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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 day team,

A few companies I'm invested in are in a loss position so far.

AQN 42% loss
AD 16% loss
CJT 22% loss
GSY 22% loss

At this point which stock do you think I should keep, which one sell, and which one replace and with what?

I'm retired and 73 years of age.

Take as many points as needed.

Thank you
John G.
Read Answer Asked by John on September 01, 2023
Q: Hello,

As a whole, I own too many positions and am looking to concentrate my portfolio. I own positions in both TFII and CJT that are in the same industrial transportation sector. I have a larger position in TFII, which has done well while my smaller position in CJT has slumped.

If you had to sell one of these, which would you choose? Or are they different enough to keep both? What do you think of CJT, down about 30% in the past year?

Read Answer Asked by Doris on July 30, 2023
Q: Hello 5i Team,

I'm looking to sell the following 12 stocks in my cash account to crystallize some losses in anticipation of better buying opportunities in the fall: BNTX, CAE, CHTR, CIEN, CJT, CTS, DIS, FNF, GNRC, HAS, TEAM, and YETI.

For each of these stocks, could you please indicate: HOLD; SELL; or SELL + RE-BUY (with suggested proxy).

Feel free to deduct as many credits as you see fit.

Thanks in advance for your always helpful advice!

Read Answer Asked by Keith on July 17, 2023
Q: Hello Peter,
Could you please comment on Fulgent's results? Is it time to add to FLGT as the stock dipped for longer term? Also, what is your view on Neighbourly Pharmacy and Cargo jet? Thanks very much
Read Answer Asked by umedali on November 09, 2022
Q: Hello 5i,

I currently have some capital to deploy and I am looking to increase my exposure to the industrial sector. I have been watching ATA & CJT as potential candidates. What do you believe would be a good entry point for these stocks? Are there others you could recommend in the sector that would have better prospects?

I have a high risk tolerance and I am looking to hold these stocks for 5+ years.

Thanks again for all that you guys do.

Greg C.
Read Answer Asked by GREGORY on October 29, 2022
Q: Would you have a good proxy for CAE (I own AC), CJT, MX,MPW, CRWD for a tax loss or should I just wait for the stocks to recover?

Thanks for your service!
Read Answer Asked by Ozzie on October 24, 2022
Q: I hold ATA and TFII and I am considering adding either GFL or CJT for industrial exposure in a TFSA account. What would be your choice if either.
Read Answer Asked by Roy on October 04, 2022
Q: If you held CAE and CJT would you stay with them or buy another industrial stock with the same or better growth profile in this environment? If so, which stock would you recommend?

Thanks for your service!
Read Answer Asked by Ozzie on September 27, 2022
Q: Hi 5i,

I have maybe a rare question for you. I have done quite well with my stock selections (much thanks to you for many of the wise choices) and are sitting on a pool of Capitol Gains. Now, my wife and I are entering the phase of our life where we can make some significant "tax-friendly" charitable donations. Always keeping in mind, saving enough for the rest of our days. Our question is: If you had to sell from the list I provided, and thinking of holding the remainder at least another 10 years, which would you chose to sell a portion of ? Perhaps the top 3, in order of choice ? Thanks so much.
Read Answer Asked by Jim on September 02, 2022