Q: UPST, LSPD, and NVEI are my biggest losses. The recovery is little to none. In order to recover my money over time, would I be better off selling UPST and replacing it with NVDA; selling NVEI and replacing it with TFII; selling LSPD and replacing it with ATZ? Hoping to hear from 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.
- Alphabet Inc. (GOOGL)
- NVIDIA Corporation (NVDA)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
- Upstart Holdings Inc. (UPST)
Q: What is a good price point to buy UPST, GOOGL, NVDA, LSPD.TO, ATZ..TO and SHOP.TO and NVEI.TO for 2022?
- The Trade Desk Inc. (TTD)
- Pure Storage Inc. Class A (PSTG)
- Clear Channel Outdoor Holdings Inc. (CCO)
- Kornit Digital Ltd. (KRNT)
- CrowdStrike Holdings Inc. (CRWD)
- Digital Turbine Inc. (APPS)
- Magnite Inc. (MGNI)
- Upstart Holdings Inc. (UPST)
- KraneShares Global Carbon Strategy ETF (KRBN)
Q: Please ignore if this has been asked by others, but let's say Mr. X challenges you to the same competition but for US stocks, and this time he let's you pick first. What are your picks?
- Amazon.com Inc. (AMZN)
- Costco Wholesale Corporation (COST)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- AbbVie Inc. (ABBV)
- AdvisorShares Focused Equity ETF (CWS)
- SPDR S&P 500 ETF Trust (SPY)
- Veeva Systems Inc. Class A (VEEV)
- ARK Innovation ETF (ARKK)
- CrowdStrike Holdings Inc. (CRWD)
- Jacobs Solutions Inc. (J)
- Unity Software Inc. (U)
- Upstart Holdings Inc. (UPST)
Q: Hi guys,
Here are my u.s. holdings and percentage; cost 5.5%, nvda 5%, msft 4.5%, J 3.5%, amzn 3%, crwd 2.75%, abbv 2%, U 1.5%, upst 1.5%, veev 1.5% plus 2 etf's, arkk 3%, spy 3.5%
(Also i2i fund 1.5%)
Are there any red flags here or changes that you would recommend for a growth/balance portfolio? The rest of my portfolio is a cross between your (5i's) balance and growth funds.
Happy new year and stay safe,
Jim
Here are my u.s. holdings and percentage; cost 5.5%, nvda 5%, msft 4.5%, J 3.5%, amzn 3%, crwd 2.75%, abbv 2%, U 1.5%, upst 1.5%, veev 1.5% plus 2 etf's, arkk 3%, spy 3.5%
(Also i2i fund 1.5%)
Are there any red flags here or changes that you would recommend for a growth/balance portfolio? The rest of my portfolio is a cross between your (5i's) balance and growth funds.
Happy new year and stay safe,
Jim
- Sangoma Technologies Corporation (STC)
- Enthusiast Gaming Holdings Inc. (EGLX)
- Lightspeed Commerce Inc. Subordinate (LSPD)
- Upstart Holdings Inc. (UPST)
- Nuvei Corporation (NVEI)
Q: Hello 5i Team
These stocks were all winners earlier this year now they are all my loser . They represent only 6% of my total portfolio should I hold on to them or cut my losses now ?
Happy new year to everyone on the 5i Team and all the members .
Wishing everyone a fantastic 2022 year.
Thanks
These stocks were all winners earlier this year now they are all my loser . They represent only 6% of my total portfolio should I hold on to them or cut my losses now ?
Happy new year to everyone on the 5i Team and all the members .
Wishing everyone a fantastic 2022 year.
Thanks
Q: Would you consider entering a position in UPST now in the high 140's or would you wait for the tech sector to settle out a little more?
