me to take losses necessary. I want to stay invested but am I just better to stay in these names or switch to something else? Basically are these good names to just stay in when things turn positive or do you highly recommend other names?
Thanks
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Atlassian Corporation (TEAM)
- CrowdStrike Holdings Inc. (CRWD)
- Digital Turbine Inc. (APPS)
- Unity Software Inc. (U)
Q: For the companies listed, do you believe any are at risk of fully going out of business with respect to the current market and recent/anticipated stock pricing effecting their ability to continue to operate? thanks!