Q: Hi, can you please give me your thoughts on the earnings and future outlook.
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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: Does APP have a moat at all?
Are there short sellers or is it a candidate for short sellers?
It employs AI but is there much risk that another firm uses AI to knock out its momentum?
What other risks do you see it has?
Are there short sellers or is it a candidate for short sellers?
It employs AI but is there much risk that another firm uses AI to knock out its momentum?
What other risks do you see it has?
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Microsoft Corporation (MSFT $507.23)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.93)
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CrowdStrike Holdings Inc. (CRWD $420.55)
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Unity Software Inc. (U $39.16)
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Brookfield Corporation Class A Limited Voting Shares (BN $91.16)
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Lumine Group Inc. (LMN $48.74)
Q: I have approximately $70k cash in my TFSA account that I would like to invest before the end of the year. I currently have the above stocks in my TFSA. My investments in Lightspeed and Unity have taken a big hit (70 to 80% loss) since purchasing these stocks. I understand that I cannot claim losses on investments in my TFSA account. Would you suggest selling off my investments in Lightspeed and Unity and reinvesting these funds? As noted above, I have cash in my TFSA to be invested. Please rank my current TFSA holdings for additional investment considering a 5 to 10 year hold. Thank you for your expertise and best wishes for the Holiday Season.
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Pinterest Inc. Class A (PINS $35.61)
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Unity Software Inc. (U $39.16)
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Butterfly Network Inc. Class A (BFLY $1.52)
Q: Hello team,
Which one of these 3 would you average down if any:
PINS (down 48%)
BFLY (down 81%)
U (down 82%)
I would appreciate it if you could elaborate on your reasons.
Have a good week! :)
Which one of these 3 would you average down if any:
PINS (down 48%)
BFLY (down 81%)
U (down 82%)
I would appreciate it if you could elaborate on your reasons.
Have a good week! :)
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Xerox Holdings Corporation (XRX $3.85)
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Bombardier Inc. Class B Subordinate Voting Shares (BBD.B $164.48)
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Bausch Health Companies Inc. (BHC $10.38)
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Westport Fuel Systems Inc. (WPRT $3.94)
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Snap Inc. Class A (SNAP $7.20)
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Fastly Inc. Class A (FSLY $7.50)
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Unity Software Inc. (U $39.16)
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Wolfspeed Inc. (WOLF $1.37)
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Rivian Automotive Inc. (RIVN $13.09)
Q: Can you please provide a list of 10 USD and 10 CAD stocks that you hate? Looking for overvalued / broken story / bad balance sheet / margin compression types of names to short that should be very weak during a sell-off. Preference towards names with liquid options markets if possible.
Thanks
Thanks
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Twilio Inc. Class A (TWLO $106.38)
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NovoCure Limited (NVCR $12.43)
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Fastly Inc. Class A (FSLY $7.50)
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Lemonade Inc. (LMND $56.82)
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Unity Software Inc. (U $39.16)
Q: I own the following in my TFSA - LMND, NVCR, U, FSLY, TWLO. All are down significantly and make up only a small percentage of the total TFSA. Because I can not take a tax loss, would you recommend leaving them tucked away for now? In other words, do any have good potential? Or would you recommend selling and investing elsewhere? Thanks.
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Air Canada Voting and Variable Voting Shares (AC $19.81)
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Goodfood Market Corp. (FOOD $0.19)
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CloudMD Software & Services Inc. (DOC $0.04)
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Unity Software Inc. (U $39.16)
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Upstart Holdings Inc. (UPST $68.85)
Q: Hi Guys,
Thinking of cleaning house, do see any reason to keep these U:US, FOOD.CA, DOC.CA, AC.CA and DOC.CA.
thanks
Jim
Thinking of cleaning house, do see any reason to keep these U:US, FOOD.CA, DOC.CA, AC.CA and DOC.CA.
thanks
Jim
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PayPal Holdings Inc. (PYPL $69.90)
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Walgreens Boots Alliance Inc. (WBA $12.07)
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Carnival Corporation (CCL $31.30)
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Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $122.94)
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JD.com Inc. (JD $31.88)
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Roku Inc. (ROKU $94.22)
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DocuSign Inc. (DOCU $74.81)
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Zoom Communications Inc. (ZM $82.47)
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Unity Software Inc. (U $39.16)
Q: Hi 5i Team,
I have a handful of losers that I'm trying to decide what to do with. Using your crystal ball, which of these would you continue to hold and which would you dump?
