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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: Just to clarify, 5i is selling all of ANRG and PRMW and LSPD from the portfolios.

ANRG and LSPD are at all time lows. So you're selling at the lows.

Prmw is bullish and moving higher and is near its high and you're selling that as well.

What happened to run with the winners and sell the losers (not at their low)?

Sheldon
Read Answer Asked by Sheldon on November 22, 2022
Q: In your response to Guy R. (Oct 22) about Tax Selling, you indicated the likelihood of a considerable sell-off still to come for this year's 'worst performing' stocks. Yikes !! Taxable account or not, wouldn't it be advantageous to sell the “worst” now, then repurchase in early December those stocks that you wish to own for the future? Otherwise, by holding, you are faced not only with recouping the loss already established, but on top of that, the additional loss anticipated in the coming 5 weeks.
My “worst performing” list includes: Canadian stocks: ANRG, AT, CAE, EGLX, LSPD, MG, PRN, SHOP, WELL. US stocks: APPS, U.
1) Are there any of these that you would suggest NOT selling ?
2) Of those to be sold, are there any that you would suggest NOT repurchasing in December ?
3) You mentioned some investors will want to buy “less worse” performing stocks so as not to miss out on a possible short term rally. Do you support this approach in the current situation, rather than just holding the cash proceeds temporarily ? If so, are there a handful of “less worse” performing stocks, that you would suggest and, would they be temporary or more long term replacements ?
Use whatever question credits appropriate. Thank you , as always.
Read Answer Asked by Alexandra on October 23, 2022
Q: Hello
I bought all these stocks believing they were well positioned for the energy revolution. Investors have not been interested in supporting these companies and now we have one of the first to go bankrupt. More to follow as QST has been on the ropes now for five years or more.
Fact is, when the sea if full of escaping methane (pipeline sabotage), who is going to pay a company to collect methane from cow dung?

Any thoughts on.......
What is it going to take from these companies to go broke?
How much more time do they have in public markets?
Any worth the pain of holding through another market crash?

Thanks
Read Answer Asked by Dave on October 03, 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 Theron on August 17, 2022
Q: Thanks for your Aug 4 response to this issue. I note from co. statements that the change in revenues etc. appears only to apply to future BOO projects and that there would be no change in profitability, which seems to be implied by their recent message. Is this correct or are the adjustments you have noted required to asses the consequences of this change in accounting practice. Thanks




Read Answer Asked by Mike on August 16, 2022
Q: Hi, I have very small positions in each of these. Do you think it makes sense to sell STC ANRG and WELL to add to DND and CTS ? I view them as «safer» compagnies if a recession comes and they have as much long term upside potential as the others. What are your thoughts ? Thank you.
Read Answer Asked by anthony on June 20, 2022
Q: For fun if you were to build a concentrated portfolio with Canadian stocks maximum holding 7-10 what would be your picks today.
Read Answer Asked by Kolbi on June 10, 2022
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