Q: Will you be issuing a tax loss selling report this year? Can you suggest a list of Canadian companies to keep an eye on, that you would consider good long term buys and might be subject to tax loss dips later in the year, thanks.
Q: I am more growth oriented and fairly aggressive in my portfolios. I currently own Loblaw but I am thinking of switching to Maple Leaf Foods or PBH because I think they will grow more.
What is 5I’s view on these two companies and making a switch
Q: Good evening, as 2020 comes to an end it has been an eventful year for stocks. Can you recommend 10 beaten down canadian stocks that are value companies that got the short end of the stick this year? Canadian stocks that have all the criteria you look for ( strong balance sheet, good management, low debt etc ) and will recover as Covid runs it course over the next 6 month or so. I am a more risk tolerant investor with over 25 years before retirement.
Q: Thank you for your great advise. I currently have a good positive portfolio thanks in large part to your suggestions. I need to increase my consumer defensive by about 1.5%. I currently own the above companies at different weights. ATD 3.5% PBH and L at 2% and DOL at 1%. Where would you add or would you suggest another company. Please rank in terms of preference.
Q: What 3 Cdn and 3 US equities would you currently select (without regard to sector) as your best picks for an investor seeking both a) the six "safest" equities over the next 12 months as in lowest downside risk in your opinion, and b) the six most likely to provide at least a 5% total return over that period? Tough one but perhaps very helpful for part of an overall portfolio - Ken
Q: I have held this company for 4 years. It pays a good dividend and in earlier years it paid special dividends once a year. The share price has dropped 30% since acquisition. Given its growth prospects, do you think it should be sold? If so what would you buy in its place?
During last March sell off I bought VFV ETF in my RRSP account and I had a healthy profit. I am looking to sell half my position to buy Canadian and US beaten up stock that have a good potential to rebound. Can you please suggest some good quality names.
Thanks
Q: I am growing increasingly impatient with GIB.A, PKI, and RTX. I am considering replacing each of these with the company I have indicated after them. What are your thoughts? OR should I temper my impatience?
Much appreciated as always. ram
Q: I am underweight consumer discretionary stocks (also underweight US stocks). I only own AMZN and REAL in this space. Considering ATZ or GRMN. Are there any others I should consider. What would be your suggestion to add? My portfolio has a mix of about 25 US and Canadian stocks based on reading your question section daily. Thanks for all you do for the independent investor!
Q: Jeff Brown and Chris Hunt who work for a financial firm - they have been online recently predicting the market will drop 92%. They have a picture with red arrows and charts, etc. I do not know them. Apparently Chris Hunt made many predictions over the last while which have come true he claims. The last one being his prediction of the sell-off in March. Larry Berman who is well-known is also bearish on utube - his recommendations are usually short plays. Is this just standard when the market has more downs than ups? Should we take these comments seriously? I appreciate your advice - thanks, Dennis.