skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I hold the following in my balanced equity type portfolio and they all represent less than a half position, either because they have dropped or because they have not kept up with the rest of the portfolio. I have enough new money to top up 4 or 5 of them to their original weightings. Which would you top up at this point and which would you simply let go?
Read Answer Asked by Rod on January 29, 2020
Q: Your opinion on chances of recovery in the next thirty or so days if sold for tax loss this week?
Many thanks guys.
Read Answer Asked by Raymond on December 17, 2019
Q: I have the following loss that I can claim as a tax loss- wef = 44% - usa=31% - shop=18% - meg=14% - lspd=16% - Kel=40% gud 30%. My question is there any of these stocks that have any chance they will recover before the 30 buy back period expires? I would hate to sell them and then watch them recover more that the loss that is claimable?- appreciate your thoughts
Read Answer Asked by Terence on November 21, 2019
Q: If you were to make a speculative buy on any of the above forestry companies, which might be the least risky?
Read Answer Asked by jim on November 08, 2019
Q: Hi group presently I have a $51,000 capital gain against BYD.un also I have a combined $14,,000 loss in WEF and TSGI. These stocks are all in a cash margin account. My dilemma is WEF quarterly results will be reported first week in Nov should I wait before tax loss selling this sock or do it now? additionally with the stars group being sold what I should I do to lock in the tax loss? Thanks
Read Answer Asked by Terence on October 22, 2019
Q: Question of curiosity. Any idea what happened in the last second/close of trading today with Western Forest Products? 9.39 million shares (2.5% of shares outstanding) changed hands? From quotemedia it suggests it is a MOC trade - https://www.tsx.com/trading/toronto-stock-exchange/order-types-and-features/market-on-close - which really means nothing to me, even after reading that page (Investopedia doesn't help much either with an example of a trader selling 100 shares in a MOC order). Is it an ominous sign for tomorrow's opening?

Thanks
Read Answer Asked on September 20, 2019
Q: I no longer have any materials stocks since I have sold WEF, what other materials stock(s) would you recommend at this time to replace WEF?
Thanks
Read Answer Asked on September 04, 2019
Q: Recently bought this stock because of the dividend security(hopefully) but I'm surprised by the downward pressure on this stock with the dividend ex-date just 2 days away I could be wrong but wouldn't some people just be hanging on for the ex date and then possibly dumping it as it almost seems to be in free fall despite being so close to that date your thoughts on this theory and also on the company here getting dangerously close to two digits YIKES thx
Read Answer Asked by Greg on August 28, 2019
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!