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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: I bought these (and others) for growth, and was doing well, but am now in the red on these holdings. I bought for a five-year hold, so don’t need to sell anything, but I would ask, do you see any that should be sold or any that I could be adding to for a January bounce? Thanks!
Read Answer Asked by Kim on December 15, 2021
Q: The above 2 stocks had a one day rally the other day. Since then they have fallen below technical support levels. Has your opinion on them changed? With hold ratings, I find most holds just continue to go down. Waiting to hear. Thank you.
Read Answer Asked by Dennis on December 13, 2021
Q: Looking to buy the dip and start positions in these names.

Could you rank these and suggest a reasonable target buy-in price or advise if you feel they are buyable now?
Read Answer Asked by TRINA on December 10, 2021
Q: I'm interested in the payments/financial services sector...

1. Please rate/rank the following: 1 through 10 if you had new money to deploy in this sector...
- I understand not all the same...
- If any new ideas/companies, please list as well...


2. Who do you think will win the Grey Cup ? Are you doing odds and taking bets with 5i ?? - Sports-book Division in the future ??

Thanks,
Have a good week!

Read Answer Asked by michael on December 08, 2021
Q: Both Zoom and Docusign stocks sold off after earnings were announced. I'm looking for a list of a half dozen stocks that shined during the panemic and the date that they will next report earnings.
Read Answer Asked by MATHEW on December 06, 2021
Q: Good Day 5I Team,
LSPD is sold, by which 2 or 3 stocks US or Can same sector can be different industry to replace it ?
Thanks
Best Regards
Read Answer Asked by Djamel on December 06, 2021
Q: Are there any reasonable tax loss proxies for these names?

Thanks!
Read Answer Asked by Andrew on December 06, 2021
Q: Hi 5i Team,

Upstart, Pinterest and Cerence are all beaten down lately. Do you think they still have future growth potential and are buyable during the current tax loss selling period. If so, pls estimate an entry point respectively.

I understand the risk of these stocks and they are in different sectors.
Pls deduct credits at your discretion.

Thank you for your great advice as alwasys
Read Answer Asked by Pui on November 29, 2021
Q: I would like to build a more concentrated techy portfolio of our holdings with a 3 year time horizon by concentrating funds on stronger names and selling those you have less confidence in 3 years. Please rank names for
A. new funds to add with a short blurb about
1. growth potential and profit margins
2. risk/ debt, particularly at a time of rising rates
3. competitive advantage
4. management
B. selling with comment about reasons.
Appreciate service you provide - thanks
Read Answer Asked by sam on November 26, 2021
Q: Can you please recommend a few quality long-term US stocks that are a good buy now with year-end selling?
Thanks!!
Read Answer Asked by Grant on November 24, 2021
Q: If a guy were to start pecking away at these high growth tech names either Cnd or US that have been slaughtered the last while (especially the last couple days), which ones would you be looking at for a 5-10 yr hold?
Read Answer Asked by Shane on November 24, 2021
Q: Fire sale - V - 13 month low; MA just as bad; along with the rest of these. Do you think the people selling them have knowledge that we do not have and that is why they are selling these stocks. What is your take on what is happening? Thanks
Read Answer Asked by Dennis on November 19, 2021
Q: Hi Peter,

What is your brief overall take should the following stocks be part of one's investment portfolio?

High risk is tolerable and time horizon is greater than 5 years.

Thanks,

Thanks,
Read Answer Asked by ilie on November 16, 2021
Q: Could you please rank these stocks based on a 5+ year holding for a US Growth account? Thanks!

UPST, TOST, SNOW, QS, PLTR, PATH, OKTA, MQ, MELI, GLBE, DLO, ADYEY

What would be your top 3 choices right now?
Read Answer Asked by Kel on November 15, 2021
Q: NVEI, MAGT, and UPST have come down drastically since their highs a short time ago. Is this another AT because unfortunately I bought it at $22. I am concerned that these three seem to be doing the same thing.
While I have seen some of my picks recommended by 5i go up drastically of late - NVDA, AFRM CELH, NET and GOOGLE, I would appreciate your thoughts on the ones above-noted going down. Thanks again,
Read Answer Asked by Dennis on November 15, 2021
Q: I know you like those 2 companies and if I am not mistaken are in the same type of business, the major difference being the markets they are in. Which one would you side for a long term investment and do you have a preference ? Thank you
Read Answer Asked by jean on November 10, 2021
Q: Could you please comment on the ER for COIN and UPST and confirm how you would rank them for growth over the next 5 years. What would be a good add or entry price point?

Thanks as always for your much appreciated insights.
Read Answer Asked by TRINA on November 10, 2021
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