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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: Have held shares in each these companies for a while and they really have not done much. Would appreciate your opinion on each. Should I continue to hold the shares or would it be better to sell and move on. Could you please provide rationale for your recommendations. Thanks.
Read Answer Asked by John on January 24, 2023
Q: I OWN LNG, NUE, LLY, ROK, APPS QCOM CRM, GOOGL, TSLA, NVDA, STZ....IN VARIOUS U.S. ACCOUNTS

I WOULD LIKE TO BUY MSFT AND COST

WHICH OF THE ABOVE WOULD YOU CONSIDER SELLING FIRST
ANY COMMENTARY ON THE OTHERS WOULD BE APPRECIATED. THANK YOU....
Read Answer Asked by Maureen on January 24, 2023
Q: Hi Everyone at 5i!!
I own Maw global small cap and have rode it up and down. I am given to understand that it is a good fund but the MER is high. Is there an ETF of a similar nature that I could reinvest my money in??

Cheers,
Tamara
Read Answer Asked by Tamara on January 24, 2023
Q: Hi Team,
Looking to have your thoughts on why Topicus is not participating in the recent tech rally that's been going on...especially yesterday? I know its a odd trader. But is there anything fundamental holding it back? Or do big investors (fund managers and such) avoid it because they are not share issuers? This being said...do you also see this as an opportune to add, with anticipating that TOI shares will eventually "catch up" to the over all tech bounce here? Thanks for your thoughts!

Shane.
Read Answer Asked by Shane on January 24, 2023
Q: Looking to add to my registered accounts. Could you please rank the above based on which you would buy as of today?

Many thanks,
Read Answer Asked by Rick on January 24, 2023
Q: I am interested in increasing my current energy holdings (ENB, TRP, WMB, LNG, TVE, TOU) for higher dividends, likely by selling WMB for PNE, GXE or PEY but saw PBR with its huge 50+% dividend.

Normal questions apply: sustainable, country risk...? Is this the type of heightened div percentages Can companies are talking about increasing toward?

Many thanks.
Read Answer Asked by David C. on January 24, 2023
Q: Hello 5i Team

I currently hold shares in Cogeco Communications Inc. (CCA) which currently have a capital loss.

Can I sell Cogeco Communications Inc. (CCA) and book the tax loss and concurrently purchase Cogeco Inc. (CGO) as a hedge for the next 30 days and then re-buy CCA.

Would this keep me on-side with Canada Revenue Agency and the superficial capital loss rules?

Thank you
Read Answer Asked by Stephen on January 24, 2023
Q: How would you rank these companies for growth, stability
and dividend security? I'm thinking to trim WCP and FRU
to add these others.

Thanks
Read Answer Asked by Robert on January 24, 2023
Q: I am down 80% on enw in my TFSA ,and down 8% only today (related to the news ?); please could you give your point of vue on the present situation,and on the future of this Cie,since at this level,selling would be only justified if there were no significant hope of coming back to former valuations..
Read Answer Asked by Jean-Yves on January 24, 2023
Q: So, I made a booboo.

I intended to purchase CTS in my TFSA (CAD) but I made the purchase in my TFSA (USD) account. I didn't think much of it, but turns out I seem to have purchased CTSDF on the OTCQX exchange (Over the counter).

It still reads as 'Converge Technology Solutions' but in USD and with a different ticker.

What did I buy and what should I do to make the switch?

Luckily, I'm up 18% in 40 days.
Read Answer Asked by Robert on January 24, 2023
Q: Hi Team

What is your feeling about Ford?, I am looking at p\e of 2 and a yield of 4.5 %, comparing it with Tesla, it seems like a much better buy, with them going into the ev market, with other car companies does that not put pressure on Tesla. I know that Tesla has a lead but others are pouring billions of dollars into the ev.

Thanks
Auftar
Read Answer Asked by auftar on January 24, 2023