Investment Q&A

Q: My wife and myself hold 365 shares in NFI in our TFSA and are down 69%. Yestereday, NFI re-affirmed 2020 guidance, but was less confident about 2021. Even though held in NFI, should we continue to sell all or some of the NFI shares or just ride it out with a dividend yield of 5%?.........Tom

Q: I hold some big loss holdings, such as those above, in registered accounts. Even though there is no opportunity to claim tax losses, would it make sense to consider selling them, at least until the new year, to avoid further losses resulting from tax loss season?
Thanks for your insights

Q: I have a small position, down 20%. I am close to selling it now, but just wondering should one wait to see what the earnings call on Nov. 11 brings?
I can find more growth, faster, elsewhere. Thx.

Q: I am looking at tax loss selling of these 4 companies. Down significantly on all 4. Is there any I should retain that may have hope of recovery.

Q: Hi 5i
After listening to the infrastructure update by the Canadian Gov't this morning and the areas they addressed ie: electric buses and clean energy projects etc will be priorities, I am thinking both NFI and XBC will benefit. Your comments please and any other suggestions.

Q: Please rate the above for survival and continued Div. payout in the next 5 years, based on cash- flow that well covers the dividend . I am a senior and need income. I have a position in all the above and would like a rating best first. Please insert your suggestions for the above criteria.
thanks
Yossi

Q: Hi, I own NFI, which is down almost 50%. Would you recommend selling it for AC if dividend and sector are not my primary concerns? Thanks.

Q: To add to Donald's question:

i have a position in NFI (now about 2,5 %). Considering that:
-its a long term hold (5 years +, no need for dividend money while waiting)
-that it is hold in a registered account ,so no taxes loss or gain
-that trading fees are not significant

would you keep the current NFI position or switch it to MG ?

Q: Would you buy NFI or MG? Both vehicle manufactures that are high beta. Similar dividends and both building vehicles for the low carbon future. Regular dividend increases for MG is good and NFI cut it's dividend. Which would you chose nd what would be your primary reason? Thanks Ron

Q: Hello 5i team,
I need to crystallize some losses to neutralize some 2020 capital gains: which would you sell first (in what order)? ACQ, CXI, MX, NFI, XTC? I am reluctant to sell : ACQ right now because of its excellent momentum. ACQ seemed to be turning things around before COVID, and they seem to be doing the right things again right now. Also reluctant to sell MX and NFI because they are slowly grinding higher and having good cyclical upside potential. If I sell CXI, I would feel like selling at the bottom, I would prefer to wait to see its performance when international travel reopens a little bit more (hopefully) in 2021. That leaves XTC, but I need a little more selling than only XTC. May be only a partial sale, but each only account for 1% to 1,5% of my total portfolio.
Thank you for your collaboration, Eric

Q: I hold NFI at a huge loss. recently the Globe and mail reported that Adam Gray, who sits on the board of directors, acquired a total of 152,300 shares at a price per share of $15.20 increasing this account’s holdings to 4,507,746 shares. The cost of this investment totaled over $3.8-million, not including trading fees.

This represents about 4% of outstanding shares of this company. Your opinion please on if it is wise to average down or just take my losses and move on,

Thanks

Q: Hi Peter, Ryan, and team,

My wife's TFSA consists of the above holdings. NFI is down 73.4%, and XMA is a tiny holding where we park cash (no commission with iTrade). The others are doing well, but perhaps they're not the best when held in a TFSA. Are there any outright sells, and what suggestions do you have to employ the possible cash? We'd like a bit more oomph from this account. Your advice is very valuable.

Q: Another miss?
Jim

Q: Hi - I need to sell some shares in one of these two. Which would you recommend to sell? Thanks

Q: I have about a 1% weighting in each of the following names in my portfolio: MX, PLC, BYD, MTY, ALA, NFI, TFII, GIB.A, MFC, SIS.
I want to refocus by eliminating 3 or 4 of these. Sector allocation is not a factor. Please suggest 3-4 names to eliminate (list the most obvious to eliminate first) and 2-3 good candidates to boost today (best first).

Q: My TFSA is about 2% of my portfolio value. Should I invest in just 1 stock or should I diversify and buy about 5 different stocks? I purchased 5 stocks last year and most are down considerably since March. (NFI, SIS, TOY).

Q: I'm thinking about harvesting tax losses on both NFI and CAE. For NFI I would probably wait until after I receive the dividend payable to holders of record at close of business on June 30th. In regards to CAE I think we are seeing a second wave of COVID-19 building so air travel rebound may be delayed or muted. I know you like CAE but with Trump (and fellow travellers) in charge there is just not enough energy to really confront the virus so the airlines stay empty.
I have yet to rebuy any companies stock once sold. Probably should put the money towards gold, bumping up my 5% weighting a bit.
Any thoughts or concerns?
Thanks,
Jim

Q: Within the context of tax loss harvesting, what would be good proxies for the following stocks: NFI, SIS, and VET. And can you assign an estimated "beta score" for the proxies. i.e. 1.0 should have very similar performance.
Also, with a year like this, should we expect heavy tax loss selling towards the end of the year?

Q: I noticed that on your May monthly portfolio report NFI is only 1.2%. Is this a wait and see before adding more ? What is holding you back from adding to this stock?
Thanks

Q: Good day 5I Team
In multiple accounts (3 registered & 2 none registered).
SIS (1.75% / -19% total PF) ,
CAE (1.3% / -16%) ,
WSP (1% / +2%)
RTX (1% / -2%)
NFI (0.2% / -59% )
XBC ( 0.2% / -8% )
Your suggestion, which one to Add, Hold, & Sell for long term growth ?
Thanks
Best Regards