Q: Looking to expand my international holdings. What are your thoughts of MercadoLibre after strong earnings?
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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.
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Amazon.com Inc. (AMZN)
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Meta Platforms Inc. (META)
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Alphabet Inc. (GOOGL)
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Intuitive Surgical Inc. (ISRG)
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
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American Express Company (AXP)
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The Walt Disney Company (DIS)
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Eli Lilly and Company (LLY)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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MercadoLibre Inc. (MELI)
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The Trade Desk Inc. (TTD)
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Super Micro Computer Inc. (SMCI)
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
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Berkshire Hathaway Inc. (BRK.B)
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CrowdStrike Holdings Inc. (CRWD)
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Virgin Galactic Holdings, Inc. (SPCE)
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Celsius Holdings Inc. (CELH)
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Palantir Technologies Inc. (PLTR)
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Nebius Group N.V. (NBIS)
Q: I have made some updates to my portfolio before heading into the new year and am looking for your thoughts on total portfolio. I have it all in TFSA and am 28 years old with a long time horizon. Could you give me your opinion over next 1, 3, 5 years of portfolio.
What changes might you make to this portfolio to stengthen it?
Portfolio Breakdown:
Stock Amount Invested (USD) % of Portfolio
NVDA $6,500 12.04%
SHOP $2,840 (converted from CAD) 5.26%
AMZN $2,650 4.91%
MSFT $2,520 4.67%
MELI $2,483 4.60%
PLTR $2,250 4.17%
TSM $2,000 3.70%
CRWD $1,830 3.39%
GOOGL $1,780 3.30%
TTD $1,767 3.28%
ISRG $2,180 (converted from CAD) 4.04%
META $2,150 (converted from CAD) 3.98%
BRK.B $1,470 2.72%
AXP $1,560 2.89%
LLY $1,500 2.78%
DIS $1,280 (converted from CAD) 2.37%
NBIS $840 1.56%
CELH $700 1.30%
SMCI $392 0.73%
SPCE $188 0.35%
XRP $120 (converted from CAD) 0.22%
Thanks,
Dan
What changes might you make to this portfolio to stengthen it?
Portfolio Breakdown:
Stock Amount Invested (USD) % of Portfolio
NVDA $6,500 12.04%
SHOP $2,840 (converted from CAD) 5.26%
AMZN $2,650 4.91%
MSFT $2,520 4.67%
MELI $2,483 4.60%
PLTR $2,250 4.17%
TSM $2,000 3.70%
CRWD $1,830 3.39%
GOOGL $1,780 3.30%
TTD $1,767 3.28%
ISRG $2,180 (converted from CAD) 4.04%
META $2,150 (converted from CAD) 3.98%
BRK.B $1,470 2.72%
AXP $1,560 2.89%
LLY $1,500 2.78%
DIS $1,280 (converted from CAD) 2.37%
NBIS $840 1.56%
CELH $700 1.30%
SMCI $392 0.73%
SPCE $188 0.35%
XRP $120 (converted from CAD) 0.22%
Thanks,
Dan
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Amazon.com Inc. (AMZN)
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Alphabet Inc. (GOOGL)
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Intuitive Surgical Inc. (ISRG)
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
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Booking Holdings Inc. (BKNG)
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American Express Company (AXP)
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Boston Scientific Corporation (BSX)
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The Walt Disney Company (DIS)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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MercadoLibre Inc. (MELI)
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The Trade Desk Inc. (TTD)
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Meta CDR (CAD Hedged) (META)
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Super Micro Computer Inc. (SMCI)
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
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CrowdStrike Holdings Inc. (CRWD)
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Celsius Holdings Inc. (CELH)
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Palantir Technologies Inc. (PLTR)
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Nu Holdings Ltd. Class A (NU)
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Nebius Group N.V. (NBIS)
Q: Hi There, I am trying to stear my portfolio decisions going into 2025, and looking for some of your feedback. I am 28 with 55k in myTFSA ( all after home purchase, so longer time horizon), I have about 5K of the 55K to invest, and the other 50K in the stocks below with their respective weightings of the 55K. I am trying to decide if I should add any other specific stocks or top up weightings to 2% on BSX / BKNG / ISRG / TSM / CELH / SMCI and add to CRWD, DIS, GOOGl, another 1.0%.
Are there any other stocks you would recommend to diversify this portfolio some more. Do you have any concerns with any holdings or their weightings?
