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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,

I have a tax loss to harvest in a non-register account with JPM after ex-div; hard to believe considering rates are rising and JPM is what I thought was the blue chip of blue chips. Financials sure are not well liked in the current environment. What would be a good substitute to buy? WFC or BAC or another US bank you might recommend?
Read Answer Asked by Dean on September 13, 2022
Q: As part of a balanced portfolio, we have the following 3 equities that I would like to add to, for some additional tilt towards growth:
SHOP at 1.6% of portfolio (down 46%),
GOOG-NE @ 2.5% of portfolio (down 12%),
NVDA at 3% of portfolio (up 11%).
What portfolio % would you feel is reasonable for each for a balanced but leaning to growth approach ? Would you purchase all at this time or divide the purchases into 2 or 3 tranches over the next # (?) of months ?
Many thanks, as always.
Read Answer Asked by Alexandra on September 13, 2022
Q: Good morning 5i
In response to a question this morning, September 12, you said:

We would agree that covered calls may limit upside potential.

I am not quite sure how to understand this response. It is always the case that covered calls may limit upside potential. The question referred to the particular time we find ourselves in, though, with stocks having fallen and now looking at possibly a more favourable climate for growth. I raise this question because I have also been wondering about cutting back on my monthly call writing. Do you think it would be wise to trim or even cut out our monthly call writing in such an environment?
Thanks as always
Read Answer Asked by joseph on September 13, 2022
Q: In your comments on Biosyent Oct /21 , you indicated that , while very small , the company had impressive financials . Could I have your up-dated assessment post recent earnings and in particular in light of its announcement of an inaugural dividend by the end of this year.
Read Answer Asked by William on September 13, 2022
Q: Hello,

Given the current bottlenecks for natural gas in Europe and the long time frame to ramp up LNG conversion/processing facilities - are there any Canadian conpanies that could benefit from this demand over the next 5-10 yrs and how well are they positioned in terms of supply and strategic focus?

Thank you
Read Answer Asked by Delbert on September 13, 2022
Q: What is your outlook on Copper and Silver over the next 3-5 years?


Thanks,
Read Answer Asked by Craig on September 13, 2022
Q: These are my tax loss candidates. Please list the best ones to sell first and which ones would be the best buy back stocks.
Thanks as always
Albert
Read Answer Asked by ALBERT on September 13, 2022
Q: Hi Peter, Ryan, and Team,

If we can trade with zero commission, and were just starting out with a TFSA, which of the following two options would you recommend, and why?

1. The Canadian Money Saver Model ETF Portfolio
2. The ten stocks in the "Beating the TSX" as described in https://dividendstrategy.ca/btsx-portfolio/, and has also been featured in the Canadian Money Saver from time to time.

Thanks as always for your pertinent advice.
Read Answer Asked by Jerry on September 13, 2022
Q: Hi 5i Team, could you provide some clarity please.

Josef Schachter of Schachter's Eye on Energy, recently made this statement, among others, in respect to fallout from the EU/Russia energy issues. I am trying to understand exactly how this could manifest into a colossal crises. Can you expand on the following quote and provide a better explanation. In your opinion, is there any merit to the quote? Thanks:

"Margin calls are being faced by energy producers in Europe. Norwegian giant Equinor sees energy trading desks needing US$1.5T to meet margin calls. This could be worse than the Lehman incident in 2008. The problem is not with the physical markets but with the derivatives market. This is a financial crisis of much greater magnitude than the Global Financial Crisis of 2008-2009 (GFC)."
Read Answer Asked by hank on September 13, 2022
Q: In early July, I asked whether you thought it was better to lock in a mortgage rather than sticking with a floating rate.

At that time, you thought staying with a floating rate was better.

Wondering if your thinking has changed on that given how things have developed since.
Read Answer Asked by Kevin on September 13, 2022
Q: Hi Team,
With many high growth tech names down 50,60,70% over the last year, the question comes up …are these ever going to recover ? That being said , I think some will. Some will end up being the “buy” of the decade. And some probably not. My question is which 3 names would you bet on today to buy, which might end up being the “buy of the decade” in a few years from now? Thanks !
Read Answer Asked by Shane on September 12, 2022
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