Investment Q&A

Q: Hello,
Looking at doing some tax loss selling. Could you please rank the following: AT, BYL, KTOS, COIN, NVTA, NIU and U.
Thank you

Q: can you give me an analysis on coinbase and your thoughts on cryptocurrency

Q: These are my candidates for tax loss selling. As a proxy for OKTA I intend to add to my existing position in CRWD, would you agree with that strategy? As for the other 3, I do not intend to buy proxies however I would consider repurchasing after 30 days. Do you suggest proxies for these 3? Also, would you repurchase. Thank you.

Q: What is their balance sheet. Would you buy it today and what would be good price.

Thanks,
Milan

Q: I read an article last night talking about if you had purchased AAPL stock on it's IPO 42 years ago at 22$ and invested 10G at that time and held until now the value not including the small div they pay would be roughly 14Million$ after all the splits your share count went from 400+ to over 100,000+ shares.. I know it is a tough call and this is more of a fun exercise but could you name a few companys/stocks that one day may return something like this over 30-40 year time block Canadian or USA..

Thanks

Q: Hi 5i Team - Is coin a buy at these levels if I would like to have a small holding in the crypto-currency space. Does it have other components as well as crypto-currency. Thanks.

Q: hi 5i. I usually like to sell in times like these, to lock in the capital loss. I pair trade immediately after the sell, to stay invested, usually. the list is of my losers right now. are there any on the list you would not sell now and pair trade? and, can you provide a recommendation for each for another stock to pair trade with ( I am thinking hut8 for hive, perhaps nuvei for something? dsg for something? or maybe one name can replace 1 or more of the names. I would then most likely buy back the stocks I sold after the month of waiting is over, to lock in the losses. your thoughts/expertise is always appreciated. cheers, chris

Q: With the sell off continuing across all sectors do you see any justification in the huge drop this took today May 12th besides the sliding of value in crypto markets and general dismay/panic everywhere? Are there any fundamental issues you see the last Q was good. Lastly your opinion on Mike Novogratz as a leader/investor and his track record. I am thinking of adding to a very small position for long term hold. Thanks

Q: Down significantly on these names, wondering at these level if you would still hold on for a better market, if so which ones or swap them out for other stocks that are down and may have a better chance to recover.

Q: Could you please comment on their results and outlook?

Thanks,

Milan

Q: Hi All at 5i! I am doing some tax loss selling to off set a capital gain. I am underwater on these three stocks and plan to sell them. After the appropriate waiting time would you buy any of these back?? Cheers, Tamara

Q: What is their balance sheet. Would you buy them today and in what order?

Thank you,
Milan

Q: Thoughts on COIN now that the valuation is more reasonable. Please provide pros and cons of this stock and what is the current forward P/E?

Q: Good morning everyone at 5i!
Peter, I would like to compliment you on your National Post article I read this weekend. You are a breath of common sense in this “ the sky is falling” world. I always feel much more optimistic after having read your articles. Thank you. Now to my question. You equated bitcoin to the tulip bubble. I always wondered about bitcoin and the attraction. Should I divest myself of my holding in Coin, if there is no real future in bitcoin?? That, and Square are my only exposure to the bitcoin market. Cheers, Tamara

Q: Hi Peter,

What is your brief overall take should the following stocks be part of one's investment portfolio?

High risk is tolerable and time horizon is greater than 5 years.

Thanks,

Thanks,

Q: Could you please comment on the ER for COIN and UPST and confirm how you would rank them for growth over the next 5 years. What would be a good add or entry price point?

Thanks as always for your much appreciated insights.

Q: I would like to have broad exposure to digital currency . I have COIN and QETH-UN.CA.
Your thoughts on these please . Any other choices you find interesting ?

Many Thanks

Greg

Q: Good morning!

AFRM aside, could you rank 3 or 4 of favorite US based IPOs so far in 2021, that you’re watching and briefly let us know what you see and like.

thx, Mark

Q: "Coinbase just announced that it will be taking on some of the biggest players in the hottest new market: NFTs." Saw this in the news, what does this mean for the future of COIN? To the moon?

Q: Hi Peter,

Does a portfolio, that is made up of the stocks listed above, agreeable to you if one has a longer term time frame, say 5 years plus and has a high tolerance for risk?

Thanks,