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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: do these companies offer a decent upside in a moderate economy were inflation is dropping along interest rates. is the selling down based on perception or reality on earnings ,.short selling in control or is their a couple of stocks were their is a lot of insider buying and reducing share count and debt thanks
Read Answer Asked by cliff on January 03, 2023
Q: Hi 5i Team,

I own the above noted stocks as a smaller portion of my portfolio of higher risk names. All of these names are down other than CTS. Do you see any of these names as ones that I should sell as part of a portfolio clean up?

Thanks in advance,
Jon
Read Answer Asked by Jonathan on November 16, 2022
Q: Hello 5i,
I own all the above stocks and have ridden them up and down in this market, so my risk tolerance is fairly high.
Could rank them for future growth and survivability? Also, If I were to consolidate the five into two or three what might you recommend?
Thank you
Dave
Read Answer Asked by Dave on November 14, 2022
Q: Above are 4 of my poorest performers. Which ones would you be selling? Also, Nov. 4 there were a lot of stocks that were down big numbers even though some of them had a good quarter recently (i.e SHOP, LNTH, NVEE and a few others). Can you give me some insight into what is happening here. Always appreciated.
Read Answer Asked by Dennis on November 07, 2022
Q: Hello , following is my list of losers .. and I am assessing which ones to sell this month for YE capital loss. I appreciate your comments.

As an aside; in watching the huge drop in some of these stocks, one certainly wonders about the wisdom of their CEO's ... as an example META, they are spending billions on Metaverse so that people can work and play and interact in virtual reality .. maybe in the year 2050 !!. and many others that just didn't adopt their businesses to people post Covid returning to work and shop at malls... truly incompetent .. For me, this crash has convinced me to buy shares in companies that are making money and have a strong management team.

Thank you
Carlo R.
Read Answer Asked by Carlo on November 07, 2022
Q: Except for Apple I'm down 40% in the others. Time to sell and wait or hang on for the long term?
I bought Apple at $126 so still good.

Thanks
Read Answer Asked by Austin on September 30, 2022
Q: Hello, My loss on these stocks varies from 25% to 65%.. As I get ready for year end losses, which ones may have some life? and which ones to sell.
Thanks
CR
Read Answer Asked by Carlo on August 29, 2022
Q: I got caught in the recent drop with too much US tech. I have positions in these companies, all down more than 50%. I don't need to consolidate, but could if it means a stronger recovery. Looking toward a recovery in the market, do you see any holdings that have a lesser chance of recovery, that should be sold to add to another position that has a better chance of recovery? Thanks!
Read Answer Asked by Kim on August 15, 2022
Q: Please rank these for a 3 year hold. I'm down in all of them, except AAPL, ISRG & TSLA

Thanks!
Read Answer Asked by Austin on June 30, 2022
Q: Good Morning.
I presently have UPST in a TFSA account. It is down significantly without tax loss sale possible. I have read that the new Apple payment system is disruptive to Block (Square) and to Affirm. What is your opinion on this and would UPST be significantly affected? Is it wise to continue to hold UPST or should I consider moving some funds into AAPL? Thank you.
Read Answer Asked by Catherine Ann on June 10, 2022
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.
Read Answer Asked by DAVID on June 09, 2022
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