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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: Hello 5I Team,

I need to trim down these positions in order to generate some cash in the next couple of weeks. Could you please suggest a possible order that you might trim from this list of eight companies, given the current economic climate? Thanks. Brad
Read Answer Asked by Bradley on April 02, 2025
Q: Currently hold PBH and considering selling. Know you recently rated as a hold for the three year period. For a better total return,over the next three years, would you sell PBH and buy one of ATH, CJT, MG, NPI, NXR.UN, TCL.A, or VHI. Please rank these stocks for purchasing. Thanks
Read Answer Asked by David on April 01, 2025
Q: I have done well on all of these stocks but all have had pull backs. Which of these should be held, sold or added to.( I have no need for the cash and none are on margin) Thanks for your help.
Read Answer Asked by Steven on March 17, 2025
Q: Hello,
I'm looking for some tax-loss proxy ideas for the following names:

CAN: DEFI, DCBO, HPS.A, KSI, VHI
US: CLBT, NBIS, PLTR, SYM, FOUR

Thank you!
Read Answer Asked by Andrew on March 10, 2025
Q: Looking to invest new funds in SMID CAD. Do not need income - lean to Growth. On a risk/reward ranking, from this list or any others you prefer, please advise where you would focus investments for 3-5 years hold.
Thanks
Read Answer Asked by sam on January 20, 2025
Q: Can you recommend 5 new growth stocks for a TFSA. I have DOL, TVE, VHI and WELL. Would you keep these, given the high valuations of some of them.
Read Answer Asked by Merrilyn on December 11, 2024
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