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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 was assigned a stock on which i sold a put. When selling the put i clicked the box for uncovered put. In fact, though, i did have the shares to cover it. I would like to sell them now to claim a capital loss. But I am not sure where i sit in terms of that. I am getting a little muddled but i think I will have to wait 30 days. No?
Read Answer Asked by joseph on September 11, 2023
Q: Am looking at adding some QQQ (or similar) in my TFSA but am wondering if now is the best time. Also, I am not as familiar with Invesco and usually go with iShares. They have XQQ but it is in Canadian dollars and hedged. Would IYW be similar to QQQ? Are you quite comfortable with QQQ? Would you be able to suggest an entry price for whichever one you recommend? Thank you.
Read Answer Asked by Kim on September 11, 2023
Q: Hello. My portfolio is currently composed of all equities and approximately 10% cash. I would like to move some money 15-20% out of equities into fixed income. What would you suggest is a simple, yet effective way to achieve this? Invest directly into bonds? Buy a bond ETF? Bond mutual fund? Short or long-term bonds? Corporate or government? Can you suggest some bond ETFs or mutual funds?
Thank-you.
Read Answer Asked by Antonio on September 11, 2023
Q: What ETFs would you recommend to use to represent the international portion of a portfolio? What ones would you use for:
1. Europe
2. India
3. Japan
4. South America
I have excluded China because I don’t trust their reporting. How would you divide that 30% up? Is there any other countries/areas that you would view as investable that I am forgetting.

Thanks in advance.
Read Answer Asked by Brendan on September 11, 2023
Q: These stocks seem to be in a serious downtrend, in the case of NPI more than cut in half. What's going on? Interest rates aside are investors just giving up on "going green"? Or are these unbelievable bargains like the Canadian banks in 08/09?
Read Answer Asked by Ronald on September 11, 2023
Q: I know you do not get involved with European companies to a great extent. Could you please have a look at Grenke AG, a German leasing company and provide me your opinion of their financials/profitability. Thank you

Mike
Read Answer Asked by Michael on September 11, 2023
Q: Hi 5i team,

Can you please suggest 5 Cdn companies that have hit recent 52 week lows that you would s-l-o-w-l-y start accumulating, say over the next 3-6 months....(knowing they could possibly go another 5-10% lower over that time period)? I was thinking in the small-mid cap space. I know buying in downward momentum is not the ideal scenario.
Alternatively, can you also list 5 Cdn companies in the same space hitting recent 52 week highs that you would start to accumulate?

Cheers,
Steve
Read Answer Asked by Stephen on September 11, 2023
Q: Hello 5i Team,

I'm creating TFSAs for my two children, and I would like to purchase a basket of 15-20 Canadian stocks and CIBC CDRs, since their accounts are commission-free.

Could you please recommend some names for me to consider with a focus on growth while maintaining some sector diversity.

Would you recommend adding a global ETF for geographical diversity? If so, what?

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

Thanks, as always, for your helpful advice.

Read Answer Asked by Keith on September 11, 2023
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