Investment Q&A

Q: Thoughts on these quarterly results? Do you still like the long term prospects of these three growth companies?

In general, what are your thoughts on holding growthier names in this current market? It just seems that the risk of holding these positions through earnings outweighs the benefits. For example, if a company meets expectations and maintains guidance, the stock barely moves. However, any miss or lower guidance and the stock easily gets crushed 30-50%, such as NFLX, FB, UPST, RBLX, COIN, etc... Seems a lot of companies are issuing lower guidance because of all the uncertainties. Wouldn't it be better or more prudent to just sell or maybe trim the positions to reflect these risks and re-enter later?

Other growth names I have on deck soon are GSY, WELL, AT, EGLX, LSPD, NVDA, APPS, and CRWD and I'm worried about how investors will react to earnings. Thanks!

Q: Can I get your opinion on RBLX at the current price. My 11 year old son would like to buy a few shares in my account. Can you also recommend 2-3 tech stocks under 50 bucks that may be a better investment.

Thank you!

Q: Would you have a good proxy for U:US, DND and GH:US to capture tax losses, I do not need them but I would use them at for the future? If there is no equivalent, please state that as well and I can wait until markets return, whenever that will be.

Thanks for your service!

Q: Given the most recent allegations against rblx is it time to just get out?

Thanks Mike

Q: I currently hold a 2% position in Unity (at breakeven) and I am considering adding to 3% or diversifying with a starting position in Roblox since it is struggling at the present time? It would be a 5-10 year hold.

Your thoughts would be appreciated.
Kevin

Q: Given the latest quarter report and the drop in share price, management still seems optimistic longer term. How do you see this company/stock over 5 years?

Thank you.

Mike

Q: Good morning... your thoughts on the RBLX quarter. Would you be buyers or sellers? Too much risk for this market?

thx. M

Q: I hold the following IT equities and ETF and am reviewing them for duplication. Please advise which of these you would sell; ASGN, RBLX, UCTT, META, LOGI, MSFT CSU, XIT, TOI, STC. Thanks very much.

Mike

Q: Hi Team,
I am an aggressive investor, which paid off lovely in 2020, but now am being crushed. I hold the following stocks (with weightings in brackets) in total in my brokerage accounts. Could you have a quick look and tell me how this basket looks "In general"? And if you see this basket doing well over the longer term (say 5-10yr hold), pointing out any suggested changes you would make, if any are "sells" or worth switching out. Note that if I sell any GSY it would incur tax (the weighting is large because the position has grown and have been a firm believer in the company as its valuation still looks cheap and am collecting a nice div off it as well). I am 42yrs old so retirement is a ways away and my goal is maximum returns with reasonable risk until retirement. Please deduct credits as required. Thanks
ATZ(3.2%)DOO(1.3%),GSY(24.7%),NVEI(6.3%),TOI(8.6%),WCP(2.8%),SQ(3.5%),APPS(2.5%),RBLX(2.7%),BAM.A(1.7%),LSPD(3%),FB(8.2%),TTD(2.9%),U(2.2%),ABNB(2.4%),CRWD(2.4%),NVDA(6%),PINS(1.7%),CRM(2.9%),NOW(2.7%),SWKS(1.7%),TWLO(2.4%),VEEV(1.4%)WELL(2.5%).

Q: What are your thoughts on this etf? Are there any similar options to get exposure to these companies?

Q: Has Roblox price entered an attractive buy zone?

Q: Could you please give us your opinion of this ETF. It would seem to be a good choice for some exposure to the" Metaverse".

Q: Hey 5i team,

Could I please get your current thoughts on Roblox at this time?
Has it settled enough to enter a position?
What's your conviction level on this name?
Reporting after market and call tomorrow.

What are your top suggestions in this space?

Thank you as always for the terrific service.

Q: Hello 5i,
Do you think Metaverse is a better investable theme compared to Crypto?
Facebook seems to be allocating capital to Metaverse.
Can you suggest some stocks in US or Canada that give exposure to this theme. Can you suggest any ETFs other than META that invest in this theme? Do you think this is best held in a TFSA or NonReg account?

thanks

Q: Good morning!

AFRM aside, could you rank 3 or 4 of favorite US based IPOs so far in 2021, that you’re watching and briefly let us know what you see and like.

thx, Mark

Q: I'm thinking that there's probably not a better time to enter some stocks I don't hold but want to own, than during the turbulent September / October timeframe.

Are there any of the above you would stay away from at current prices due to (over)valuation, downside risk, potential implosion.

Unfortunately, I have previously owned stocks that have left a huge scar (Nortel, NIKO Resources, Poseidon Concepts, Concordia), and want to avoid a similar fate with current high flying stocks.

Thanks for your input

Q: Good morning team. I recently exited ATVI with all the sexual harassment allegations directed at the management. Didn’t sit well with me from an ethnical point of view. I did however do well with the stock. Wondering if you could suggest a couple of comparable companies to replace it. I do like the space. Thanks. Happy long weekend.

Q: Would welcome your interpretation of the recent Quarterly Results reported from Roblox, and your opinion on the merits of holding a position in the stock as part of a technology growth-oriented portfolio, or identification of any peers that may offer a better risk/return for a 5-year hold. Thanks as always to you and your staff.

Q: Hello 5i what are your thoughts on PINS, SPOT, ATVI and RBLX recent declines, I think all are overreactions for varying reasons (ATVI/RBLX getting dragged down with China crackdown on gaming, PINS USA MAU declined but everything else looks good, SPOT ... not sure what really changed here but it took a huge dive..) I like to buy a stock I know and follow anytime there is an overreaction like this. I know ATVI has culture issues with female harrasment and that has dragged them down as well but I don't really see how any of these stocks trajectory/themes have really changed all that much. How do you view these 4 stocks?

Q: Hi,

Congrats on the web site update! Makes it easier to navigate for sure especially when looking up company data.
Of the recent IPO's listed above, do you have a preference for one or the other or obtain a starter position in all 3? Or a different one all together?
Also, can you pls confirm the considerable drop in revenue as seen on the Company data for ABCL....or is this an error? I normally only invest in a company whose YoY growth/revenue is trending upwards...so this is a bit of a caution flag if I were to invest in ABCL.

Cheers,
SteveMc