Investment Q&A

Q: Hi team,
What do you think of the short attack on roblox today? Stock seems to be recovering from initial loses earlier today. I had been holding Roblox with hopes the name would recover with its advertising potential and growth prospects in future omniverse development and being a leader in VR games. Should I continue to hold this smaller position or is it time to run away. On a side note I always thought they would make a good aquisition target for meta for the headset usage and advertising expertise within the rblx platform. However regulators don’t seem to let Meta aquire any company these days . Thoughts ?
Shane

Q:
I had purchased TAN, TWLO and RBLX. Now they are performing less than 55% of buy price. Should I HOLD these or take the losses and move forward?

Q: Can you please comment RBLX? Thank you!

Q: I would like to do some tax loss selling and was wondering if you might be able to rank RBLX, SQ, TOY, GH, OVV, and COW in order from those with the least potential to recover over the next year, to the most potential. I appreciated your help last year on the same topic. If I were to sell them all, are there any you would consider buying back after 30 days? Thanks.

Q: Hi Team,
I am sitting on a small position of roblox in a US cash account with a 56% loss. Would you recommend holding this name with expectation of an eventual comeback ? Or is it time to cash out and accept the capital loss? If so what name would be your favourite to buy today with the funds either US or Cnd regardless of sector for a 10yr hold?

Thanks ,
Shane

Q: Hello,

Can you please provide your current views on these two companies?
For a 3 to 5 years window, are they buy, hold or sell?

Thank you,

Q: Hello Team,

RBLX, buy, sell, or hold?

I would appreciate it if you could speak to cash flow, debt, and growth expectations.

Thanks,
Saeed

Q: Hello,

I have small positions in these 6 stocks, all in the red - MTCH, ROKU, GNRC are in registered accounts, RBLX, UPST, ZM in non-registered. I don't find it easy to sell any stocks but in the spirit of 'pulling weeds', can I get your opinion on which of these, if any, you would sell. Any that might be worth adding to at their current valuation?

Thank you for your insights, Doris

Q: Your comment on Rblx's earnings today?

Q: Hi there, I am down considerably on the above stocks. Can you please advise which stocks have the greatest chance to recover in the next few years? Most are over 70% down and should I sell some to reinvest in better operating companies such as GOOG and AMZN. thank you for your time.

Q: Going over some losers from 2022.

Bauche
Converge
Enthusiast
Qualcomm
Topicus
Roblox


Please let me know your thoughts and also should I buy, hold or sell. Most are in registered accounts.
Thanks.

Q: Hi Team,
I hold the following 3 aggressive names in a US cash account (sq, rblx, apps). As a group they are down 65% , in close to equal weighting’s . What do I do with this mess? Hold at this point waiting for recovery ? Consolidate into a different safer name? Any chance for these 3 with a 3-5yr time frame ? Or is it time to take the loss and high grade to something such as a goog ? Or Maybey crox in a different sector ? Or …hope for a aggressive pop at some point , then high grade later ? Your opinion is appreciated .

Q: Can I get your current thought on RBLX?

Q: Hi Team,
This is more of a general question/ observation of todays price action. On a very negative day yet again, across all major index's where it seemed almost everything is down, some of my worst performers which I thought would be down even more yet were actually positive on the day. In specific (RBLX,SHOP,SQ,TOI (almost NVDA...was positive for a while). Anyways, should we read much into this? Is this a sign that some of these beat down names may actually be flirting with bottom? Or is is just wild trading and a one off perhaps? Your thoughts would be appreciated. Thanks

Shane.

Q: I have META as part one third of my Metaverse portion and have room to add two third.
At current levels, would you suggest RBLX or U ?
Or suggest any other name you prefer in this space.
Thank you

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,
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: 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 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.