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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: I have a half position in each of the above stocks.
Would you add to any of them at this level to take them to a full position? Would you sell any of them at this level? I have a five year time frame.
Read Answer Asked by Ric on March 20, 2021
Q: I have some V and quite happy with it. Do you think the news today is material or a good opportunity to pick up more.....or better to see how it plays out....I know this one is hard to answer but you folks are smart!! Thanks for all you do!
Read Answer Asked by Ralph on March 20, 2021
Q: Retired, dividend-income investor. A question earlier today has motivated me to finally ask this question....been thinking of it for quite a while. It had to do with potential rising interest rates and your response was that dividend investors should be prepared for a bumpy ride in the short term (my paraphrase of your answer).

I own the above securities and for the most part trim-add around core positions that I hold for the long term. Is it possible to divide the above securities into two camps....one that would be "ok" in a rising interest rate environment and the other that I should consider trimming a bit or maybe selling? I am ok riding things out for the long term and do not normally react to short term volatility.

Thanks for your help....Steve
Read Answer Asked by Stephen on March 20, 2021
Q: Hi team, I’ve listed my top holdings each representing approx 4- 5% of my total holdings (RRSP). Looking for your top 5 conviction stocks regardless of industry, sector, size, exchange etc. For a 5 year hold. For each suggestion please include the max weighting you would consider reasonable.

As always, thanks for the insights and keeping us grounded in fact.

Don
Read Answer Asked by Don on March 20, 2021
Q: i own a small cap stock that habitually sees a trade of 100 or 200 shares in the last hour of trading to bring the closing price down to less than its daily high. If I traded like that I am certain I would be investigated and possibly even demarketed by TD brokers. Why is it that when a firm like Goldman does that (as in my particular stock), its OK? Is there one rule for retail investors and another rule for institutional brokers? Same goes for those houses that trade to walk the price down so they can trade a block. Is that not stock price manipulation?
Read Answer Asked by Murray on March 20, 2021
Q: I recently sold a stock at a loss of a few dollars. If I choose not to claim a loss on this transaction am I allowed to re-purchase the stock inside the 30 day
parameter without penalty?
Read Answer Asked by ed on March 20, 2021
Q: 5i team, can you help me understand how to interpret the numbers associated with some of these high flying growth stocks discussed in this forum on a regular basis?
Let's take WELL as an example of many. Mkt cap 1.3B/Rev.42.9M/EPS -.07/Price-sales 30.6/ Op Mgn -22.3%
So, my question is, what is the path to WELL growing into this market cap, or any of the other key metrics? Or am I asking the wrong question?

Thanks for your help.
Read Answer Asked by Arthur on March 19, 2021
Q: would this be a good fund to invest in for a young adult first investment
Read Answer Asked by Pierre on March 19, 2021
Q: Hi!

I used to own these ETFs for my fixed income exposure. I went to 0% fixed income during the downturn last year, instead using the proceeds to buy stocks that were crushed. I'd like to slowly start to build a position again in my RRSP. Am I too early? It seems like rates have started to rise and where they go is anyone's guess, but if bonds have an inverse relationship to rising rates, aren't I setting myself up to lose money? Does a laddered approach negate that somewhat? Maybe its best to start with CBO since its Corporate credit and laddered? How would you rank these in general and in order of which I should accumulate first. I realize XHY is riskier than the others.

Thanks,
Jason
Read Answer Asked by Jason on March 19, 2021