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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Do you think long term investors will eventually be rewarded? Their software is installed in 54% of cars coming off assembly lines worldwide, have announced some big partnerships since beginning of December, are expanding into the fitness industry, yet share price really hasn’t moved.
Thanks for your insight.
Read Answer Asked by Curtis on January 16, 2024
Q: Fur those if us who have fallen off the Elon musk bandwagon can you suggest TSLA adjacent stocks for those of us who prefer to sleep at night?
Read Answer Asked by Mark on January 30, 2023
Q: Have a capital loss on VLDR and am looking to sell for tax planning purposes. There has been a lot of negative news related to the Founder and Management direction for the company and that seemed to have put pressure on the stock as well as other factors. Lidar looks like a good long term technology to invest in, should I consider re-buying VLDR back after 30 days or can you suggest a better opportunity in the space. Your opinion on this is appreciated.
Read Answer Asked by Ralph on December 02, 2021
Q: After a year I’m back where I started. Hold? Seems there’re lots of interesting US growth stories out there, can you suggest alternatives in industrials/tech space. And thanks for teaching me not to panic sell!
Read Answer Asked by Rob on November 29, 2021
Q: Hi 5i Team,

Upstart, Pinterest and Cerence are all beaten down lately. Do you think they still have future growth potential and are buyable during the current tax loss selling period. If so, pls estimate an entry point respectively.

I understand the risk of these stocks and they are in different sectors.
Pls deduct credits at your discretion.

Thank you for your great advice as alwasys
Read Answer Asked by Pui on November 29, 2021
Q: I want to consider buying a small group of stocks (5-10) that would capture the future growth (my assumption) of electric vehicles. These could be vehicle manufacturers, companies supplying key input/parts or other beneficiaries of EV growth. Do you have suggestions?
Read Answer Asked by JAMES on November 16, 2021
Q: Peter and His Wonder Team
I know I am way behind but I have just been reading about how autonomous-EV are going to be a hugh disrupter...I guess it is called TaaS. Does your Growth Portfolio have any exposer to this phenomena? If not do you have any suggestion of stocks that still have reasonable upside with this innovation. Thanks!
Read Answer Asked by Ernest on November 16, 2021
Q: Hello team,

I am up 40% on CAE, which I don't think is going any farther until planes are back in the sky in a meaningful way. Would you agree?

If you more or less agree, I am thinking of selling CAE and put the proceeds to one or two of the followings ordered base on my losses in each. The original investment is almost the same amount in each stock with the exception of BLFY which was 1/2 of others:

U (+7%)
Appl (-1%)
ABNB (-5%)
PLTR (-6%)
CRNC (-23%)
BLFY (-40%)
PINS (-28%)

Would you average down or would you sit tight? I know you don't like averaging down in general, but I thought I would ask as sometimes there are better growth opportunities and it does make sense to build up a larger position.

Thanks for the help!
Read Answer Asked by Saeed on October 13, 2021
Q: My portfolio is currently down between 30% to 50% on the above stocks in a cash account. Which stocks would you recommend selling to harvest tax losses today and what quality names would you replace them with that have been similarly beaten down you believe will more likely recover losses because of valuation or other reasons.
Read Answer Asked by Eric on May 26, 2021
Q: Hello 5i
With an eye to high grading my portfolio I'd like to sell smaller riskier holdings to add to NVDA ROKU and PINS.
In what order would you sell the following in order to accomplish this goal: FSLY PLTR AYX CRNC AVLR
Thank you so much for your guidance!!
Dave
Read Answer Asked by Dave on April 27, 2021
Q: AEM just bought on 23rd and no sooner bought than it started to drop off. I researched a bit further and seen a couple of days ago, there was a target cut by Bay Street HTTP. Not concerned but should have researched before I bought. Over the last few days I added to STC and ROQU and took a new position in CRNC. They do not seem to be participating in this 5 day rally. Any recent negative news on any of these securities? Awaiting your good advice. Thanks,
Read Answer Asked by Dennis on April 26, 2021
Q: Hi.
The list of stocks make’s up my overall portfolio. Last month, during the sell off, my portfolio was down ~40% and started recovering slightly and lost steam again since late last week.
I don’t have any intentions to sell in the short term and I will prefer to hold for minimum the next 3-5 years.
Looking at the list of my holdings, do you feel there is any stock that should not be there?
Thanks,
Read Answer Asked by ilie on April 21, 2021