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Q: Hello 5i!
Would you please list your top 10 companies that will face severe headwinds going into a recession / renewing debt at higher interest rates / margin erosion / no pricing power / unprofitable tech?
Thank you!
Would you please list your top 10 companies that will face severe headwinds going into a recession / renewing debt at higher interest rates / margin erosion / no pricing power / unprofitable tech?
Thank you!
- Meta Platforms Inc. (META)
- Descartes Systems Group Inc. (The) (DSG)
- Enghouse Systems Limited (ENGH)
- NFI Group Inc. (NFI)
- Kinaxis Inc. (KXS)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Asana Inc. Class A (ASAN)
- Viatris Inc. (VTRS)
- Affirm Holdings Inc. (AFRM)
Q: Hello , following is my list of losers .. and I am assessing which ones to sell this month for YE capital loss. I appreciate your comments.
As an aside; in watching the huge drop in some of these stocks, one certainly wonders about the wisdom of their CEO's ... as an example META, they are spending billions on Metaverse so that people can work and play and interact in virtual reality .. maybe in the year 2050 !!. and many others that just didn't adopt their businesses to people post Covid returning to work and shop at malls... truly incompetent .. For me, this crash has convinced me to buy shares in companies that are making money and have a strong management team.
Thank you
Carlo R.
As an aside; in watching the huge drop in some of these stocks, one certainly wonders about the wisdom of their CEO's ... as an example META, they are spending billions on Metaverse so that people can work and play and interact in virtual reality .. maybe in the year 2050 !!. and many others that just didn't adopt their businesses to people post Covid returning to work and shop at malls... truly incompetent .. For me, this crash has convinced me to buy shares in companies that are making money and have a strong management team.
Thank you
Carlo R.
- Enghouse Systems Limited (ENGH)
- NFI Group Inc. (NFI)
- Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS)
- BlackBerry Limited (BB)
- Asana Inc. Class A (ASAN)
- Affirm Holdings Inc. (AFRM)
Q: Hello, My loss on these stocks varies from 25% to 65%.. As I get ready for year end losses, which ones may have some life? and which ones to sell.
Thanks
CR
Thanks
CR
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