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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: The listed oil and gas companies comprise a 4% weight in my portfolios. I have been dying in oil and gas for about a decade. However, not counting the capital losses I have taken over the years, the current portfolio of legacy and new acquistions is miraculously above water. I have promised myself to never again be so exposed to the world's most manipulated commodity. If I'm going to folow though on this self-promise I need to think about liquidating some of these positions. Question: in what order would you take down these positions?
Best wishes for 2022. David
Read Answer Asked by David on January 03, 2022
Q: Hi 5i & Happy New Year!
On the assumption there will be some names that will see a nice bump in January as buyers get back in after tax loss selling and maybe other factors have caused some recent price reductions, are there 4 or 5 that you would recommend as good candidates for early January purchase to take advantage of that bump before the tax loss sellers can re-up?
And if you think the idea isn't sound, please let me know, and why.
Thanks!
Peter
Read Answer Asked by Peter on January 03, 2022
Q: Please indicate what ETF that Barbara was asking about. Your response to her question was today (January 3rd).
Read Answer Asked by Danny-boy on January 03, 2022
Q: It has been a great year. Thanks to all of you for your awesome help with investment ideas, Nobody does it better.
Have a Happy, Healthy and Prosperous New Year.
Thanks

Read Answer Asked by Madeline on January 03, 2022
Q: Happy New year to the 5i Team,

Nice to see the CEO and other insiders buying on Dec 29th, same day I decided to take a position.

My request is, please provide comparison metrics to their piers in this space. In a past post you mentioned it could be a takeover candidate, who would possibly be interested if you had to guess?

Thanks again for your valuable service!
Read Answer Asked by Christopher on January 03, 2022
Q: Happy New Year to all at 5i and to the everybody reading this. Hoping that 2022 is a good year for all of us and our families, from a financial perspective and one of well being, health and happiness.

Reviewing some of the past questions, I see that the ECN distribution is treated partially as a dividend and partioally as a "Return on Capital". For the latter, would you know how this is to be treated for tax purposes? i.e. Is it a capital gain, income, ...

Thank You.
Read Answer Asked by Walter on January 03, 2022
Q: New member of 5i Research, switched from Motley fool, I find the reports and coverage easier to follow. I don't see US equities coverage. Does 5I only cover Canadian equities?
Read Answer Asked by Shobhit on January 03, 2022
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