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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 Team,

I have done really well with CGI and am thinking of swapping it for KXS. This move is purely for growth, I am comfortable with risk and have a long time frame (3 to 5 years).
Conversely, I am significantly down on both MAXR and HCG, and am thinking of selling one to add to the other. Which one would you recommend keeping and why?
Please deduct credits as you see fit.

Thank you for spreading the wisdom.

BK




Read Answer Asked by Bekaye on December 12, 2018
Q: Have to raise cash for YE withdrawal from my RIF. These are the smallest holding and are under water. Would you please rank them as to which you recommend to sell. Your input is appreciated. Thank you.
Werner
Read Answer Asked by Werner on November 21, 2018
Q: Good Morning 5i,
In your estimation what is the downside If: a). recession and/ or b). rising interest rate housing crunch ? On the flipside what is the upside?
Also, how much did they miss the numbers by and was it for a more valid reason other than 'the weather'. Deduct as necessary.
Good job to all, carry on and Thank You. This is not a private question
Read Answer Asked by gord on August 15, 2018
Q: In my diversified portfolio, which of the following in your view are worth holding for income and/or possible capital gains in one year, and which should be sold now, for better opportunities? I do not need the cash nor tax losses. CHE.UN BHC CGX HCG HR.UN SKM(US) AT&T(US). Thank you.
Read Answer Asked by Harold on July 27, 2018
Q: HCG recently announced leadership appointments such as New CIO, SVP Underwriting and SVP Human Resources. Looks like they are building a long-term strategic team to lay the foundation for growth and managing operations effectively.
In this context how does 5i view the developments.
Two key questions here.
1) What would you recommend for existing investors and what advise would you give for new investors looking at making a stock purchase
2) What impact can we expect in the next couple of quarters or say year 2018 in terms of earnings and business outlook? Will the new appointments and personnel costs have significant impact on earnings in near term?
Read Answer Asked by Sridhar on December 27, 2017
Q: Good morning . Thinking of doing some tax loss selling these are the stocks I am under water on . Are these all good for that or should I just sell some of them. I have a well diversified portfolio and none are a very large position
Read Answer Asked by Stuart on December 14, 2017
Q: Home Capital Group (HCG) - Recent news show that the company is back to normal operations and investors were confident enough to vote against Warren Buffet's 2nd tranche beliving that the confidence is already in place and reasoning equity dilution was not necessary. Is HCG still a good buy at current levels (say $13 to $15 range) ? Please advise.
Read Answer Asked by Sridhar on September 21, 2017
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