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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: Hi Peter and Staff

For new money with desire for 3 small positions amongst the above companies please pick your 3 picks for long term holds based on current entry price and future prospects.
Thanks for all you do

Read Answer Asked by Dennis on November 22, 2022

Q: Hello 5i,
I own all the above stocks and have ridden them up and down in this market, so my risk tolerance is fairly high.
Could rank them for future growth and survivability? Also, If I were to consolidate the five into two or three what might you recommend?
Thank you

Read Answer Asked by Dave on November 14, 2022

Q: I have been doing a deeper dive on the result from CRWD and NVEI, both have increased their share compensation to employees substantially in the last year. As an investor do you have any concerns, I am wondering how much of the future gains will go to shareholders?

Thank you for everything you do. Leo

Read Answer Asked by Leo on November 08, 2022

Q: Hi Team,
Looking at the stock reaction to today's earnings, Is it time to throw in the towel on LSPD? At one time the story looked so compelling. Is that story gone now? NVEI just released today with positive reaction to earnings. What are your thoughts on NVEI earnings? Is there more future potential for NVEI compared to LSPD? If so should I be selling LSPD for a loss and buying NVEI for an eventual recovery? OR another such as SHOP? Or any other ideas you would prefer? Thanks


Read Answer Asked by Shane on November 07, 2022

Q: Upside over the next 12mths. How would you rank the above in sequence of potential during this period.

Read Answer Asked by Christopher on October 24, 2022

Q: Hi,
Please take as many credits as you feel fit. Our portfolio is a hot mess. We’ve basically been ignoring this downturn for the past 6 months knowing we are are in for the long term. Retirement is 7-10 years out. The above holdings have fallen below a 1% weight in our portfolio. We have limited cash to deploy. Which of these would you add to? In what order? Any you would not add to and just hope that time allows for recovery? Any if these you would sell? For the ones that could be added too. Would you just buy now or put some stink bids in given the crazy volatility in markets? Any additional input is welcome.
Thanks so much,

Read Answer Asked by KERRI on October 24, 2022

Q: These stocks have been identified as the top 10 undervalued mid cap stocks. Would you consider any of these be buys and if so, (given no consideration for sector) can you list in terms of most favorable first. Also, which do you think will "hold on" best given the economic uncertainty and likelihood of recession.

Read Answer Asked by Colleen on October 20, 2022

Q: I am planning to sell these names for tax-loss. Should I buy a replacement for each to protect against a turnaround in the next 30 days, or do you think I'm better off holding the cash for that period given the current outlook for equities. If you still recommend replacements can you offer a suggestion for each - or perhaps only for some? Thanks.

Read Answer Asked by Ben on October 20, 2022

Q: Having sufficient cash flow and/or ready liquid cash on hand plus sufficient prospective new business in the hopper to get to the other side of this nasty market being the criteria, in which order would you liquidate?


Read Answer Asked by Carl on September 26, 2022

Q: In todays market. Please rank these, with brief reasoning. As always. Thank you.

Read Answer Asked by Christopher on September 22, 2022