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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: Good morning Peter, Ryan, and 5i Team,
Can an poorly performing stock in a TFSA be transferred 'in-kind' to an investment account for possible a tax-loss benefit later in the year? Can the TFSA then be 'topped up' or do you have to wait until next year? Are there any merits to doing this transfer? Thanks as always for your insight.
Read Answer Asked by Jerry on March 10, 2021
Q: Hi, currently holding these as my industrials, looking to add 1-2% to this sector. Looking for long term growth, would be in RSP. How would you rank these if I were adding? Thanks!
TSE:XBC 2.72%
TSE:WSP 2.41%
TSE:ATA 1.83%
TSE:AC 1.46%
TSE:SIS 1.4%
TSE:GDI 1.2%
Read Answer Asked by Keith on March 10, 2021
Q: Hello 5i Team,
I recently listened to "The Outsiders: Eight Unconventional CEO's". I quite enjoyed it. However, it was written almost 10 years ago; so I'm wondering who are the Outsiders for the next 10 years?

Thank you,
Brent
Read Answer Asked by Brent on March 10, 2021
Q: Good morning, This companies share price has exploded in the last 52 weeks their tech seems very interesting the share count seems low can you add your opinion on this potentially life changing tech and how this company looks.
Thanks
Read Answer Asked by Kolbi on March 10, 2021
Q: I became aware of this stock reading questions and answers and it has dropped quite a lot in the last little while. I am under water. Is this just market related or are there other issues with this company? Other stocks I have researched PUBM (Pubmatic)similar to Trade Desk, FIVN and GRWG (pot stock) - have been recommended by others - your thoughts and could you please rate them. Thank you again from a long term member
Read Answer Asked by Dennis on March 10, 2021
Q: Hi guys
Market rotation. There are so many small to midcaps
I have WELL, could you suggest 6 more that will benefit in different sectors ,or is there an etf or mutual fund that i could look at. My large caps are diversified I have mawer 150, for years thanks to 5i and done really good.
thxs. Bob

Read Answer Asked by bob on March 10, 2021
Q: Do you see see an upside potential in the above companies - short term - 6 months to a year - 20% gain in stock price? Thanks.
Read Answer Asked by SAMAR on March 10, 2021
Q: In the portfolio analytics in the section of portfolio industry allocation do the listed sectors waitings include portion of particular sectors/industries included in diversified ETFs which constitute a significant portion of my portfolio?
Thank you
Read Answer Asked by Miroslaw on March 10, 2021
Q: Hi 5i,
Current shareholder of BMY for last 4 years and it simply has not done very much however pays small dividend of 3.2 %
I'm looking to sell and replace with something in same sector/space with better share price growth potential. Medium risk with 2- 3 year horizon. Dividend would be nice but not absolutely necessary.
Thx
Jim
Read Answer Asked by jim on March 10, 2021
Q: As a follow up to my earlier question, where in you mentioned "if the focus is on bonds....", last line. I am looking for opportunities in fixed income investments. So where should the focus be, other than fixed deposits . Thanks for the excellent advice you have consistently provided over the years.
Read Answer Asked by Vinod on March 10, 2021
Q: Given the state of the markets, what would some of your current favorite names be to add to a new RESP account for my son? I've set aside $10k to take a few stock positions early on (anticipated long term hold as he's a newborn) and then am thinking going forward I'll devote annual contributions to a more passive approach (boarder market ETFs, etc.).

With a smaller account like this diversification decisions seem a little more difficult. Any general suggestions on RESP considerations would also be appreciated.

Thanks for the great service!
Read Answer Asked by Jordan on March 10, 2021
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