- Roku Inc. (ROKU)
- WELL Health Technologies Corp. (WELL)
- Enthusiast Gaming Holdings Inc. (EGLX)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Zoom Communications Inc. (ZM)
- Digital Turbine Inc. (APPS)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
- Upstart Holdings Inc. (UPST)
- Affirm Holdings Inc. (AFRM)
Q: Can you list your potential biggest January bouncers, maybe 5 Canada and 5 US for aggressive investors? Thx!
- Roku Inc. (ROKU)
- CrowdStrike Holdings Inc. (CRWD)
- Upstart Holdings Inc. (UPST)
- Affirm Holdings Inc. (AFRM)
Q: Which Cdn or U.S. stocks have seen a recent sell-off that is overdone in your opinion and positions them for a significant rebound in 2022?
- Applied Materials Inc. (AMAT)
- Activision Blizzard Inc (ATVI)
- Bank of America Corporation (BAC)
- Capital One Financial Corporation (COF)
- Morgan Stanley (MS)
- Teradyne Inc. (TER)
- Roku Inc. (ROKU)
- Generac Holdlings Inc. (GNRC)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- CrowdStrike Holdings Inc. (CRWD)
- Upstart Holdings Inc. (UPST)
- Affirm Holdings Inc. (AFRM)
Q: Hello Peter,
I am leaning towards going all in with my borrowed chips for swing trades. This would be separate from my long term holdings. I would appreciate your opinion please.
Towards that objective, I have short listed the following:
AMAT, TER, ATVI, GNRC, COF, MS, BAC, LSPD, AFRM.
I think diversification does not matter for swing trades and, understanding that this is a crap shoot could you please suggest approx. 5-6 stocks, either from this list or others that you would suggest.
Regards
Rajiv
I am leaning towards going all in with my borrowed chips for swing trades. This would be separate from my long term holdings. I would appreciate your opinion please.
Towards that objective, I have short listed the following:
AMAT, TER, ATVI, GNRC, COF, MS, BAC, LSPD, AFRM.
I think diversification does not matter for swing trades and, understanding that this is a crap shoot could you please suggest approx. 5-6 stocks, either from this list or others that you would suggest.
Regards
Rajiv
- WELL Health Technologies Corp. (WELL)
- Enthusiast Gaming Holdings Inc. (EGLX)
- Ultra Clean Holdings Inc. (UCTT)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- CrowdStrike Holdings Inc. (CRWD)
- Digital Turbine Inc. (APPS)
- Celsius Holdings Inc. (CELH)
- Upstart Holdings Inc. (UPST)
- Affirm Holdings Inc. (AFRM)
- TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
- Matterport Inc. (MTTR)
Q: I bought these (and others) for growth, and was doing well, but am now in the red on these holdings. I bought for a five-year hold, so don’t need to sell anything, but I would ask, do you see any that should be sold or any that I could be adding to for a January bounce? Thanks!
Q: The above 2 stocks had a one day rally the other day. Since then they have fallen below technical support levels. Has your opinion on them changed? With hold ratings, I find most holds just continue to go down. Waiting to hear. Thank you.
- NVIDIA Corporation (NVDA)
- The Trade Desk Inc. (TTD)
- CrowdStrike Holdings Inc. (CRWD)
- Unity Software Inc. (U)
- Upstart Holdings Inc. (UPST)
- Affirm Holdings Inc. (AFRM)
Q: Looking to buy the dip and start positions in these names.
Could you rank these and suggest a reasonable target buy-in price or advise if you feel they are buyable now?
Could you rank these and suggest a reasonable target buy-in price or advise if you feel they are buyable now?
- PayPal Holdings Inc. (PYPL)
- Fidelity National Information Services Inc. (FIS)
- Mastercard Incorporated (MA)
- Visa Inc. (V)
- Block Inc. Class A (SQ)
- Global Payments Inc. (GPN)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Shift4 Payments Inc. Class A (FOUR)
- Upstart Holdings Inc. (UPST)
- Affirm Holdings Inc. (AFRM)
- SoFi Technologies Inc. (SOFI)
Q: I'm interested in the payments/financial services sector...
