skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi Team,
I hold these 6 lossers and like to trade as the follow to crystallized the "tax loss".
sell ALA buy PXT,
sell BNS buy TD,
sell MFG.PR.G buy MFC.PR.C
sell SOX buy WSP
sell KPT buy PRI.un
I understand my queston have too many companies in one question, please deduct as many as it needed and I sincerely thank you for all these years of your team's best service and help my retirement investment portfolio.
Merry Christmas and Happy New Year to you ALL.
Tak
Read Answer Asked by Tak on December 24, 2018
Q: I am a conservative,retired income investor looking to invest when (hopefully) this s###-show has settled down. What would you suggest for Canadian companies? I've been watching the banks but they seem to be continually weak.?
Your thoughts would be appreciated.
Bob
Read Answer Asked by Robert on December 21, 2018
Q: Could you please provide me with your opinion on the importance of global diversification within a portfolio. How comfortable are you with a heavy weighting in Canadian stocks for a couple in their mid 60's. The way I see it - we live in Canada, spend in Canada and am wondering if having exposure to US and/ or global equities exposes us to currency risk.
Read Answer Asked by Barbara on December 20, 2018
Q: Hi Peter:
Season greetings to you and your team.
I would like your opinion on the trade(s) I was thinking about.
1) Sell full positions in POW and NFI.
I've had POW for 5 years and it has done nothing during that time except go down about 20%. However, I also think that at $24.00 it has potentially hit a bottom support number. I would be happy collecting the nice dividend it pays.
I also think based on your recent answers to questions that NFI has potential going forward.
2) If I sold POW and NFI, I would add to the positions that I already have of the other companies that are mentioned.
I'm well diversified and this would not interfere with my sector or geographical weightings or the amount of dividends I am receiving.
I think both scenarios have their positive attributes and would appreciate your thoughts. Do the trade or remain the course.
Thank you very much for your valued opinion.
Read Answer Asked by Dennis on December 20, 2018
Q: Hi 5i,
Can I have your opinion on averaging down on these in the current climate, say in the next few days,. Without regard for weightings,risk profile etc, could you rank them in order that you would chip away at them?
Thanks
Read Answer Asked by mike on December 19, 2018
Q: Is there a possibility for us to know Upgrades &Down grades to take the timely benefit such as ENGH today?
More than growth stocks may be we should sell the looser and keep or concentrate on high dividend paying stocks with minimum chance of cut such as bce,,telus, Td please help naming a few good in your opinion
Read Answer Asked by Nizar on December 18, 2018
Q: Hi Peter,
Please deduct as many credits as you see fit. I have some losers (some big) as per below:

Margin account
CLIQ down 52%
PHO down 37%
MX down 20%
TFII down 23%
ECN down 13%
NFI down 11%

TFSA
GUD down 17%
CLS down 20%
DOL down 38%
TSGI down 47%

RRSP
DOO down 43%
COV down 26%

Here are my questions.
1- Should I claim the capital loss with CLIQ and PHO and repurchase in 30 days?
2- Are there any names there that I should just sell and move on to something else? What would be your top 3 replacements for the removed names in that case?
3- My initial thought was to inject new money in CLIQ, PHO, DOL, TSGI, DOO and COV to bring these names back to my initial weight. Would this be a good move in your opinion?
These names are part of a diversified portfolio and don’t need the funds for another 10 years minimum.
Much appreciate your service. Your responses to this market volatility have kept me from panicking as I did in 2008. I thank you for that.
Read Answer Asked by Marco on December 17, 2018
Q: An analyst from Citi has warned that “debt service ratios for non-financial firms” in Canada are very high, and a crisis is possible within a year. Is it safe to assume that none of the companies you recommend would have any trouble servicing their debt (TSGI, SIS, PBH, COV, TOY, etc)? Do any prominent names come to mind which might be at risk? Thanks for your thoughts.
Read Answer Asked by Brian on December 17, 2018
Q: Hi, I have some capital losses from sale of shares earlier on this year. Looking to book some gains, by selling partial position in certain holdings which have appreciated considerably from my cost, but presently trading 10-25% off their highs for the year. Q1:Should I liquidate at current prices (before year end) or wait until market sentiment improves and valuations are better ? Q2: Either way (2018 or later), in order of preference, which ones will you let go first ? These stocks and weightings as follows : CSU (12%), SYZ (6.5%), BYD.un(5.3%), SHOP (5.2%), CGI(4%), KXS (3.3%) and CCL.b (4.5%). Thanks
Read Answer Asked by rajeev on December 12, 2018
Q: Gentlemen Good Morning,
My mat'l sector is 3.3% (MX 2.3% & FNV 1%)
I want add 1.7% to the sector.
5IR can suggest one or two names (Ca or US)
For long term, no need income, solid undervalued name.
Thanks
Best Regards
Read Answer Asked by Djamel on December 10, 2018
Q: i own quite a few of your favorite companies kinaxis,the stars group,covalon,great cnd gaming,methanex,square -on square iown long dated options a year out,savaria,knight,enbridge,shopify,largo
i also own some you do not like , like baytex but ithink if oil gets to 60-65 this is at least 4.00, i have an awful lot of cash, so i am looking for one small to mid cap that you really like for the next few months, could be in the u.s. but i prefer canada.has to be liquid.does not have to be in your portfolios.dave
Read Answer Asked by david on November 29, 2018
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!