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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: This question is about REAL...which is held in a TFSA....and is down 66% or 4,700 loonies as of this evening, Oct 25th As it is held in at TFSA,and not being able to claim a capital loss for tax purposes, I wondering what my options are?....and this stems from  REAL being recently sold from the 5iR Growth Portfolio What comes to mind is  #1..like sell now before the real tax loss season begins as it is likely to decline further #2..repurchase as the tax loss selling season ends or when it shows momentum #3...or just bit the bullet and move on Keen to get your take for my particular situation, even though you have moved on, or is there some other option, as I work to recover the loss, which I already know is not the best approach and something I don't do but as it is in the TFSA, I mentally just want to make up any loss on selling it by repurchasing it, crazy as it seems, eh?!.........Tom
Read Answer Asked by Tom on October 26, 2021
Q: Hi Peter and Staff
In your answer to Arthur yesterday you mentioned that BEP was currently not profitable
-is this a new development and if so what caused it and when is turnaround likely ?
-I know you often clarify that cash flow is more important than accounting profits - do this apply in this case and if so how ?

Thanks and have a great day

Dennis
Read Answer Asked by Dennis on October 26, 2021
Q: Dear 5i team.

I am considering a switch from CPX to NPI and wanted to know your views on these two matched head to head. Is there a better alternative to switch to in the same space?


Many thanks.
Read Answer Asked by Arthur on October 25, 2021
Q: CCS-u seemed to have had a correction mid-summer. I received your report on TCN-c and it looks extremely interesting. Am considering a purchase of one or both. Would you have a favourite or would you consider them equals from a point-of-view as investment opportunities? Is the U.S. housing market still booming?
Ed in Montreal
Read Answer Asked by ed on October 22, 2021
Q: In the growth portfolio you bought REAL for $12.95 and sold it, per your Oct 12 update, on a day when the highest price it traded at was $9.81, locking in a 24% loss. If you "like the industry and the company's fundamentals continue to look decent," isn't this a classic case of "buy high, sell low" when nothing but sentiment has changed in the company's long term outlook?

Analyst consensus EPS is $0.47/share in 2022 and $0.56/share in 2023. If such earnings materialize, this would be 19% growth in earnings for a company with no debt. I know it's a big if, but if REAL does achieve $0.56/share in 2023, traders selling it today would be selling a stock with estimated 19% growth in earnings for only 17 times 2023 earnings. What am I missing?

I took a quick look at the 5I Growth Portfolio and found that a couple of your big losers, QST and MRS, are bigger losers than REAL and have no earnings and/or none forecast. Why not sell these instead of REAL?
Read Answer Asked by David on October 22, 2021
Q: Hello 5i
I’d like your take on these 3 stocks as they’ve all displayed good momentum as of late, in their respective indices.

Thnx for your excellent service!
Dave Soroka
Read Answer Asked by David on October 21, 2021
Q: hey guys hope all is well i,m currently down 10 % barclays came out with a sell rating i had originally bought this with a 2 to 3 year hold i,m wondering how bad this could get considering chip shortage if you could please let me know what you think maybe get out now and get back in when things are better Thanks as always
Read Answer Asked by michael on October 21, 2021
Q: In response to Justin’s question about the short leash for XBC I wonder if you could comment on my rationale for holding onto this stock despite also being down about 50%. I agree with 5i’s principle of the longview of 3-5 years for growth stocks if no material change presents itself. As for XBC I remain positive for the following reasons: it seems much of the difficulty is COVID related, the board has taken concrete positive steps to rectify weakness, the business model has diversified significantly, the sector is just getting started and there should be years of tailwinds. In following your advice to invest for the long haul in growth, not get emotional about the volatility that presents itself in this space and the feeling that markets in Canada tend to overreact to news much more so than in the US, could you make the case for those like me that would like reassurance that XBC remains a viable position to hold based on valuation and potential.
Read Answer Asked by Warren on October 21, 2021
Q: I've been on the fence with this stock and was trying to decide what to do with it....I go to the 5i website and boom you've upgraded to A-. I was coming to ask if it was time to move to another tech name. I am a balanced portfolio follower slowly moving to income follower so was considering selling my ENGH and buying SYZ. I bought at $65 so am down about 15%. I take it the upgrade means you have faith even if it isn't a name you hold in the portfolios.
Read Answer Asked by Tom on October 20, 2021
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