Investment Q&A

Q: Is this company getting any traction ?

Many Thanks

Greg

Q: Hello Team,

I have been with the above stocks and seen their highs in my portfolio. The punishment for not selling however is to see them crash and burn. Some I still have some money left in and some I have lost 98% of the original investment (APPS).

So, should I just sell them all or is there an argument that one (thinking MGNI) may be worth keeping.

Thanks for all the help! :)

Q: thoughts thanks

Q: whats up with earnings catalyst details on any numbers thanks

Q: I hold all these in my TFSA and they are all down considerably (ranging from -35% to-90%). I am wanting to clean some of these up. Are any of these worth keeping?
Thanks

Q: What do you think of APPS after recent earnings?

Q: Do you think this is an interesting entry point for APPS?

Q: Reading a recent Q and A on MGNI I was reminded of APPS which was once viewed positively. It seems TTD is a winner, MGNI I maybe a rebound candidate and that APPS is just dead? Do you see any potential in this as being a high upside play when rates are lower?

Q: I would love to hear about your take on APPS quarter,and it’s guidance

Q: Dear 5i team.

Just finished reading the past few mths questions on APPS. Obviously, you've thrown in the towel on it.

Do you see a scenerio where they go bankrupt? IE: equity going to zero? You said it's debt/cash flow is 4Xs. Terminal, or does mgmt have a shot at redemption?

Appreciate your updated views on their fundimentals.

Q: Hi, is there any hope for this loser? Thanks.

Q: Any chance of recovery in this name in the next 1-2 years? If not, would you have a better name to recommend in the same space?

Q: what is to like about Peri?and what is the comparison to Apps?Would the advertising theme not be in trouble with an economic slow down?
How do you see the future of Peri and is this a good time to buy this stock?

Q: Hi 5i Team,

I’m down on both APPS and LSPD and am wanting to sell one to raise capital.
Which one would you sell and which one keep and why?
Thanks for your sage advice during these rocky times.
Cheers

Q: im a new buyer long term thinking are institutions getting out of this i dont mind if they are not perfect do you feel they have upside

Q: I hold UNITY and APPS , now less than 1% and at a substantial loss as part of a US $ registered account tilted to growth and, intentionally, heavy in tech. In addition to the above two, it has the following holdings, with % shown of TOTAL (U.S. & Cdn) portfolio, followed by % of profit/loss, Our Canadian portfolio is balanced and much larger.

META .75% (+21%) , TEAM 1.9% (0%), CRWD 2.7% (-20%),
QCOM 3.7% (+45%), MSFT 3.8%(+116%), GOOG 4.5%(+6%), and NVDA 8.8% (+200%).

I am looking at selling U and APPS and perhaps TEAM (?) , increasing META to about 1.5 and looking for something new. Maybe SMCI - but after the parabolic increase in the last month maybe that needs to be on a pullback. Anything about this that you would do differently., including alternatives to SMCI ?
Take as many question credits as needed - many thanks.

Q: Re your answer to Adam on APPS.

Throw the towel in and buy what instead?

Thanks


Sheldon

Q: Why are you advising members to do with APPS after the abysmal ER and 40% drop this morning. Anyone holding since better days are down 60 to 90% on the name. Thx

Q: What order would you sell these.First to last.Thanks.

Q: I hold the following in loss positions and need to raise some money and sell 2 of these dogs. In the past I have sold my winners hoping for recovery on the losers but I am trying to fight the psychology of that tendency. Could you rank these in with the 1st ranked being the highest conviction sell. Also, if inclined perhaps you could comment and provide your perspective on this most annoying human trait. John