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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: I have a couple holdings that are giving me question for keeping.

I have a cost base of 20 on Sentinel and altho there was some positive stock movement a few months back the stock is currently showing little sign of moving higher. I know they are in Cyber Security. Is it worth holding and where would you suggest the funds could be better deployed if its a Sell?

In the case of SNN my cost is 24 but based on the longer term chart i'm not certain there is alot of confidence in the management when comparing to better performing Medical Device companies like Stryker. Would this be a Sell and redeployment of Cash into Intuitive Surgical?
Read Answer Asked by Craig on June 11, 2025
Q: Are there any investment options that are independent of capital gains tax policy? For instance an investor may decide not to sell an equity to avoid triggering a capital gain and reducing capital (or may decide to sell for tax loss reasons). To avoid this bias are there etf/ funds that can swap investments without triggering capital gains?
Read Answer Asked by Steven on June 11, 2025
Q: Last November, CASY was listed as a favourite Consumer Defensive along with COST and WMT. In May of this year, CASY was on the 'quite comfortable to own list'. Considering it did very well yesterday, would a purchase now be considered buying a quality name and buying into positive momentum? How does 5i's feel about the company now and why? As a COST owner, I am quite interested in your thoughts on this name. With thanks.
Read Answer Asked by David C. on June 11, 2025
Q: I hold both GSY and BAM, and I'm considering increasing my stake. Historically, BAM has outperformed GSY over the past few years. Both stocks have similar dividend yields. Which one would you recommend I prioritize, or should I consider adding to both? I'd appreciate your insights. Thanks
Read Answer Asked by Esther on June 11, 2025
Q: I picked up a # of CVE in usd and a # of CVE in cad because of cash available in different denominated portfolios. I can do a securities transfer to marry up the two in one accout with no fee and consolidate the position to tidy things up. My question is for 5i, which way would you go with this transfer? Move the USD CVE to the CDN account or the other way? Im thinking move the CVD usd to the cad as the dividend is probably paid in cad and would save on currency exchange fees. What are your thoughts?

Cheers!
Read Answer Asked by Duane on June 10, 2025
Q: Hi. Of the 6 listed companies, which 3 are your favorites for a long term hold. I am trying to consolidate smaller positions so that I have less stocks.
Read Answer Asked by Craig on June 10, 2025
Q: Hi,
Knowing portfolio weights are personal and that you cannot give personal advice, what weights would YOU be comfortable holding these stocks if it were YOUR portfolio.
AXON
NBIS
NVDA
Thanks
Read Answer Asked by Marco on June 10, 2025
Q: Good morning all. Could we please have your viewpoint on the above ETFs. TQCD seems to have the best total return over 5 years (according to Koyfin). Do you think this position can be maintained over the coming years?
Read Answer Asked by Roger on June 10, 2025
Q: Hi,

Could you provide a list of promising companies, in order, both Canadian, U.S. and international, for a strong growth in the next five years in the infrastructure field ?

gratefully,

Jacques IDS
Read Answer Asked by Jacques on June 10, 2025
Q: Hi,

Canada, and other countries, are apparently going to reinforce considerably their investment in defense. In that perspective which of the above companies do you consider, in order most promising for strong growth in the next five years ? And which one would you buy for a good diversification within the sector ? Any other companies not mentionned ?

Gratefully,

Jacques IDS
Read Answer Asked by Jacques on June 10, 2025
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