Investment Q&A

Q: Good morning everyone at 5i! You have always said that you can’t time the market. I am going on the premise that the market is close to the bottom, and it is time to slowly start to add some names to the portfolio and to add to existing ones. Could you please suggest 5 growth and 5 income stocks ( US or Canadian) which you consider good buys at this point on time? Cheers, Tamara

Q: Hi Peter, could you list 5 Canadian and 5 US growth stocks with solid fundamentals that you consider the most unjustly oversold and that represent great buying opportunities at these levels?

Thanks for your great service,

David

Q: Hi Peter,

I am not a big fan of ARKK or Cathie Wood. On a year-to-date basis, ARKK has fallen more than 50%. But I am fascinated with Cathie’s all or nothing investment approach. ARKK invests in disruptive technology firms. Her high risk and high reward investment style reminds me of Pete ‘Maverick’ Mitchell in the movies Top Gun and Top Gun Maverick. You either reach Mach 10 or crash and burn!

My question for your team relates to ARKK’s top ten holdings: ZM, TSLA, ROKU, CRSP, EXAS, TDOC, PATH, NTLA, SQ, and BEAM. Which of these stocks have fallen sufficiently so that a high-risk investor can safely purchase them for a five-to-ten-year hold? Also, what is your ranking of these ten high tech disruptive companies? Living life in the “danger zone” has its attractions.

Thanks,

George

Q: Please list some top quality names caught in this bad market, US or Canada. Thanks.

Q: What do you think about tax-loss selling each of the above companies at this point? If in favour, do you think I should buy 30 day proxies for each, and if so, what companies? Thanks.

Q: If you were planning to deploy some new money into a few growth-oriented names today, which names would end up on your shortlist? (CAN or US)

Q: Hi 5iTeam,

Would you please recommended 3 beaten down stocks (regardless of sectors) in both Canadian and US markets with significant potential upside for a 3-year hold. Please rank them in order of buyability.

Cheers,
H

Q: Hi,
I’m thinking of doing some tax loss selling. Can you suggest proxies for the following companies: Roku, Trade Desk, Twilio, Unity Software and Zoom Video.

Would you also be able to suggest an ETF that would serve as a proxie for all of them? I’m thinking of a high-growth-stock ETF like the SPYG.

Thanks

Q: I sold TTD and AMZN to realize a tax loss more than 30 days ago and I know that I can buy them back today with no issues. I bought ROKU and SHOP respectively as proxies a week later with the proceeds. They are both down (I guess things don't always work out!). The first question is can I sell both of these and claim a tax loss despite my not having owned them for 30 days?

Secondly, I am assuming you would recommend buying AMZN back (not that you don't like SHOP) but would you still re-purchase TTD? Does APPS offer a potentially better return? Or might you stay the course with ROKU? It appears to me that these companies are similar businesses.

Appreciate your insight.

Paul F.

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?

Q: Hi 5i,
Do you put any weight at all on takeover rumours? This morning a Seeking Alpha article said that ROKU employees had a cease trading order put on them internally in the past couple of days. NFLX is rumoured to be circling. What do you think is the likelihood here?

Q: In other answers I see that you are recommending tax loss selling. My positions in PYPL and ROKU are down about 50% and they're large enough that the tax loss would definitely benefit me. However, I'm worried about selling them because I feel like if the market improves, they could bounce back to the point where my benefit from the tax loss is nullified by the missed bounce until I can re-buy after 30 days. (For reference, if they bounce back to their early April prices, that would outweigh my benefit from the tax loss).

On the other hand, I think both are attractive at today's prices so if I don't sell for a tax loss I would probably add a bit to both positions.

Do you like PYPL and ROKU at today's prices (to add to current positions) or do you think they're better targets for tax-loss selling and re-buying in 30 days?

Q: which do you think has a better upside and why?

Q: Hi 5i Team - Would you consider any or all of Unity, Roku and Upstart as oversold. Also could you suggest a few U.S. stocks that may be oversold at this point - besides the possibility of the ones mentioned. Thanks.

Q: Just when I thought the worst was over, it plunges down again. Why the drastic move?
I had the misfortune of buying heavily into this. Not sure whether to plug my nose and hang onto the 400 shares, sell half, or all. Advice please.

Q: Please rank the above for a buy and minimum 3 year hold.Thanks.

Q: what 3stocks look way oversold that have good upsiode

Q: Could I please have your views on the best mid to large cap buys out there tor a long term hold, with a focus on USA. What do you think has the most potential upside with the least downside? Though call I know. I was looking at Amazon, Shopify, lspd, upst, Etsy, salesforce and square as candidates. Thank you.

Q: I have sold AMZN and TTD to harvest a tax loss. I will buy both after 30 days. Can you suggest proxies for either or both of these or is it best to just wait it out.

Appreciate your insight.

Paul F.

Q: Down significantly on these names, wondering at these level if you would still hold on for a better market, if so which ones or swap them out for other stocks that are down and may have a better chance to recover.