Q: Can you please compare and contrast the pros and cons of investing in each of these stocks in the ad space? How would you rank them from a valuation, risk, and upside perspective? thanks
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.
- Twitter Inc. (TWTR)
- Exact Sciences Corporation (EXAS)
- Check Point Software Technologies Ltd. (CHKP)
- The Trade Desk Inc. (TTD)
- Guardant Health Inc. (GH)
- Pinterest Inc. Class A (PINS)
- CrowdStrike Holdings Inc. (CRWD)
- Magnite Inc. (MGNI)
- Mitek Systems Inc. (MITK)
- Fluent Inc. (FLNT)
Q: I'm down ~15-20% on these names and contemplating a tax loss swap.
For each of these, do you think there are suitable proxies or are they are hard to replace?
For FLNT in particular, I'm considering dumping it all together, so a similarly battered small-cap name you think will perform better will work as well.
Finally, when it comes to tax-loss selling, do you have a rule of thumb on the % down a name should be before it makes sense, or it's generally situation dependant?
For each of these, do you think there are suitable proxies or are they are hard to replace?
For FLNT in particular, I'm considering dumping it all together, so a similarly battered small-cap name you think will perform better will work as well.
Finally, when it comes to tax-loss selling, do you have a rule of thumb on the % down a name should be before it makes sense, or it's generally situation dependant?
Q: Which one would you add to today for a long term TFSA?
Thanks
Thanks
Q: This has broken through support levels and is really acting badly. What is your
view on it given the Google news - still think its worth holding - or broken ?
Also TTD is similarly affected - any concerns
view on it given the Google news - still think its worth holding - or broken ?
Also TTD is similarly affected - any concerns
- QUALCOMM Incorporated (QCOM)
- Lattice Semiconductor Corporation (LSCC)
- Biohaven Ltd. (BHVN)
- Fastly Inc. Class A (FSLY)
- Magnite Inc. (MGNI)
- AbCellera Biologics Inc. (ABCL)
Q: I own the above US stocks, am up a little and down a little on them. I am wanting to cut back on these stocks, in order to raise some US$. Would you rank them, best first. I will only be cutting 2 at this time. Please comment on their growth prospects.
Thanks John
Thanks John
Q: Your view on the latest move on convertible notes offering to pay cost of transactions.
Q: Hello 5i
Could please discuss these three companies?
Which you like better and why?
Thank you
Dave
Could please discuss these three companies?
Which you like better and why?
Thank you
Dave
Q: any thoughts on big drop this week. Will Google decision have impact?
ths
Sherrill
ths
Sherrill
Q: Good Morning... your thoughts on MGNI earnings, guidance and prospects... thx M
Q: is there other companies similar to Adcore ? thank you.
- Block Inc. Class A (SQ)
- The Trade Desk Inc. (TTD)
- CrowdStrike Holdings Inc. (CRWD)
- Magnite Inc. (MGNI)
- Unity Software Inc. (U)
Q: Hi Peter and Staff
I added these stocks and PLTR a few months ago due to your good vibes in Q&A.
So far I have sold PLTR at a profit after its volatility on earnings last week
Do u still feel good on the rest even if we hit a “tech bubble” or sector rotation as far as the long term ?
Are any of them under capitalized ?
Multiple credits of applicable
Thanks for all you do
Dennis
I added these stocks and PLTR a few months ago due to your good vibes in Q&A.
So far I have sold PLTR at a profit after its volatility on earnings last week
Do u still feel good on the rest even if we hit a “tech bubble” or sector rotation as far as the long term ?
Are any of them under capitalized ?
Multiple credits of applicable
Thanks for all you do
Dennis
Q: Hi. MGNI is getting clobbered today, even compared to the general sell-off in tech. Is there any news or change here worth noting? My understanding is that earnings are tomorrow. Thank-you.
Q: Hi there,
What would be your choice between the 3 names listed? Which do you think has the greatest growth prospects over the next 5 to 10 years?
Thanks!
What would be your choice between the 3 names listed? Which do you think has the greatest growth prospects over the next 5 to 10 years?
Thanks!
Q: Good morning, simple question... you are asked today to enter a contest and you need to pick 10 stocks that will appreciate the most in the next 10 years... no other rules other than you are limited to USA and Canadian listings.
Q: Hi, what is the significance of the ongoing investigation into securities claim against the company and what would the long term negative impact be for shareholders, if any. I noticed that the stock has been on a downward trend since it was announced. Thanks.
- Descartes Systems Group Inc. (The) (DSG)
- BRP Inc. Subordinate Voting Shares (DOO)
- Real Matters Inc. (REAL)
- Magnite Inc. (MGNI)
- Mitek Systems Inc. (MITK)
Q: The above companies are equally weighted in my TFSA. Which one would you add to today?
Thanks
Thanks
- The Trade Desk Inc. (TTD)
- Atlantic Power Corporation (Canada) (AT)
- Digital Turbine Inc. (APPS)
- Magnite Inc. (MGNI)
Q: I own all for of these companies, totalling about 4% of my portfolio. I'm happy with all of them but I wonder if there is too much overlap between positions and if I'd be better off consolidating. Could you rank in order of both growth potential and risk?
Q: Responding to Wilson on Dec 21 you stated that Acuity Ads was moving up based on a "comparable valuation move" relative to TTD based on "price to sales" and that "momentum in the stock is about the best we have seen". Valuation relative to competitor MGNI was also mentioned in your response. Since then AT is up approx 40% while TTD is flat, and MGNI has more than doubled. Please provide an update on the current relative valuation of AT, TTD and MGNI using the price to sales metric (and any additional metric that you feel may be relevant). Do you consider AT to still be significantly undervalued relative to TTD and MGNI? Looking ahead, is it a takeover target? Do you think that the current momentum on AT will push it higher? Are there any catalysts on the horizon that may push it higher? Thanks to 5i I have a substantial position in AT with a cost base of $1.46. I really like to let my winners run but sitting on a holding with a 19x gain, I need to decide if/when to liquidate some of the position.....thank you.
Q: You have stated that AT is cheap compared to its peers.
Could you list some of its peers and highlight the valuation differences.
Many thanks
Could you list some of its peers and highlight the valuation differences.
Many thanks
- Ichor Holdings (ICHR)
- MEDIFAST INC (MED)
- Redfin Corporation (RDFN)
- Schrodinger Inc. (SDGR)
- Simulations Plus Inc. (SLP)
- GAN Limited (GAN)
- Celsius Holdings Inc. (CELH)
- Magnite Inc. (MGNI)
- Mitek Systems Inc. (MITK)
Q: I have decided to exit all large cap stocks and move down the market cap range.
Please list your 5 most compelling US small caps for an agressive investor, irrespective of sector.
These would be to complement my current small cap holdings. If you feel any of the below holdings can be added to, please advise.
CELH
GAN
ICAD
ICHR
MGNI
MED
MITK
RDFN
SDGR
Thank you for your excellent service. I have made a small fortune with 5i
Please list your 5 most compelling US small caps for an agressive investor, irrespective of sector.
These would be to complement my current small cap holdings. If you feel any of the below holdings can be added to, please advise.
CELH
GAN
ICAD
ICHR
MGNI
MED
MITK
RDFN
SDGR
Thank you for your excellent service. I have made a small fortune with 5i