Investment Q&A

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

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

Q: Would Peter's answer to M.S. on November 5 re: ATD also apply to TIXT? I'm in the same boat and not sure whether it's worthwhile to hang on.
Thanks kindly,
Geoffrey

Q: I bought Aecon at $10.78 last year when the price dropped, offering an attractive dividend yield of almost 7%. I purchased it solely for its dividend, as part of my dividend portfolio, and did not expect much in terms of growth. Unexpectedly, to my surprise, it has become the best-performing stock in my portfolio. With the recent dividend increase, the yield now surpasses 7%. Historically, this stock has been quite volatile, with performance fluctuating. My question is: should I hold onto this dividend stock and overlook the 163% capital gain, or consider selling it and reinvesting in other dividend stocks? What is the potential here? If it reverts to its historical performance, would it be better to sell and buy other dividend stocks? Thank you for your insight.

Q: Hi, Air Canada is finally moving . My question is what would be your suggestion as how high it can go based on period results and forecast or at what price it gets overvalued. I have this stock in RESP for long time and will need funds shortly. Thanks

Q: Hello Peter,
With Brookfield moving its HQ to US, does this mean we will pay with withholding tax in our TFSA account for any dividends declared? Also, should one wait before adding to BN? Given Topicus's results, would it make sense to increase one's weight to from 2 percent to 3 percent .. Lastly, if one wants to stay conservative, would it make sense to sell TOI, and LMN and just focus on CSU? Much appreciate it

Q: Good morning! Which of these two compounders that you recommend would you buy today? And why? Thank you to your team.

Q: Your thoughts on earnings and forward guidance please.

Q: 3 Questions:
Why is Magna up on the Q results? I sold at $100. Do you think there is a reason to step in?
What would be your favorite industrial for growth?

Q: What are your views on these two small companies?

Q: I'm looking at selling my lightspeed and purchasing propel. What say you?

Q: I am looking at swapping out CNR for TRI. as I believe TRI may be less sensitive to the economy. What is the long term (5-10 yr) growth outlook for these 2 companies and do you prefer one company over the other. Thanks

Q: Your thoughts on SMCI and HPS-A after the news and drop today? SMCI seems like they have issues to deal with...would you intiate a new position in either at this point? Thanks in advance.

Q: Hi group I am short exposure in Financials in both Canada and us Please recommend 2 CAD+ 2 US stocks and 1 etf for each market. Also do you recommend a position in Bitcoin going fwd its getting hard to watch it hitting new highs as of late. Would you recommend a position for a moderate investor and if so what 2 stocks would you consider...thanks for your help

Q: I use your Watchlist function, but am not sure how up-to-the-minute it is. Can you please clarify? Thank you.

Q: When you made suggestions to David on his TFSA are they in order of preference, or just random order?

Sheldon

Q: Hi There,
I currently have small positions in FTS (1.5%) and PBH (1.1%) which I am contemplating selling both and starting a new position in TIH for a higher growth profile. In your opinion, would you expect TIH to grow fast than the other two?
Thank you,

Q: This stock has steadily increased for a number of years but this year it's it's been up and down. Whats happed and will it continue to decline?

Q: In a portfolio with banks at 42% (TD, and National), energy at 35% (TC, Sobo, and Tourmaline) and consumer discretionary 16% (ATD), what companies would you suggest diversifying into? This is my husband's account and he buys and holds. He will be selling Telus and needs some options for telecommunications and more. Could he be more diversified? He is asking my advice but I appreciate hearing from you.

Many thanks.
V.

Q: My daughter recently inherited a substantial sum of money and would like me to invest such in a mix of companies, both in the US and Canada, with a modicum of international companies. She lives in Europe.
Could I respectfully ask if you could offer your chosen six equities in each of the US, Canada and worldwide (in order of preference), including one or two ETF’s, with a mid term (5 - 8 years hold) term. Could you also provide an entry point for each stock?

I do appreciate your guidance…

cj