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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: CSU and BEP.UN are graded A and are your only A grade companies in Canada. What might be an A grade company from the U.S. if you were to grade?

Thx
Read Answer Asked by blake on July 12, 2022
Q: Please rank these for a 3 year hold. I'm down in all of them, except AAPL, ISRG & TSLA

Thanks!
Read Answer Asked by Austin on June 30, 2022
Q: Dear 5i
If i have a sufficient amount of ZSP in my portfolio is there a need to buy AMZN , AAPL . MSFT and GOOG stock individually , within an RRSP account ?
Thanks
Bill C
Read Answer Asked by Bill on June 21, 2022
Q: I sold TTD and AMZN to realize a tax loss more than 30 days ago and I know that I can buy them back today with no issues. I bought ROKU and SHOP respectively as proxies a week later with the proceeds. They are both down (I guess things don't always work out!). The first question is can I sell both of these and claim a tax loss despite my not having owned them for 30 days?

Secondly, I am assuming you would recommend buying AMZN back (not that you don't like SHOP) but would you still re-purchase TTD? Does APPS offer a potentially better return? Or might you stay the course with ROKU? It appears to me that these companies are similar businesses.

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on June 17, 2022
Q: These large behemoths have been decimated in varying degrees. Would you please rank them and would you buy now for a long hold on what seems like a huge sale on quality leaders? Thanks.
Read Answer Asked by Steven on June 15, 2022
Q: How would you invest 40K USD (which stocks and/or ETF's) in a balanced way, to limit downside risk, but maximize capital appreciation over the next 1-3 years. What timing would you use to make this investment. Thanks
Read Answer Asked by Charles on June 10, 2022
Q: Hi Peter/Ryan I don't have large American companies such as MSFT, GOOG AAPL or AMZN in either my RRSP or TFSA is there any benefit to having some in a RRSP or TFSA? Which of these or other suggestion would you recommend for either. Thanks Nick
Read Answer Asked by Nick on June 09, 2022
Q: Good Morning,
I would like your opinion on what you see as the next multibillion growth industry? Is it the Metaverse, EV charging industry, or is it something else?
Thanks
Read Answer Asked by Curtis on June 07, 2022
Q: I have 1400 BMO shares in Rrsp, I want to sell them and buy tech stocks, looks like tech stocks are hit bottom, this is the list that I want to buy Lspd, Nvei, Toi, shop, Cts, Eglx, At , Goog, Amzn, Upst and Apps, your thoughts please, thanks always.
Read Answer Asked by Hue on June 07, 2022
Q: Hi 5i
Aside from a better market backdrop, what will it take for SHOP to regain investor confidence? Is it similar to AMZN a few years ago, where AMZN ploughed all its cash flow into expanding its business, but at some point paused somewhat and showed some big profits?
Thanks
Read Answer Asked by Dave on June 06, 2022
Q: Thinking of locking in losses for tax purposes on these two. What would be a good proxy or proxies for the 30 day period?
Thank you.
Read Answer Asked by Carlos on June 02, 2022
Q: Bought shortly after announcement of split resulting in current loss. Splitting at 20 to 1 on Jun 3.Thinking of adding tomorrow or should I wait after split.Note that Amzn along with Goog & Msft are u top US stocks today. Txs for u usual great services & views. As a aside a few days ago I asked Tara of Market Call to invite Peter and Ryan as her guests
Read Answer Asked by Peter on June 02, 2022
Q: What 3 Canadian and U.S.A. large cap companies are great buys at their current level ?
Buying for core and long term holdings.
Read Answer Asked by Lawrence on June 01, 2022
Q: Hello — I noticed that 5i doesn't list AMZN's NEO ticker (AMZN-NE). I am aware that it's not a share but rather a Canadian Depository Receipt on Canada's NEO exchange that sports decent trade volume (~130k)

So, question: what, in your mind, are the chief advantages/disadvantages of buying AMZN CDRs, or *any* CDR, for that matter, as NEO also offers CDRs for MSFT, GOOGL, TSLA, etc.?

Thank you.

Read Answer Asked by William on June 01, 2022
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
Read Answer Asked by JOHN on May 30, 2022
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