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Investment Q&A

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

Q: Hello 5i research team, I will soon be liquidating a brokerage account containing shares in 18 companies, probably within 2 or 3 months. How would you suggest I proceed with the timing and pace of the sale? As soon as possible, gradually, according to the wishes of the heirs, or at the deadline, to take advantage of market exposure for longer? Should I rely on technical analysis to determine the timing of the sale? If so, which indicator (ma, rsi, macd, or others) and how often (daily, weekly or monthly)? Thank you for your collaboration, Eric
Read Answer Asked by Eric on February 07, 2024
Q: Good morning I have been a holder of ATZ for a while pretty much back to even in terms of cost. I was wondering what has been driving this lately I can't seem to find any news that could be driving this? I hold this in a TFSA in your opinion is that the best account to hold this company in.? Thanks
Read Answer Asked by Kolbi on February 06, 2024
Q: Water as a sub-sector allocation to materials. Looking for company and ETF candidates for further research in both NA and International.
Read Answer Asked by William Ross on February 06, 2024
Q: With steel prices having moved up a fair bit over the last few months, I have been surprised at the continued weakness in shares of STLC. Now down to $40. The company paid a $3.00 special dividend in each of the past 2 years, and also pays a regular 42 cent quarterly dividend, so a trailing 12 month yield of 11.5%. Solid balance sheet. What do you think of it at this price, and is there an earnings forecast for 2024?
Read Answer Asked by Dan on February 06, 2024
Q: Can you kindly recommend any sites tracking RSI for individual stocks and whether you feel this is a good input into the decision making process of when deciding to buy an oversold stock?

Also, I notice there are timeframes for RSI (weekly, monthly etc) so how does the timeframe inform the result and help a decision to purchase an oversold stock?

Thanks as always for your guidance!
Read Answer Asked by Cathy on February 05, 2024
Q: Hi, was wondering about swapping Nvei for Eif .
Looking for a more stable company with the dividend. Would also get a tax loss by selling Nvei . Could you talk about the two for management, debt, and long term investment..
Which would you like in a downturn or recession if or when we get one?
Thanks
Read Answer Asked by Brad on February 05, 2024
Q: Sir. In the spirit of weeding the garden, I find myself well down in these stocks…with a time frame of 1 year , please comment on which to keep or toss how…. 5i had good things to say about many of these in the past, but we all know that times change quickly in this business…
Read Answer Asked by James on February 05, 2024
Q: Hi: I am looking back at your recent answers and also this week’s earnings. Are you now recommending that GOOS is a sell, please advise with some suggested guidance going forward. With their seasonal business it would also be helpful if you can comment on likely updates to their progress, ie we need another winter to pass before we see any changes.

Thanks in advance.
Read Answer Asked by Peter on February 05, 2024
Q: I have these companies in my tfsa and and I have $7000 to add. How would you rate them right now.
Read Answer Asked by Mike on February 02, 2024
Q: Kindly rank the following securities for a buy at current levels. Thank you.
Read Answer Asked by Karim on February 02, 2024
Q: Equal weight with the noted companies. Would like to add a 6th with equal weight as well. Will set and forget for 10+ years. Can you please provide 3-4 possible compelling options. Ty.
Read Answer Asked by Chris on January 30, 2024
Q: Could you please give me the top 10 stocks with the highest ROCE 5 year average (Return on Capital Employed) on the TSX and the S&P? So, that would be 20 stocks in total. Thank you very much.
Read Answer Asked by Toge on January 30, 2024
Q: "As reported by the Canadian Federation of Independent Business, approximately 76% of business owners are anticipated to transition out of their businesses in the next decade. This could result in over $2 trillion in business assets changing hands, presenting a substantial opportunity for growth and yield in the sector."
Do you have any suggestions of companies that may benefit if this in fact is an upcoming trend?
Read Answer Asked by Colleen on January 30, 2024
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