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: Hello team,

I'm considering selling Apple at a large profit and deploying elsewhere.
I want to offset some gains with some losses.
Losers in order are:
DRX
SGY
BCE (small amount held in my non-reg)
Selling all is fine with me so I can balance out my Apple gains. What do you think about selling these names and what are a couple of your favourite US and CAD stock for new money?
Read Answer Asked by James on November 08, 2024
Q: Hi. My wife and I are in the process of rebalancing our portfolio. We're in our 70s and our portfolio has treated us well. Unfortunately our winners have grown to create a portfolio that is now 70% tech and 30% cash.

We'd like to bring our Nvidia and Apple holdings from just over 20% for each to around 10 or 12%.

Where would you reinvest the proceeds of the sale outside of the tech sector?
What 5 top US companies and 5 Canadian companies would be your favourites and why?

Thanks
Frank
Read Answer Asked by Frank on November 08, 2024
Q: My overall Industrial weighting is fairly bang on with SIS, TFI, WSP, and a US industrial ETF.

I have been looking at TVK. Would it make sense to trim WSP at 4.59% of total portfolio down and add TVK?

WSP has been a great and I assume safer, but I can see trimming it down to 3% and adding TVK?

Thanks again.
Read Answer Asked by Colin on November 08, 2024
Q: Lots of volatility based on the election results. This may be too early to ask, but are there any stocks that have risen (or fallen) too much on fundamentals as a result of the election? Looking for potential sell (or buy) opportunities if you think appropriate.
Read Answer Asked by Mike on November 07, 2024
Q: Everyone, what are the next headwinds and when will they show up in the markets. Clayton
Read Answer Asked by Clayton on November 07, 2024
Q: In response to Alex's question on Nov. 6, 5i responded in part "(the) confluence from today's US sector performances (financials up 4.6%, industrials up 2.8%, energy and communications up 2.1%, and tech up 1.8%), we feel that the financials and industrials sectors are other areas that can benefit." Would you please advise me where to find this data, and if possible for Canadian market sectors as well. BNN used to supply this data for the latter but no longer. Your service is sincerely appreciated.

Rob

Read Answer Asked by Rob on November 06, 2024
Q: Hello 5i
I just noticed that in answer to a question you have put adt.ca ahead of premium brands in its category as a favourite pick. I have been worried that adt direction may be looking for a big way to make their mark in their acquisition. I have wondered whether that would bring them to abandon their usual caution. I hold pbh at now, a quite small capital gain and have been thinking about selling it. Just wondering what makes you so confident about this deal. And also, whether it is good enough to make the switch?
Thanks for this great service
Read Answer Asked by joseph on November 06, 2024
Q: Hi 5i!

Do you have a list of stocks on sell for tax harvesting season? Anything you think with an interesting recovery potential?

Thank you,

Frank
Read Answer Asked by Francois on November 06, 2024
Q: Hello 5i team,
In following the balanced portfolio, I have wanted to enter back into a position with Magna (MG). It seems to have hit a bottom. I know you have put it as a hold in past questions, further to that, are you still relatively far away from removing it from the portfolio? Is there still confidence as a value stock?

If any gas powered vehicle bans are lifted, would that be a further boon for the stock(although they are far away)?

Thank You,
Andrew
Read Answer Asked by Andrew on November 05, 2024
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!