Investment Q&A

Q: As I watch the growth stocks in my portfolio get crushed I can't help but also feel excited at the buying opportunities that are being created for others I thought I had missed. With the Nasdaq only 1200 points off its high and companies like TWST (down 57%), LMND (down to 60%) or BOMN (down 50%) or NVTA (down 55%) it is undeniable that many of these stocks have been revalued.

My question pertains both to these specific companies and smaller caps in general. Do you think companies like these are close to finding a floor meaning that it is time to start buying in tranches as they inch down or do you consider it more likely that we need a major sell off and full capitulation?

With these specific companies, what would be an entry price that makes sense for each for the first 1/2 and then a full position. (ie buy a 1/2 of LMND at 75 and then full at 60 if it gets there).

Q: What do you think of these stocks long term 3 yrs. Buy , Sell or Hold ?

Q: Good morning everyone

I’m inquiring about your thoughts on this company. Is it a stock that would work well after the pandemic is behind us.
Is it something you would buy
Hold or sell. Thank you

Q: Hello team,

Thanks to your suggestions, I am considerably up in tech. I bought lemonade awhile ago and am planning on selling tomorrow. I also own Crowdstrike and I am thinking of adding to my positions, although with the recent gains, I am thinking of maybe holding off. If you could please suggest a momentum growth stock that maybe hasn’t been getting attention lately, or if it is better to hold off till after tax selling in January. Love 5i! Thank you for service and Happy Holidays!!

Q: Hi 5i,

Can you please comment on these two stocks and whether you see them as good additions to a portfolio? Any details on your positive or negative thesis would be appreciated.

I wanted to also take this time to thank everyone at 5i for their fabulous work. I have been a long time member since my late 20’s and your work has really helped me strengthen my confidence in the equity markets and work towards my long-term financial goals. Keep up the amazing work that you all do.

Happy holidays to everyone on the team.

Q: Hello,
Lemonade seems to have an ability to scale very quickly, since their platform is fully online and uses AI for insurance claims. I am impressed with it an have started a small position. What are your thoughts? Thanks.

Regards,

Shyam

Q: Do you still feel the same about Lemonade as you did in your response on Nov. 10th? It seems to continue to go up in price.

Thanks, Lesley

Q: What is your opinion of this insurance company and is their Ai model a potential game changer for the industry? Thank you

Q: What are your thoughts about Lemonade company.

Q: Could you give your views on the future potential of these two stocks - both I believe are relatively new
Thanks

Q: Can I get your thoughts on the Lemonade IPO please, the market seems to eat up all the tech ipo's these days. I couldn't resist myself, but what does 5i think a ballpark fair price would be for something like this?