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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: Good Afternoon - I currently overweight in Consumer Discretionary stocks and would like to trim the number of stocks held. I am a long term investor (10+) with a healthy risk tolerance. Which in this group are your favourites? Which would you sell first? Thanks. Janet
Read Answer Asked by Janet on April 01, 2019
Q: CLIQ( 2.0%) NFI(2.2%) TCL.A(2.4%) WEF(2.7%) I am in a loss position in these 4 stocks and have some cash and wondered if I should top all of these stocks to a 3% weight ? All of these stock are held in a RRSP account and have 20 years before retirement.
Thanks
Read Answer Asked on March 27, 2019
Q: Just read that New York City Transit has awarded NFI with a contract for 15 low floor sixty-foot battery-electric, zero-emission, heavy-duty transit buses. Is this a substantial order?

NFI always makes this type of announcements and that seldom move the share price, but this one seem to have a positive effect on it today. Especially the announcement was made after closing, interesting. Your take? Thanks.
Read Answer Asked by Victor on March 26, 2019
Q: Good afternoon gang
I am underwater in all of these stocks in one of my non registered accounts. I would like to sell and then buy back in 30 days or more in my TFSA or RRIF (not sure which). Do you feel any of these may pop up within that time frame? With that in mind in what order should I sell first..to last? Your suggestions will be greatly valued as always.

much thanks
Read Answer Asked by El-ann on March 22, 2019
Q: Hi 5i Team,

I hold about 5% in each of these companies, with the rest in indices (XAW, VCN) and cash. Do you have any recommendations for other companies I should be looking at to diversify? Thanks for the help!
Read Answer Asked by David on March 22, 2019
Q: Hello Peter, Ryan, and Team

I need to raise some cash and would like to know how you would rank these stocks from "sell first" to "sell last":

BLX 1.07%
BNS 1.9%
KXS 1.35%
NFI 0.81%
PBH 1.7%
SIS 2.22%
SYZ 0.94%
TFII 0.58%

I am underwater on all of these. The number following each symbol is the stock's weighting.

Thanks for your assistance.
Read Answer Asked by Jerry on March 18, 2019
Q: Hello, 5i's sector classification for NFI is Industrials. However, when I look at either the TSX classification or the Company profile (5i Research) or Yahoo Finance, etc., all of these put NFI as Consumer Cyclical. I understand it could be difficult to classify, in that case would you advise to defer to the TSX classification? Thanks, Gervais
Read Answer Asked by Gervais on March 15, 2019
Q: Hi, been looking at nfi for a while ,I did buy it originally for a steady dividend stock with a little growth?? Did not work out the way I thought ,not sure why?
Question is to sell, or to buy more within a 6% holding because it is down so low.
I’am at a point of selling all or topping off, which way would you go for the next 3 years.
Thanks
Read Answer Asked by Brad on March 12, 2019
Q: Hello Peter, Ryan and Team,

I have been plucking the weeds and watering the flowers. These three are my biggest losers in a taxable account down between 20% to 30% and haven't been rallying as the others. Can you make the case for both buying and selling each of these? Thank you,

Wes
Read Answer Asked by Wes on March 12, 2019
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