Investment Q&A

Q: Morning,
What are your top 3 choices (Canadian and U.S.A.) small cap value stocks today for a 5 year hold. Thanks.

Q: These companies are getting killed on no news. I understand the environment with tax loss, covid, backdrop etc. What I don't understand is why the shorts aren't covering or appear to be. Also are these companies prime candidate's for a takeover because there smaller but at an inception point of eating up market share.

Q: Can you suggest companies right now to pick away at ,or would you wait a bit longer till tax loss season is over.
please 5 in the US and 5 in Canada.
If dividend is important which 3 stocks would you pick away at right now?

Q: 2 underperformers trading near 1yr low.Well in my non registered a/c & Rif. AT in Tsfa. Thinking of selling both especially Well in non-reg a/c for tax loss.. Please give U opinion,& replacements if appropriated. Txs for u usual great services & views

Q: I'm planning on making a couple of additions to our TFSAs in the early New Year.
Kindly list these companies in order of preference based on a 3-5 year hold.

Thanks, Rick

Q: Hi 5i,

I'm new to the service and joined with the hope of finding an unbiased second opinion on my portfolio of stocks. I had the good fortune of purchasing in my TFSA SHOP ($1200); LSPD ($26.31); SE ($149); MELI ($769.45) and continue to hold. This year, not so good, I had purchased REAL ($18.16); ABST ($13.79); AT ($10.36) which with the exception of MX are all currently in the red.

My problem is that given my current YTD is at -13% I should probably shake up the TFSA. However, when I look at each stock individually I just can't bring myself to sell, I love the growth potential of them all.

I'm (obviously) ok with volatility in my portfolio and I do not anticipate needing the funds for 3+ years. I would appreciate your thoughts or ranking of these stocks in terms of growth potential from this point forward. Are there better stock opportunities I should consider out there for my TFSA ?

Thank you in advance.

Q: What are your top 5 picks in order of preferance for the small cap sector in the TSX and the Venture

Q: I sold REAL for a tax loss, but like the company long-term. Would you buy back in after 30 days, assuming it hasn't soared? Or would you move on to another tech growth stock? I am considering AT, but wonder if you have any other recommendations? I already have full-weight positions in SYZ, TCS and ENGH.

Q: What would be some of your top picks (Canadian, U.S.) for buying based on (presumably temporary) downward pressures due to current tax loss selling?

Q: With year-end tax harvesting, I have sold off some of my holdings in the 6 stocks listed above. Can you please tell me which (if any) are worth buying again after 30 days; please rate from best to worst. If possible, can you recommend a few other over sold good long-term Canadian stocks that may be a buy now with year-end selling. Thanks!!!

Q: Hi, do you have any compelling purchases from the stocks that have recently achieved 52 week low status? The negative momentum is not an ideal buying strategy but perhaps tax loss selling has pushed some of these stocks to this status, warranted or not. (AT, Well, VFF are a few that hit this status today...and that I have on a watch list).
Do you see these or others that have this recent status as a buying opportunity or should one wait to see more positive momentum?

Cheers,
Steve

Q: At what point does this become too compelling to ignore? I am assuming we are seeing tax=loss related selling here right now.

Q: I am considering adding to my position in Acuity Ads since it seems to have been oversold. Could you please provide a summary of its fundamentals including cash on hand, level of debt and opinion of management. Thanks.

Q: If you were a riverboat gambler looking for a tenfold share price increase, what top three stocks would you roll the dice on?
I know, I know... small percentage, for sure.
Thanks

Q: I'm looking at adjusting my weightings on these three. Can you rank them on strength/preference over a 5 year period?

Q: Is there a need to readjust these significant losers in a RRIF ?
My Tech is over 20% now (even with LSPD loss). If I were to "trim" the tech down would you keep LSPD and sell KXS and reinvest is something less volatile in a otherwise balanced RRIF ? maybe BCE, CNR, GSY, or FTS ?
Thanks as always, Peter

Q: I am looking at my losers. Please list in order of preference which ones you would average down on. I know that's a bad word but we could call it greatest contrarian opportunity. Obviously risk is not a great concern but not to be completely ignored. Thanks as always

Q: NVEI, MAGT, and UPST have come down drastically since their highs a short time ago. Is this another AT because unfortunately I bought it at $22. I am concerned that these three seem to be doing the same thing.
While I have seen some of my picks recommended by 5i go up drastically of late - NVDA, AFRM CELH, NET and GOOGLE, I would appreciate your thoughts on the ones above-noted going down. Thanks again,

Q: I’m currently down on eglx, xbc and at, would you be comfortable adding a little to these names at these levels? Have they turned the corner, especially eglx and xbc? What would it take before adding more?

Also do you still like PLUG as a growth name? Looking to add more here. Thanks!

Q: Which stock AT or APPS has more potential upside from current levels?

Thank you for your service!