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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: Can you please advise your favourite commodities stocks in Canada that are on the safer/less volatile end of things? And an explanation of why would be helpful. Thanks.
Read Answer Asked by Chris on June 23, 2022
Q: Bam.a is now down 27%plus ytd.Are their any catalysts on the horizon ?What needs to happen to see something positive happen with this share price.
Read Answer Asked by Kim on June 23, 2022
Q: Can you recommend your favorite Cad Hedged Nasdaq ETF and also Cad Hedged S & P 500 ETF?
My reason for hedging is with Canadian Energy companies picking up, unless we have a housing correction, the Cad dollar should eventually rise.

thanks,

Paul
Read Answer Asked by Paul on June 23, 2022
Q: What do you think about tax-loss selling each of the above companies at this point? If in favour, do you think I should buy 30 day proxies for each, and if so, what companies? Thanks.
Read Answer Asked by Ben on June 23, 2022
Q: Hello there, trying to decide which of these winners to either sell in total or sell in part. In order of first to last which would you suggest selling with perhaps some reasoning. I also have ENB but will stick with it for the foreseeable future.

Many thanks,

AL
Read Answer Asked by alex on June 23, 2022
Q: Hi - I held above utility and telecome stocks. With CPI hits 40 years high in Canada, BOC will likely rise 75bps in July. Do you think income stocks will be under pressure as yeild % may not be compelling anymore due to higher GIC rate. Which names would you sale first in a risk off environment?

I value your opinion.

Thanks,
Read Answer Asked by QIAN on June 23, 2022
Q: Since the announcement of accounting changes this year for insurance contracts, it seems to have accelerated the downward movement of this stock's price. I'm trying to understand if this is a short term impact, or ongoing.

Will there be a point where the (theoretical) positive impact of rising interest rates put the brakes on the decline?

In the past I've heard the narrative on insurance companies that they can simply keep raising their premiums when business is negatively impacted. Not sure if you agree with that. I am a long term holder and am trying to decide whether or not to bring my weighting of this company back to 5% after its recent decline.
Read Answer Asked by James on June 23, 2022
Q: Good morning,

All the emerging markets ETFs seem to be weighted roughly 50% to China and Taiwan. I would like to re-balance the EM weighting using Canadian-listed securities to one or two dynamic regions or countries (not sure, India or SE Asia maybe). Are there good ETFs for dynamic regions or countries that could balance things out a bit for a more globally weighted exposure? ZID caught my eye; 0.67% fee.

Would you do this or would you stick to the one-stop-shop EM ETFs like VEE/XSEM?

Canadian products only, please. I'm aware the US has greater selection. Many thanks for your help.
Read Answer Asked by Chris on June 23, 2022
Q: 30 DAYS BUY BACK TAX RULE, DOES IT APPLY ONLY WHEN TAKING A TAX LOSS AND NOT A CAPITAL GAIN?
THE FIRST IN, FIRST OUT RULE, IN OTHER WORDS, YOU BROUGHT 100 SHARES IN 2021, BROUGHT ANOTHER 100 SHARES IN THE SAME STOCK RECENTLY, THEN TURN AROUND AND SOLD 100 SHARES FROM 2021, THUS, DOES THE 30 DAYS APPLY SINCE YOU BROUGHT THEM SIX MONTHS AGO?
Read Answer Asked by Herbert on June 23, 2022
Q: With the high volume oil sell off today it feels like a rotational market capitulation is nearing the last gulp. Or an overvalued market is continuing to adjust PE to normal. What do you think we have here?
Read Answer Asked by joe on June 22, 2022
Q: Good Morning 5i Team,

I hold TOI, CTS, ENGH in one account as my small cap technology allocation. Price action of course has been brutal since last fall. Would you continue to hold all three names or would you recommend getting rid of one or more ?? Would you add to any ?? Do you have any alternatives that may have better risk / reward in an eventual tech recovery ?? Thanks very much for your help. DL
Read Answer Asked by Dennis on June 22, 2022
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