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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: Your are in a contest with "Joe" to pick the best 10 stock portfolio over the next 5 years. Best total return wins. Must have 2 Canadian stocks from each of these categories : technology, energy, consumer, industrial, and small cap (max $1 billion Cdn market cap to qualify as small cap). Since you are pros, Joe got to go first. He picked SHOP and CSU in tech, SU and TOU in energy, ATD.B and QSR in consumer, BN and WSP in industrial and WELL and CTS in small cap (he's a 5i reader, so he knew to pick several of your best ideas). What 10 stocks are you going to select to try to beat him?
Read Answer Asked by Dan on November 22, 2023
Q: I am trying to figure a way to get around the 30 day rule for selling a stock at a loss and rebuying it. I sold HBF to capture a capital loss. If I now buy HBFE before the 30 days, do I still get the capital loss? The two ETFs are identical, its just HBFE uses 25% leverage. I understand the increased risk.
Similarily there are ETFs now which have a .U after the symbol. The .U version is in USD. I suspect the CRA considers them the same and I would lose the capital loss if I sold the Cdn version and rebought the.U version. Please confirm.
Read Answer Asked by Don on November 22, 2023
Q: My daughter is a first time investor and is looking at starting a relatively conservative investment portfolio with a long term horizon. What advice and guidance would you give first time investors when venturing into the market for the first time given that it can be a bit overwhelming?

Thanks
Tim
Read Answer Asked by Timothy on November 22, 2023
Q: My daughter is looking to start an investment portfolio. What would be your top 5 Canadian and top 5 US Picks in the current market for a long term hold? Please include one ETF for Canada and US in your picks.

Thanks
Tim
Read Answer Asked by Timothy on November 22, 2023
Q: Do you know a good financial online site that tracks the Nas and N.Y. daily Highs ?
Read Answer Asked by Lorraine on November 22, 2023
Q: What would be some investments that would benefit from the potential residential building boom that is being incented by Federal money in Canada?
Read Answer Asked by Maria on November 21, 2023
Q: Hello 5I,

Do you know of a good financial online site that tracks the current spot price of Gold?

I use TD Webroker and regular gold price updates our far and few between?


Thanks for your help

Stephen G
Read Answer Asked by Stephen on November 21, 2023
Q: What can you tell me about this company and is it a buy, sell, or hold. Thanks for your good work and I will wait for your answer.
Read Answer Asked by Earl on November 21, 2023
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