skip to content
https://research-5iresearch.lpages.co/free-trial-5i-research-5i-blog/
Detailed Quote
Questions on this company?
Become a Member
Company Profile
Interactive Chart
Key Ratios
Earnings
Analyst Recommendations
5i Recent Questions

Q: I have the following securities in what I consider a balanced portfolio. The fixed income portion doesnít show here because it consists of OAS. CCP. Plus two other pensions.
Iím thinking of sell part position in MMX ( small loss);and ARE to realize a capital loss while at the same time raising some cash for the next pullback. I like TFII . We need to keep the food chain moving. Trucking an important part . The other is cargo jet. Am I on the right track . Your opinion. Or would you look elsewhere given the current holdings.

Read Answer Asked by Roy on March 27, 2020

Q: Thank you to all at 5i for all your efforts and guidance.
I am contemplating some tax loss selling and would like your input regarding the following,
sell ENB, PPL, SYZ and replacing in order with TRP, KEY and ABT. After 30 days I will consider (and probably) revert back to ENB and PPL. Not sure if I will do the same with ABT back to SYZ.
Comments, suggestions input please (suitability of replacements, plan to revert back, etc.) that will help me move forward. I like to buy, hold and rebalance as necessary but I can use the tax losses to good advantage. Retired income investor with 3 to 4 years already covered as this plays out.
Thank you so much for your help!

Read Answer Asked by Brian on March 23, 2020
Insiders
CMS Buy Now
Share Information
SEC Filings
News and Media