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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: Do these 4 companies have the cash/cash flow to finance their current debt obligations? None of the companies are profitable I am concerned that they may not be able to raise the cash needed to fund operations in the current environment of rising interest rates, such that they may not be able to handle any debt due over the next year or two.

Read Answer Asked by Richard on May 08, 2023

Q: Iím significantly underwater on these stocks. Can you please advise which ones youíd hold, and which ones youíd sell? Can you please also give 5 growth stocks in Canada and 5 in the US that you are high on right now in place of the above?

Read Answer Asked by Eric on May 08, 2023

Q: I hold the following in loss positions and need to raise some money and sell 2 of these dogs. In the past I have sold my winners hoping for recovery on the losers but I am trying to fight the psychology of that tendency. Could you rank these in with the 1st ranked being the highest conviction sell. Also, if inclined perhaps you could comment and provide your perspective on this most annoying human trait. John

Read Answer Asked by John on April 28, 2023

Q: Good Afternoon

I currently hold TEAM(even), VEEVE(-10%) TRADEDESK(-10%),CROWDSTRIKE (-35%) and UNITY(-75%). Each of these positions make up less than 2% of my portfolio. Unfortunately there are no tax losses applicable. If you were to consolidate which ones would you keep or in turn what would you buy as a replacement

Thank you

Read Answer Asked by Marty on April 17, 2023

Q: Hi All at 5i!
I am giving my portfolio a spring cleaning. I have Arkk, Apps and Unity software, all of which are down significantly. I do not need the money and can hold these for at least 5 years. Is there hope for any of them should the market start performing better or are there inherent problems with them and should I just let them go . Your opinion is highly valued. Cheers, Tamara

Read Answer Asked by Tamara on April 13, 2023

Q: Hi 5i Team,

Iím down on all the above stocks as follows CRWD Down 36%, ETSY down 40%, PINS down 52%, PYPL down 64%, SQ down 72% and U down 77%.

With a 2 to 3 year horizon which of these are worth holding and which once I should sell and can you suggest US replacements and not necessarily in the same asset class. Just good stable companies that have good growth potential to outperform the indexes.

Take as many credits as you feel necessary.

Thanks
Joe

Read Answer Asked by Joe on March 30, 2023

Q: Iím invested for the long term. Do you view any of these names as no longer holding any long term potential?
Thanks

Read Answer Asked by Curtis on March 22, 2023

Q: Can you please comment on Unity Software (U) latest earnings released yesterday. Was there anything of particular interest to note from the call the call yesterday (either good or bad; I cant find a recording of the call on their site)? What is your view of this company after this latest report (buy/add, hold or sell)? Do you believe in current management, seems to struggle despite being in a global duopoly in its industry.

Read Answer Asked by Justin on February 23, 2023

Q: Hi Guys,

The above companies are well below water, I have a 3 year window before needing to sell anything, please advised!
Should I sell, I would be purchasing companies like td, kxs, doo.
Thanks
Jim

Read Answer Asked by jim on February 13, 2023

Q: Hello,

Are there any US or Canadian companies you see as attractive opportunities for medium to short-term option plays? Short-term being less than a year (3-6 months, medium-term being 1-2 years. I understand these short-term price changes can really be a toss-up, but am cautiously optimistic about the market pricing in current fears and moving upwards over the next year.

Also, am wondering if this specifically would be attractive to you: GOOGL $1.81 @ 110 Strike April 21 Expiration

Read Answer Asked by Robert on January 25, 2023

Q: Hello,
Looking at doing some tax loss selling. Could you please rank the following: AT, BYL, KTOS, COIN, NVTA, NIU and U.
Thank you

Read Answer Asked by Susan on December 20, 2022

Q: The following are some of the companies Iíve lost money with and will sell for tax purposes. I am wondering what your opinion is re their repurchase as commented on below.

