Investment Q&A

Q: Hi Peter,

Can you please provide a list of the top five companies that you would consider taking a short position for the next six months? Please provide a brief explanation why these companies were selected to be included in your shortlist.

Thanks, for your advice.

George

Q: I have assembled a few names from the US exchanges that have had a tough few months and are likely experiencing some year end portfolio adjustments, ie, Tax Loss Selling. From the names I have here, can you identify two that you feel will have a better 2022, also curious if you might have an additional name for consideration. Thanks very much, happy holidays to you folks as well as all our 5i members

Q: Would like your thoughts on GRPN it is now at multi year lows would you consider this a good entry point and anything else you can add about the company ....thanks

Q: Hi team,
I follow a lot of U.S. tech. One that I actually haven’t been following closely at all is GRPN. It came to my attention this morning on a Seeking Alpha alert on GOOG. It seems that GRPN may be putting itself up for sale and several U.S. big tech names may be interested (or may not be). I was a bit surprised to see no questions on it yet on your website so time for me to use another credit.

I am never used GRPN but I believe you can sign up and get discounts off meals, travel and many other services. I think it is a highly competitive space and their stock chart looks like a disaster since its IPO a couple of years ago. I don’t like buying stocks just on takeover speculation but it is a nice kicker if there is merit in the underlying business model, which I suspect is likely not the case here.

Your thoughts?

Thanks again,
dave