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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: I am planning to take some losses as offsets to capital gains from previous years. In some cases, I am considering replacements as well. Please advise of any concerns with, or suggest alternatives to, the following sale (purchase) plan.

Sell HWO, PSI & IPL (buy PPL and AQN - already own ENB, ALA & KEY)

Sell SU & CJ (buy CNQ and PXT - already own ARX). I also have a sizeable loss on VET, but consider that is presently so far below comparables, that I should wait for some recovery – or sell now and move on?

Sell HR.UN (buy another REIT, possibly TCN.UN and/or ERE.UN - already own IIP.UN & NWH.UN).

Sell CHR.

Thanks - Don
Read Answer Asked by don on October 05, 2020
Q: Pason's current price and cash might look appealing to someone who doesn't have any exposure to oil in their portfolio. What are your thoughts on Pason at this time? Would you prefer a producer like Suncor or something midstream like Enbridge?
Read Answer Asked by Bashir on August 27, 2020
Q: I own ARX, PSI and XEG. Momentum in ARX is improving and I am just above water. I am down 66% with PSI. My other holding in the energy sector is XEG. I am considering selling PSI and investing the proceeds in ARX. What do you think? Thank you.
Read Answer Asked by Richard on August 11, 2020
Q: Hi, As a retired income plus some growth investor which order would u add to or delete the above under 1% positions to tidy up my portfolio.
Read Answer Asked by Peter on July 10, 2020
Q: The last question on High Arctic was in March 2020. (some in January) Have your thoughts changed? Seems to be drifting slightly higher? 49 cents was its 52 week low. Today it is 70 cents. Dividend has been suspended I believe.

The question is to sell, hold or "average in" to reduce my "losses"! It won't reach 3 dollars + for a looong while, I don't think.

If I do decide to sell , what would be your alternative stock to consider? I know you have been suggesting all the subscribers to wade into the market "gingerly" with 1/8th position. (paraphrasing your answers)
Thanks.
Read Answer Asked by Savalai on May 12, 2020
Q: What equities in Canada or USA do you consider cheap with great balance sheets.
Read Answer Asked by Albert on May 01, 2020
Q: Can you suggest five companies from the oil sector that are least likely to go into bankruptcy with oil at current prices.
Read Answer Asked by Edgar on April 01, 2020
Q: Hi,

Is there an oil stock listed either in Canada or the US or both that does not have any debt on the books? If so, is it possible to name a few.

Thanks
Read Answer Asked by ilie on March 30, 2020
Q: Hi 5i Research Team:

I have traded Forex before and am new to stock trading. 90% of my RRSP, RESP and TFSA is in cash and I'd like to avail the current market conditions by "gradually" buying the dips.. and holding it over the long term, 5 to 10 years. I understand that no one can time the market or its bottom.

After exploring the reports and questions on your site, I have identified the enclosed 29 stocks based on following criteria:
- Current Retracements of > 75% over 52 week high & low
- Dividend Yield > 5% (in some cases, like WEED, which is a bit risky, I understand there's no dividend in the near term.. and I am simply going for the upside swing over the next 2 years... same for CRON and Air Canada)

Considering my 90% cash position and strategy to partially buy in on dips over the next few weeks, can you please advise if my stock selection is sound. In addition to my stock picks, please advise anything else that I should keep in mind.

Thanks for everything you do. Much appreciate.
Read Answer Asked by Meherban on March 23, 2020
Q: I own Pason Systems in my RRSP and am now down 50%. I know that you have sold it out of your Income Portfolio because of what is going on in the industry. I consider Pason has strong management ( will adjust to the changes affecting the company) and a solid balance sheet. I think I should continue to hold as I have the time especially considering the dire situation that the oil industry is in. What is your view. Thanks.
Read Answer Asked by Gerry on March 20, 2020
Q: Hi,

If you were to look at your Income Portfolio with a critical eye, are there any companies or ETFs there that you would consider at high risk of reducing their dividend/distribution? If so, why?

Thanks,

Gord
Read Answer Asked by Gordon on March 13, 2020
Q: What would be your top picks in this environment meeting these criterias: low debt, low payout, 3%+ yield. 5 names+ would be great. Long term investment. No financials or real estate. Thank you!
Read Answer Asked by Pierre on March 12, 2020
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