Please deduct however many questions you feel necessary, I don't often ask Q's.
NVDA - 15%
SHOP - 10.7%
MELI - 9.8%
TTD - 9.2%
PLTR - 9.0%
MSFT - 7.6%
AMNZ - 7.6%
META - 4.1%
GOOGL - 3%
DIS - 2.5%
AXP - 2.45%
CRWD - 2%
NBIS - 2%
SMCI - 1.75%
NU - 1.64%
CELH - 1.54%
BSX - 1.12%
BKNG - 1%
ISRG - 0.7%
TSM - 0.7%
Thanks,
Dan
Are there any other stocks you would recommend to diversify this portfolio some more. Do you have any concerns with any holdings or their weightings?
Please deduct however many questions you feel necessary, I don't often ask Q's.
NVDA - 15%
SHOP - 10.7%
MELI - 9.8%
TTD - 9.2%
PLTR - 9.0%
MSFT - 7.6%
AMNZ - 7.6%
META - 4.1%
GOOGL - 3%
DIS - 2.5%
AXP - 2.45%
CRWD - 2%
NBIS - 2%
SMCI - 1.75%
NU - 1.64%
CELH - 1.54%
BSX - 1.12%
BKNG - 1%
ISRG - 0.7%
TSM - 0.7%
Thanks,
Dan
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Alphabet Inc. (GOOG)
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Alphabet Inc. (GOOGL)
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
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Mastercard Incorporated (MA)
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MercadoLibre Inc. (MELI)
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Berkshire Hathaway Inc. (BRK.B)
Q: Same question with some US names:
If YOU were a growth-focused investor building your portfolio, what would be the MAX weight (%) YOU would give to the following US names without losing sleep at night? As always, the portfolio is for long term buy and hold with a 5-10 year time frame.
MA
NVDA
GOOGLE
Microsoft
Mercardolibre
BRK.B
Thank you very much for your service. I have done well using your advice.
If YOU were a growth-focused investor building your portfolio, what would be the MAX weight (%) YOU would give to the following US names without losing sleep at night? As always, the portfolio is for long term buy and hold with a 5-10 year time frame.
MA
NVDA
Microsoft
Mercardolibre
BRK.B
Thank you very much for your service. I have done well using your advice.
Q: I have been investigating MELI, and have found it to be an interesting stock to possibly add to my portfolio. Would you consider it to be a quality investment for 3-5+ years? Could you please compare it to AMZN and SHOP? Would it make sense to hold all three, or would there be too much overlap? I understand that MELI has a South American focus, so would MELI’s largest risk be government stability or intervention? Thanks for your assistance.
Q: Motley Fool published its Top 10 stocks to buy now/ as of January
I have followed most of them for too long …..watching them go up. So, for me its buy now or wait for pullbacks which hasn’t worked so far.
My 4 favourites of the 10 are: Meli #1….NOW #2…ANET #7…TSLA …#3
Can I have 5i’s perspective please. Thank you.
I have followed most of them for too long …..watching them go up. So, for me its buy now or wait for pullbacks which hasn’t worked so far.
My 4 favourites of the 10 are: Meli #1….NOW #2…ANET #7…TSLA …#3
Can I have 5i’s perspective please. Thank you.
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MercadoLibre Inc. (MELI)
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ASML Holding N.V. (ASML)
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
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Hermes International ADR (HESAY)
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Evolution AB ADR (EVVTY)
Q: Hi 5i,
not sure if you are comfortable giving ideas regarding International Large Caps stocks but I would like to do further research on Non-USA, Non-CAD that might meet the following criteria;
1. International stock that has a min. 10 to 15Y Total Return better than SP500.
2. Stock must be investable; meaning it is easy to buy from USA or CDN exchange with decent liquidity.
I already found the following which seem to meet these criteria; ACN, LVMUY, NOVO, Happy holidays!
not sure if you are comfortable giving ideas regarding International Large Caps stocks but I would like to do further research on Non-USA, Non-CAD that might meet the following criteria;
1. International stock that has a min. 10 to 15Y Total Return better than SP500.
2. Stock must be investable; meaning it is easy to buy from USA or CDN exchange with decent liquidity.
I already found the following which seem to meet these criteria; ACN, LVMUY, NOVO, Happy holidays!
Q: I am intrigued by the potential for comparison between these two companies and wonder if GLBE is on a similar track - for obvious reasons. Probably not, but can you compare please as MELI has obviously done very well for itself. Thanks. Look forward to your reply and analysis.
