Q: Wondering which of these 2 stocks you would consider the better buy during the current sell off? I own a small position in Nvda already.
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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.
- Meta Platforms Inc. (META)
- Netflix Inc. (NFLX)
- The Walt Disney Company (DIS)
- DexCom Inc. (DXCM)
- Digital Turbine Inc. (APPS)
- Cloudflare Inc. Class A (NET)
- eXp World Holdings Inc. (EXPI)
- Upstart Holdings Inc. (UPST)
Q: Hello 5i Team,
I'm down considerably in these US stocks in a taxable account: APPS, DIS, DXCM, EXPI, FB, NET, NFLX, U, and UPST.
I would like to crystallize some losses.
Could you please suggest:
1. The stocks I should sell outright (and suggest a replacement);
2. The stocks I should sell and then re-buy in 30 days (and suggest a proxy); and
3. The stocks I should continue to hold.
Feel free to subtract as many credits as required.
Thank you for your valuable advice!
I'm down considerably in these US stocks in a taxable account: APPS, DIS, DXCM, EXPI, FB, NET, NFLX, U, and UPST.
I would like to crystallize some losses.
Could you please suggest:
1. The stocks I should sell outright (and suggest a replacement);
2. The stocks I should sell and then re-buy in 30 days (and suggest a proxy); and
3. The stocks I should continue to hold.
Feel free to subtract as many credits as required.
Thank you for your valuable advice!
Q: Hi,
Can I please get your updated opinion of Package Corp of America (PKG). Thank you!
Dave
Can I please get your updated opinion of Package Corp of America (PKG). Thank you!
Dave
- Sylogist Ltd. (SYZ)
- Realty Income Corporation (O)
- Verizon Communications Inc. (VZ)
- Williams Companies Inc. (The) (WMB)
- Algonquin Power & Utilities Corp. (AQN)
- A&W Revenue Royalties Income Fund (AW.UN)
- Hamilton Enhanced Canadian Bank ETF (HCAL)
Q: Given the never ending downwards trend of the market, I want to invest $10000 in US market and $10000 in Canadian market in dividend stocks, with at least 5% dividend.
Can you recommend 3 US stocks and 3 Canadian stocks. ETFs are also acceptable.
Thanks
Can you recommend 3 US stocks and 3 Canadian stocks. ETFs are also acceptable.
Thanks
Q: Peter and His Wonder Team
AP is a small cap company in Pittsburg since 1929. Please give me your general assessment. I know they are in a 3 stage plan and has decent management. Do you think it has any merit as a contrarian play? Will they benefit from infrastructure spending even in a downturn?
Thanks...as usual!
AP is a small cap company in Pittsburg since 1929. Please give me your general assessment. I know they are in a 3 stage plan and has decent management. Do you think it has any merit as a contrarian play? Will they benefit from infrastructure spending even in a downturn?
Thanks...as usual!
Q: Do you perceive that Generac is fully priced given, for instance, California’s drought and concomitant energy supply issues?
Q: I am curious as to your current opinion on APPS. I hold both TSLA and APPS in my TFSA account w/ TSLA now being around 4x in weight. I was thinking to even up their weighting and was wondering if you could get behind this move.
Q: I understand that you, generally, are not fans of ultra-short etfs and their ilk for various (very valid) reasons. However, if an exception were to be made, would it apply to the "Advisorshares Dorsey Wright Short"? Running it through the excellent Qtrade Portfolio Simulator in conjunction with my current portfolio produces excellent downside risk protection and diversification numbers with minimal reductions in performance, income and fee numbers. Your perspective would be much appreciated.
Regards
David
Regards
David
Q: Hello 5i,
How concerned should I be about the patent coming off Abbie’s drug Humira?
Do you see more opportunity in Eli Lily?
Thank you
Dave
How concerned should I be about the patent coming off Abbie’s drug Humira?
Do you see more opportunity in Eli Lily?
Thank you
Dave
Q: If you bot the S+P 500 in early 2000, it would have taken until early 2013 to see a general return to profitability in your portfolio. If 1970 inflation type problems persist (high oil prices and high interest rates), when would your best guess be for high PE stocks( DOCU ,ROKU, ADBE , TTD ) to recover and return to the highs we saw recently? Is it possible we may need to wait that long?
