Q: Greetings 5i, would like your current analysis of this company's financial strengths and growth prospects. In your opinion is it worth holding? Thank you.
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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.
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Booking Holdings Inc. (BKNG)
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Eli Lilly and Company (LLY)
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United Rentals Inc. (URI)
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Tesla Inc. (TSLA)
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Crocs Inc. (CROX)
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Axon Enterprise Inc. (AXON)
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Perion Network Ltd (PERI)
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InMode Ltd. (INMD)
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eXp World Holdings Inc. (EXPI)
Q: For the listed companies, what would be your ranking in-terms of attractiveness if adding to a portfolio today?
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Booking Holdings Inc. (BKNG)
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Kinaxis Inc. (KXS)
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Savaria Corporation (SIS)
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Crocs Inc. (CROX)
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Perion Network Ltd (PERI)
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InMode Ltd. (INMD)
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eXp World Holdings Inc. (EXPI)
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Nuvei Corporation (NVEI)
Q: These names have been underperforming in my portfolio for some time now. Do you believe they remain attractive from these levels or are there more compelling names out there?
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Axon Enterprise Inc. (AXON)
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Celsius Holdings Inc. (CELH)
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eXp World Holdings Inc. (EXPI)
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Lantheus Holdings Inc. (LNTH)
Q: What are your current thoughts on EXPI and its recent earnings report? Do you see it as a strong recovery potential and would you add to a position that is down 66% with a current weight of 0.5%? Or do you think it is time to move on to other names that you have higher conviction in (please suggest some other US names)?
Q: I have a few questions regarding these 3 companies, which I hold as part of my real estate exposure. I am down on all 3:
(1) How much overlap is there between REAL:CA and EXPI:US in terms of their various US businesses? I intend to hold REAL for the eventual recovery, cannot use the loss anyway as it is held in an RRSP.
(2) I am considering selling EXPI:US and adding to my TCN:US to consolidate the positions. I can use the loss on EXPI.US. What do you think of this move?
(3) To sum up, hold Real, sell EXPI, add to TCN. Would you do it differently?
(4) In general, due to the shift in outlook for interest rate increases over the past month, do you think the real estate recovery has been accelerated?
Please take as many credits as you like. Thank you.
(1) How much overlap is there between REAL:CA and EXPI:US in terms of their various US businesses? I intend to hold REAL for the eventual recovery, cannot use the loss anyway as it is held in an RRSP.
(2) I am considering selling EXPI:US and adding to my TCN:US to consolidate the positions. I can use the loss on EXPI.US. What do you think of this move?
(3) To sum up, hold Real, sell EXPI, add to TCN. Would you do it differently?
(4) In general, due to the shift in outlook for interest rate increases over the past month, do you think the real estate recovery has been accelerated?
Please take as many credits as you like. Thank you.
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Crocs Inc. (CROX)
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Axon Enterprise Inc. (AXON)
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Perion Network Ltd (PERI)
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eXp World Holdings Inc. (EXPI)
Q: What are your thoughts on EXPI latest earnings report? Was there anything of particular interest on the conference call (either positive or negative)? The stock has been punished with interest rate hikes impacting real estate markets. Does it look like a company that will do well when it comes out of this and real estate picks up or have the fundamentals and story changed here? Is this an add while its down, hold and do nothing, or time to move onto other higher conviction names (please suggest any). Currently held in TFSA so no opportunity to claim a loss (down 70%, currently less than 1% weighting due to drop). Thanks so much!
Q: What are your more recent thoughts on EXPI. You mentioned today that real estate is beaten up and could have a decent recovery, if rates start to decline. EXPI was a very strong growth stock in a better environment. Do you see it as a strong recovery potential and would you buy? Thx
Q: What are your thoughts on EXPI after todays earnings release? The stock has been punished this year with interest rate hikes impacting real estate markets. Does it look like a company that will do well when it comes out of this and real estate picks up or have the fundamentals and story changed here? Is this an add while its down or hold and do nothing?thx
Q: Can you please comment on quarterly earnings report. Was there anything of particular interest on the conference call (either positive or negative)? Currently down 64% and has dropped to .7% of total holdings. If this was in one of your model portfolios: which portfolio would you have it in, what size of allocation would you be targeting, and would you consider adding to its position in the next monthly member udpate?
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Tesla Inc. (TSLA)
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XPEL Inc. (XPEL)
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Old Dominion Freight Line Inc. (ODFL)
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InMode Ltd. (INMD)
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Celsius Holdings Inc. (CELH)
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eXp World Holdings Inc. (EXPI)
Q: Hey Team, thanks for holding strong during this rough time to be a portfolio manager. I have one ticket to add to the above list that didn't show up in your database, its EVVTY (Evolution Gaming) out of Stockholm. Anyway I consider many of these to be high quality compounders, with strong mgmt teams. Could you rank for me which companies you would add to now? Or if anyones you would avoid, let me know. Thx
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Redfin Corporation (RDFN)
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Digital Turbine Inc. (APPS)
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Cloudflare Inc. Class A (NET)
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eXp World Holdings Inc. (EXPI)
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Upstart Holdings Inc. (UPST)
Q: For aggressive growth investors what 5 small/mid cap stocks in the U.S. are you bullish on right now. Lots of time on my side.
