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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: Good Morning 5i,

We have an opening in two of our accounts.
For a 1% flyer which would you recommend: MITK or SNOW?
For a 1/2 position in our TFSA: GOOS or ATZ

Thank you
Debbie and Jerry
Read Answer Asked by Jerry on April 14, 2023
Q: Can you tell us your top 3 companies in the world that you would buy if valuation was not important. What i'm looking for is your favorite 3 companies that have too high of a valuation right now but if they pull back further they would be a definite buy? Thx
Read Answer Asked by Adam on March 21, 2023
Q: My question is about share compensation. My understanding is that, share compensation is recorded at fair market value at the time of issue. I wonder how many companies recorded higher costs for share compensation and lower GAAP profits, given last year's run up in valuations? Year over year the amounts seem out of whack for many companies.

Leo
Read Answer Asked by Leo on December 16, 2022
Q: Hi 5i Team,

I own the above noted stocks as a smaller portion of my portfolio of higher risk names. All of these names are down other than CTS. Do you see any of these names as ones that I should sell as part of a portfolio clean up?

Thanks in advance,
Jon
Read Answer Asked by Jonathan on November 16, 2022
Q: I am down significantly in both Lightspeed and Upstart. I am considering replacing some or all of them with something more promising.
Perhaps you could comment on the prospects of these companies in a better market and suggest which two or 3 from this list might have better performance potential :
CRM TTD MRVL SNOW CHPT
Thank you!
Read Answer Asked by Catherine on September 09, 2022
Q: Hi there, I'm thinking of adding the following stocks to my portfolio to make up a total of 3% to 5% of my overall holdings - so a relatively small amount overall. Can I please have your thoughts on them and if you'd rate them as buy, sell or holds? And if sell or hold, which names would you replace them with?

Thank you!
Read Answer Asked by Michael on July 08, 2022
Q: Good day,

I am looking for a good (over-priced) US stock to for a Put spread - one where the premium (implied volatility) is reasonable. I had a Put spread on TSLA, but got out of it when they announced the spilt (as those options, post-split, go to the liquidity wasteland). Thanks

ps. I would prefer a US stock, but if that is not doable, then CDN will do. Thx
Read Answer Asked by Michael on June 17, 2022
Q: Hello 5i,

For tax-loss selling looking for 30 day proxies for NET, SNOW and PINS.

Thanks
Read Answer Asked by Lee on June 10, 2022
Q: Hi , Peter & Team:

I'm in the process of selling some of the losers to offset the capital gain. Which of the above Co. may not rebound as well, that is the most likely to sell now, to the ones least likely to sell ( worth holding).
Take as many credit as you see fit. Thank you for all the great service and advice you have given through the year.
Read Answer Asked by DAVID on June 09, 2022
Q: I would like to buy into a tech company for a long term holding. Which of the following (Bill.com, MDB, SNOW) looks to have what it takes to be the highest growth over the next 5 years. Which would be your 2nd pick. I am ok with volatility. Thank you!
Read Answer Asked by Marc on March 01, 2022
Q: Could you please rank these stocks based on a 5+ year holding for a US Growth account? Thanks!

UPST, TOST, SNOW, QS, PLTR, PATH, OKTA, MQ, MELI, GLBE, DLO, ADYEY

What would be your top 3 choices right now?
Read Answer Asked by Kel on November 15, 2021
Q: Hello 5i,
I'm looking to add a couple of these stocks to my growth portfolio. I realize some are very new and comparisons maybe difficult but I'd like your opinion on which would have the best growth over the next 3-5 years. Also which would you prefer?
Thank you so much!
Dave
Read Answer Asked by Dave on August 27, 2021
Q: I hold the above six securities in a taxable account in less than half positions. On a tax neutral basis I could sell OKTA,SNOW,GH and PLUG and split the proceeds between ROKU and CRWD to bring them to larger positions. These investments are part of a relatively agressive taxable portfolio.
Two questions - firstly, if you could rank the 6 stocks in accordance with your preference. Secondly, do you think my proposal would create a meaningful stronger position for growth.
Thanks,
Terry
Read Answer Asked by Terry on June 21, 2021
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