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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: What do you think about tax-loss selling each of the above companies at this point? If in favour, do you think I should buy 30 day proxies for each, and if so, what companies? Thanks.
Read Answer Asked by Ben on June 23, 2022
Q: I bought NVIDIA years ago and have been considering trimming as I’m overweight, and now want to take advantage of stocks that have recently dropped. I am a long term investor focused on growth with medium-high risk, what 3-4 stocks Canadian and U.S. do you recommend to help compliment my holdings? My US holdings are GOOG, COST, ISRG, V and my CAD tech holdings are CSU, TOI, KXS, and STC.
Read Answer Asked by Nick on June 22, 2022
Q: Hi 5i - at current prices, how would you rank the following Canadian tech stocks: SHOP, KXS, TOI and LSPD?

Thanks, Neil

Read Answer Asked by Neil on June 16, 2022
Q: I hold 1/2 positions in KXS, STC, & OTEX, and a 1/4 position in SYZ.
I have a small gain in KXS and small losses in the other 3.
Would you choose to consolidate or replace with similar any of these holdings at this time and if so what moves would you make.
Thanks, Hugh
Read Answer Asked by Hugh on June 15, 2022
Q: I am down on the following stocks and wondering if i should sell so i can claim the loss on my losing positions % + loss as follows LSPD- 55%, NFLX - 59%, SHOP -47%, NVEI -45%, GSY-47%, KXS - 28%, GM - 39%, TFII - 24%, PFE - 16%. Does it make sense to sell now and maybe buy some back after 30 calendar days or do you think i should keep some of them and ride out the downturn ? can yo comment on what i should keep or sell in order of preference... your help is appreciated
Read Answer Asked by Terence on June 13, 2022
Q: I have the above companies in my TFSA which, due to the tech sell off, are now down to about 1/3 of a full position. I do not require any money from my TFSA for at least 10 years so have a long timeframe. I also own a full position of CSU in my wife’s TFSA which I will continue to hold.
I am thinking of selling one of these positions and distribute the proceeds in the remaining positions.
Could you rank upside potential of these companies?
Or should I just leave it alone and let time be my friend?
Read Answer Asked by Bruce on June 13, 2022
Q: Hi,

As a follow up to your answer to Curtis's question. What are some of the better companies in the data analytics space?
Thank-you.
Read Answer Asked by Alex on June 10, 2022
Q: Good morning. What would you recommend for an investment Canadian and US data analytics company or space? Thanks again.
Read Answer Asked by Danny-boy on June 10, 2022
Q: HI, This retired income couple want to invest 5K for our 20 year old grand daughter from our TFSA. To do so we have to sell some of our holdings in this account. Our largest holding SLF to our smallest TPZ are available with profits in most. Please suggest best to worst to select for raising the necessary cash. Our plan is to use the cash to purchase VGT.US or perhaps your other preferred etfs to be used in about 3-5 years. Thanks
Read Answer Asked by Peter on June 01, 2022
Q: Further to Neil's question on May 9, can you list some tech/growth stocks that are looking good at current prices? I would like to start nibbling away with the understanding prices could go lower but with the 30% decline in Nasdaq from high, we must be getting close to the bottom here. Thanks
Read Answer Asked by Terry on May 13, 2022
Q: Given the current market sell-off, could you please give me three growth stocks and three value stocks that you believe are seriously oversold and "on sale" at current levels. Would appreciate a line or two on why you are choosing these stocks.
Thanks!
Read Answer Asked by Chuck on May 10, 2022
Q: I've read the Nov. 4, 2021 report and all questions since. Given premium to peers in Nov report and its more than 50% decline, taking into consideration price changes since Nov in peers (KXS, DSG, SYZ), would you say the case is stronger on a relative basis today to consider TCS for a buy? If you ranked the 4 today where would you put TCS and if it's in the 3 or 4 position, what particular weaknesses are causing you to rank it lower? Thanks for all you do. John
Read Answer Asked by John on May 03, 2022
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