Q: May we please have your analysis of the Q4 results and future prospects. Thanks.
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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: May we please have your updated analysis on this company's future prospects in terms of runway for growth. Any concerns about the balance sheet? Would you continue to hold? Thank you.
- Bed Bath & Beyond Inc. (BBBY)
- Brinker International Inc. (EAT)
- SoftBank Group Corp. ADR (SFTBY)
- Groupon Inc. (GRPN)
- Stitch Fix Inc. (SFIX)
- Chegg Inc. (CHGG)
- TUPPERW.BRAND.CORP.DL-01 (TUP)
- Zillow Group Inc. (Z)
- Digital Turbine Inc. (APPS)
- SelectQuote Inc. (SLQT)
- GAN Limited (GAN)
- Oatly Group AB (OTLY)
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: Hi 5i,
Katrina Lake is leaving the CEO position. Does this change your investment case for SFIX in any way?
Thanks!
Katrina Lake is leaving the CEO position. Does this change your investment case for SFIX in any way?
Thanks!
Q: I would like to add one of these companies to my TFSA. Which one are you most bullish on today?
Thanks
Thanks
- Freeport-McMoRan Inc. (FCX)
- Teck Resources Limited Class B Subordinate Voting Shares (TECK.B)
- lululemon athletica inc. (LULU)
- Stitch Fix Inc. (SFIX)
- Reliance Inc. (RS)
Q: In hindsight (which, as we know, is 20/20), I was overweight in tech and underweight in both materials (0%) and consumer cyclicals (4%). Given rising fears of inflation, I am of two minds.
A. Hold the course. Although four of my tech stocks are well below water - ARKK, KXS, U,and XBC - they are fundamentally in good shape and will rebound in time. And I've missed most of the upswing in materials and CC anyway.
B. Inflation is inevitable. I should sell off one or more of my tech losers (so I am no longer overweight in that sector), take the proceeds and invest in either materials or consumer cyclical to enable my portfolio to better cope with inflation.
If Scenario B is, in your view, the best to pursue:
1. Which tech(s) - and in what order - would you be inclined to sell?
2. If only one could be added to, would it be materials or CC?
3. What are your two favourite US consumer cyclicals today?
4. What are your two favourite US or Canadian materials today?
Many thanks for your guidance.
Maureen
A. Hold the course. Although four of my tech stocks are well below water - ARKK, KXS, U,and XBC - they are fundamentally in good shape and will rebound in time. And I've missed most of the upswing in materials and CC anyway.
B. Inflation is inevitable. I should sell off one or more of my tech losers (so I am no longer overweight in that sector), take the proceeds and invest in either materials or consumer cyclical to enable my portfolio to better cope with inflation.
If Scenario B is, in your view, the best to pursue:
1. Which tech(s) - and in what order - would you be inclined to sell?
2. If only one could be added to, would it be materials or CC?
3. What are your two favourite US consumer cyclicals today?
4. What are your two favourite US or Canadian materials today?
Many thanks for your guidance.
Maureen
Q: Hi
Ignoring tech industry companies, are there any companies that you think will benefit from market changes that have/will occur as a result of Covid-19? Covid-19 has changed so many ways people do everyday things and companies that will benefit from this change are my target.
Ignoring tech industry companies, are there any companies that you think will benefit from market changes that have/will occur as a result of Covid-19? Covid-19 has changed so many ways people do everyday things and companies that will benefit from this change are my target.
- Axon Enterprise Inc. (AAXN)
- Roku Inc. (ROKU)
- Weight Watchers International Inc (WTW)
- Stitch Fix Inc. (SFIX)
- Zuora Inc. Class A (ZUO)
- fuboTV Inc. (FUBO)
- Absolute Software Corporation (ABST)
Q: I like companies that are based on a subscription model. With recurring revenues and growth "banking" on acquiring new customers, it would appear to be a path towards increased profitability and less risk. Aside from the obvious candidates, Netflix, Adobe, Crowdstrike, Microsoft and even Disney, can you identify a few companies in the US and in Canada that receive their revenue largely on subscriptions, that are not mega corporations already but exhibit strong growth.
Q: In answer to Trina's question on Oct 19 listing stocks with good potential to carry S/T momentum into '21, you listed SIXF - cannot find. Perhaps a typo?
- Accenture plc Class A (Ireland) (ACN)
- The Trade Desk Inc. (TTD)
- Stitch Fix Inc. (SFIX)
- Medgold Resources Corp. (MED)
Q: Thoughts on the above companies?
- United Rentals Inc. (URI)
- Atlassian Corporation (TEAM)
- Ulta Beauty Inc. (ULTA)
- Fortinet Inc. (FTNT)
- ServiceNow Inc. (NOW)
- The Trade Desk Inc. (TTD)
- Roku Inc. (ROKU)
- Stitch Fix Inc. (SFIX)
- Alteryx Inc. Class A (AYX)
Q: I own all of the above stocks in the 'growth' portion of a well balanced portfolio. I don't need to sell any and the volatility doesn't bother me. Are there any I should sell because their fundamentals have changed in this correction? Any I should add too?
Q: Any reason why this is so impacted today?Thanks.
Shyam
Shyam
- Intuitive Surgical Inc. (ISRG)
- Salesforce Inc. (CRM)
- The Trade Desk Inc. (TTD)
- Zendesk Inc. (ZEN)
- Etsy Inc. (ETSY)
- Teladoc Health Inc. (TDOC)
- Stitch Fix Inc. (SFIX)
- Insulet Corporation (PODD)
Q: Which of these US stocks do you feel have the best growth outlook when you review their management and potential? ISRG, FRPT, PODD, ETSY, TDOC, CRM, ZEN, SFIX, TTD.
Please rank in order of best to worst for a 5-10 year+ investment. Thanks!!
Please rank in order of best to worst for a 5-10 year+ investment. Thanks!!
Q: Opinion on SFIX Thank You