Q: Would you consider these similar companies? Do you see them both as having a good shot of multi-year high growth? What level of risk with these?
Q: if you had to pick only one between ABNB or MELI for 3 to 5 year hold which one would you choose.
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Intuitive Surgical Inc. (ISRG)
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NVIDIA Corporation (NVDA)
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QUALCOMM Incorporated (QCOM)
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AbbVie Inc. (ABBV)
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ConocoPhillips (COP)
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Mastercard Incorporated (MA)
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Marsh & McLennan Companies Inc. (MMC)
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Visa Inc. (V)
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Advanced Micro Devices Inc. (AMD)
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MercadoLibre Inc. (MELI)
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Texas Pacific Land Corporation (TPL)
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STMicroelectronics N.V. (STM)
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Arista Networks Inc. (ANET)
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Arthur J. Gallagher & Co. (AJG)
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Kinsale Capital Group Inc. (KNSL)
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Brown & Brown Inc. (BRO)
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Lantheus Holdings Inc. (LNTH)
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Cheniere Energy Inc. (LNG)
Q: Hi there,
I'd like to own 8 companies listed in the USA (but not necessarily USA based companies). The holding period can be 5 - 10 years or more as I am many years from retirement. I would like to focus on companies that have a moat and pricing power and strong earnings growth now and anticipated future earnings growth.
I am leaning towards an oil company, an insurance company, a resource company, a semi conductor or 'tech' stock, and the financial services industry. I want to avoid stocks de jour as I got badly burned this year in things like upstart, apps, and unity, although I understand that upstart may benefit from AI and I am open to considering that one as well.
I am considering: Abbv, Lnth, Sanofi, ISRG, Visa, Fisv, Nvda, STmicroelectronics NV, Sea Limited, Meli, and Anet, Mckesson Corp, Oxy or COP, among others.
I am not asking for a full report on any of the names above, just trying to throw a few names out that I was looking at. I am also open to etfs.
What would be your top 8 picks (not necessarily the ones I've mentioned)? I am okay with risk. Thank you,
Jason
I'd like to own 8 companies listed in the USA (but not necessarily USA based companies). The holding period can be 5 - 10 years or more as I am many years from retirement. I would like to focus on companies that have a moat and pricing power and strong earnings growth now and anticipated future earnings growth.
I am leaning towards an oil company, an insurance company, a resource company, a semi conductor or 'tech' stock, and the financial services industry. I want to avoid stocks de jour as I got badly burned this year in things like upstart, apps, and unity, although I understand that upstart may benefit from AI and I am open to considering that one as well.
I am considering: Abbv, Lnth, Sanofi, ISRG, Visa, Fisv, Nvda, STmicroelectronics NV, Sea Limited, Meli, and Anet, Mckesson Corp, Oxy or COP, among others.
I am not asking for a full report on any of the names above, just trying to throw a few names out that I was looking at. I am also open to etfs.
What would be your top 8 picks (not necessarily the ones I've mentioned)? I am okay with risk. Thank you,
Jason
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Microsoft Corporation (MSFT)
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MercadoLibre Inc. (MELI)
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The Trade Desk Inc. (TTD)
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Perion Network Ltd (PERI)
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Pinterest Inc. Class A (PINS)
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Digital Turbine Inc. (APPS)
Q: Hello 5i,
I have small 0.8% positions, in both PINS and APPS, in an unregistered account.
Looking for advice on possible consolidation:
1) Consolidate APPS into PINS
2) Consolidate PINS into APPS
3) Consolidate both APPS and PINS into TTD, PERI or MELI.
4) Do nothing.
5+ year time-frame with high risk tolerance.
Thanks
I have small 0.8% positions, in both PINS and APPS, in an unregistered account.
Looking for advice on possible consolidation:
1) Consolidate APPS into PINS
2) Consolidate PINS into APPS
3) Consolidate both APPS and PINS into TTD, PERI or MELI.
4) Do nothing.
5+ year time-frame with high risk tolerance.