1. Please rate/rank the following: 1 through 10 if you had new money to deploy in this sector...
- I understand not all the same...
- If any new ideas/companies, please list as well...
2. Who do you think will win the Grey Cup ? Are you doing odds and taking bets with 5i ?? - Sports-book Division in the future ??
Thanks,
Have a good week!
1. Please rate/rank the following: 1 through 10 if you had new money to deploy in this sector...
- I understand not all the same...
- If any new ideas/companies, please list as well...
2. Who do you think will win the Grey Cup ? Are you doing odds and taking bets with 5i ?? - Sports-book Division in the future ??
Thanks,
Have a good week!
Q: How would you proportion $20 thousand between these 2 high risk companies?
- Teladoc Health Inc. (TDOC)
- DocuSign Inc. (DOCU)
- Galaxy Digital Holdings Ltd. ordinary shares (GLXY)
- Pinterest Inc. Class A (PINS)
- Zoom Communications Inc. (ZM)
- Peloton Interactive Inc. (PTON)
- Upstart Holdings Inc. (UPST)
Q: Both Zoom and Docusign stocks sold off after earnings were announced. I'm looking for a list of a half dozen stocks that shined during the panemic and the date that they will next report earnings.
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Block Inc. Class A (SQ)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Upstart Holdings Inc. (UPST)
Q: Good Day 5I Team,
LSPD is sold, by which 2 or 3 stocks US or Can same sector can be different industry to replace it ?
Thanks
Best Regards
LSPD is sold, by which 2 or 3 stocks US or Can same sector can be different industry to replace it ?
Thanks
Best Regards
- Redfin Corporation (RDFN)
- eXp World Holdings Inc. (EXPI)
- Upstart Holdings Inc. (UPST)
- Affirm Holdings Inc. (AFRM)
Q: Are there any reasonable tax loss proxies for these names?
Thanks!
Thanks!
Q: Hi there, I am under water on this one - what a dramatic fall. Can I have your thoughts on this one. Thanks.
Q: Hi 5i Team,
Upstart, Pinterest and Cerence are all beaten down lately. Do you think they still have future growth potential and are buyable during the current tax loss selling period. If so, pls estimate an entry point respectively.
I understand the risk of these stocks and they are in different sectors.
Pls deduct credits at your discretion.
Thank you for your great advice as alwasys
Upstart, Pinterest and Cerence are all beaten down lately. Do you think they still have future growth potential and are buyable during the current tax loss selling period. If so, pls estimate an entry point respectively.
I understand the risk of these stocks and they are in different sectors.
Pls deduct credits at your discretion.
Thank you for your great advice as alwasys
- PayPal Holdings Inc. (PYPL)
- QUALCOMM Incorporated (QCOM)
- Sea Limited American Depositary Shares each representing one Class A (SE)
- Veeva Systems Inc. Class A (VEEV)
- Teladoc Health Inc. (TDOC)
- DocuSign Inc. (DOCU)
- Guardant Health Inc. (GH)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- CrowdStrike Holdings Inc. (CRWD)
- Digital Turbine Inc. (APPS)
- Unity Software Inc. (U)
- Upstart Holdings Inc. (UPST)
- Nuvei Corporation (NVEI)
Q: I would like to build a more concentrated techy portfolio of our holdings with a 3 year time horizon by concentrating funds on stronger names and selling those you have less confidence in 3 years. Please rank names for
A. new funds to add with a short blurb about
1. growth potential and profit margins
2. risk/ debt, particularly at a time of rising rates
3. competitive advantage
4. management
B. selling with comment about reasons.
Appreciate service you provide - thanks
A. new funds to add with a short blurb about
1. growth potential and profit margins
2. risk/ debt, particularly at a time of rising rates
3. competitive advantage
4. management
B. selling with comment about reasons.
Appreciate service you provide - thanks