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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: Hi,
I’m thinking of doing some tax loss selling. Can you suggest proxies for the following companies: Roku, Trade Desk, Twilio, Unity Software and Zoom Video.

Would you also be able to suggest an ETF that would serve as a proxie for all of them? I’m thinking of a high-growth-stock ETF like the SPYG.

Thanks
Read Answer Asked by Camille on June 20, 2022
Q: Greetings 5i,

Can you rank in a list the top5 Canadian Banks, top 3 Life Companies, and 2 Telcos in order of preferance for purchasing today for longer term hold.

Can you briefly outline your reasons as to why you ranked the Lifecos as you did in comparison to the others on the list.

Cheers!
Read Answer Asked by Duane on June 20, 2022
Q: Good day,

I am looking for a good (over-priced) US stock to for a Put spread - one where the premium (implied volatility) is reasonable. I had a Put spread on TSLA, but got out of it when they announced the spilt (as those options, post-split, go to the liquidity wasteland). Thanks

ps. I would prefer a US stock, but if that is not doable, then CDN will do. Thx
Read Answer Asked by Michael on June 17, 2022
Q: Hi Peter,

If you owned the BE portfolio but wanted to add to and diversify the commodity holdings (beyond AEM and SU), what 1-3 securities would you add? Canadian stocks and ETFs only, please.

Thank you!

Chris
Read Answer Asked by Chris on June 17, 2022
Q: I have held CWW for some time, believing that water issues are becoming a more critical global issue and that the diversification of an ETF would be a better approach. I realize the market, including industrials, has been difficult this year but have been somewhat surprised at the extent of the drop in CWW's share price. I note that you had rated it only as "Good" in a question asked by another member recently. In your opinion, are there better ways to approach investing in the water theme ?
Thank you, as always.
Read Answer Asked by Alexandra on June 17, 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: Good morning,

I bought BAM.A at $63.00 and would like your opinion on averaging down at some point
I hold this stock in my RRIF and TFSA.
I am invested in the Balanced ETF Portfolio complimented with Canadian blue chip stocks for income and growth.

Great service.

Carl
Read Answer Asked by Carl on June 17, 2022
Q: I have lost a huge percentage of money this year on my exposure to Brookfield Asset Management.What are the current prospects?
Read Answer Asked by Kim on June 17, 2022
Q: In what order would you buy them today for 3 years?

On separate note, I am wondering when 5I started and how long I am member.
It was exciting ride over many years and without your help I would not survive.


Thank you for great service.
Milan
Read Answer Asked by Milan on June 17, 2022
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