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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: Hello 5i Team,

I'm wondering if you can suggest a higher risk growth stock with better short-medium term bounce potential than Unity. It seems that the shine is off of the metaverse theme for the time being, and I am down about 74% on this stock since it was in favour. Or, do you think I should consider it a hold? Thanks.
Brad
Read Answer Asked by Bradley on October 05, 2022
Q: Morning 5i Team,

Can you please put the following in order of share price appreciation of outperforming in the next 3 years.
Also, would you recommend selling any of the above names and if so what would you replace them with.

Thanks
Joe
Read Answer Asked by Joe on September 20, 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: I have recently redeemed some mutual funds that I have held for 20 to 30 years that will produce a significant capital gain for me in 2022. I have several stocks and an ETF that have been purchased in the past few years that are showing losses in the range of $5k to $15k. This includes TOI, U, SOXX, SQ, NVDA, MFI, MSFT, WSP and AMZN. Would you suggest selling these stocks to provide a capital loss that can be applied against my capital gain in 2022? It is my understanding that I will need to wait 30 days to repurchase shares to avoid the denial of the capital loss. If you would suggest selling these stocks and ETF, should I sell now or wait until the end of 2022? And if the stocks and ETF are sold to create a capital loss before the end of 2022, do you see some future in these investments and if so, which stocks would you suggest that I repurchase after 30 days? Thank you for your insights.
Read Answer Asked by Don on September 07, 2022
Q: Hi,
I own all these 3 and down so much on PINS and U that I was thinking of selling them and adding to my NVDA position. My thinking is that over the next 3 years NVDA has the most upside and is the most solid. Without getting personal would you think this is a smart move?
Thanks
Read Answer Asked by Marco on September 07, 2022
Q: Hi,
I own EGLX, PLTR, PINS and U in my TFSA and all getting killed. Would you sell any to consolidate in 1 or 2 or sell them all and move to something else? Holding on is also an option. Looking forward to your thoughts.
Thanks for your great service.
Read Answer Asked by Marco on August 29, 2022
Q: I want to thank all of you at 5i for this excellent service that you provide. This question is concerning the takeover offer put up by applovin. Is this a low ball bid? Is it a possibility that another company might give it some loving and bid on it as well (bidding war)? I’m under water so I’m just contemplating when to crystallize the loss. Please deduct as many credits as required.
Read Answer Asked by Mark on August 10, 2022
Q: We hold the following in a registered US$ 'growth' account . The list shows % each represents of our total US/CAN portfolio and current Gain/Loss position.

1. Anything in this list that you would toss out ?

2. With QCOM nearing 5% of portfolio and 100% gain, am thinking of reducing back to 2.5 and redeploying. Your thoughts on what to add to with proceeds – if anything ?

MTTR 0.2% -82%
CROX 0.4% -9%
META 0.4% - 25%
BKNG 1.0% -10%
APPS 1.2% -72%
U 1.2% -68%
TEAM 2.3% +22%
CRWD 3.0% -13%
MSFT 3.0% +85%
NVDA 3.7% +38%
QCOM 4.8% +92%
Read Answer Asked by Alexandra on July 29, 2022
Q: I'm down on these stocks, what are your thoughts currently and prospects going forward? Buy, sell, hold, add? They've all become less than 1.5% positions. Thanks!

MED, NVEI, AC, LUN, EGLX, U, AT
Read Answer Asked by Keith on July 29, 2022
Q: Currently, the largest paper losses in my non-registered account are in ROKU, TTD and U. I am considering selling one or all of them for capital losses but do not want to miss out on any pending gains in the short term. How would you rank these for selling with a low chance of price turn around over the buy-back restriction period? Please suggest a few names for surrogates.

Also, which US stock(s) do you see as a stronger growth name for permanently replacing one or all three of the above? Sector allocation is not relevant in this case, and I do not currently own any FANG stocks.

Thanks.
Read Answer Asked by Alvin on July 26, 2022
Q: Hi,
I’m thinking of doing some tax loss selling. Can you suggest proxies for the following companies: Roku, Trade Desk, Twilio, Unity Software and Zoom Video.

Would you also be able to suggest an ETF that would serve as a proxie for all of them? I’m thinking of a high-growth-stock ETF like the SPYG.

Thanks
Read Answer Asked by Camille on June 20, 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: Hi Team,
Today seen some big % moves by many growth/ tech names; which seemed to come out of no where. Overall, what is your sense on where we are in this pullback? Is it time to start buying some beat down tech names? This being said, if you feel a person should be doing some buying at this time; what are your most convincing buys from todays levels? Some of the stocks I was looking at are SHOP (currently not owned), or add to either of this list which I currently own all: ATZ, TOI, U, RBLX, SQ. Currently I feel like we are watching a major buying opportunity unfold before our eyes...similar to oil stocks a couple years ago and feel I might regret not adding some new funds at this point to some high quality tech names that have been sold off some 50-75% in many names. Also, generally speaking; if a person is looking at holdings that are down say 60% (which I am with RBLX,U, APPS)...should we be doubling down? It seems if not it's almost hopeless to break even from these excessively sold off levels. Deduct as many credits as necessary. Thanks
Shane.
Read Answer Asked by Shane on June 03, 2022
Q: Hi 5i Team - Would you consider any or all of Unity, Roku and Upstart as oversold. Also could you suggest a few U.S. stocks that may be oversold at this point - besides the possibility of the ones mentioned. Thanks.
Read Answer Asked by Rob on May 25, 2022