Investment Q&A

Q: I am considering swapping AW until it wakes up with a return to TD BANK after tax loss selling in 2024. Please assess this move. Thank you

Q: Hi Peter,

Would you be able to provide a list of stocks that would be candidates to purchase if they dropped in price due to the current political situation in the US.

Q: Hi Everyone!!
With tariffs looming, will MDA space be effected?
Cheers,
Tamara

Q: Some ETF's collect dividends from their underlying assets, but also employ yield-enhancement strategies. We might expect that such ETF's would account their distributions as some combination of 'pass through' dividends plus (for example) return-of-capital, but it is apparent that some ETF's retain essentially all dividends, and account distributions as (for example) return-of-capital alone. I can see how this policy might be attractive in the short- to medium-term - or even in the long-term, depending on the rate of inflation, and capital gains rules - but a notably cost of this policy is to deprive the investor of the considerable benefits of the dividend tax credit.

Is there a rule-of-thumb one can apply, here, to evaluate the implied trade-off, or is this the sort of thing the determination of which needs an accounting degree? Further (and without implying any judgment), can the ETF itself benefit from the dividend tax credit, or is the credit only available to individual taxpayers?

Q: Good day ..
can u please provide me 3 names u would dollar cost average into on a monthly basis into a tfsa for a five -10 year time frame . Park and forget .
Thank u
Mark

Q: Some of your favorite stocks are down over the past month. In what order would you DCA?

HPS.A -11.15%
PRL - 7.14%
COST -7.36%
CSU. -4.78%
LMN -9.28%
DOL -6.51%
ROAD -4.13%

Q: I notice recently that Dollarama is often near the bottom of your "recommendation" list. I know its currently overvalued but its price has dropped significanly lately. Is there a reason why its near the bottom of your list, why its price is dropping, and at what price it would be a good "buy"?

Q: Jan 3, DOL was one of your top picks for Canadian stocks in 2025. Since that date all questions asking you to rate buys, DOL was always rated last. Please explain what you would do if had intended to hold the stock for another 3 years with a good embedded capital gain. Thank you

Q: Good day. I’ve been holding my stocks for just over 3 years without much adding subtracting and balancing. I have a few stocks that have declined quite a bit over that time. I think it’s time to sell a few of my losers and reinvest in better companies. The two equities in question are in a RRIF account. Magna is down 53% and CSW.B is down 31%. Each represents about 1% of my portfolio. Do these companies have a hope over the next 12 months or should I sell and move on. Can you recommend a replacement equity to purchase with the proceeds. Thanks

Q: Good Day all ! Can you give please 2 Canadian names to replace DRX with in a TFSA. Sector is not important here, just good quality growth potential. Thank you !

Q: Hello 5i,

Can you explain where money flows too during risk-off periods such as 2007-2009 and 2022. With the risk of no declines in the Fed rate this year what would the 2025 scenario look like for equities? Other than shorts, are there sectors that can flourish in a 2007-2009 and 2022 scenario?

At which point is it favourable to look at short-term and 5-10 year Treasuries?

Thank you for your service.

D&J

Q: We have ~$8000 in cash in a TFSA currently holding 5 securities (ATD, BCE, CP, GOOG, TECKa; [the portfolio is otherwise well-diversified with ~20 other securities held within RSP/non-registered accounts]), and would like to add to one or two of the positions. Which one or two would you recommend to add to these existing holdings (position size is not an issue), and why?
Ted

Q: I know that you had previously listed West Fraser Timber as one of the stocks that could be harmed by the tariffs. It has decreased over $10 in the past month or so. Do you think it is now pricing in the tariffs or not? Also, do they not have operations in the US? How does that factor into this question?

Q: The noted stocks are all very weak right now. I suppose on fears of recession and/or tariffs and/or specific company performance. Could you please rank these for potential to rebound in 2025? Any particularly attractive or unattractive right now to purchase with a brief rationale? Thanks!

Q: NTR You added it to your portfolio

Overlay a CORN PRICE chart over NUTRIEN Chart

When Corn goes up NTR goes up Have a Look RAK

Q: considering a buy
i am looking for defensive but with potential for growth
i like the pharmacy/food stores they are rolling out
please advise on this buy and please suggest another 2 options in list of defensive stocks
i am generally diversified and hold financials and tech
many thanks

Q: I am wondering about the exposure of the following natural resource stocks to tariffs. Would you consider selling any?

Q: I am still buying and looking around for the best possibilities. Today the motley fool listed the three Canadian stocks they would buy, if they could only buy three. I notice that you seem quite strong on cls these days. And perhaps I see you putting the breaks on for hps. I may be wrong on this perception regarding hps. But, I think you are getting stronger on cls. What would be your 3 stocks Canadian? I am particularly interested in your main reason for liking cls.? It has not corrected. I know you like moment, though. I wonder whether I would’ve put shop in it’s place with the recent drop?

Q: Hi 5i
Dal reported today Fri Jan 10....Delta forecasts the strongest profit in its 100-year history.....it expects 2025 to be the most profitable year in the company's 100-year history...

Do you think Delta earning/outlook are reflective of the industry in general and specifically AC?

Could this be the positive catalyst the airline needs or is management so bad its still basically a coin toss on their outlook?

Is AC expected to meet their forecast earnings Feb 14?
I meant to add to this question that the american airlines , LUV, Ual are up today after delta earning while air canada continues its slide.. why do you think that is?
Thx

Q: Thanks for your reply on the effects of Trump tariffs on various stocks I own . I will be doing a little re-balancing based on your answers . However you didn't opine on two on the list . ENB which I would suspect may be affected by a tariff on oil and AND which has both Canadian and American operations though I'm not sure of how much of each they have. Thanks again for your terrific service ......