Investment Q&A

Q: Hi 5i,

I have some stocks down over 10%, mostly in USD. Do you see any red flags in the following stocks? Its small amounts and timeframe is not a problem.

DCBO
ILLM
KEI
LSPD

AFRM
CRNT
MRVL
NVO
ON
RXST
UPST

Thank you

Q: Please rank the following for a new growth position today: VRT, CLBT, SYM, AFRM, UPST, TRAK, FI, SNOW, TMDX, MSTR, CTLP

Q: Hi 5i
Another question on shopify... Earnings next week....What is expected and do you expect they will meet these earnings expectation?
Are you comfortable holding into earnings.... and would you expect any influence from Afrms positive results today Friday Feb 07

thx

Q: Hi there,
Thanks for your past assistance.
I've done well with PRL and I'm wondering if Upstart has the same kind of trajectory.
Do you like this stock short and long term?
If not, can you please recommend an alternative?
Thanks!

Q: AFRM has made a big move in the last 6 months. What has changed?
Thank you.
Stephane

Q: I have two questions re: tax loss selling. I have a three year old gain that I can offset by selling the above holdings.

1. First please help me with the math. If I buy a stock for $100, sell it for $90, I have a loss of $10 which would mean I can expect a $2.50 tax loss at a 25% rate. Does this mean that if I wanted to buy the stock back after 30 days, I would only be better off if I buy it back at less than 92.50 per share? Do you have a threshold whereby you must be down by a certain amount to justify a tax loss sale? e.g. 20%? Unless of course you are walking away from a company.

2. Which of the companies listed would you consider buying back after 30 days? I have too many holdings as it is so may just let them all go unless something is particularly interesting. I am overweight technology, underweight everything else but otherwise have a broad mix of funds and stocks.

Q: Hello 5i
Please rank these companies for 2-3 year growth and in which order you would buy them if you had a fairly high risk tolerance.
Thank you
Dave

Q: Morning, what are your latest thoughts on AFRM, the recent quarter and potential going forward? Management is strong, profitability is around the corner, recession fears are abating... Is the debt an issue? Would you be bullish on the company now?

thx, M

Q: AFRM has been going down all of this year although it is signing up more customers. What do think of the future for this company and when could it show profit? Thx James

Q: pleade rank the following list of stocks to sell : SOFI, AFRM, DIS, FROG, CPNG, ALIT, CELH, DKNG. Thanks"

Q: Hello
Could you comment on Affirm Holdings?
Thank you
Stephane

Q: Hi, Could you please comment on Affirm earnings. Thank you

Q: I am down 80% of UPST ( avg price $149) and 50% down on AFRM (avg price $75), both in registered accounts.

Any chance of breaking even in the next 12 - 18 months or is it time to move on?

Q: For a 3 year hold, how would you rate these stocks, 1 means "forget it", 10 means "high growth expected": Nvei.to, shop.to, payfare.to, LSPD.to, PayPal, afrm, upst?

If possible, what would be a good entry price? Thanks

Q: Hello, I am down 25%+ on all of these companies and looking to do some tax loss selling prior to yearend. Can you order these companies in terms of what you would sell first? Would you rank these companies as Sells or Holds (or even Buys)? I am a long term investor, not a trader, so I'm hesitant to sell only to rebuy later, or to average down. I have some ability to do a tax loss carry back to recoup some of my losses from prior years (plus minimize my 2023 taxes).

Q: Hello 5i,
Given that interest rates appear to have peaked, please rank the above list for:
1. Growth only
2. Your buying preference.
Thank you
Dave

Q: Hello
Could you comment on Affirm Holdings most recent quarter?

Are chances of company making it to the next business cycle are getting better or am I to optimist and the gains are just short sellers leaving the trade?

Thank you very much.

Q: Hello could you comment on Affirm quarterly results

Management seems to be keeping a "tight ship" in a bad economic environment?

Thank you

Q: Hello 5i,
Well over a year ago I made a note to look at these five stocks when interest rates peak and/or start to drop.
Recently I have heard commentary that the recent run up in price is largely short covering.
I'd love to hear your take.
Are any in this group investible yet and in what order would you buy them.
I have an above average risk tolerance.
Thank you
Dave

Q: Due to interest rates, both GSY, AFRM and UPSThave taken a beating.

However you seem optimistic about GSY but not AFRM and UPST. What's the reason?

Do you see GSY doubling over the next 12 months.

I am thinking to sell my AFRM and UPST and buy GSY i stead.