Investment Q&A

Q: Hi team! I have held those 2 for over 2 years. Down over 70+ % . I am thinking to sell and buy alphabet for 2 to 5 years. Your thoughts and some conservative predictions if you were in my situation? Thanks !

Q: Currently, the largest paper losses in my non-registered account are in ROKU, TTD and U. I am considering selling one or all of them for capital losses but do not want to miss out on any pending gains in the short term. How would you rank these for selling with a low chance of price turn around over the buy-back restriction period? Please suggest a few names for surrogates.

Also, which US stock(s) do you see as a stronger growth name for permanently replacing one or all three of the above? Sector allocation is not relevant in this case, and I do not currently own any FANG stocks.

Thanks.

Q: Hi Team,
What are your thoughts on the Unity aquisition? The market looks like it does not approve? Thanks

Shane

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: Which 2 of these stocks do you figure will perform best over the next 5 years ? Thanks.

Q: Hi , Peter & Team:

I'm in the process of selling some of the losers to offset the capital gain. Which of the above Co. may not rebound as well, that is the most likely to sell now, to the ones least likely to sell ( worth holding).
Take as many credit as you see fit. Thank you for all the great service and advice you have given through the year.

Q: Hi Team,
Today seen some big % moves by many growth/ tech names; which seemed to come out of no where. Overall, what is your sense on where we are in this pullback? Is it time to start buying some beat down tech names? This being said, if you feel a person should be doing some buying at this time; what are your most convincing buys from todays levels? Some of the stocks I was looking at are SHOP (currently not owned), or add to either of this list which I currently own all: ATZ, TOI, U, RBLX, SQ. Currently I feel like we are watching a major buying opportunity unfold before our eyes...similar to oil stocks a couple years ago and feel I might regret not adding some new funds at this point to some high quality tech names that have been sold off some 50-75% in many names. Also, generally speaking; if a person is looking at holdings that are down say 60% (which I am with RBLX,U, APPS)...should we be doubling down? It seems if not it's almost hopeless to break even from these excessively sold off levels. Deduct as many credits as necessary. Thanks
Shane.

Q: Would U be a buy or a sell? What would a proxy be for U and/or would you rebuy in 30 days?

Is there a stock with the same upside potential that you would prefer?

Thanks for your service!

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: I hold the following and each one is down to a point where each one represents approximately 1% of my portfolio.

LSPD, SHOP, EGLX, PLTR, PINS, U

1- Should I let any of them go to deploy in the others?
2- Can you please rate them in order of best growth over the next 4-5 years.
3- Can you please rate them in order of lowest risk over the next 4-5 years.

Thanks for all you do!

Q: We hold the following in a registered/US$ account . The list shows % each represents of our total portfolio and current Gain/Loss position. Considering selling U and redeploying into one or more of the names already held in US$ account.
1. Are there others that you would consider selling ?
2. Your thoughts please on which, if any, of the existing positions to re-deploy into, OR should the cash be held for later use ?

APPS 1.6% -61%
BKNG 1.1% -2%
CROX 0.3% -26%
CRWD 2.5% -25%
FB 0.55% -6%
MSFT 2.8% +72%
MTTR 0.25% -77%
NVDA 3.65% +38%
QCOM 4.4% +81%
TEAM 2.1% +11%
U 1.3% -67%

Many thanks, as always.

Q: Which company would you prefer, or would you sell both and take the capital loss? Thanks

Q: Further to Neil's question on May 9, can you list some tech/growth stocks that are looking good at current prices? I would like to start nibbling away with the understanding prices could go lower but with the 30% decline in Nasdaq from high, we must be getting close to the bottom here. Thanks

Q: Hi Team;
Can I get your take on earnings for TTD, U, RBLX? They are all falling after hours, especially Unity. Is the long term story still in place for these names? Also what are the chances of someone like FB buying out RBLX or Unity? Or..have the US regulators made it pretty much impossible for them to buy anything remotely close to being portrayed as a "monopoly" anymore? With the massive selloffs I kind of am expecting buyouts to start happening all over the place.

Also...speculative question/ rant. This last while one of the only sectors that has been working is the oil sector. Technology has been decimated...with many best in breed names falling to as much as being worth 1/10th of the value they were at a year ago. Yet...all the media has pumped to us the last few years is that "carbon is dead", "green energy is a must". And Looking around our world today all I see is technology advancing more by the day. Last year the media would portray the view that we are in early innings of a "technology revolution" ...with major advancements happening over the next couple decades. Which..with this view is why I positioned my portfolio as such. And now its been cut in half in the last year. For a 10yr plus horizon; would you agree that technology names will recover, and surpass the overall market? And would you see the technology sector the most likely to have the strongest long term growth for the next 10,20 yrs? Or am I wrong in my long term thinking here and are we going back to nothing but pro-oil and bank names? Were technology names priced last year similar to the 2000.com bubble or is there a disconnect now? Speculative question I know. I can see with moves we are seeing in the market today, how investors get "jaded" from investing and pull out of the markets for years, or sometimes for a lifetime. It's frustrating for the average investor.

Shane.

Q: Good morning Ryan, Peter, and Team,

These are some of the stocks in my "growth" basket that have been most decimated in recent weeks. In which order might you sell, or would you suggest staying the course at this stage, given the dramatic share price drops? If selling, where might you move some of the cash for a (hopeful) rebound potential over the next six months? Thanks. Brad

Q: Related to Kevin's question... I own U, CRWD and NVDA in a TFSA and can't capture a tax loss if I were to sell U (I'm down significantly on the position). Would you suggest continuing to hold U in a registered account or selling and moving on to something else (likely increase NVDA holdings)?

Q: Thoughts on these quarterly results? Do you still like the long term prospects of these three growth companies?

In general, what are your thoughts on holding growthier names in this current market? It just seems that the risk of holding these positions through earnings outweighs the benefits. For example, if a company meets expectations and maintains guidance, the stock barely moves. However, any miss or lower guidance and the stock easily gets crushed 30-50%, such as NFLX, FB, UPST, RBLX, COIN, etc... Seems a lot of companies are issuing lower guidance because of all the uncertainties. Wouldn't it be better or more prudent to just sell or maybe trim the positions to reflect these risks and re-enter later?

Other growth names I have on deck soon are GSY, WELL, AT, EGLX, LSPD, NVDA, APPS, and CRWD and I'm worried about how investors will react to earnings. Thanks!

Q: Could you please clarify your recent response to Greg on Unity. When you say
"A better market would see this stock rise sharply, but we would be more inclined to be on the sidelines after this report. It was just not good. "
Is this a suggestion to sell an existing position ( registered or non-registered account) ? Or, are you merely suggesting not to buy or add to an existing position at this point ?
Thank you.

Q: Thanks for the Unity answer. How does the weakness in ads for gaming, mobility issues read through to companies like Eglx, at? Won’t they have similar headwinds? Regards greg

Q: Hi! After this quarter would you sell Unity for a tax loss? Two other growth stocks I own are Crowdstrike and Nvidia. Which stock would you buy with Unity proceeds? Crowdstrike or Nvidia?
My thinking is getting back in at Unity at a later time.

Thanks
Kevin