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 currently hold positions in two drillers - CET and HWO. I am looking to consolidate my holdings into one driller. CET and HWO are pursuing very different strategies going forward. CET is acquiring firms and HWO is divesting assets. In your opinion what is the better company to keep or is it too close to call?
Read Answer Asked by WAYNE on October 14, 2022
Q: I am a but overweight consumer staples and would like to sell either CCL.B or PBH to raise some cash for better opportunities elsewhere. Both are in a registered account so no tax implications. Which one would you sell at this time and why?
Read Answer Asked by Steven on October 14, 2022
Q: Minto and apartment REITS in general like Killam and CAR-UN.TO have fallen substantially Minto for example trading at about 53% of its one year high and a P/E of 1.56 which I know is not the best metric for reits AFFO looks good that being said do you think they have more than priced in the interest rate rises at this point and are a good buy here.
Read Answer Asked by Cherie on October 14, 2022
Q: Can you claim a tax loss when moving between hedged and unhedged versions of the same ETF? Thanks
Read Answer Asked by Denise on October 13, 2022
Q: Date of Record and Ex-dividend dates….
If planning to sell a stock while qualifying for the dividend, may the stock be sold on the ex-dividend date (given the two days to settle trade) or must it be after the ex-dividend date?
Are there exceptions to the general rule?
Read Answer Asked by Catherine Ann on October 13, 2022
Q: From time to time, your answers about certain equities suggest that the stock "is not one we worry about". Are there any names in your Balanced and Growth portfolios that you are worried about?

Many thanks.
Read Answer Asked by Leonard on October 13, 2022
Q: I have these Equities in a RIF Account and I would like to add cash I have available. Please let me know your preferences and maybe your reasons if possible.
Thank you as always.
Albert
Read Answer Asked by ALBERT on October 13, 2022
Q: QCOM has been dropped a fair amount more in recent weeks, perhaps due to news about a US policy about chips to China. While big on chip manufacturing, does QCOM in fact have more (eg IP assets) that would make the large drop because of the US policy announcement overdone?

In any event, does QCOM have good potential for a recovery in the next short while? Otherwise, I might take a tax loss and add to, say, MSFT; any comment about that move?

thank you for your excellent service
Read Answer Asked by Leonard on October 13, 2022
Q: Hi 5i,

Is there a straight-forward way of determining the price that management/insiders of a publicly traded corp. purchased their shares? Is there a service you are aware of that quickly provides this information, or does an investor always need to dig through SEDAR filings to do this to find out.

Same question for institutional holders of a co. - is there a straight-forward way of finding out how much they bought into a corp. for?

Thanks in advance,
Tom
Read Answer Asked by Tom on October 13, 2022
Q: Hi 51,
Thanks for your thoughtful answer to my question earlier this morning asking which sectors you expect to recover more quickly, and for some names you like in each.
The names you listed in the two sectors you identified (tech and consumer discretionary) were all US companies. Do you see the same sector recovery pattern being followed in Canada, and can you provide some Canadian names in the sectors you like that you would expect to 'lead the charge'? Thanks!
Peter
Read Answer Asked by Peter on October 13, 2022
Q: I am currently in a loss position with ZEM. Would Revenue Canada allow me to claim a capital loss if I sold ZEM and immediately bought VEE?

What are the rules as to how Revenue Canada determines whether a new investment is sufficiently different to allow a capital loss?

Thank you for this wonderful service and the excellent advice.
Read Answer Asked by Dale on October 13, 2022
Q: I read an article last night talking about if you had purchased AAPL stock on it's IPO 42 years ago at 22$ and invested 10G at that time and held until now the value not including the small div they pay would be roughly 14Million$ after all the splits your share count went from 400+ to over 100,000+ shares.. I know it is a tough call and this is more of a fun exercise but could you name a few companys/stocks that one day may return something like this over 30-40 year time block Canadian or USA..

Thanks
Read Answer Asked by Kolbi on October 13, 2022
Q: if SMRs [ small modular reactors ] take off , what businesses and spin off companies good really benefit from power producers of this sort ? thanks , have a super week.
Read Answer Asked by jim on October 13, 2022
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!