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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: Portfolio Cleanup Part 11:
I'm embarrassed to admit that I am down 50% or more (!) on the above.......
Are there any with good rebound potential that are worth holding on to? Can you provide a short reason why for each. Thanks
Read Answer Asked by Charles on September 17, 2024
Q: Hi fellows,

These are big loosers in my TFSA, more than 50%. Do you see any chance of a significant upside for these stocks in a reasonable time frame or further deterioration ? I am tempted to liquidate them and recover a bit of cash for a better investment. What would you do if you were in my shoes ?

Gratefully,

Jacques IDS
Read Answer Asked by Jacques on January 11, 2024
Q: Long investor trying my best to hang in there in with some of my dog stocks. Down significantly in Matterport 85%. Guardant Health 29%. Canada Goose 45%. Inmode 40%. Southwest Airlines 40%. Viemed 32%.
My 5i membership has been a stalwart of sound reason over the years, and I’ve appreciated your take on some companies that nose dive, but you feel are worthy of hanging onto, even if it takes a year or more. (ROKU and PINS spring to mind). With some potential tax loss harvesting coming up, which of the following would you think could be a re-buy, and which could be saluted and sent off to oblivion after the sale? I’m consigned now to doing either.
Read Answer Asked by Chris on November 07, 2023
Q: I’m invested for the long term. Do you view any of these names as no longer holding any long term potential?
Thanks
Read Answer Asked by Curtis on March 22, 2023
Q: Hi there, I am down considerably on the above stocks. Can you please advise which stocks have the greatest chance to recover in the next few years? Most are over 70% down and should I sell some to reinvest in better operating companies such as GOOG and AMZN. thank you for your time.
Read Answer Asked by Daniel on January 26, 2023
Q: I have META as part one third of my Metaverse portion and have room to add two third.
At current levels, would you suggest RBLX or U ?
Or suggest any other name you prefer in this space.
Thank you
Read Answer Asked by Jabs on September 02, 2022
Q: Hi, you mention short interest from time to time. Using MTTR as an example, you say that short interest is very high at 15%. I assume this is a negative as there are a lot of shorts (or shares short) that want to drive the price down. However, some view this as a positive as any good news can force all the shorts to cover. There are also different views on days to cover. MTTR shows 6 days. Some view higher numbers, such as 10, as positive as it means there could be a sustained rally if the shorts have to spread out their buying over a longer period rather than a quick spike.

What short interest levels and number of days to cover do you view as being positive or negative influences on a stock price?
Thanks
Read Answer Asked by Dave on August 18, 2022
Q: Hi,
What do you think of MTTR’s earnings release? The market seems to like it, for now anyway, but it is a risk on day. While it has negative cash flow, with over $500M cash and equivalents and no debt, is that likely sufficient to fund it until it starts making a profit?
Thanks again.
Read Answer Asked by Dave on August 15, 2022
Q: I got caught in the recent drop with too much US tech. I have positions in these companies, all down more than 50%. I don't need to consolidate, but could if it means a stronger recovery. Looking toward a recovery in the market, do you see any holdings that have a lesser chance of recovery, that should be sold to add to another position that has a better chance of recovery? Thanks!
Read Answer Asked by Kim on August 15, 2022
Q: We hold the following in a registered US$ 'growth' account . The list shows % each represents of our total US/CAN portfolio and current Gain/Loss position.

1. Anything in this list that you would toss out ?

2. With QCOM nearing 5% of portfolio and 100% gain, am thinking of reducing back to 2.5 and redeploying. Your thoughts on what to add to with proceeds – if anything ?

MTTR 0.2% -82%
CROX 0.4% -9%
META 0.4% - 25%
BKNG 1.0% -10%
APPS 1.2% -72%
U 1.2% -68%
TEAM 2.3% +22%
CRWD 3.0% -13%
MSFT 3.0% +85%
NVDA 3.7% +38%
QCOM 4.8% +92%
Read Answer Asked by Alexandra on July 29, 2022
Q: Which 2 of these stocks do you figure will perform best over the next 5 years ? Thanks.
Read Answer Asked by Norman on June 10, 2022
Q: We hold the following in a registered/US$ account . The list shows % each represents of our total portfolio and current Gain/Loss position. Considering selling U and redeploying into one or more of the names already held in US$ account.
1. Are there others that you would consider selling ?
2. Your thoughts please on which, if any, of the existing positions to re-deploy into, OR should the cash be held for later use ?

APPS 1.6% -61%
BKNG 1.1% -2%
CROX 0.3% -26%
CRWD 2.5% -25%
FB 0.55% -6%
MSFT 2.8% +72%
MTTR 0.25% -77%
NVDA 3.65% +38%
QCOM 4.4% +81%
TEAM 2.1% +11%
U 1.3% -67%

Many thanks, as always.
Read Answer Asked by Alexandra on May 18, 2022
Q: I have TTD, PLTR, NVDA, PLTR, NVDA, CRWD, APPS, UCTT, CELH, AFRM, MTTR, UPST, VEEV, in my US account, and LSPD, SHOP, EGLX, TIXT in my Canadian (and holdings in other sectors, but these are the holdings in question). I don't need to sell anything, but don't have new funds to deploy in the low market. I had a lot of positions in tech going in and already thinking about consolidating the sector when the market turned. I wonder if you see anything that should be sold, and added to something else to maximize growth when the market turns good again, or if it is better not to shuffle at this point.
Read Answer Asked by Kim on January 25, 2022
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