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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.

Q: Hi Team,
I hold the following 3 aggressive names in a US cash account (sq, rblx, apps). As a group they are down 65% , in close to equal weighting’s . What do I do with this mess? Hold at this point waiting for recovery ? Consolidate into a different safer name? Any chance for these 3 with a 3-5yr time frame ? Or is it time to take the loss and high grade to something such as a goog ? Or Maybey crox in a different sector ? Or …hope for a aggressive pop at some point , then high grade later ? Your opinion is appreciated .

Read Answer Asked by Shane on November 10, 2022

Q: Hi Team,
This is more of a general question/ observation of todays price action. On a very negative day yet again, across all major index's where it seemed almost everything is down, some of my worst performers which I thought would be down even more yet were actually positive on the day. In specific (RBLX,SHOP,SQ,TOI (almost NVDA...was positive for a while). Anyways, should we read much into this? Is this a sign that some of these beat down names may actually be flirting with bottom? Or is is just wild trading and a one off perhaps? Your thoughts would be appreciated. Thanks


Read Answer Asked by Shane on September 26, 2022

Q: Currently, the largest paper losses in my non-registered account are in ROKU, TTD and U. I am considering selling one or all of them for capital losses but do not want to miss out on any pending gains in the short term. How would you rank these for selling with a low chance of price turn around over the buy-back restriction period? Please suggest a few names for surrogates.

Also, which US stock(s) do you see as a stronger growth name for permanently replacing one or all three of the above? Sector allocation is not relevant in this case, and I do not currently own any FANG stocks.


Read Answer Asked by Alvin on July 26, 2022

Q: Hi,
I’m thinking of doing some tax loss selling. Can you suggest proxies for the following companies: Roku, Trade Desk, Twilio, Unity Software and Zoom Video.

Would you also be able to suggest an ETF that would serve as a proxie for all of them? I’m thinking of a high-growth-stock ETF like the SPYG.


Read Answer Asked by Camille on June 20, 2022

Q: Hi Team,
Today seen some big % moves by many growth/ tech names; which seemed to come out of no where. Overall, what is your sense on where we are in this pullback? Is it time to start buying some beat down tech names? This being said, if you feel a person should be doing some buying at this time; what are your most convincing buys from todays levels? Some of the stocks I was looking at are SHOP (currently not owned), or add to either of this list which I currently own all: ATZ, TOI, U, RBLX, SQ. Currently I feel like we are watching a major buying opportunity unfold before our eyes...similar to oil stocks a couple years ago and feel I might regret not adding some new funds at this point to some high quality tech names that have been sold off some 50-75% in many names. Also, generally speaking; if a person is looking at holdings that are down say 60% (which I am with RBLX,U, APPS)...should we be doubling down? It seems if not it's almost hopeless to break even from these excessively sold off levels. Deduct as many credits as necessary. Thanks

Read Answer Asked by Shane on June 03, 2022

Q: Hi Team;
Can I get your take on earnings for TTD, U, RBLX? They are all falling after hours, especially Unity. Is the long term story still in place for these names? Also what are the chances of someone like FB buying out RBLX or Unity? Or..have the US regulators made it pretty much impossible for them to buy anything remotely close to being portrayed as a "monopoly" anymore? With the massive selloffs I kind of am expecting buyouts to start happening all over the place.

Also...speculative question/ rant. This last while one of the only sectors that has been working is the oil sector. Technology has been decimated...with many best in breed names falling to as much as being worth 1/10th of the value they were at a year ago. Yet...all the media has pumped to us the last few years is that "carbon is dead", "green energy is a must". And Looking around our world today all I see is technology advancing more by the day. Last year the media would portray the view that we are in early innings of a "technology revolution" ...with major advancements happening over the next couple decades. Which..with this view is why I positioned my portfolio as such. And now its been cut in half in the last year. For a 10yr plus horizon; would you agree that technology names will recover, and surpass the overall market? And would you see the technology sector the most likely to have the strongest long term growth for the next 10,20 yrs? Or am I wrong in my long term thinking here and are we going back to nothing but pro-oil and bank names? Were technology names priced last year similar to the bubble or is there a disconnect now? Speculative question I know. I can see with moves we are seeing in the market today, how investors get "jaded" from investing and pull out of the markets for years, or sometimes for a lifetime. It's frustrating for the average investor.


Read Answer Asked by Shane on May 12, 2022

Q: Thoughts on these quarterly results? Do you still like the long term prospects of these three growth companies?

In general, what are your thoughts on holding growthier names in this current market? It just seems that the risk of holding these positions through earnings outweighs the benefits. For example, if a company meets expectations and maintains guidance, the stock barely moves. However, any miss or lower guidance and the stock easily gets crushed 30-50%, such as NFLX, FB, UPST, RBLX, COIN, etc... Seems a lot of companies are issuing lower guidance because of all the uncertainties. Wouldn't it be better or more prudent to just sell or maybe trim the positions to reflect these risks and re-enter later?

Other growth names I have on deck soon are GSY, WELL, AT, EGLX, LSPD, NVDA, APPS, and CRWD and I'm worried about how investors will react to earnings. Thanks!

Read Answer Asked by Keith on May 11, 2022

Q: Would you have a good proxy for U:US, DND and GH:US to capture tax losses, I do not need them but I would use them at for the future? If there is no equivalent, please state that as well and I can wait until markets return, whenever that will be.

Thanks for your service!

Read Answer Asked by Ozzie on March 10, 2022

Q: I hold the following IT equities and ETF and am reviewing them for duplication. Please advise which of these you would sell; ASGN, RBLX, UCTT, META, LOGI, MSFT CSU, XIT, TOI, STC. Thanks very much.


Read Answer Asked by Michael on January 26, 2022

Q: Hi Team,
I am an aggressive investor, which paid off lovely in 2020, but now am being crushed. I hold the following stocks (with weightings in brackets) in total in my brokerage accounts. Could you have a quick look and tell me how this basket looks "In general"? And if you see this basket doing well over the longer term (say 5-10yr hold), pointing out any suggested changes you would make, if any are "sells" or worth switching out. Note that if I sell any GSY it would incur tax (the weighting is large because the position has grown and have been a firm believer in the company as its valuation still looks cheap and am collecting a nice div off it as well). I am 42yrs old so retirement is a ways away and my goal is maximum returns with reasonable risk until retirement. Please deduct credits as required. Thanks

Read Answer Asked by Shane on January 19, 2022

Q: What are your thoughts on this etf? Are there any similar options to get exposure to these companies?

Read Answer Asked by Gary on January 09, 2022