I have a handful of losers that I'm trying to decide what to do with. Using your crystal ball, which of these would you continue to hold and which would you dump?
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Apple Inc. (AAPL $227.76)
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Amazon.com Inc. (AMZN $228.84)
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Meta Platforms Inc. (META $754.79)
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Alphabet Inc. (GOOGL $206.09)
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Microsoft Corporation (MSFT $507.23)
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Netflix Inc. (NFLX $1,204.65)
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NVIDIA Corporation (NVDA $177.99)
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PayPal Holdings Inc. (PYPL $69.90)
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Walgreens Boots Alliance Inc. (WBA $12.07)
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Wynn Resorts Limited (WYNN $114.31)
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The Boeing Company (BA $230.12)
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Bank of America Corporation (BAC $49.48)
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BlackRock Inc. (BLK $1,148.17)
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Carnival Corporation (CCL $31.30)
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Salesforce Inc. (CRM $248.29)
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Delta Air Lines Inc. (DAL $61.69)
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The Walt Disney Company (DIS $118.86)
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Goldman Sachs Group Inc. (The) (GS $741.89)
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International Business Machines Corporation (IBM $242.09)
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JPMorgan Chase & Co. (JPM $296.24)
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Eli Lilly and Company (LLY $711.68)
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Mastercard Incorporated (MA $598.96)
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Morgan Stanley (MS $148.02)
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Pfizer Inc. (PFE $25.88)
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Royal Caribbean Cruises Ltd. (RCL $344.67)
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Visa Inc. (V $350.04)
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Wells Fargo & Company (WFC $79.10)
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Exxon Mobil Corporation (XOM $111.28)
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Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $122.94)
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Tencent Holdings Ltd. ADR (TCEHY $77.88)
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Veeva Systems Inc. Class A (VEEV $290.86)
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The Trade Desk Inc. (TTD $53.20)
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JD.com Inc. (JD $31.88)
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Roku Inc. (ROKU $94.22)
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DocuSign Inc. (DOCU $74.81)
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM $232.99)
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Healthpeak Properties (DOC $17.75)
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National Health Investors Inc. (NHI $77.87)
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Zoom Communications Inc. (ZM $82.47)
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CrowdStrike Holdings Inc. (CRWD $420.55)
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Unity Software Inc. (U $39.16)
Q: Hi 5i Team,
I'm trying to clean up my US Portfolio so that I'm at 20-25 equities total. Please advise which 20-25 companies you would keep for a 5-10+ hold with balance/diversification but also some growth in mind.
I'm trying to clean up my US Portfolio so that I'm at 20-25 equities total. Please advise which 20-25 companies you would keep for a 5-10+ hold with balance/diversification but also some growth in mind.
Q: I have held Unity and have a loss. What are its prospects? Should I hold or sell? Thank you
Q: Purchased U 189.00 per share, do you see any kind of a rebound or should I , hold or sell and accept the loss
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Amazon.com Inc. (AMZN $228.84)
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Alphabet Inc. (GOOG $206.72)
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Microsoft Corporation (MSFT $507.23)
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Brookfield Business Partners L.P. (BBU.UN $38.44)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.93)
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CrowdStrike Holdings Inc. (CRWD $420.55)
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Unity Software Inc. (U $39.16)
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Brookfield Business Corporation Class A Exchangeable Subordinate Voting Shares (BBUC $47.26)
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Brookfield Corporation Class A Limited Voting Shares (BN $91.16)
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Lumine Group Inc. (LMN $48.74)
Q: I currently have BBU, BBUC, BN, CRWD, LSPD, MSFT and U in my TFSA account. BN, CRWD and MSFT have shown good growth but I have losses in the other stocks. I will be investing $7000 in my TFSA for 2024. Would you suggest any changes to my current stock holdings? For my 2024 TFSA investment, would you suggest adding to one on my current stock holdings or investing in another stock such as LMN, AMZN or LMN? Thank you
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Enghouse Systems Limited (ENGH $22.78)
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Block Inc. Class A (SQ)
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Atlassian Corporation (TEAM $170.79)
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Teladoc Health Inc. (TDOC $7.68)
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WELL Health Technologies Corp. (WELL $4.92)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.93)
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Palantir Technologies Inc. (PLTR $158.74)
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Unity Software Inc. (U $39.16)
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Upstart Holdings Inc. (UPST $68.85)
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Affirm Holdings Inc. (AFRM $79.49)
Q: Hello, I am down 25%+ on all of these companies and looking to do some tax loss selling prior to yearend. Can you order these companies in terms of what you would sell first? Would you rank these companies as Sells or Holds (or even Buys)? I am a long term investor, not a trader, so I'm hesitant to sell only to rebuy later, or to average down. I have some ability to do a tax loss carry back to recoup some of my losses from prior years (plus minimize my 2023 taxes).