The following I donít feel I need to buy back, unless you feel differently.
NFI, QST

The following I would like to buy back ASAP unless you feel otherwise. Considering the state of the market do you think I would need a proxy for the next 30 days?
CRWD, GSY, META, NVEI, ROKU, WELL

The following are stocks I would like to buy back but donít see the urgency, considering how the market currently views these companies, notwithstanding their financial outlook.
COIN, LSPD (I already own SHOP), U, UPST

Thank You.

Read Answer Asked by Walter on December 14, 2022

Q: Can you supply a few suggestions of dividend stocks that may be good to purchase during tax loss selling? Canadian and US if possible.
A few growth stocks would be a good balance to this question as well! Thanks, James

Read Answer Asked by JAMES on November 28, 2022

Q: It is tax loss time, I must sell some of my teck losers. Could you place in order from the ones that must be sold vs those that hold a lot of merit. Thank you for all that you do, Cheers, Geoff

Read Answer Asked by Geoff on November 24, 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
Dave

Read Answer Asked by Dave on November 14, 2022

Q: Hi Team,
For this question I will reference TWLO, and Unity but really this is more of a general question. Unity used to be a past favorite. Now it seems, that 5i and the rest of the investment world is so negative on it. I am an investor in both these names and have been killed on them so far. Both were bought with a long term view in mind and both were considered at one time to be at the "heart" of future tech in their niche. Unity with the 3-D tech in gaming and other applications, twlo with its digital communication of things. Has this story really changed? Is it worth dumping these names now after 80% haircuts? In 10 years will we look back and say, Dam! Why was I selling these names and not buying? (oil stocks 2 years ago) . I note that Cathy Woods continues to buy both Unity and Twlo almost daily. Today she loaded up after Twlos big sell off. Same with Draft Kings. If she's buying them they must be considered on the forefront of future tech according to their firm. Not sure what her credibility is like these days due to the downturn, but at one time I thought her research was pretty good. Shes doing pretty much the opposite of the market right now. Who will be right in the end? It seems she will either be a hero at the end of this, or her funds will be toast one of the two. The market is a brutal place right now in the Tech sector and very frustrating. It's painful to watch the same analysts now dumping names where only a year or 2 ago they were praising the companies as innovators and pumping them for their future prospects in a growing digital world. It's not a wonder why people get to hate the stock market and trust no advisers. Some say big firms on wall street almost orchestrate this kind of thing, flushing out the little guy scooping up their shares so they can buy them on the cheap, knowing down the road they will make a killing when momentum shifts. (Conspiracy maybey, but sure seems to happen this way over time). Your thoughts on things as a whole would be appreciated. Thanks!

Shane.

Read Answer Asked by Shane on November 08, 2022

Q: Do you ever look back at some of the answers you gave to member's questions, and wonder why you were so bullish? Example: Unity Software

On March 22, 2021 when Unity was $100 you said:

"Unity gets a premium valuation as it is essentially in a global duopoly in its industry. It has more than 50% market share globally, and is in a good position to capture high growth in the market. This also gives it pricing power, and it has said it could double prices and only lose 2% of customers, but it wants to further entrench customers before it makes any price changes."

And on Dec 16, 2020 when the stock was $147 you said:

"In the gaming space, U is essentially in a global duopoly with Epic Games. Epic potentially is at a disadvantage with China trade dispute, so U's positioning in the sector is even stronger because of this. We consider it the 'Amazon' of gaming. It gets a piece of the action and makes it easier for games to launch. It is planning for the long term. Mgmt has said it could double prices and only lose 2% of customers. But it wants to firmly entrench its customers first. The stock is not cheap by any means, but revenue is expected to at least double in 18 months, and it should be profitable in 2022 or shortly thereafter."

Today the stock is $26.29. If you don't look back at your reasoning for being so bullish you won't learn. In an answer to a members question today you said Unity was a sell. What happened to your bullish view not that long ago, and holding for at least 5 years? Did you get caught up in the hype despite your decades of experience?

Read Answer Asked by Paul on November 04, 2022