Investment Q&A

Q: As a relatively new investor, I am not sure what to do with Unity Software (U). I am currently down 40% since I picked it up leading to its earnings report which was not horrible. Since I am new to investing, can you offer some advice on how to approach this situation. Is it time to cut my losses and put it into something else? Or is this just a matter of picking it up at a bad time just before earnings that did not meet market expectations and now this big sell off in tech? Should i just take a deep breath and give this one the appropriate amount of time (how much time would you suggest?). I am trying to not be an emotional investor with such a loss so your advice would be greatly appreciated.

Q: I took a half position in CRWD when it was higher than it is now and am wondering about taking the other half position now that it has fallen quite a bit. Wondering what your thoughts are on this at these levels or if you think averaging in is more appropriate at this time. It will be purchased in a TFSA with a long term hold expectation.

Q: following the current results ... would you not expect a positive response from the market? ... why the negative response ..thx

Q: AT taking a hit again in early trading. Is it time to move on. Thanks

Q: Not a question but your subscribers may be interested in the response by the CEO of TTD to Google's latest move.

Y

Q: Question regarding Google's announcement of changes to third party cookies and your thoughts on the potential benefits this may bring for some companies. I know its affecting companies like TTD but wouldnt ROKU benefit because they have their own ecosystem and can see what people watch, search for etc. or a company like FB who can see status's, conversations, group posts about products people still share so much information plus instagram (sharing info between the two). Or a PINS who again has its own ecosystem and can use that data to sell ads on its own site... hope this makes sense.

Also as of right now with the further rotation out of growth, what are your top 5 "buy now" companies that you *could* see rebounding quite nicely when the dust settles.

Q: I realize the markets have been weak lately, however, UPST is down about 50% from its high. Any idea why its down so much? What do you think of the prospects of this company? Is this a buying opportunity or should I stay on the sideline?

Thanks for any help you can provide

Q: I own U and currently have a loss of 25%. Would you continue to hold? If you would sell, would TDOC be good acquisition even though not in same sector? Which has the better upside in the next few years?

Q: Gentlemen
Thinking of swapping out KXS for TOI. Would you recommend and which stock do you feel has the most growth ahead of it.

Wayne

Q: I'm looking to add a tech name to by TFSA and was going to pick something from the growth portfolio. Plan is to buy half position (2.5% weighting) now. Any preference between DND or STC today or am I splitting hairs here?

Q: Hi 5i,

I’m a conservative investor who doesn’t like a lot of volatility. I want to diversify a little more from my banks, utilities, and Reits to get a little more growth. I like KXS but can’t handle that amount of volatility. Do you think TIXT would be more appropriate? Is it a good time to purchase at $36? I own OTEX and have no problem with its volatility.

Thanks
John

Q: Any thoughts lately on this co. as their outlook seems impressive but not the stock. thanks

Q: Inside TFSA, could you please suggest the order that you would purchase the following growth stocks: AMZN, NVDA, GOOG, MSFT, TTD, CRWD, U, PLTR. Your insight is much appreciated!

Q: Team, I believe you still have confidence in all 3 stocks listed. My question is in what order would you be adding to? Growth being the main criteria, two year time frame.

thanks
Dave

Q: wanting to make an accurate analysis on this company .with insiders selling will they have incetive or become fat cats ? would you feel comfortable buying

Q: What are your thoughts on its earnings report and prospects moving forward. Thoughts on drivers for the dip despite its earnings beat?

Q: Hi,

Wondering what your thoughts are on this company as a long term investment? Also is this the only pure play for AI or are their other companies in this space and would you consider any of them to be a better investment. Thanks a lot.

Q: Just looked over recent results and it looks to me like their 2020 full year results were roughly the same or below 2019 numbers on some key metrics,this seems odd for a stock that is up 1600% in that year, would be in for a huge decline unless im missing something (my average cost is 5.05 and i am in for the long haul just dissapointed)what is your opininion here on the stock going forward B,S,or Hold and why thanks so much.

Q: Hi 5i Team,
Your thoughts on Acuity ads earnings and it's prospects going forwards. As well, do you consider Unity a buy at present levels?
Thanks,
Bob

Q: Can you elaborate more on what BBTV do and how they make money? When is their next report? What is your expectation from the report? And when do you think the stock may get some traction?