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Unity Software Inc. (U $39.16)
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TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $5.43)
Q: Hi All at 5i!
I am significantly underwater in these stocks in my TFSA. Should I sell off the little I have left and redirect the funds. I don't need the money at the moment, but also don't want to throw away what is left. Do either of these have a significant future to warrant hanging on?? Cheers, Tamara
I am significantly underwater in these stocks in my TFSA. Should I sell off the little I have left and redirect the funds. I don't need the money at the moment, but also don't want to throw away what is left. Do either of these have a significant future to warrant hanging on?? Cheers, Tamara
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BRP Inc. Subordinate Voting Shares (DOO $80.65)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $119.88)
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Twilio Inc. Class A (TWLO $106.38)
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Axon Enterprise Inc. (AXON $766.24)
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e.l.f. Beauty Inc. (ELF $118.15)
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Perion Network Ltd (PERI $9.37)
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Docebo Inc. (DCBO $42.97)
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Unity Software Inc. (U $39.16)
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Upstart Holdings Inc. (UPST $68.85)
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Affirm Holdings Inc. (AFRM $79.49)
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SoFi Technologies Inc. (SOFI $25.02)
Q: Hello 5i,
Given that interest rates appear to have peaked, please rank the above list for:
1. Growth only
2. Your buying preference.
Thank you
Dave
Given that interest rates appear to have peaked, please rank the above list for:
1. Growth only
2. Your buying preference.
Thank you
Dave
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Alphabet Inc. (GOOG $206.72)
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NVIDIA Corporation (NVDA $177.99)
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Booking Holdings Inc. (BKNG $5,720.87)
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Salesforce Inc. (CRM $248.29)
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United Rentals Inc. (URI $929.95)
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Atlassian Corporation (TEAM $170.79)
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Roku Inc. (ROKU $94.22)
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Rapid7 Inc. (RPD $20.75)
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Alteryx Inc. Class A (AYX)
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Axon Enterprise Inc. (AXON $766.24)
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Unity Software Inc. (U $39.16)
Q: Hello:
These are all underwater in US side of my TFSA. Please rate Sell, Hold or Buy.
What are a few nice growth opportunities on US side, looking 3-5 years minimum.
Thank you!
These are all underwater in US side of my TFSA. Please rate Sell, Hold or Buy.
What are a few nice growth opportunities on US side, looking 3-5 years minimum.
Thank you!
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Block Inc. Class A (SQ)
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Atlassian Corporation (TEAM $170.79)
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ARK Innovation ETF (ARKK $76.52)
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NV5 Global Inc. (NVEE $22.56)
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Unity Software Inc. (U $39.16)
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TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $5.43)
Q: Hi Everyone!
I have all of the above and am underwater on all but Nvee . I am cleaning up my portfolio. I am not in need of the money at the moment , but are any of the ones listed not worth keeping or do they have a good chance of recovery.
Cheers,
Tamara
I have all of the above and am underwater on all but Nvee . I am cleaning up my portfolio. I am not in need of the money at the moment , but are any of the ones listed not worth keeping or do they have a good chance of recovery.
Cheers,
Tamara
Q: Do you feel these companies can become long term compounders? If so, which company do you feel has the better prospects of becoming a long term compounder?
Q: Hi Team,
Can you comment on the quarter, do we still like this company?
Can you comment on the quarter, do we still like this company?
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Palantir Technologies Inc. (PLTR $158.74)
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Snowflake Inc. (SNOW $196.81)
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Unity Software Inc. (U $39.16)
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Upstart Holdings Inc. (UPST $68.85)
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Affirm Holdings Inc. (AFRM $79.49)
Q: Hello 5i,
Well over a year ago I made a note to look at these five stocks when interest rates peak and/or start to drop.
Recently I have heard commentary that the recent run up in price is largely short covering.
I'd love to hear your take.
Are any in this group investible yet and in what order would you buy them.
I have an above average risk tolerance.
Thank you
Dave
Well over a year ago I made a note to look at these five stocks when interest rates peak and/or start to drop.
Recently I have heard commentary that the recent run up in price is largely short covering.
I'd love to hear your take.
Are any in this group investible yet and in what order would you buy them.
I have an above average risk tolerance.
Thank you
Dave