Investment Q&A

Q: UPST has been a disappointing stock. In my TFSA, there is no opportunity for tax loss harvesting here. What US alternates would you suggest, not necessarily in the same category, that may give excellent growth potential in a market turnaround?

Q: Good Morning,

Can you please comment on most recent earnings and give your opinion on buy, hold or sell?

Thanks,

Brad

Q: In your reply to Shane you said "we think an investor who chooses the right stocks, and can do nothing for three years, is going to see some very hefty returns when this thing turns"; please elaborate and give me a few names. Thanks.

Q: Hi there,

The results today out of Pet Value looked good. Can you please comment on the results and if you would rate this company as a buy or sell. If a buy, how bullish would you be on the company and how would it compare to something like an ATD or DOL?

Thanks!

Q: Hi! Doing some cleaning up and wondering if these are buy, sell, or hold. In reference to Shane's comments I also agree that it wasn't too long ago that so many advisors were recommending growth stocks at lofty prices. Having always been a more of a value investor I dipped my toes, but am feeling like I'd be too scared to ever enter any kind of a growth stock again. I know if interest rates peak you feel these can do well again but only time will tell and many investors have lost lots of money on the high growth names like in Cathy Wood's funds. Happy to hold any of these names if there could ever be a turn around. Thank you!

Q: I need more exposure to health care as well as small caps so I have been investigaring NBLY. I assume Neighboorly is considered health care and not consumer staples? There seems to be an investment company, I believe it is PCP, that has over 50 per cent of the shares. Is that a good or bad and why? Obviously I am a retail investor so liquidity is not a big issue since I won't need to trade large blocks of shares. But does a small float, assuming PCP does not intend to sell shares, create a more volatile share price? I don't mind volatility as long as the trend is up and to the right. Apparently they raised money in secondary offerings in the high $20's. That means that people supposedly far smarter than me thought Neighboorly is worth more than it's current share price. Should I take comfort in that?

Q: Converge has had quite a significant drop recently and reached a new 52 week low.
What are the reasons for this drop? Should I continue to watch before I add more to my still "green" position?
Thanks for your help
Albert

Q: YTD: CSU -20%, NVDA -52%, MSFT - 33%, AMD -57%, AAPL - 22%.

These five were a big part of my best year in '21 and they're a big part of my worst ever year ion '22. So it goes. Having stubbornly ridden them down, not wanting to have locked in a loss, do I assume correctly that you still like all these names and would advise hanging in for the rebound?

Q: Hi Team,
EGLX is now 0.3% of my portfolio down 88%. I want to either sell it and use the funds in existing positions or pump more money into it. Sell or add?
If I sell please advise in order of preference which names you would add to for 5-10 years between the following NVDA, PLTR, GSY, LSPD, SHOP, WELL?
Thanks

Q: With most stocks drifting lower, can you find and name a few stocks you like with good upward momentum? Doesn't matter of size/sector. Thanks.

Q: Can you give me your opinion on the results ?

Q: What are your thoughts on VMD recent earning. At this time would you classify it as a Buy or Wait till latter? Thanks … Cal

Q: You mentioned yesterday you think there any many good companies that have the ability to double or triple in time. At this point could you give 5 US and 5 Canadian names?
Thanks

Q: Hello 5i,
Continuing on Pietro’s question posted on Oct 31, 2022, please recommend a few (3 to 6 companies) good buying opportunities in the cyclical sector.

Thanks,
Roger

Q: Which sector would you say has the biggest upside going forward? I would appreciate your recommendation of 2 or 3 specific companies in this sector.
Thank you.

Q: I retired last year and then setup a consulting company which keeps me busy less than half time. My accountant advised that setup an investment portfolio within the business banking account. I am looking at one CND bank ETF (25%), One dividend ETF (40%), and one growth ETF. (25%) I would like to add one or two CDN or US growth stocks representing 10% of the portfolio. Can you please give me some choices for the one or two growth stocks? Thanks again!

Q: Hello 5I,
Could you give your top 5 bounce candidates for a fed pivot in both the US and Canada? Could you please only include companies you like long term?
Thanks

Q: Which Sector would you recommend investing in at this time? A couple of stock selections in this sector would be appreciated. Thank you.

Q: High growth stocks. A recent NP piece by Peter H. advised investors consider these vs. conservative picks coming out of a bear market. "Stocks that used to be 50X sales are now 3X sales and still growing at 50%+...a Bloomberg screen shows 982 companies with 50% sales growth in the next year."

Could you provide 10 Cdn. stocks in this category or better yet provide a link to the Bloomberg screen. Thanks.

Q: Currently down substantially on these two , in your opinion are either likely to recover in the next 2-3 years, or should they be disposed of?
Thanks