Investment Q&A

Q: Further to my recent question about the 30 day stock repurchase rule -
May I repurchase a stock that I have sold with a capital gain in my margin account in less than 30 days? since I am not claiming a capital loss?

Q: What's going on with DayForce, I read that they want to go private, who is behind this? I haven't seen any notice to shareholders.

Q: Which stock TOI or KXS has the higher growth profile going forward, long term?

Thank you for your service!

Q: I have asked lots of questions on GDXY and received answers that helped me assess the questions . So thanks for your great answers .....One additional question I have is on " dividend movement " .... I've researched this myself and haven't really noticed an effect from the security going ex-dividend with an associated drop in price . But this question is on " the honking big dividend effect " . I once asked Yieldmax investor relations a question. They ignored the question but put me on their mailing list . As a result I know how much the dividend is going to be the day before it goes ex- dividend..... I was notified today { the day before it goes ex-dividend } that the dividend will be 72.86% { annualized }.... As of 8:00 AM this morning the price of Gold is up $61.90 and the price of GDXY is up .30 or 1.70% .....

What I want to know is during previous extraordinarily large dividend payments { 70% or better } what was happening to the price of Gold ? The GDXY ETF price ? And if there was a reaction how long on average it took to settle to it's former price ? I would like to know what 5i's opinion on " why " the security moves or doesn't move on going ex-dividend into these large payments .....And how long it takes things to get back to normal ...... I'm trying to assess whether it is worthwhile going overweight couple of percent for a couple of days to collect the dividend and then sell and go back to my normal weighting ? Thanks for your terrific service ......

Q: You mentioned CSU year end tax selling as probable. Do you feel the same on TOI & LMN? How do you like these as a current discounted purchase? Especially if you were to leave as a 10 year hold.

Q: What is your current assessment on American intentions to effectively take over Canada by economic dismantling? It isn’t clear to what extent Canada will be able to withstand current tariff barriers and effectively ‘fight back’ for its own interests.

Q: I am looking for some suggestions for good balanced funds now that I am retired.

Q: Thank you for the invaluable service you provide and from which I heavily rely on. The following stocks are in my grandchildren's RESP account: ARX, CLS, CNQ, ENB, RY, SLF, TD, TOU, TVE, VHI and WSP.
I have cash to deploy and would appreciate five NEW stock ideas along with suggestions on which EXISTING stocks, if any, you would add to, both in descending order. (I just sold IFC and TRI, so am not interested in adding either of them)Thanks.

Q: ZJUL Will this etf go up in value during a correction? Also, where is a good place to park USD ?

Q: Hi 5i, Would you please suggest a couple of USA dividend/growth stocks/etfs for my RRSP. Thank you!!!!

Q: Hello,

Thoughts on starting a position for a long term hold?

Thanks.

Q: What do you think of Minehub? Is it a 'picks and shovels' play on gold rush?

Q: My 31-year-old daughter would like to build a portfolio of income-paying investments within her RRSP, LIRA, and TFSA accounts, with the intention of reinvesting dividends through a DRIP over the years. Which six Canadian dividend-paying stocks would you recommend for this goal or would it be more effective to use dividend-focused ETFs instead? The primary objective is to build a portfolio that generates reliable income. Thank you.

Q: Can you speak a little more about this company.

In May, you said it might be a good speculative play and recently you mentioned it as a possible 3x bagger.

Was that an endorsement? Also, what does it mean that the company is priced at $0.00 (actually 0.0018)? Can I really buy 100,000 shares for $180?

Thanks.

Q: If I were skeptical about quantum stocks, what would be your thoughts on buying an inverse ETF such as QBTZ or IONZ? (More so as a mini lottery ticket)

Q: Hello Team,

Do you know what has woken up BFLY? I know that it was mentioned in TIME magazine in September as part of its World's Top HealthTech Companies 2025 list. It was also blogged and ranked #1 by Zacks. The stock continues to grow (70% in a month). I wonder if this is only anoher hype and it will fizzle out sooner or later? Or is this growth for real, based on solid improvements?!

I would appreciate it if you could shed some light on this company and its fundamentals? Is it worth averaging up just to break even and get out? Or has the company finally turned a corner and better days are ahead?

Thank you and Happy Thanksgiving to everyone at 5i.

Q: A small portion,p/p $135.22.It has recovered from 1 yr low of $69.29 in April. Buy,Hold or Sell ?.If sell,please recommend a stock. Txs for u usual great views & services

Q: Would you please clarify the 30 day rule on stock repurchase.
Does the 30 day rule apply to a TFSA account or to a LIF account?

Q: Hi Just a follow up to my previous question . Do you think it is a candidate for a possible takeover?

Thanks
jeff

Q: What would be your top 5 larger cap stocks in Canada today? What would consider to be good entry points?

Thank you
Tim