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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 Team,
Atz beat earnings and things appear to be going strong on all fronts for the business…yet the stock tanks some more today. Is this one of those disconnects where an investor should be buying more shares ?
Also …with the brutal tech selloff what are some of todays choices to buy for potential multi bagger over the next few years once the carnage stops? Thanks!
Shane
Read Answer Asked by Shane on May 09, 2022
Q: These 2 darlings are now ugly ducklings. Not long ago,Shop was the biggest company in Canada overtaking perrinnel leader,RY. Recent drastic drop from $2228 H to $658,1year Low.Any reasons for the 14% haircut today besides news that it is in talks to buy startup,Deliverr. Think market does not like this type of acquistion nowadays as it will likely increase its losses & prolong its plan to profitability in this market backdrop.Is this a entry point or more pain to come. Txs for u usual great services & views Is this an entry point for GSY which got hammered today too & trading near 1yr low.
Read Answer Asked by Peter on April 21, 2022
Q: What is their balance sheet. Would you buy them today and in what order?

Thank you,
Milan
Read Answer Asked by Milan on April 18, 2022
Q: I'm looking for tax-loss proxy suggestions for the above names. Thank you!
Read Answer Asked by Andrew on April 18, 2022
Q: I need to lighten up on techy/growth stocks and replace with more defensive/value names. Of this list, are there any you would sell? If not, and if I wanted to sell something anyway, in what order would you suggest selling? Thank you.
Read Answer Asked by William on April 11, 2022
Q: I have been watching UPST for quite a while, and I do own some (not a lot...yet). I notice that there has been consistent insider selling for quite a while, and can't help but wonder if this persistent selling (over months) is what is causing the stock to plummet. Does it suggest that there is a problem with the stock/company? I do understand there are many reasons for insiders to lighten up, even if the stock is solid, but the amount and persistence of the selling here does worry me. I'd like to get your impression of all the insider selling.
Read Answer Asked by arnold on March 14, 2022
Q: Hello Peter
I have acuity , emerge, haivision and mcloud tech as tech stocks in my portfolio , all are down at this time . I am thinking of selling off and putting funds into goeasy and Upstart .What is your opinion . When people start to buy back into growth stocks which of these high tech will recover quicker .

Howard
Read Answer Asked by Howard on March 14, 2022
Q: Moving money from a poor performer to a better performer, talking about AFRM and U - both I could not find in your database when I tried to search them. I was going to move them to more better performers in the case of CRWD and NVDA. That should be a better place. I am north of 70 so waiting 5 years for these 2 to recover may not be an option here. Another 2 that one day they are up 10% and the next day they are down 10% - CELH and UPST. Are there any issues that have surfaced lately about the four mentioned securities thanks
Read Answer Asked by Dennis on March 14, 2022
Q: Dear 5i Team,

If there was an option to totally liquidate all of the investments someone had and start with a clean slate, which 20 stocks US and Canada (10 each) would you recommend for a 10 year horizon?

Thank you for your advice as always,

Much appreciated.
Read Answer Asked by Alka on March 11, 2022
Q: Hello Peter,
Thank you for your suggestion to have some silver in the portfolio. It got life just when I was considering an exit . This question is also somewhat related.
I am beginning to think that Energy and Commodities have got significant room to run this summer. I am overweight technology and overweight semiconductors within. All my favorite growth stocks besides UPST.
To increase my portfolio in energy and commodities I need to reduce technology including names like NVDA AMAT GOOG etc. I am thinking that the tech sector will not react violently to the upside and there will be sufficient time to rotate back from energy and commodities.
However, I also feel that just when I throw in the towel, the market will find support and bounce back. I do believe in their long term future but perhaps not a bad idea to trade the trend for now. I am on the fence with financials too at the moment, what with the war, asset freezes, bans and Powell tempering his tone.
What would you suggest to me.
Regards
Rajiv
Read Answer Asked by Rajiv on March 09, 2022
Q: Dear 5i
I want to buy one of these four stocks listed for each of our TFSA`s .
Assuming an otherwise balanced TFSA which of these stocks would you choose for each ?
Thanks
Bill C
Read Answer Asked by Bill on March 03, 2022
Q: acuity ads ,well health,enthusiastic gaming apps... pinterest....upst... nvda... please rate with the thoughts of long term potential
Read Answer Asked by cliff on February 28, 2022
Q: Hi 5i Team - Could you provide the names of some beaten down stocks that have a decent chance of recovery over the next year or two. This is a relatively short timeline but I'm looking for companies that still have a good balance sheet, are well managed, have good prospects, and yet have still been caught in the downdraft along with the negative market sentiment. Any sector and any market cap but with a focus on small to mid-cap. Thank you.
Read Answer Asked by Rob on February 23, 2022
Q: Hello 5I, looking at potentially adding a fintech stock to round up my portfolio. With that said which do you think has the most upside but is a decent company? Please add other options if i missed some names. Thanks
Read Answer Asked by Tyler on February 10, 2022
Q: I am looking for one us stock and one Canadian stock for my tfsa .
Which one us and one Canadian stock would you choose of this list in terms of best return potential ( all of which you have recommended highly in the past)
Always value your opinion
Thank you
Read Answer Asked by Indra on February 09, 2022