Investment Q&A

• PayPal Holdings Inc. (PYPL)
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• Block Inc. Class A (SQ)
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• Nuvei Corporation Subordinate Voting Shares (NVEI)
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• Upstart Holdings Inc. (UPST)
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• Affirm Holdings Inc. (AFRM)
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Q: Good Morning, Would you consider adding to each of these holdings at this time, and it what order? Thank you for your great service!

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Read Answer Asked by Bradley on September 20, 2021

• Upstart Holdings Inc. (UPST)
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Q: Presently I have this stock in my TFSA - thinking that there is no dividend to be concerned about. Is there a tax drawback in relation to capital gains? Should I move this to my non-registered account?
Thanks so much.

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Read Answer Asked by Catherine on September 17, 2021

• Green Dot Corporation Class A $0.001 par value (GDOT)
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• Upstart Holdings Inc. (UPST)
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• SoFi Technologies Inc. (SOFI)
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• Flywire Corporation (FLYW)
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• Marqeta Inc. (MQ)
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Q: What small cap companies do you like in Fintech?

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Read Answer Asked by Jeff on September 14, 2021

• Upstart Holdings Inc. (UPST)
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Q: A Motley Fool article on Friday described UPST as a meme stock, which it defined as a stock with high short interest and/or gamma squeeze potential and popularity on social media platforms. Would you agree with this?

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Read Answer Asked by Martin on September 10, 2021

• Tenet Fintech Group Inc. (PKK)
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• Upstart Holdings Inc. (UPST)
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Q: Good Morning, Just wondering if you think either of these fintechs are still worth investing in at this time, considering the substantial run ups on both. If so, which would you lean towards, as PKK moves to the Nasdaq. Thanks.

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Read Answer Asked by Bradley on September 09, 2021

• Upstart Holdings Inc. (UPST)
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• Fobi AI Inc. (FOBI)
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Q: Question 1 - Can I please have your current thoughts on FOBI - AI (FOBI:CA)?

Question 2 - With the recent run-up with UPST (it has almost doubled in a month)what would be your thoughts on an entry point for that company? Wait for pullback or enter now?

Thanks!

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Read Answer Asked by Brian on September 09, 2021

• Upstart Holdings Inc. (UPST)
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Q: May I please have your current thoughts on AcuityAds Holdings(AT:CA)?
I'm currently down +/- 40% and was wondering if it is worth holding onto (doesn't seem to be going anywhere lately) or moving on and putting funds to work with something like UPST. Or something else that you would recommend.

Thanks so much!

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Read Answer Asked by Brian on September 09, 2021

• Green Dot Corporation Class A $0.001 par value (GDOT)
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• Upstart Holdings Inc. (UPST)
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• SoFi Technologies Inc. (SOFI)
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• Flywire Corporation (FLYW)
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• Marqeta Inc. (MQ)
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Q: looking for a fintech growth company with a 1-2 yr investment horizon. Could you pls comment on each.

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Read Answer Asked by Howie on September 08, 2021

• Ichor Holdings (ICHR)
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• Tronox Holdings plc (UK) (TROX)
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• Ultra Clean Holdings Inc. (UCTT)
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• Upstart Holdings Inc. (UPST)
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Q: I have three 1 percentage type holdings in trox, ichr, and uctt. I am trying to get down to 25 holdings as well. I was wondering if you think consolidating the three positions into a 3 percent holding in UPST would be a decent play with your current bullish outlook? Thanks as always for this tremendous service.

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Read Answer Asked by Brian on September 07, 2021

• Alphabet Inc. (GOOG)
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• NVIDIA Corporation (NVDA)
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• CrowdStrike Holdings Inc. (CRWD)
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• Digital Turbine Inc. (APPS)
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• Upstart Holdings Inc. (UPST)
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Q: Can you please provide a list of your top 5 growth US stocks that are must have if we were to purchase today?
Thank you

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Read Answer Asked by Gurleen on September 03, 2021

• Ultra Clean Holdings Inc. (UCTT)
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• Upstart Holdings Inc. (UPST)
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Q: Which would you prefer for growth over the next few years?

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Read Answer Asked by Rick on September 03, 2021

• NVIDIA Corporation (NVDA)
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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• Aritzia Inc. Subordinate Voting Shares (ATZ)
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• Roku Inc. (ROKU)
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• CrowdStrike Holdings Inc. (CRWD)
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• Nuvei Corporation Subordinate Voting Shares (NVEI)
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• Upstart Holdings Inc. (UPST)
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Q: I want to add to my growth portfolio.
2 full positions.
What would you recommend today ?
I have light speed and go easy already.
If you could recommend 4 or 5 ideas - that would be great
Thanks
Paul

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Read Answer Asked by Paul on September 02, 2021

• Upstart Holdings Inc. (UPST)
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Q: Given the extremely explosive runup for this name to date, are you fully expecting a period of "consolidation" heading into the end of the year or do you feel the momentum could continue in the short term?

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Read Answer Asked by Andrew on August 31, 2021

• NVIDIA Corporation (NVDA)
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• Roku Inc. (ROKU)
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• CrowdStrike Holdings Inc. (CRWD)
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• Lightspeed Commerce Inc. Subordinate (LSPD)
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• Unity Software Inc. (U)
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• Upstart Holdings Inc. (UPST)
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Q: Could I have your top 5 growth picks in Canada & USA. Thank you BOB

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Read Answer Asked by bob on August 30, 2021

• Roku Inc. (ROKU)
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• CrowdStrike Holdings Inc. (CRWD)
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• Upstart Holdings Inc. (UPST)
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Q: Please provide me with 6/7 high growth stocks & 3/4 value stocks for a minimum hold of 10years especially for Tfsa , Txs for u usual great services & views. As a aside,when is u next appearance on BNN?

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Read Answer Asked by Peter on August 30, 2021

• Snowflake Inc. Class A (SNOW)
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• Unity Software Inc. (U)
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• Upstart Holdings Inc. (UPST)
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• monday.com Ltd. (MNDY)
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• Doximity Inc. Class A (DOCS)
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Q: Hello 5i,
I'm looking to add a couple of these stocks to my growth portfolio. I realize some are very new and comparisons maybe difficult but I'd like your opinion on which would have the best growth over the next 3-5 years. Also which would you prefer?
Thank you so much!
Dave

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Read Answer Asked by Dave on August 27, 2021

• Visa Inc. (V)
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• Upstart Holdings Inc. (UPST)
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Q: Hi,
I was fortunate enough to be invested in UPST when the stock took off last week sometime.
Today, the closing of the financing was announced, it was apparently a pricing of the convertible senior notes.
Can I please get your general take on the company and the financing?
Thanks,

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Read Answer Asked by ilie on August 18, 2021

• Tenet Fintech Group Inc. (PKK)
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• Upstart Holdings Inc. (UPST)
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Q: Could you provide and update please?

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Read Answer Asked by Steven on August 17, 2021

• Advantage Energy Ltd. (AAV)
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• Birchcliff Energy Ltd. (BIR)
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• Tenet Fintech Group Inc. (PKK)
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• Upstart Holdings Inc. (UPST)
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Q: pkk has moved up in the last few weeks. Your thoughts on the future when it gets on the nas. Bir had a good quarter. Are both bir and aav a buy ? cheers

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Read Answer Asked by kenneth on August 17, 2021

• Upstart Holdings Inc. (UPST)
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• SoFi Technologies Inc. (SOFI)
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Q: Hi, Could you please comment on Sofi earnings. At this level do you prefer Upstart or Sofi ? thank you

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Read Answer Asked by francis on August 13, 2021