Investment Q&A

Q: If you could temporarily transform yourself into a riverboat gambler for a day, what is the one stock, possibly having been hammered lately, that you would buy for a quick roll of the dice and accompanying gain or loss? Thanks.

Q: Hi Team,

What are the chances of these companies going bankrupt from 1 (highly unlikely) to 10 (highly likely).

Are either likely going to need to issue shares for funding?

Thanks

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.

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,

Do you think the news that Apple is going to start BNPL is a game changer for the bad for affirm?

Are you comfortable with any “moat” they have?

Q: Hi Team,

Have the fundamentals of these guys really changed that much?

It seems to me the biggest change is the fear or delinquencies?

Do you see decent chance of pretty good gains 3 years from now or is bankruptcy a real possibility? I have read speculation that banks may cut them off if they see a rise in charge-offs

Q: Hi Team,

In reading some recent questions I believe you prefer UPST out of these three. Can you explain why?

Q: Please rank the above for a buy and minimum 3 year hold.Thanks.

Q: During the recent short run up these were up a lot: UPST was up 75%, CELH was up 22%, AFRM was up 70%, ARKW up 15%. They have not fallen back as much as others with this big drop in NASDAQ May 18. Should I be adding to them? They seem to outpace most of the other ones. Reading Seeking Alpha, GOOGLE's account in Russia was frozen and indicated they were going bankrupt in Russia and moving out of there. Doing a lot of research, I come across Jeff Brown (Micro chip expert) you probably are aware of him - and he said a Dutch company (I have heard of it before ASML - price is about $630) said this would be the number 1 chip stock for the next many years. More than one answer would be helpful for the above questions. I realize it may cost an extra credit or 2 for this. Thank you,

Q: Hi 5i
Some themes are very hot for a while and then go stone cold. The fintech stocks have all crashed and burned. Do you think this is a buying opportunity on some of these names for the next 3 years or so? Or are there some that you would not buy at all as recovery is doubtful? How would you rank these ones for new purchases?
Thanks.

Q: Affirm Holdings (AFRM) Would this be worth buying a few shares?

Does it have a future?

Thank you.

Q: With the stock market being just terrible these days, what at the companies trading at or near 52 week lows that you would strongly buy if you could (US or CDN)?

Q: These 2 darlings are now ugly ducklings. Not long ago,Shop was the biggest company in Canada overtaking perrinnel leader,RY. Recent drastic drop from $2228 H to $658,1year Low.Any reasons for the 14% haircut today besides news that it is in talks to buy startup,Deliverr. Think market does not like this type of acquistion nowadays as it will likely increase its losses & prolong its plan to profitability in this market backdrop.Is this a entry point or more pain to come. Txs for u usual great services & views Is this an entry point for GSY which got hammered today too & trading near 1yr low.

Q: I'm looking for tax-loss proxy suggestions for the above names. Thank you!

Q: Hi 5i

Can you assign a rank on the future potential for each of these companies on a scale of 1-10? 1 being dead in the water and 10 being amazing potential from current levels?

If you have 1-2 favs from this list, what makes them better than the rest?

Thanks!

Q: I hold TTD, NVDA, UCTT, VEEV, APPS abd AFRM in the USD section of my RRSP. TTD and NVDA are still green, the others are down, 30-50% with AFRM down 76%. Do you see any holdings that should be sold and added to the others?

Q: Watching these two companies putting in new 52 week lows today. I know that the financial sector is out of favour but when I consider the growth rate of these two names I am wanting to purchase them. AFRM just stated it will exceed 3rd quarter and y/e outlooks. Could you give update and thoughts on these. Relative to growth are they expensive?

Q: Hi, What s your opinion on Affirm?

Q: Moving money from a poor performer to a better performer, talking about AFRM and U - both I could not find in your database when I tried to search them. I was going to move them to more better performers in the case of CRWD and NVDA. That should be a better place. I am north of 70 so waiting 5 years for these 2 to recover may not be an option here. Another 2 that one day they are up 10% and the next day they are down 10% - CELH and UPST. Are there any issues that have surfaced lately about the four mentioned securities thanks

Q: My accrued gains from the last few years on these tech stocks are evaporating. I'm thinking of selling the works and buying an energy ETF like IXC. Does this trade make sense?