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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

Sold GSY at a loss over 30 days ago in my cash account for the loss.

I hate when Government sticks there nose into business. If they did it once who says they will not do it again.

If I were to buy again would I be better off with GSY or PRL?

Thank you

Mike

Read Answer Asked by Mike on May 09, 2023
Q: If you held the following smaller cap stocks in positions of 0.5% to 1.0% of your total stock portfolio, and wanted to reduce the number of holdings by selling several of them and using the money to add to others, which ones would you sell and which ones would you add to: ACQ, ADEN, AEP, AND, CHW, CJ, DCM, ECN, GEO, HPS.A, LNF, NOA, PRL, QIPT, RCH, RET.A, SFC, STLC, SVI, TVE, WELL, XTC. Assume overall portfolio is well diversified so sectors not a consideration, and that this is the riskier part of portfolio, so, higher risk is fine. Would be great if you could pare this list of 22 stocks down to about 10-15. Thanks.
Read Answer Asked by Dan on April 24, 2023
Q: I would like to purchase one of these for an aggressive growth account for the next 5+ years. How would you order them best to worst? Thanks.
Read Answer Asked by Michael on December 22, 2022
Q: The following are some of the companies I’ve lost money with and will sell for tax purposes. I am wondering what your opinion is re their repurchase as commented on below.

The following I don’t feel I need to buy back, unless you feel differently.
NFI, QST

The following I would like to buy back ASAP unless you feel otherwise. Considering the state of the market do you think I would need a proxy for the next 30 days?
CRWD, GSY, META, NVEI, ROKU, WELL

The following are stocks I would like to buy back but don’t see the urgency, considering how the market currently views these companies, notwithstanding their financial outlook.
COIN, LSPD (I already own SHOP), U, UPST

Thank You.
Read Answer Asked by Walter on December 14, 2022
Q: Please rank in order of your favourite.
Thanks
Read Answer Asked by Curtis on November 22, 2022
Q: Hi 5i Team,

Would you recommend any of these as a buy at this current time as a basket of smaller cap companies? If so, what order would you rank these?

Thanks,
Jon
Read Answer Asked by Jonathan on August 08, 2022
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