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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,

Can you please recommend 5 US small Caps other than Apps or Inmode for a January bounce?

Thank you
Debbie and Jerry
Read Answer Asked by Jerry on December 12, 2022
Q: I am looking recommendation for a solid long term Canadian growth stock, that one can largely purchase and forget it. This is for my grandchildren's portfolios which currently have a core holding of VEQT and small satellite positions in MICROSOFT, COSTCO and Visa. The portfolios are expected to be held for a very long time. I do monitor the positions currently on a quarterly basis.

Any thoughts on this approach and possible securities that would fit the bill?
Read Answer Asked by Terry on December 12, 2022
Q: I have REAL in both my TSFA and non-registered accounts. I would like to get rid of it from my non-registered account. Could you suggest a replacement (I do not plan to repurchase it? Do you suggest selling it from the TFSA or waiting for it to turn around a bit?
Read Answer Asked by Mary on December 12, 2022
Q: Please explain "the Santa Claus Rally" and the period of time it generally occurs.
Read Answer Asked by Del on December 12, 2022
Q: I own TSU and up 40%, this stock has moved 5 fold from late 2019 and current price level is closer to ATH seen last August. Looking at it technically might breakout above $50 and move up. on fundamental basis is this stock still has legs to run considering gloomy 2023 prediction for the market?. Or should I move into names which would provide upside and added risk
Read Answer Asked by Francis on December 12, 2022
Q: Hi team,

LSPD is my largest position in my TFSA and it is down 75% from my purchase price. The TFSA itself is down 50%.
You are obviously not positive about the future of LSPD. And, at 82 years old, I am not in for the long term.
My choice is to sell to save whatever is left of it or to keep it with the hope of selling it later with a smaller loss than now. What do you think ?
What would you do if you were in my shoes ?
Thank you for your attention.

Jacques IDS
Read Answer Asked by Jacques on December 12, 2022
Q: I am wondering about my cash position. Given so many things affecting investor confidence how long do you expect to maintain the cash levels in each of the three model portfolios? What might cause you to make changes?

Thank you,

Mike
Read Answer Asked by Michael on December 12, 2022
Q: Looking to sell either SYZ or AQN for a tax loss (will still retain SYZ and AQN in registered accounts). SYZ in an unknown, so I am thinking it may be the better one to get sell. AQN will still pay some kind of dividend and is more likely to improve with time. Would appreciate your comments.
Read Answer Asked by Grant on December 12, 2022
Q: Hello 5i Team

Further to Larry's previous question on preferred shares.

Farstad Portfolio Management (Scotia Wealth Management) publishes every week as news the Scotia Wealth Management Daily Preferred Share Analysis which lists the reset date amongst other preferred share information.

https://farstadretirement.com/#news

Otherwise one is forced to download the prospectus for each individual preferred share issue to determine the reset dates (for all approximately 325 preferred shares issues on the TSX not including split shares).

Thanks

Read Answer Asked by Stephen on December 12, 2022
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