skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I hold all 4 of these stocks in my portfolio and because of the decrease in the price of oil all are on the small side as a percentage of my portfolio. Thinking of rolling all into one stock and wondering what stock you feel will recover quickest in an oil recovery and which stock do you feel is the safest.

W
Read Answer Asked by Wayne on October 28, 2020
Q: I intend crystallizing a loss on CNQ and was trying to decide on buying a company in roughly the same business so that I stay in the market segment. SU might be the obvious choice but have some already. Can you suggest some alternatives from the those noted or others, preferably with a divided.
Btw I find the dividend updates very useful.
Thanks
Read Answer Asked by angus on October 19, 2020
Q: I am planning to take some losses as offsets to capital gains from previous years. In some cases, I am considering replacements as well. Please advise of any concerns with, or suggest alternatives to, the following sale (purchase) plan.

Sell HWO, PSI & IPL (buy PPL and AQN - already own ENB, ALA & KEY)

Sell SU & CJ (buy CNQ and PXT - already own ARX). I also have a sizeable loss on VET, but consider that is presently so far below comparables, that I should wait for some recovery – or sell now and move on?

Sell HR.UN (buy another REIT, possibly TCN.UN and/or ERE.UN - already own IIP.UN & NWH.UN).

Sell CHR.

Thanks - Don
Read Answer Asked by don on October 05, 2020
Q: Please take as many question credits
you need to fully answer this. I would like growth and reasonably safe stocks. I have losses in all of these; should I sell and take the loss? Hold as they are likely to recover in next 6--12 months? Thanks. Helen
Read Answer Asked by Helen on October 05, 2020
Q: I have a fairly large position on VET averaging at $5.27/share, comprising of 13% of overall portfolio, which I can hold on for 1 - 2 years. With the price now at $3.94.. I am considering if I should hold on or buy more to lower my average cost. If I recall correctly, you mentioned earlier about VET having a going concern issue.. and also having a good bounce in recovery; if it survives till then. I'd rather hold than book a loss; I'll sell only if its a major going concern issue.

Can you please advise if I should hold, buy or sell. I will make my own decision on what works best for you me; but your candid advise would be very helpful. Much thanks for your excellent service!
Read Answer Asked by Meherban on September 11, 2020
Q: Hello 5i, I purchased these stocks at a much higher (higher) price. As we approach tax loss selling , which ones are worth keeping? and which ones sell now?
Thanks for your great service.
Carlo
Read Answer Asked by Carlo on August 31, 2020
Q: With a 75% loss in the above companies, is it advisable to hold for a five year period for a good return on the present value as the sale proceeds would be quite small.



Read Answer Asked by Thomas on July 27, 2020
Q: Within the context of tax loss harvesting, what would be good proxies for the following stocks: NFI, SIS, and VET. And can you assign an estimated "beta score" for the proxies. i.e. 1.0 should have very similar performance.
Also, with a year like this, should we expect heavy tax loss selling towards the end of the year?
Read Answer Asked by Mike on June 19, 2020
Q: Hello team,

Shares of VET in the US fell hard (by about 18%) on Thursday and another 2% after hours. I know oil is not doing well but isn't this a bit of an overreaction? Unless, something else is going on with the company. Anything material?

I have a full size position and wonder what the best course of action is: add, hold, or lighten up at a loss? I have a very long investment horizon and this is my only investment in oil.

Thanks a lot for your guidance especially in these crazy times.
Read Answer Asked by Saeed on June 12, 2020
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!