Investment Q&A

Q: Can you give me some of your favourite beaten down stocks right now that are eligible for the Canadian dividend tax credit? I have a non-registered portfolio for income and am looking to add some capital. Thank you!

Q: Would like your suggestions of 7 value stocks that also have a history of increasing dividends for both a balance portfolio and an income portfolio ....primarily Canadian stocks or secondary US traded stocks.
and please take the number of credits necessary to complete this "task". ........thanks.....Tom

Q: Hi 5iTeam,

Would you please recommended 3 beaten down stocks (regardless of sectors) in both Canadian and US markets with significant potential upside for a 3-year hold. Please rank them in order of buyability.

Cheers,
H

Q: Are there 2 or 3 Canadian & 2 or 3 US stocks you would be interested in buying in the current downturn?

Would you buy now or wait until???

Thank you.

Q: What Canadian stocks would you be picking up today in this selloff?

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

Q: For fun if you were to build a concentrated portfolio with Canadian stocks maximum holding 7-10 what would be your picks today.

Q: Hi

If I were to "go shopping" and sell XLP a defensive ETF. What would be be a few ideas for growth assuming we are never a bottom..
Thank you for your time and assistance.
Mike

Q: Hi Team,
Today seen some big % moves by many growth/ tech names; which seemed to come out of no where. Overall, what is your sense on where we are in this pullback? Is it time to start buying some beat down tech names? This being said, if you feel a person should be doing some buying at this time; what are your most convincing buys from todays levels? Some of the stocks I was looking at are SHOP (currently not owned), or add to either of this list which I currently own all: ATZ, TOI, U, RBLX, SQ. Currently I feel like we are watching a major buying opportunity unfold before our eyes...similar to oil stocks a couple years ago and feel I might regret not adding some new funds at this point to some high quality tech names that have been sold off some 50-75% in many names. Also, generally speaking; if a person is looking at holdings that are down say 60% (which I am with RBLX,U, APPS)...should we be doubling down? It seems if not it's almost hopeless to break even from these excessively sold off levels. Deduct as many credits as necessary. Thanks
Shane.

Q: I recently sold Fiera as a tax loss and am thinking of Canaccord as a replacement in my income portfolio.
Your thoughts on CF and what are the risks vs. other financials? Do on you have another recommendation in mid-cap financials?

Q: Hi Folks,
I have the following that I can use for Tax Loss Selling - AMZN, DIS, TFII and GSY - can you recommend in what order I should sell.
Thanks

Q: Would you buy any of these 3 in a TFSA for a 1 - 2 year timeframe recovery? Only have funds to buy one. Reasons why. Thanks Derek

Q: what 3stocks look way oversold that have good upsiode

Q: Good morning Team, I am looking for proxy's for the 3 stocks mentioned with the plan to repurchase in 30 days, unless 5I suggests better options for the listed stocks.

Thanks Dave

Q: For growth over 5 years, which would you pick please?

Q: I read your answer to a question regarding tax loss selling where you said that you were "endorsing tax-loss harvesting right now". I've taken some profits and have the following stocks that are down and can utilize: AMZN, VISA, DIS, TFII and GSY - can you recommend which ones I should sell and if you would be okay buying them back after the 30 days?

Q: Taking into account their current valuations, and their individual company risk, could you please rank these stocks in terms of overall risk from high to low for a 2 year time frame:
LSPD SHOP NBLY TOI NVEI WSP CAE TIXT GSY

Thanks for all your work!

Mike

Q: In a diversified portfolio where I want to add to the above holdings, please indicate in order, which one you would add to first and so on.

Please of course consider the stock appreciation potential, the markets and are these in favorable segments or not, etc.

Thanks


Sheldon

Q: Of the 5 stocks listed in this question, do you see today as being a good time to purchase/ add to any of these names? And what order would you rank them, if buying today. Or, are there better ideas out there today that you would prefer? Thanks

Shane.

Q: In your earnings assessment you state:

"easyfinancial is seeing more 'secured' loans (33% up from 12.7%). Average loan rate fell to 32.7%, 37.5%. As interest rates rise we would like to see this trend reverse, of course."

Can I presume increase in secured loans is the reason for reduction in Avg. Loan Rate? Personally I would rather give a secured loan
rather than unsecured. Don't you think this trend would improve loan write offs?

Joe