Thanks
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Illumina Inc. (ILMN)
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Intuitive Surgical Inc. (ISRG)
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Sea Limited American Depositary Shares each representing one Class A (SE)
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Brookfield Renewable Partners L.P. (BEP.UN)
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Enghouse Systems Limited (ENGH)
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MercadoLibre Inc. (MELI)
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IDEXX Laboratories Inc. (IDXX)
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The Trade Desk Inc. (TTD)
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Etsy Inc. (ETSY)
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JD.com Inc. (JD)
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Roku Inc. (ROKU)
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WELL Health Technologies Corp. (WELL)
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Pure Storage Inc. Class A (PSTG)
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Crocs Inc. (CROX)
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Axon Enterprise Inc. (AXON)
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Guardant Health Inc. (GH)
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Redfin Corporation (RDFN)
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Perion Network Ltd (PERI)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Pinterest Inc. Class A (PINS)
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Zoom Communications Inc. (ZM)
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Fiverr International Ltd. no par value (FVRR)
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CrowdStrike Holdings Inc. (CRWD)
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InMode Ltd. (INMD)
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Lemonade Inc. (LMND)
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Palantir Technologies Inc. (PLTR)
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Airbnb Inc. (ABNB)
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Upstart Holdings Inc. (UPST)
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Mitek Systems Inc. (MITK)
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Taboola.com Ltd. (TBLA)
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Riskified Ltd. Class A (RSKD)
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Lantheus Holdings Inc. (LNTH)
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Catalyst Pharmaceuticals Inc. (CPRX)
Q: Over the past two years with the downturn of the market, I am down significantly with majority of these holdings in various accounts. I have a long-term 10+ year outlook, so looking to see if you feel any of these can be sold off given the outlook, management of the company? If so, what are your recommendations for a growth investor in either CAD/US stock options?
Thanks!!
Thanks!!
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Sea Limited American Depositary Shares each representing one Class A (SE)
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Parkland Corporation (PKI)
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Vanguard FTSE Emerging Markets All Cap Index ETF (VEE)
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Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA)
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Invesco Solar ETF (TAN)
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Vanguard Total International Stock (VXUS)
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MercadoLibre Inc. (MELI)
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Vanguard FTSE Developed Markets ETF (VEA)
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SVB Financial Group (SIVB)
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DocuSign Inc. (DOCU)
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SolarEdge Technologies Inc. (SEDG)
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ARK Innovation ETF (ARKK)
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Global X MSCI China Consumer Discretionary ETF (CHIQ)
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ARK Genomic Revolution ETF (ARKG)
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ARK Autonomous Technology & Robotics ETF (ARKQ)
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Paramount Global (PARA)
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!
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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MercadoLibre Inc. (MELI)
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Etsy Inc. (ETSY)
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Roku Inc. (ROKU)
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Teladoc Health Inc. (TDOC)
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Redfin Corporation (RDFN)
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Repligen Corporation (RGEN)
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Datadog Inc. (DDOG)
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Palantir Technologies Inc. (PLTR)
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AbCellera Biologics Inc. (ABCL)
Q: Good day. A little over 1 year ago I allocated about 5% of my portfolio to the high growth/risk stocks. Needles to stay it hasn't worked out as expected. At this stage I am hoping that you can give me insight what the future holds for these companies as an investment. Which should be sold and subsequently move the funds moved into the keepers.
Deduct as many credits as you feel appropriate.
Much appreciated
Deduct as many credits as you feel appropriate.
Much appreciated
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Meta Platforms Inc. (META)
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Alphabet Inc. (GOOG)
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PayPal Holdings Inc. (PYPL)
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MercadoLibre Inc. (MELI)
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Upstart Holdings Inc. (UPST)
Q: I am currently down ~42% on both of these having bought them 1 year ago. Are there some better options for me to move into or should I just keep holding on?
Q: Hello 5I. I know the year is young but I am considering selling PayPal down 20% and jumping into $meli. I do own a substantial position in some $NVEI so fintech is kinda covered. What do you think of upside and outlook as well. Thanks
Q: Hello .. I own a significant position on PayPal and am down 20%. With that said is it a good time to switch into something better? I am not really stuck in staying in fintech with this $$ but do you have a short list of great buys right now? Probably with at minimum similar growth? Do $meli or $sq fit the bill? Thanks
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PayPal Holdings Inc. (PYPL)
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Sea Limited American Depositary Shares each representing one Class A (SE)
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MercadoLibre Inc. (MELI)
Q: If you had to buy one would you buy $SE, $Meli or something more traditional? Would be replacing PayPal.
Q: I have a small amount of shares in this company. My question is if I should take a tax loss, add at this low price or wait a quarter or two.
Thank you!
Albert
Thank you!
Albert