Investment Q&A

Q: Hi,
In a question in mid-Jan on several stocks, you had an exit on AYX. Does their earning’s report this week, which the market seems to like, change your views on this stock?

Q: Hello,
My question is regarding tax loss harvesting. I believe that there is plenty (or at least enough) time to sell then repurchase Shopify within the 30 day period required to harvest a significant loss for tax purposes and not loose out on much increase in price.
Would you agree and any comments?
Thank you,
Brian

Q: I currently hold a 2% position in Unity (at breakeven) and I am considering adding to 3% or diversifying with a starting position in Roblox since it is struggling at the present time? It would be a 5-10 year hold.

Your thoughts would be appreciated.
Kevin

Q: hi folks:

yikes, that's some value destruction

comments?

thx

Q: I have very limited tech exposure in my portfolio (AT, SYZ, LSPD & TIXT all less than 5% each) and I am interested in these 3 names due to recent tech down trend.
1) Can you provide your opinion on them and suggest which one of the three is cheapest in terms of valuation ?
2) which one would be your best pick of the three, and why?
3) Also pick and explain the second choice.
Growth investor with med-high risk appetite and looking at 5 to 10 year holding period.
Thank you

Q: Pltr got hammered 15.75% today after Q results.Please comment. In light of the above & market backdrop,I am thinking of selling and take my losses as there maybe more pain,& maybe replace it with Goog &/or Msft. Please provide u opinion.Txs for u usual great services & views.

Q: Hello 5I.
After MTTR missed earnings and tanked 20% do you think the potential etc has changed on this company? Is it a sell or change/?

Thanks

Q: Your comment on Matterport's latest earning. Thanks

Q: You've recently commented that you would not necessarily Add to a current position in GSY, but would be comfortable Starting a position. Could you please explain the logic behind this strategy ? Thanks for your help, as always !

Q: Hi 5i Team,

I would like to ask about the GOOG fractional shares traded on the NEO exchange.

Do you views these shares any differently than their underlying share?

How they would be treated in light of the upcoming split of the common shares?

Are these types of fractional shares subject to withholding taxes if held inside a TFSA?

Thanks for the great service!

Colin

Q: What conditions do you think are required for confidence to return for growth stocks with good fundamentals? Thanks!

Q: Many of us have stuck with Shopify as it has been descending , only to suffer severe paper losses on the recent price collapse.
I "hung on" because of comments made by 5i about keeping invested . We incurred a similar situation with Lightspeed last year .
Many of us are risk takers, but we put a great deal of trust in your experience. When we are blind-sided like this , comments suggesting that the price will likely recover in 5 or 10 years aren't helpful ...

Q: would you buy shopify at these prices what is your outlook

Q: Hi, Thanks for all the great advice. What would happen if an ETF or mutual fund (or the organization) becomes insolvent? Would the investor's holdings segregated in some way? Would it be safer to hold the actual securities in a CIPF covered brokerage account rather than an ETF of stocks or bonds?

Q: Thanks for the prompt reply. What were the sales for the previous two quarters?

Q: Do you have an imminent quarterly reporting date for Knight and any results expectations would be appreciated. Thank you.

Q: Being "salevicted" by the landlord after receiving an N-11 termination of tenancy notice. Offered first right of refusal on a purchase of it in today's unsustainable housing market. Have obtained an approval for a mortgage from the bank.
I am 70, retired and live on my pensions including a 10% monthly saving transfer to cash account. Portfolio income mostly reinvested.

My Issue is how best to raise 20% down payment from my investment portfolio built over last five years based a lot on 5i sample portfolio models, so 33 (model suggestion) holdings across all three portfolios today plus another 25 other ones all held in my cash and TFSA accounts in mostly a diversified total portfolio (no sector is more than 15%). Do I sell losers first in cash and also those that have not grown very much conserving the dividend payers, then draw some from growth oriented TFSA before before returning to cash to trim some good performers?
What strategy would you suggest for raising the down payment money and minimizing and delaying the tax as well as respecting a diversified and growing portfolio objective while treating mortgage payments as more costly "rent"?

Q: This stock is trending down in the last few days. I don't see anything that has changed. Would you add on at this time?

Q: I have a large gain in Telus.

PE at 26+, dividend is 100% of NI /share, yield 4% .....rates going up.....of course it is a favourite of the Canadian investor but when borrowing costs start to exceed the yield....soon....it may well 'correct'......

sell or hold?

Q: Hi Peter and Ryan,

With interest rates going up next month would like to know your thoughts on the short term effect this will have on the above tech companies, will there be a discount after the rates rise.

As always
Thank you
Anthony