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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: I'm a long term growth investor. Planning to do a little tax loss selling. I'm down on these 5 names. What do you think of each name from an investment point of view, in what order would you sell, and what, in your view, could be a possible replacement name for each. Thanks.
Read Answer Asked by Jeff on October 08, 2024
Q: Sold 1/2 my portfolio (except CSU, TOI, LMN) at the end of August. First week into Sept and I'm looking smart. While I think it's still too early, when and how do I get back into market? Holdings (some sold out in August) include AMZN, META, NVDA, AMD, VRT, BN, SHOP, AXON, SNPS, NOVT, GOOG, NU, ELF.
Read Answer Asked by John on September 07, 2024
Q: I see that you are still recommending ULTA as a BUY. What makes ULTA one of your favorite positions? What would be a good price.to buy ULTA? When do you expect the stock price to stop falling?

Which of these would you buy today for a 3 year hold:ULTA, ELF and LVMUY?

Read Answer Asked by V on May 02, 2024
Q: Hi, this is a group of the top S&P performers for the last five years. Although I don't know what the next few months will bring, the first year after a general US election is normally very bullish. Still I'm nervous buying anything that's gone up so much. Can you pick 4 of these choices you think still have long term growth potential without insane volatility?
Read Answer Asked by Graeme on March 05, 2024
Q: Good Day,

After your response to my last question, I have deliberating between CELH and CROX (one of your recommendations to expand my portfolio), as well as ELF (come up a lot Lately in the questions).

For your other recommendations of PSTG CRWD DDOG and PLTR, I do like their fundamentals AND their businesses. However, between what I hold already, and the business they're in, I'm worried that in a period when I'm focusing less on the markets, a major player in their space may offer a major, well polished, competitive product. For example, EMC, Hitachi, Oracle, etc could announce something that would slow/change the outlook on PSTG, and I could miss out on locking in some gains.

Also, I've noticed BDT is constantly hitting new highs. I've owned them here and there a few years back, but they've been killing it since then it appears.

So, with all that in mind, and the portfolio from my previous question, and the fact that CELH blew up yesterday (I got busy and didn't get to make my move when you responded earlier this week :( ). Which 2out of CELH, CROX, ELF, and BDT would you suggest? What inning in a baseball game would they be in their lifecycle, their risk, and growth potential, for each of these 4 options.

Thanks!! The last 6 weeks have been huge for me thanks to your help! Might have even shaved a year off my retirement age, so I'm incredibly happy with your service.
Read Answer Asked by James on March 05, 2024
Q: PRL and LMN are examples of small cap stocks that have recently moved in price to reflect their earnings and future potential. However, only after a period where their performance and promise were not yet recognized, and investment was stagnant. Do you have stock suggestions on the US and/or Canadian markets that might be on the verge of similar recognition and subsequent transition to prolonged growth?
Read Answer Asked by John on January 31, 2024
Q: I currently hold all these stocks, with the exception of elf. I came up with the thanks in large part to 5i as these are names that have come up in various Q&As. If you had to pick only 10 to hold long term (which for me is 1 year), what would be your ten? The 10 should be those that are the best expected performs regardless of diversification or risk. Just the top 10. Alternately., would you suggest holding them all but with different weightings and if so please comment on a suggested weighting.

My plan was to hold 10 with 10% in each but I’m not married to that idea.

Thank you kindly.

Jason
Read Answer Asked by Jason on January 08, 2024
Q: Hello 5i,
Given that interest rates appear to have peaked, please rank the above list for:
1. Growth only
2. Your buying preference.
Thank you
Dave
Read Answer Asked by Dave on November 16, 2023
Q: These names are common top ten holdings in US small cap growth mutual funds. In your opinion, which of these companies look most attractive to start a long term position today?
Thanks
Read Answer Asked by Curtis on October 30, 2023
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