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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: I have a sizable capital loss for 2023 right now. I'm starting to think of selling some of my winners in my non-reg accounts to wipe that cap loss out this year. Three of the companies where I have capital gains are Hubspot, Mastercard, and The Trade Desk. What strategy would you recommend for me in selling some or all of these 3 positions to erase the capital loss. MA has been a longterm winner for me, but I worry about Fintech competitors eating into their business. I'd appreciate your insights on whether Hubspot has a rosy future or whether its best times are behind it. The Trade Desk is my most confident position, but, of course, I'd appreciate your opinion. Thanks!
Read Answer Asked by Marc on August 02, 2023
Q: Hi Peter, Ryan, and Team,

The last question about NOA was on April 21. Do you still hold the same views?

I'm wondering why this stock is classified as 100% energy. When I look at their website, they seem to have a large stake in non-energy sectors, like metals and mining.

Finally, does 5i hold much stock (sorry) in the "Recent Breakouts" column in the Globe and Mail? NOA was recently featured.

Read Answer Asked by Jerry on June 23, 2023
Q: Did you see Jeff Tonkin's interview with Amber on BNN today? I love the straight shooting, no nonsense way that Jeff Tonkin does interviews. Unfortunately I don't hold any Birchcliff because I have a lot of TOU and ARX. Looks like TOU is going to continue with special Divies but ARX dividend isn't as juicy. If nat gas prices stay in the $3 to $4 range I don't think that nat gas shares prices are going to move substantially so should I concentrate on dividends instead? If so would you recommend swapping out ARX for BIR? Tonkin sounds very committed to the new dividend and their debt free status gives Tonkin the backing to commit to a juicy dividend.
Read Answer Asked by Paul on January 20, 2023
Q: Hi Ryan, really enjoyed your presentation at the CFS this past weekend.

Using your 5 criteria: momentum, revenue growth, roe, shareholder friendly, and value-momentum; what 5 Canadian stocks would you suggest?

If possible, companies that would survive this current market stresses.


Read Answer Asked by Christopher on October 20, 2022
Q: I'm liking Information Services Corp. dividend and it seems their earnings look pretty good as well. I'm guessing not a huge growth potential, but wondering about thoughts of company in possible recession and dividend security.
VCM seems to be on a positive trend, thoughts on this company as a potential addition at this time.
Read Answer Asked by Colleen on August 04, 2022
Q: Good Morning Peter & team,

This name has experienced a significant drop since it's high on Dec 31 after experiencing a 700% ROR since May 2015. I know you can't predict a bottom and we are not to profess to be market timers. And we definitely don't like the idea of "catching a falling knife" but... FSV is starting to look more and more attractive the lower it gets. How do you think it will act with addition rate increases in the forecast and would you buy now or look for a bit of a bowl before moving in? Or would you council us to stay away and if so what would be the reasons?

Thanks for all you do

Read Answer Asked by Gord on April 22, 2022