Q: With the buyout deal, would it be best to hold this stock or sell. My average price is $4.96. I am down about 3% but not sure what to do next. Can you please advise me of some options? Thank you
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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: Assuming the CSGP offer to buy MTTR proceeds, would you see CSGP as a Hold or Sell for current owners of MTTR? Thanks
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
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
- Southwest Airlines Company (LUV)
- Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS)
- Viemed Healthcare Inc. (VMD)
- Guardant Health Inc. (GH)
- InMode Ltd. (INMD)
- Matterport Inc. (MTTR)
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.
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.
- LendingClub Corporation (LC)
- Exact Sciences Corporation (EXAS)
- Trupanion Inc. (TRUP)
- Pure Storage Inc. Class A (PSTG)
- Alteryx Inc. Class A (AYX)
- Redfin Corporation (RDFN)
- Photronics Inc. (PLAB)
- IES Holdings Inc. (IESC)
- Pinterest Inc. Class A (PINS)
- Chewy Inc. Class A (CHWY)
- Cloudflare Inc. Class A (NET)
- Magnite Inc. (MGNI)
- Unity Software Inc. (U)
- Upstart Holdings Inc. (UPST)
- Taboola.com Ltd. (TBLA)
- Matterport Inc. (MTTR)
- Upbound Group Inc. (UPBD)
Q: I’m invested for the long term. Do you view any of these names as no longer holding any long term potential?
Thanks
Thanks
- PayPal Holdings Inc. (PYPL)
- Sea Limited American Depositary Shares each representing one Class A (SE)
- DocuSign Inc. (DOCU)
- Cardiol Therapeutics Inc. (CRDL)
- Digital Turbine Inc. (APPS)
- QuantumScape Corporation Class A (QS)
- Desktop Metal Inc. Class A (DM)
- Skillz Inc. Class A (SKLZ)
- Roblox Corporation Class A (RBLX)
- C3.ai Inc. Class A (AI)
- Aeva Technologies Inc. (AEVA)
- Horizons Global BBIG Technology ETF (BBIG)
- Sharecare Inc. (SHCR)
- TortoiseEcofin Acquisition Corp. III Class A (TRTL)
- Matterport Inc. (MTTR)
- Ginkgo Bioworks Holdings Inc. Class A (DNA)
- IonQ Inc. (IONQ)
- Planet Labs PBC Class A (PL)
- GeneDx Holdings Corp. (WGS)
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.
Q: Please let me know if the 3d camera manufacturer Matterport is worth buying. Thanks
Q: All 3 appear to be high potential growth opportunities with significant upside. How would you rank on risk/reward. Will or are any cash flow positive. Thanks as always.
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
At current levels, would you suggest RBLX or U ?
Or suggest any other name you prefer in this space.
Thank you
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
What short interest levels and number of days to cover do you view as being positive or negative influences on a stock price?
Thanks
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.
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 $500M cash and equivalents and no debt, is that likely sufficient to fund it until it starts making a profit?
Thanks again.
- Ultra Clean Holdings Inc. (UCTT)
- CrowdStrike Holdings Inc. (CRWD)
- Digital Turbine Inc. (APPS)
- Palantir Technologies Inc. Class A (PLTR)
- Upstart Holdings Inc. (UPST)
- Affirm Holdings Inc. (AFRM)
- Matterport Inc. (MTTR)
Q: I got caught in the recent drop with too much US tech. I have positions in these companies, all down more than 50%. I don't need to consolidate, but could if it means a stronger recovery. Looking toward a recovery in the market, do you see any holdings that have a lesser chance of recovery, that should be sold to add to another position that has a better chance of recovery? Thanks!
- Apple Inc. (AAPL)
- Meta Platforms Inc. (META)
- Alphabet Inc. (GOOG)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- Booking Holdings Inc. (BKNG)
- QUALCOMM Incorporated (QCOM)
- Atlassian Corporation (TEAM)
- Crocs Inc. (CROX)
- CrowdStrike Holdings Inc. (CRWD)
- Digital Turbine Inc. (APPS)
- Unity Software Inc. (U)
- Matterport Inc. (MTTR)
Q: We hold the following in a registered US$ '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%
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%
Q: does mttr hold any special applications that the big boys need or is it very speculative or pretty good potential with things lining up ?
Q: Which 2 of these stocks do you figure will perform best over the next 5 years ? Thanks.
- Meta Platforms Inc. (META)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- Booking Holdings Inc. (BKNG)
- QUALCOMM Incorporated (QCOM)
- Atlassian Corporation (TEAM)
- Crocs Inc. (CROX)
- CrowdStrike Holdings Inc. (CRWD)
- Digital Turbine Inc. (APPS)
- Unity Software Inc. (U)
- Matterport Inc. (MTTR)
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.
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.
Q: Hello 5I.
After MTTR missed earnings and tanked 20% do you think the potential etc has changed on this company? Is it a sell or change/?
Thanks
After MTTR missed earnings and tanked 20% do you think the potential etc has changed on this company? Is it a sell or change/?
Thanks
Q: Your comment on Matterport's latest earning. Thanks
- NVIDIA Corporation (NVDA)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Veeva Systems Inc. Class A (VEEV)
- The Trade Desk Inc. (TTD)
- Enthusiast Gaming Holdings Inc. (EGLX)
- Ultra Clean Holdings Inc. (UCTT)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- CrowdStrike Holdings Inc. (CRWD)
- Digital Turbine Inc. (APPS)
- Celsius Holdings Inc. (CELH)
- Palantir Technologies Inc. Class A (PLTR)
- Upstart Holdings Inc. (UPST)
- Affirm Holdings Inc. (AFRM)
- TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
- Matterport Inc. (MTTR)
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.
Q: Hello 5I,
Just wondering if the fact Matterport had significant insider selling changes the long term thesis at all? Or does the unlock that just happened mean something? Thanks
Just wondering if the fact Matterport had significant insider selling changes the long term thesis at all? Or does the unlock that just happened mean something? Thanks