Thanks
Thanks
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The Trade Desk Inc. (TTD)
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CrowdStrike Holdings Inc. (CRWD)
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eXp World Holdings Inc. (EXPI)
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Upstart Holdings Inc. (UPST)
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Mitek Systems Inc. (MITK)
Q: How would you rank in terms of 5-year prospects from current levels?
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Meta Platforms Inc. (META)
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Netflix Inc. (NFLX)
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The Walt Disney Company (DIS)
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DexCom Inc. (DXCM)
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Digital Turbine Inc. (APPS)
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Cloudflare Inc. Class A (NET)
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eXp World Holdings Inc. (EXPI)
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Upstart Holdings Inc. (UPST)
Q: Hello 5i Team,
I'm down considerably in these US stocks in a taxable account: APPS, DIS, DXCM, EXPI, FB, NET, NFLX, U, and UPST.
I would like to crystallize some losses.
Could you please suggest:
1. The stocks I should sell outright (and suggest a replacement);
2. The stocks I should sell and then re-buy in 30 days (and suggest a proxy); and
3. The stocks I should continue to hold.
Feel free to subtract as many credits as required.
Thank you for your valuable advice!
I'm down considerably in these US stocks in a taxable account: APPS, DIS, DXCM, EXPI, FB, NET, NFLX, U, and UPST.
I would like to crystallize some losses.
Could you please suggest:
1. The stocks I should sell outright (and suggest a replacement);
2. The stocks I should sell and then re-buy in 30 days (and suggest a proxy); and
3. The stocks I should continue to hold.
Feel free to subtract as many credits as required.
Thank you for your valuable advice!
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INVESCO QQQ Trust (QQQ)
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Redfin Corporation (RDFN)
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eXp World Holdings Inc. (EXPI)
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Global X Autonomous & Electric Vehicles ETF (DRIV)
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UWM Holdings Corporation Class A (UWMC)
Q: These stocks are in my portfolio and are way down from my cost. Are these worth holding, adding more or to sell and move on.
As these are in my non-registered account, I can use the capital loss to offset previous year year's gains. Could you suggest proxy for these in case I sell now for capital loss to buy them later.
As these are in my non-registered account, I can use the capital loss to offset previous year year's gains. Could you suggest proxy for these in case I sell now for capital loss to buy them later.
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CarGurus Inc. (CARG)
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MEDIFAST INC (MED)
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Digital Turbine Inc. (APPS)
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Onto Innovation Inc. (ONTO)
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eXp World Holdings Inc. (EXPI)
Q: You recently quoted some growth stocks at 18 x earnings with net cash on hand.
A. Are you insinuating that there is a "value" aspect to growth stocks?
B. Please name your top 5 growth stocks as defined
thanks
Ernie
A. Are you insinuating that there is a "value" aspect to growth stocks?
B. Please name your top 5 growth stocks as defined
thanks
Ernie
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B2Gold Corp. (BTO)
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NIO Inc. American depositary shares each representing one Class A (NIO)
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Palantir Technologies Inc. (PLTR)
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eXp World Holdings Inc. (EXPI)
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SoFi Technologies Inc. (SOFI)
Q: I am down significantly in these stocks. Are any of these outright sell or add to average down. I am not panicking yet and ok to hold for some time. Your opinion please. Thanks
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Avid Technology Inc. (AVID)
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Redfin Corporation (RDFN)
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eXp World Holdings Inc. (EXPI)
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Upstart Holdings Inc. (UPST)
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Mitek Systems Inc. (MITK)
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Affirm Holdings Inc. (AFRM)
Q: I'm looking for tax-loss proxy suggestions for the above names. Thank you!
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MKS Instruments Inc. (MKSI)
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Copart Inc. (CPRT)
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CarGurus Inc. (CARG)
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MEDIFAST INC (MED)
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Ultra Clean Holdings Inc. (UCTT)
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Digital Turbine Inc. (APPS)
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eXp World Holdings Inc. (EXPI)
Q: With the chaos in the US market in Q1 2022, im considering adding some quality growth names to my portfolio. Which US growth names do you think are attractively valued in the current market environment?
Q: With rising interest rates and/or possible recession, do you still like EXPI?
Leo
Leo
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Ford Motor Company (F)
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Veeva Systems Inc. Class A (VEEV)
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Enthusiast Gaming Holdings Inc. (EGLX)
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MEDIFAST INC (MED)
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Ultra Clean Holdings Inc. (UCTT)
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Galaxy Digital Holdings Ltd. ordinary shares (GLXY)
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eXp World Holdings Inc. (EXPI)
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Anaergia Inc. (ANRG)
Q: The above companies have all fallen below 1.5% of my portfolio and I am looking to do some cleaning up. Could I get an add/sell/hold recommendation on them please?
Thank you
Thank you