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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: Hi 5i,

I have maybe a rare question for you. I have done quite well with my stock selections (much thanks to you for many of the wise choices) and are sitting on a pool of Capitol Gains. Now, my wife and I are entering the phase of our life where we can make some significant "tax-friendly" charitable donations. Always keeping in mind, saving enough for the rest of our days. Our question is: If you had to sell from the list I provided, and thinking of holding the remainder at least another 10 years, which would you chose to sell a portion of ? Perhaps the top 3, in order of choice ? Thanks so much.
Read Answer Asked by Jim on September 02, 2022
Q: I follow your Model Portfolio and want to add CDR Stocks - (AAPL, NVDA, GOOG, AMZN, META, DIS, and V) since I want to keep 25 stocks. Which one would you suggest selling from Balance Equity Portfolio and replacing it with 7 CDR stocks?

Thanks for the great service
Read Answer Asked by Hector on August 24, 2022
Q: this is my mix of companies. which would you cull and what do you recommend to replace?
Read Answer Asked by Mark on August 19, 2022
Q: Without concern for sector or diversification what would be your top 2 choices of the above names for long term (10+ yrs) growth potential for TFSA? Of those 2 choices what is a good entry point??
Read Answer Asked by Marco on August 17, 2022
Q: I'm considering taking tax losses. Which of these would you consider moving on from or selling and getting back into at a later date.

I'm an income investor with a long term horizon and have apparently have passed the iron gut test.

Read Answer Asked by Robert on August 08, 2022
Q: Hello, thank you for your reply of July 28th. I like the idea of obtaining physical gold -how does one begin the process to access it with PHYS?
Which type of account is it best to hold PHYS - REG, NON REG, OR CORPORATE AND WHY?

What is the differences between these 2 ETF? stability, growth, MER?
Which Sector does CGL.C belong to? What is a bullion stock?
PHYS belongs to the financial sector. Thank you.
Read Answer Asked by Lorraine on July 29, 2022
Q: Hi! If you listen to Larry Summers from Harvard on Wall Street Week he speaks of stagflation, Fed not raising rates quick enough, and difficulty with getting a soft landing. If you had to create a brand new portfolio today with a tilt towards income and could choose a combination of 16 stocks from either the US and Canada what stocks would you choose?
Read Answer Asked by Neil on June 13, 2022
Q: On a question regarding WELL you indicated, the appetite for growth stocks driven by acquisition, with sub $700 million cap have just about 0% appetite right now. If you ture that around, what is there an appetite for now and please give me 5 examples of Canadian companies and American companies that meet those requirements. Thanks.
Read Answer Asked by Les on June 06, 2022
Q: I am interested in stocks in the material sector, both US and Canada. Any ideas and suggestions?
Read Answer Asked by Joanne on June 03, 2022
Q: My portfolio analysis indicates I am somewhat uderweight in basic material. My present holdings are FNV and NTR. Now that I am retired, my risk level should be considered low to moderate. Dividends are not particularly important. Could you suggest 2 or 3 companies in that sector that have good prospects over the next 5 years. If none are particularly interesting at this time, I would rather wait. In the same vein, could I suggest adding the option of searching by specific sectors in Questions? Thank you.
Read Answer Asked by jacques on June 03, 2022
Q: Hello, I bought AEM at $99. I am thinking of selling it and buy it back after the 30-day tax window.
A) Is the merger with Kirkland Gold fully completed now?
B) Do you think much can happen in the next 30 days with AEM stock price?
C) Let's say I sell AEM on June 6th, can I buy it back on July 6th or is it preferable to wait a bit longer?
Thank you,
Read Answer Asked by Gervais on June 02, 2022
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