Q: I am looking at a tax loss with Questor technologies, recommendations on how to handle it , thank you for the service, Jean
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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 afternoon...have been watching AD drift lower each day, currently own...what are your thoughts for short term...hoping to sell within few months...I thought it would be somewhat appealing due to dividend...
Thanks
Thanks
Q: I have heard a lot about wealthsimple.what is your thought about using this platform.If you can trade for free,how do they make their $?
Q: EXP Realty International. A friend has taken his brokerage from the Remax franchise and put it into this firm. Can 5i give me a quick analysis for a possible investment?
Thanks in advance.
David
Thanks in advance.
David
Q: I am fed up with Suncor as an investment. Been burnt so many times with this company. The yield isn't enough to keep me in the stock. Do you see a recovery? Is it already getting set up for a huge tax loss selling candidate? Any ideas of a better company to replace it with? Thanks. Maybe a renewable?
Q: Hi 5i
After listening to the infrastructure update by the Canadian Gov't this morning and the areas they addressed ie: electric buses and clean energy projects etc will be priorities, I am thinking both NFI and XBC will benefit. Your comments please and any other suggestions.
After listening to the infrastructure update by the Canadian Gov't this morning and the areas they addressed ie: electric buses and clean energy projects etc will be priorities, I am thinking both NFI and XBC will benefit. Your comments please and any other suggestions.
Q: While my other utilities stocks are going up this one which I have held since April just refuses to go up. What could be the reason for this and should I stay in.
Thanks
Thanks
Q: i have noticed that 5i prefers JPMorgan as an American bank. I read recently that Warren Buffett has bought more of an already large component, of Bank of America., while selling other banks, like Wells Fargo. i imagine you can't go wrong on either of these two banks, but it would be interesting to know why you would prefer JPM over bac, and since you like to look at the other side of the trade, why Buffer would seem to prefer bac.
thanks as always for the great service
thanks as always for the great service
Q: In the non renewable energy sector I own ENB (Ok) in registered accounts and PKI in registered. Together approximately 9%.In energy sector.
When I first bought PKI I looked at it as a mini ATD. After reading recent reports on PKI ie Report on Business and other releases, it appears to be a lot more dependent on oil and gas than I thought. At the same time analysts are upgrading the stock and increasing target prices.
I’m confused. I have a feeling I would be better off investing in renewable energy. I own AQN & BEPC making up 7% in the Utility sector. According to my suggested asset allocation I’m overweight 3% in energy while at suggested allocation of 7% in utilities. What are your views on PKI, selling and moving into other renewable options.
When I first bought PKI I looked at it as a mini ATD. After reading recent reports on PKI ie Report on Business and other releases, it appears to be a lot more dependent on oil and gas than I thought. At the same time analysts are upgrading the stock and increasing target prices.
I’m confused. I have a feeling I would be better off investing in renewable energy. I own AQN & BEPC making up 7% in the Utility sector. According to my suggested asset allocation I’m overweight 3% in energy while at suggested allocation of 7% in utilities. What are your views on PKI, selling and moving into other renewable options.
- AbbVie Inc. (ABBV)
- Lockheed Martin Corporation (LMT)
- CAE Inc. (CAE)
- Great Canadian Gaming Corporation (GC)
- Knight Therapeutics Inc. (GUD)
Q: Thank you for the update last night. I was not surprised to see the removal of GC due to the COVID shutdowns. I am curious to know what the discuss was surrounding GUD and CAE before providing that update. Are these potentially on the chopping block as well or just require more patience. If you were to consider swapping GUD and CAE for something else what might you recommend in Canada and the US right now (asking about US as portfolio analytics suggests I need more US exposure)?
Thanks as always for the fantastic work you all do!
Thanks as always for the fantastic work you all do!
Q: Looking at the chart for PHO I note the gap up in early May. I often hear comments about stock prices moving to, "fill the gap" over time and I have never really found a satisfactory answer as to why this is thought to occur. What would your thoughts be on this gap thing?
Thanks
Thanks
Q: I don't have any Healthcare. Between Pfizer and Johnson and Johnson, Which one do you prefer? Or both? Or neither?
Thanks
Jerry
Thanks
Jerry
Q: Peter; Is there any news on this IPO? It’s been a long time getting to market. Thanks.
Rod
Rod
Q: Was there news on BEPC? It's rocketing up the last few days.
- Slack Technologies Inc. Class A (WORK)
- ZoomInfo Technologies Inc. (ZI)
- Snowflake Inc. Class A (SNOW)
- Unity Software Inc. (U)
- GoodRx Holdings Inc. (GDRX)
Q: Can you rank your top 5 US tech IPOs from the past 6 months
- Amgen Inc. (AMGN)
- AbbVie Inc. (ABBV)
- Honeywell International Inc. (HON)
- Roper Technologies Inc. (ROP)
- WSP Global Inc. (WSP)
- Knight Therapeutics Inc. (GUD)
- Trillium Therapeutics Inc. (TRIL)
- Zymeworks Inc. (ZYME)
- Jacobs Solutions Inc. (J)
Q: Hey guys,
My health care and industrial sectors are on the low side (under 10%), please provide the top 3 plays (Canadian or American) in each sector. These picks would be going into a "balance" type portfolio.
Thanks
Jim
My health care and industrial sectors are on the low side (under 10%), please provide the top 3 plays (Canadian or American) in each sector. These picks would be going into a "balance" type portfolio.
Thanks
Jim
Q: Hi there 5I. I am looking at adding Cons cyclical/discretionary to my taxable portfolio and currently hold PLC(1.2%); WMT(3.1%) and PBH(2.1%). I am weighing the option of doubling down on WMT, or add CVS and/or BIG. Is there a preference in your professional opinion and/or are there considerations that I should consider for the upcoming holiday(thanksgiving, amazon prime days, xmas) seasons to the new year
Thank you
Thank you
Q: These are two Canadian small caps that I have watched slowly slide into the abyss. Is it time to dump and move on?
Q: I am personally fearing that the Trudeau government will sooner rather than later whack us with tax increases to pay for all the current largess. I predict one or more of a) capital gain inclusion going to 75% from 50% b) reduction of dividend tax credit c) inclusion of all or a portion of personal home sales capital gain as taxable or d) GST rate increase. This all of course would affect investment decisions. What likelihood do you see of each of these bombs dropping?
Q: I see this is a very high dividend payer in the last three months. Do you think the dividend can be sustained?
Guy
Guy