Investment Q&A

Q: Peter; I know your cardinal rule of not to average down but both these seem way out step with their reported earnings and estimates for next year. If you owned them would you nibble a bit ? Thanks. Rod

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

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.

Q: Hello 5i can you comment on upst earning an where do you see the company going forward from here ? Do you think its a buy

Q: Dear 5i
Is the drop in UPST justified ? Is it an ideal time to snap up some shares and is the growth story still intact ?
Appreciate your insight .
Thanks
Bill C

Q: Hello 5i Team
Please rate the above growth stocks for their potential stock price appreciation in the next 2 years.
Thanks

Q: For a TFSA, long-term outlook, growth potential is primary with valuation a secondary consideration, which one would you add first? Am patient and can wait for more of a pull back, can you please provide an attractive entry point for each? Thank you for all your insights and advice.

Q: Looking to put some money into fintech space which company or ETF would you recommend

Q: Q1: I have QCOM for quite some time. I am thing to sell it and buy higher growth NVDA and CRWD. What is your opinion? What other US growth company do you suggest?
Q2: I have PKI and AQN which are going nowhere. I have TRP also which has gained recently but is still down from its high. I am thinking to sell all three and buy higher growth GSY and NVEI. What other CDN growth company do you suggest? What order should I sell PKI, AQN and TRP?
Q3: What growth companies will be impacted positively from high energy prices and higher inflation? Thank you.

Q: Peter; One downgrade and wham it’s off $45.00- I know you don’t like “ averaging down” but it seems overdone. Thanks. Rod

Q: Hello, I bought ABST around March this year when it was around $18.35. Now it is down around 23%. I am considering selling it, and taking the loss. Then transfer the money to a US trading account and putting the money into either UPST or SOFI. I am thinking these have better growth potential over. Do you concur? Which between UPST or SOFI has the most upside?

Q: Hi there,

I am looking to buy 10 software stocks and 10 stocks in the semiconductor space. I am seeking out high growth names. Would you be able to provide me with your top recommendations? Thank you kindly,

Jason

Q: Hi the great team, can you name some examples of positive momentum stock . Thanks.

Q: I have regretted trimming one third of my UPST position when it was half way up it's run., and have been planning to buy it back at some point. I have waited for a pullback but one hasn't happened . Should or anyone consider buying at the current price for a long term hold?

Q: Why did the stock price for Upstart Holdings tumble this morning?

Q: Hi Peter,

Does a portfolio, that is made up of the stocks listed above, agreeable to you if one has a longer term time frame, say 5 years plus and has a high tolerance for risk?

Thanks,

Q: The markets pre-COVID were rising at a reasonable rate year to year, with the odd market downturn. Since March/April 2020 the markets have shot up and stocks are trading at much higher multiples than pre-COVID. Eventually, reality may kick-in. There are many companies trading at very high evaluations. If you look at the overall market (i.e. Nasdaq) you see an exponential growth curve for the past 18 months, definitely not sustainable and possibly overpriced.? I still buy stocks but sometimes feel that if the market turns around, it could be years for it to come back. (I am more concerned about companies such as SHOP, NVEI, TTD, LSPD, NVDA, TOI, UPST, ... all of which are great companies but if we overpay, payback could be much more than 5 years.) I thought same about Netflix, I was totally wrong and missed out on one of the biggest lifetime opportunities BUT there must be a point where the price is definitely too high. Are we overpaying? Will we regret this at some point? Your thoughts? Thanks.

Q: Good Morning,

Considering the rapid share price appreciation in both of these stocks, which one would you consider the better choice for a purchase today for a three year hold? Thanks.

Q: I got into upstart about 5 weeks ago and it has since increased 78%. Is this a hot potato where I should take at least some (taxable) profits? It's pushing 6% of my equity. I guess my real question is given the tear this has been on, would you be more skittish and pull the take profits button here earlier than normal. Thanks.

Q: Hi Peter, Ryan and team.

I was wondering if you could give a US list for the question asked back on September 17, "Would you have a short list of 5 companies that should be on a watchlist for when (if) a 10% downturn comes before Christmas ?"

Thanks.