Investment Q&A

Q: These stocks are owned in an income portfolio and while their yields are good the continued downward trend is worrisome. Which would you replace, and with what, and if you could provide a reasoning for the change. REAL is my "real" worry, if truth be told, but I also feel slightly off my pizza these days ...

Q: Hello
Could you comment on Real & First Solar earnings.
Thank you very much.

Q: Further to Kel's July 24th question and your reply re: capital appreciation in the Real Estate sector. You listed 4 favourite Reits - any preference in ranking ? Would you consider the addition of REAL to be a good move ?

Q: Hi team,

May we have your opinion on the Q?

Thanks

Q: Unfortunately I am down over 50% on all these stocks (held in my TFSA). I am “cleaning house”.
Please give your opinion as to whether any have the potential to recover and are worth holding for a bit longer.
Thanks for your help.
Len

Q: I’m significantly underwater on these stocks. Can you please advise which ones you’d hold, and which ones you’d sell? Can you please also give 5 growth stocks in Canada and 5 in the US that you are high on right now in place of the above?

Q: Hello
Could you comment on REAL earnings?
Once the dark cloud of interest rate hikes subside it appears REAL may grow again, at least that is what management seem to be saying? Do they have enough cash to to holdout until then?

Many thanks for your expertise
Stephane

Q: I have a few questions regarding these 3 companies, which I hold as part of my real estate exposure. I am down on all 3:
(1) How much overlap is there between REAL:CA and EXPI:US in terms of their various US businesses? I intend to hold REAL for the eventual recovery, cannot use the loss anyway as it is held in an RRSP.
(2) I am considering selling EXPI:US and adding to my TCN:US to consolidate the positions. I can use the loss on EXPI.US. What do you think of this move?
(3) To sum up, hold Real, sell EXPI, add to TCN. Would you do it differently?
(4) In general, due to the shift in outlook for interest rate increases over the past month, do you think the real estate recovery has been accelerated?

Please take as many credits as you like. Thank you.

Q: I'm down 50%+ in these positions in a registered account with a 5-7 year time horizon. Which of these would you suggest I sell and which would you consider holds? Please offer better alternatives in the same sectors for the sells. thanks!

Q: Has there been positive news on REAL to explain the recent momentum? Is it time to sell and move on or hold for a few quarters? Thank you.

Q: I use my TFSA to buy and hold low-debt, cash flow positive, technology companies with good long-term growth prospects. My TFSA holdings (ENGH, OTEX, SYZ, TCS, AIF, REAL and AT, ranked by weight) total about 8% of my overall portfolio. My holdings in AT and REAL have fallen to about 1% of my overall portfolio, because of their poor performance, versus 2.5% average holding for each stock in the overall portfolio. I am considering the following options:

1. Keep both AT and REAL for a long term (10+ year) hold (i.e. do nothing)
2. Sell one and consolidate into the other for a long term hold (but which one to keep?)
3. Sell both and consolidate into my other TFSA holdings (which one(s)?)

I would welcome your thoughts with respect to each option, given there is no tax loss selling benefit in a TFSA. Thanks!

Q: I have REAL in both my TSFA and non-registered accounts. I would like to get rid of it from my non-registered account. Could you suggest a replacement (I do not plan to repurchase it? Do you suggest selling it from the TFSA or waiting for it to turn around a bit?

Q: Hi 5i,

Could I please get your thoughts on REAL latest quarter.

Thank you,

Greg

Q: Are any of these stocks worth holding on to or is time to deploy the money elsewhere?

Q: I plan to sell at least two of the above companies for tax loss this year. Can you list in what order you would sell first.
Best Regards,
Harold

Q: Hi team,

Please provide opinion on the quarter!

Q: These six companies comprise my “Small Cap Canadian Technology” holdings. As I like their long term prospects, I am content to hold all of them for their recovery potential over the next few years. However, I would like a second opinion from you: would you agree they are all good companies worth holding, or would you switch any of them out for better quality names? If so, what would be your suggested replacements and why?

Q: Hi,

Can you provide suggested proxies for Ovintiv and Real Matters.

Thank you.
Camille

Q: thoughts on quarter

Q: I had planned on removing both of these stocks after 5i discontinued them. Unfortunately, I waited too long on and am now down 75% on REAL and 10% on GUD. I heard a speaker on BNN Bloomberg recently say that it is too late to sell stocks that declined since the fall 2021. My question is - should I continue to hold these stocks if I don't plan to use the cash from their sale to purchase anything new (they will stay in cash)? Is there any hope that they can improve?
thanks as always for your help