- Apple Inc. (AAPL)
- Amazon.com Inc. (AMZN)
- Meta Platforms Inc. (META)
- Alphabet Inc. (GOOG)
- Microsoft Corporation (MSFT)
- iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ)
- S&P 500 ETF TRUST ETF (SPY)
Q: How would you invest 40K USD (which stocks and/or ETF's) in a balanced way, to limit downside risk, but maximize capital appreciation over the next 1-3 years. What timing would you use to make this investment. Thanks
Q: Good Morning.
I presently have UPST in a TFSA account. It is down significantly without tax loss sale possible. I have read that the new Apple payment system is disruptive to Block (Square) and to Affirm. What is your opinion on this and would UPST be significantly affected? Is it wise to continue to hold UPST or should I consider moving some funds into AAPL? Thank you.
I presently have UPST in a TFSA account. It is down significantly without tax loss sale possible. I have read that the new Apple payment system is disruptive to Block (Square) and to Affirm. What is your opinion on this and would UPST be significantly affected? Is it wise to continue to hold UPST or should I consider moving some funds into AAPL? Thank you.
Q: Are you able to provide your assessment of Curo. The company seems to be very comparable to GOEASY. Would you consider them the same(other than Curo having a stronger presence in the U.S., though they are growing in Canada)?
Q: STOR's current valuation makes it a much more interesting stock than it would have been last July, 2021. Is now a good entry point for an income portfolio seeking to avoid downside risk?
Q: Which 2 of these stocks do you figure will perform best over the next 5 years ? Thanks.
Q: From one of your answers: "data analytics might be the next big business that gets adopted faster. Companies are quickly realizing that their ROI can improve quickly simply by knowing their customers better."
Can you name your top five in this area and why they have more upside than competitors?
Thank you!
Can you name your top five in this area and why they have more upside than competitors?
Thank you!
- Salesforce Inc. (CRM)
- Constellation Software Inc. (CSU)
- Descartes Systems Group Inc. (The) (DSG)
- Kinaxis Inc. (KXS)
- Veeva Systems Inc. Class A (VEEV)
- ServiceNow Inc. (NOW)
- Topicus.com Inc. (TOI)
Q: Hi,
As a follow up to your answer to Curtis's question. What are some of the better companies in the data analytics space?
Thank-you.
As a follow up to your answer to Curtis's question. What are some of the better companies in the data analytics space?
Thank-you.
- Verizon Communications Inc. (VZ)
- BCE Inc. (BCE)
- TELUS Corporation (T)
- Vodafone Group Plc (VOD)
- T-Mobile US Inc. (TMUS)
Q: I need to increase telecom portion of my portfolio, so I am considering buying one of these four: BCE, Telus, VZ, and VOD. Can you please rate these companies at the scale of 1-10 in terms of anticipated total return and safety (I am a conservative investor) over the next 5-10 years. Please disregard tax credit and US withholding tax consideration as I am in a high tax bracket and, if needed, can free up some room in RRSP. Thanks.
- INVESCO QQQ Trust (QQQ)
- Redfin Corporation (RDFN)
- eXp World Holdings Inc. (EXPI)
- Global X Autonomous & Electric Vehicles ETF (DRIV)
- UWM Holdings Corporation Class A (UWMC)
Q: These stocks are in my portfolio and are way down from my cost. Are these worth holding, adding more or to sell and move on.
As these are in my non-registered account, I can use the capital loss to offset previous year year's gains. Could you suggest proxy for these in case I sell now for capital loss to buy them later.
As these are in my non-registered account, I can use the capital loss to offset previous year year's gains. Could you suggest proxy for these in case I sell now for capital loss to buy them later.
- Salesforce Inc. (CRM)
- Constellation Software Inc. (CSU)
- Kinaxis Inc. (KXS)
- ServiceNow Inc. (NOW)
- Alteryx Inc. Class A (AYX)
- Datadog Inc. (DDOG)
- Palantir Technologies Inc. Class A (PLTR)
- Topicus.com Inc. (TOI)
Q: Good morning. What would you recommend for an investment Canadian and US data analytics company or space? Thanks again.