Q: Could you weigh in on Mitek Systems here. What is in these numbers? Thoughts on going forward? I can't understand why they continue to have issues around reporting?
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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.
- Booking Holdings Inc. (BKNG)
- United Rentals Inc. (URI)
- Axon Enterprise Inc. (AXON)
- Powell Industries Inc. (POWL)
- Vertiv Holdings LLC Class A (VRT)
- Mitek Systems Inc. (MITK)
- Nextracker Inc. (NXT)
Q: How would you rank the named companies for inclusion in a balanced portfolio today? Would the rankings shift for a growth portfolio?
- Booking Holdings Inc. (BKNG)
- United Rentals Inc. (URI)
- Axon Enterprise Inc. (AXON)
- Powell Industries Inc. (POWL)
- Vertiv Holdings LLC Class A (VRT)
- Celsius Holdings Inc. (CELH)
- Mitek Systems Inc. (MITK)
- Nextracker Inc. (NXT)
Q: Are there alternatives to MITK and BKNG that you feel would be better to have in a portfolio today?
- Intuitive Surgical Inc. (ISRG)
- Exact Sciences Corporation (EXAS)
- Roku Inc. (ROKU)
- Axcelis Technologies Inc. (ACLS)
- Alarm.com Holdings Inc. (ALRM)
- Guardant Health Inc. (GH)
- Ultra Clean Holdings Inc. (UCTT)
- Entegris Inc. (ENTG)
- Fulgent Genetics Inc. (FLGT)
- Mitek Systems Inc. (MITK)
Q: These stocks are my US non registered portfolio, and are all at a loss, to varying degrees. Which stocks would you hold, which ones to sell, and what would you replace them with? Any sector, moderate risk
Q: Mitek has been dealing with the non-compliant issue and now has another hearing on March 19th. the company has prospects, but is this enough of an issue to keep it as a hold at the moment. Want to add to the position.
Matthew
Matthew
- Charles Schwab Corporation (The) (SCHW)
- Trex Company Inc. (TREX)
- Ultra Clean Holdings Inc. (UCTT)
- Airbnb Inc. (ABNB)
- Mitek Systems Inc. (MITK)
Q: I've got these laggards in a TFSA or RRSP, down between 15-36%! I want to dump a bunch (all?) as I feel I've given them enough time to perform and they haven't. Does 5i see catalysts in the next 12 months for any of these that i should keep some?
In which order would you drop them.
In which order would you drop them.
- Adobe Inc. (ADBE)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- Salesforce Inc. (CRM)
- CGI Inc. Class A Subordinate Voting Shares (GIB.A)
- Constellation Software Inc. (CSU)
- Descartes Systems Group Inc. (The) (DSG)
- Veeva Systems Inc. Class A (VEEV)
- The Trade Desk Inc. (TTD)
- Synopsys Inc. (SNPS)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- CrowdStrike Holdings Inc. (CRWD)
- Mitek Systems Inc. (MITK)
- Topicus.com Inc. (TOI)
Q: I understand that information technology stocks maybe "cyclical". Like for example, TTD may be more cyclical because it leans into communication for retail stocks. But for many, I'm having a difficult time deciding whether the above stocks are heavily, moderately or lightly cyclical. Please let me know how you would rate them for these 3 categories. Thanks for the help and please deduct credit that you consider is right for the work needed to answer my question.........Tom
Q: What would you say about MITK today
Peter
Peter
- Dollar Tree Inc. (DLTR)
- PayPal Holdings Inc. (PYPL)
- Methanex Corporation (MX)
- Block Inc. Class A (SQ)
- Jamieson Wellness Inc. (JWEL)
- DocuSign Inc. (DOCU)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Pinterest Inc. Class A (PINS)
- Mitek Systems Inc. (MITK)
Q: I read with interest your recent response about high risk stocks for conservative investors. Me, becoming more a conservative investor (as I enter my 80's but still like growth....hahahaha). With that in mind would you consider the following stocks high risk - LSPD, MX, JWEL, and in the US, MITK, PINS, PYPL, SQ, DLTR, DOCU....Thanks for your take.........Tom
Q: Hi 5i
I see Mitek has taken a significant drop today.
Any news that you’re aware of ?
Thx
Gerry
I see Mitek has taken a significant drop today.
Any news that you’re aware of ?
Thx
Gerry
Q: Any update on this one? I see 5 analysts all with strong buy and a $17 USD price target, representing pretty good upside. I've owned it long enough to be down 36% and while I like it, there does seem to be a lot of other fish in the proverbial sea these days where my $ might be better.
If I hold, how much longer do I give them?
If I hold, how much longer do I give them?
