skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

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 large position n nvda and think I should try to pair it down but it is very difficult to find fault with it going fwd. qcom is in a reasonable position. My question what would u suggest to replace a portion of nvda should I decide to sell some. Thanks as always.0
Read Answer Asked by Maureen on March 28, 2022
Q: AC is about 1.5% of my Portfolio and CAE is less than 1%. I have been reviewing and consolidating in my Portfolio of stocks/ETF and would appreciate your opinion regarding action to take with these two stocks. Is there more potential with CAE and would it be more profitable to move AC stock funds in to CAE? My other industrial stock is WSP and with Portfolio Analytics I am 2.5% above the suggested allocation for Industrials.I am willing to maintain this weighing in Industrials ; however, I would be interested in hearing suggestion of alternative stock choices (regardless of sector) at this time? Thank you for your assistance.
Read Answer Asked by Elizabeth on March 28, 2022
Q: Hi, looking to start one or two Canadian based etf. Retired, no investment out of Canada. I think I should have some. Would like monthly income, 4%+ ,moderate risk, some growth if possible.
I think Cyh is the only one with a little growth?
Could you suggest two etf’s you prefer, or suggest two from above you might have confidence in.
Thanks
Read Answer Asked by Brad on March 28, 2022
Q: Hello Peter and team,
I hold TSLA in my TFSA. The company has announced that it will do another stock split via stock dividend. Do most companies issues splits via stock dividends? I was wondering if the stock split via stock dividends has any impact on TFSAs other than having additional shares. Thanks very much.
Read Answer Asked by umedali on March 28, 2022
Q: Hi 5i Team, and with income tax season upon us, if a mutual fund company chooses at their convenience to consolidate their (Dividend) Fund A into their (Dividend) Fund B going forward, does it create a reportable taxable capital gain for the holders of Fund A? In this case, the statements show Fund A as a "redemption" (for the fund that is being closed at their convenience) and Fund B as a "purchase" (for the larger fund that is going forward), on the identical trade date (i.e., there is no order date and no later settlement date, but the redemption and purchase occur on the same calendar date as in a substitution of fund products). In this case Fund Company A was acquired by Fund Company B, and presumably the funds overlapped, and the mutual fund company chose to consolidate the two overlapping funds into one larger fund going forward . Since this was initiated at the convenience of the mutual fund company and with no action initiated on the part of the taxpayer, and essentially the product that the taxpayer is holding is unchanged (i.e, Dividend Fund A replaced with Dividend Fund B from the same mutual fund company), would this be a reportable capital gain, or otherwise the taxpayer within their right to choose not to report in the year 2021 taxation year and retain the ACB of Fund A and declare the capital gain when Fund B is sold? It does appear on the T5008 form issued by the brokerage. Thanks to all your Team from an appreciative member.
Read Answer Asked by Michael on March 28, 2022
Q: Happy Friday! Can you recommend two names in Canada you feel can benefit most from the current environment. 2 Energy and 2 Basic Materials - I have 3.6% of my portfolio exposed to energy and only 0.8% in BM. Happy to add to current positions. Long term investor (7-10 yrs) with higher risk profile.

MX 0.8%

ENB 2.44%
SU 1.15%

Thanks for the continued excellent work. I think this is my 5th year using your services and have not been disappointed. Have recommend your services to all my friends.
Read Answer Asked by Don on March 28, 2022
Q: I own TOU shares and I am looking to add two more Canadian stocks that are predominantly natural gas producers. Suggestions please with your reasons.

Thanks, Tim.
Read Answer Asked by tim on March 28, 2022
Q: SWP: It's been a long time since their last report. I understood they would be reporting last week. Does this seem like a sign that I should sell before the news?
GUD: They have been buying back shares for years. Is there reason to believe they are preparing for privatization? In the past year they bought more than $3M in shares. Insiders bought modestly; no sells.
Read Answer Asked by John on March 28, 2022
Q: On GSY & WELL. I am down 30% on both in a registered account. Looking at the tax loss and moving to AT and CSU. I have started to use this as a growth account. Or I could sell and wait 30 days to rebuy. Looking for growth possibility so being a little more aggressive is OK
Read Answer Asked by Scott on March 28, 2022
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!