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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: Happy New Year to the 5i crew. A question regarding EXLS, it's had a very nice climb since early 2020 and has more than tripled. The PB and PS look reasonable for a growth company but the PCF looks quite high. Is there more gas in the tank over the next 1-2 years?
Read Answer Asked by Stefan on January 05, 2023
Q: Hi Team,
My thoughts are on what to do with a portfolio that was caught "tech heavy" before the recent fallout. My opinion is...that if the holdings were "winners" in the previous environment, and will survive until the next cycle up for the sector happens, then at this point it is best to just hold on to the positions, as opposed to try to sell for big losses and diversify at this point when the entire portfolio fell 50% in 2022. My hopes are to wait for a big recovery in my holdings at least somewhat...then after that diversify to more appropriate levels. Am I wrong in this thinking? Tough call I know...but what do the odds point to here? Thanks!
Read Answer Asked by Shane on January 05, 2023
Q: Good morning, Can you see a turning point after bottoming out for growth stocks of this nature this coming year for company's like Shop, Nuvei and Lighrspeed, just to name a few, thanks?
Read Answer Asked by Pat on January 04, 2023
Q: I currently have the following positions in the "FAANG" stocks: GOOGL (5%), MSFT and META (each less than 2%), AAPL (less than 1%).

Not interested in NFLX since I already have positions in DIS and ROKU, but I'm open to AMZN (although I have a small position in SHOP, less than 2%).

I want to reduce the number of stocks I own, so I'm looking to consolidate my FAANG positions. In what order would you rank the FAANG stocks at today's prices for potential future returns?

I have a long time horizon (decades) and a very diversified portfolio, so not worried about short-term declines in share price.
Read Answer Asked by Patrick on January 03, 2023
Q: Merry Christmas and Happy New Year all at 5i
This is another crystal ball question. I have a sizable loss on Shopify and today is the last day to claim it for this year. I am caught in the headlights a bit, though, thinking that January could be a very good month for stocks and that i would be better to wait until towards the end of January. What kind of chances do you give it for rising a lot in January?
Thanks
Read Answer Asked by joseph on December 28, 2022
Q: Hi 5i,
I’m working through an audit of my technology positions for year end. Would you rate each position as a buy, sell or hold for your own portfolio today?

Thank you!
Read Answer Asked by Greg on December 22, 2022
Q: Is there a chance that companies like NVEI, APPS, NVDA etc can lose up to 50% of their value with an upcoming recession. Im hoping you will answer unlikely as there is an inflection point where stocks have been beaten up so bad it would start getting ridiculous.

Thanks Steve
Read Answer Asked by Steve on December 22, 2022
Q: Retired conservative investor whose only tech holding is HTA ( 5% total portfolio). Looking at either CSU or Shopify as next purchase. Which of these would you prefer to “ dip your toe “ further into the tech sector ? Also, is my weighting of HTA appropriate ? Thanks. Derek.
Read Answer Asked by Derek on December 22, 2022
Q: Tough question for sure, but disregarding other personal factors (eg, diversification etc), if you could buy 3 Cdn stocks and 3 US stocks given YOUR assessment of the investment/economic landscape, what would they be? Let's say the only parameter is performance over the next 12 months.
Read Answer Asked by Doug on December 22, 2022
Q: I note that you just added TCS to your growth portfolio and it dropped like a stone today about 8%. Any comment on what might have caused the drop. Fortunately, I bought my shares just off the bottom today and it has recovered somewhat.
Read Answer Asked by Earl on December 22, 2022
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