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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: Upstart looks to have had a good couple of weeks climbing from $25 to $40. In answers to previous questions, mention was made of a very high short interest at the time. Can I please ask for your usual insightful analysis for the recent Upstart quarterly results, and whether their recent stock price climb can be attributed to their recent performance and future prospects in a declining interest rate environment, or well speculation and short covering? Is the stock worth holding onto for a few more Quarters and see if they benefit from declining interest rates or if they catch another everything-AI wave, or take the cash and invest elsewhere? Thanks kindly.
Read Answer Asked by Michael on August 20, 2024
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
Read Answer Asked by jim on June 11, 2024
Q: I hold Upstart Holdings. It is down 80% from when I bought it. I have continued to hold it as I am hoping it may bounce when rates go down. And with its AI model, am hoping it could do quite well when lending picks up. But I see you really like Propel Holdings and, while a Canadian company, it sounds like most of its business is in the US. Could you compare and contrast the two companies? Would you favor a swap from Upstart to Propel? I also hold Goeasy in the space. Thank you.
Read Answer Asked by Kim on April 16, 2024
Q: I have this security In my TFSA, sitting at a 78% loss. It now represents 0.25 % of my portfolio.

I am very comfortable financially and do not foresee having to withdraw from my TFSA in the next 20 years.

Other than it being en eyesore, do you feel there is an opportunity cost that comes with continuing to hold it?

How would you proceed, keep it for fun and see if it runs, or sell it?

Thank you.
Read Answer Asked by Karim on February 06, 2024
Q: I'm hoping you can give your thoughts on these as well as rank these potential AI companies for a 5 year hold.

EPAM; GLOB; C3AI; PERI; UPST; PLTR; SNOW; CAN; VRT
Read Answer Asked by Gregory on February 02, 2024
Q: For a 3 year hold, how would you rate these stocks, 1 means "forget it", 10 means "high growth expected": Nvei.to, shop.to, payfare.to, LSPD.to, PayPal, afrm, upst?

If possible, what would be a good entry price? Thanks
Read Answer Asked by V on January 15, 2024
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).
Read Answer Asked by Dale on December 21, 2023
Q: I have held shares in Fortune Minerals since 2012. It has been a dud and it is worth almost nothing now. Last year, the Canadian Federal Government said they were offering money to accelerate the production of critical minerals like cobalt, which Fortune Minerals will produce if they ever get their project underway. In May, Fortune Minerals said it is working with Rio Tinto to develop technology to expand production of cobalt and bismuth. Maybe a good sign, but the whole project is moving so slow! And they need cash! At this point, would you take the tax loss or continue to hold? Also, if you had to pick either Fortune Minerals or Upstart for tax loss selling, which would you choose? Thanks.
Read Answer Asked by Kim on November 23, 2023
Q: I would like to do some tax loss selling and was wondering if you might be able to rank ILLM, UPST, OVV, TOY, SQ, GH, FLGT, and COW in order from those with the least potential to recover over the next year, to the most potential. If I were to sell them all, are there any you would consider buying back after 30 days? Thanks.
Read Answer Asked by Kim on November 22, 2023
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
Read Answer Asked by Dave on November 16, 2023
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
Read Answer Asked by Dave on July 13, 2023
Q: Due to interest rates, both GSY, AFRM and UPSThave taken a beating.

However you seem optimistic about GSY but not AFRM and UPST. What's the reason?

Do you see GSY doubling over the next 12 months.

I am thinking to sell my AFRM and UPST and buy GSY i stead.
Read Answer Asked by V on June 05, 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
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