Investment Q&A

Q: Over the past two years with the downturn of the market, I am down significantly with majority of these holdings in various accounts. I have a long-term 10+ year outlook, so looking to see if you feel any of these can be sold off given the outlook, management of the company? If so, what are your recommendations for a growth investor in either CAD/US stock options?

Thanks!!

Q: Hi 5i Team,

I own the above noted stocks as a smaller portion of my portfolio of higher risk names. All of these names are down other than CTS. Do you see any of these names as ones that I should sell as part of a portfolio clean up?

Thanks in advance,
Jon

Q: why has MITK had such a run recently?
Apps,GH,Pins,Mitk....which ones would you sell for tax-loss and what would be you favorite replacement in the tech sector.
I am looking at SHOP and ROKU

Q: looking to sell one of these stocks in a non registered account for tax loss and raising some cash. looking for advice on which one to let go?

Thanks Dave

Q: How would you rank in terms of 5-year prospects from current levels?

Q: After selling ENGH yesterday, I am reviewing the above holdings and only want to keep stocks that have a potential to generate decent future income, over the next 5 years or may be acquired by another company. These are long-term holdings and I don't need the cash, but could use the tax loss. Don't want to sell any company with a positive future. Any of the above holdings that you would sell now?
Thanks!

Q: Good morning Team, I am looking for proxy's for the 3 stocks mentioned with the plan to repurchase in 30 days, unless 5I suggests better options for the listed stocks.

Thanks Dave

Q: Hi 5i, big drop today from MITK today. What happened? Would you be inclined to hold?

Thanks!
Kyle

Q: I'm looking for tax-loss proxy suggestions for the above names. Thank you!

Q: Hi Team, I need to raise some cash and would like some help deciding which company to let go.
Just looking for your input on the best companies to keep for upside potential.

Thanks Dave

Q: After today's announcement (Mitek purchases HooYu) I am considering bringing my holding up to a full position. Could you speak to this acquisition, also update on the progress Mitek is making in market advantages and profitability? Is it a buy currently?

Q: In line w/ sentiments expressed in the latest market update (thank you for that), would you put any of these names in the "likely beyond repair column"? Or do they all fall firmly in the "damaged but not broken" column?

Q: Should have asked this question months ago,oh well hindsight is a great thing,these stocks are all 2% positions down from 22% to 81%,mostly all Motley Fool misfires
I want to do some housekeeping for a continued 1-2 year hold or sell and move on could you tell me which ones to unload ....Thanks

Q: I have a position in my TFSA in MITK at a break even level. Would you continue to hold, or would you exchange it for a company with better growth potential in a similar sector. If so, could you suggest a couple of names. Thanks.

Q: Hi Team, I am trying to decide on one of the listed stocks. could you rank in order that you feel has the best upside.

thanks Dave

Q: I am looking to buy 1 or 2 of these stocks . could you rank in order for upside from current levels and moat.
Thanks

Q: I'm thinking of selling my (small) position in MITK, and using the proceeds to add to my APPS position.

This is in my TFSA, so no tax implications. What do you think about this move?

Thank you and Merry Christmas to everyone at 5I.

Q: Hi 5i,
I’m in the process of rebalancing my RRSP and TFSA and looking to be greedy while others are fearful.
Specifically moving TD, FTS, T, and LNF to an RRSP so that my TFSA can be growth oriented.
My remaining TFSA positions would be as follows:
- Half Positions: NVEI, EGLX, LSPD, WELL, U, APPS, BAM.A, SIS, DND, BYD, MITK
- Full Positions: GSY, TOI, CRWD, ATZ

I am planning to deploy as follows:
- Complete existing positions: NVEI, LSPD, APPS, U
- New Partial Positions: AT, XYL
- New Full Positions: DOL, SHOP, VEEV, ANRG, ATD, TIXT
Would you swap out anything on this list that would better compliment my existing positions? I have a 10+ year horizon so I’m leaning towards aggressiveness.

Thanks!

Q: I have noticed a lot more verification when I log into online accounts of various services (bank, shopping, etc). I'm curious if there is a company that manages all these text/phone verifications for the big players, and if it's publicly traded.

I think I recently saw with my gmail that they will be double verifying early this month.

If there is a publicly traded entity that does this, what are your thoughts on them?

C.

Q: Morning,
What are your top 3 choices (Canadian and U.S.A.) small cap value stocks today for a 5 year hold. Thanks.