Q: I realize this stock has been disappointing but I continue to believe there is good long term growth in this industry. Would you suggest patience with this name or can you recommend a more compelling stock in the same industry?
Thanks
Thanks
- Pine Cliff Energy Ltd. (PNE)
- Enbridge Inc. (ENB)
- Tamarack Valley Energy Ltd. (TVE)
- TECSYS Inc. (TCS)
- ECN Capital Corp. (ECN)
- Gear Energy Ltd. (GXE)
- WELL Health Technologies Corp. (WELL)
- Converge Technology Solutions Corp. (CTS)
- Enthusiast Gaming Holdings Inc. (EGLX)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
- Mitek Systems Inc. (MITK)
- TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
- Lumine Group Inc. (LMN)
Q: Good morning,
In this group can you tell me which one to keep, to hold, to sell and add at this moment.
Thank you
Marty
In this group can you tell me which one to keep, to hold, to sell and add at this moment.
Thank you
Marty
- KraneShares CSI China Internet ETF (KWEB)
- Digital Turbine Inc. (APPS)
- Unity Software Inc. (U)
- Upstart Holdings Inc. (UPST)
- Mitek Systems Inc. (MITK)
Q: I hold the following in loss positions and need to raise some money and sell 2 of these dogs. In the past I have sold my winners hoping for recovery on the losers but I am trying to fight the psychology of that tendency. Could you rank these in with the 1st ranked being the highest conviction sell. Also, if inclined perhaps you could comment and provide your perspective on this most annoying human trait. John
Q: This company is Delinquent in its filings. Should I sell it? I noticed in a previous question you were positive on this stock as a hold, do you remain so?
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS)
- Snowflake Inc. Class A (SNOW)
- Mitek Systems Inc. (MITK)
Q: Good Morning 5i,
We have an opening in two of our accounts.
For a 1% flyer which would you recommend: MITK or SNOW?
For a 1/2 position in our TFSA: GOOS or ATZ
Thank you
Debbie and Jerry
We have an opening in two of our accounts.
For a 1% flyer which would you recommend: MITK or SNOW?
For a 1/2 position in our TFSA: GOOS or ATZ
Thank you
Debbie and Jerry
- Illumina Inc. (ILMN)
- Intuitive Surgical Inc. (ISRG)
- Sea Limited American Depositary Shares each representing one Class A (SE)
- Brookfield Renewable Partners L.P. (BEP.UN)
- Enghouse Systems Limited (ENGH)
- MercadoLibre Inc. (MELI)
- IDEXX Laboratories Inc. (IDXX)
- The Trade Desk Inc. (TTD)
- Etsy Inc. (ETSY)
- JD.com Inc. (JD)
- Roku Inc. (ROKU)
- WELL Health Technologies Corp. (WELL)
- Pure Storage Inc. Class A (PSTG)
- Crocs Inc. (CROX)
- Axon Enterprise Inc. (AXON)
- Guardant Health Inc. (GH)
- Redfin Corporation (RDFN)
- Perion Network Ltd (PERI)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Pinterest Inc. Class A (PINS)
- Zoom Video Communications Inc. (ZM)
- Fiverr International Ltd. no par value (FVRR)
- CrowdStrike Holdings Inc. (CRWD)
- InMode Ltd. (INMD)
- Lemonade Inc. (LMND)
- Palantir Technologies Inc. Class A (PLTR)
- Airbnb Inc. (ABNB)
- Upstart Holdings Inc. (UPST)
- Mitek Systems Inc. (MITK)
- Taboola.com Ltd. (TBLA)
- Riskified Ltd. Class A (RSKD)
- Lantheus Holdings Inc. (LNTH)
- Catalyst Pharmaceuticals Inc. (CPRX)
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!!
Thanks!!
- Block Inc. Class A (SQ)
- Tesla Inc. (TSLA)
- Carriage Services Inc. (CSV)
- IDEXX Laboratories Inc. (IDXX)
- Roku Inc. (ROKU)
- Zscaler Inc. (ZS)
- Converge Technology Solutions Corp. (CTS)
- Century Communities Inc. (CCS)
- MEDIFAST INC (MED)
- Digital Turbine Inc. (APPS)
- Cloudflare Inc. Class A (NET)
- Snowflake Inc. Class A (SNOW)
- Airbnb Inc. (ABNB)
- Mitek Systems Inc. (MITK)
- Affirm Holdings Inc. (AFRM)
- DigitalOcean Holdings Inc. (DOCN)
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
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
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Roku Inc. (ROKU)
- Guardant Health Inc. (GH)
- Pinterest Inc. Class A (PINS)
- Digital Turbine Inc. (APPS)
- Mitek Systems Inc. (MITK)
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
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
Thanks Dave