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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: Do you have any near term concerns on adding to one's SOBO holdings? Are fundamentals and the outlook reasonably solid for this company, and the sector?

Avoiding one of those "why is my XXXXXX stock down today" questions, I will say that I have noticed over the last 6 months that the pipelines have been generally drifting lower. I am assuming this is just short term sentiment / sector rotation?

If all looks good to you, my intent was simply to add more SOBO at a favourable technical buy level.
Read Answer Asked by James on July 04, 2025
Q: For a long time, BAM and BN were relatively close in share price. Why the $10 difference of late ? Does BAM need to catch up or has BN had too good of a run of late (and needs to come down) ? Or is this the new normal and how it should have been all along ?
Read Answer Asked by Thomas on July 04, 2025
Q: In regards to Jerry’s green energy question I think he should consider NXT which seems to be a “best in its class” company. They are part of a new large project in Greece. The stock was recommended by 5i and hit a new high today. I bought some based on your recommendation so thanks very much!
Jim
Read Answer Asked by James on July 04, 2025
Q: Hello 5i
I am overweight Nvidia and plan to sell some. At my stage it is probably wise to put this in fixed income. I don’t know much about this, however, and have been made a bit gunshy by hearing of people losing money in what one would imagine to be a safe and secure bet. So, iaskif you could give me some possibilities for US dollar fixed income in a non-registered account. Something that could reduce taxes would be helpful, as well
Thanks for your great service
Read Answer Asked by joseph on July 04, 2025
Q: Hello 5i,

Now that MG & CTJ has confirmed above the 200 day moving average (daily chart). Are these good buys to fill up a full position as I currently only have 1/2 positions. I was thinking of waiting until past liberation day-2 to add.
Read Answer Asked by Dean on July 04, 2025
Q: If I sell a stock in an unregistered acct. at a loss, do I still have to include it in my tax's or can I just forget about it, and not bother entering it as a tax loss.

If I move a stock which is at loss from my unregistered account to my TFSA do I still have to enter that stock in my tax's for that year.

Thank you.
Read Answer Asked by Ross on July 04, 2025
Q: This is a hard stock to stomach. Do the wild swings in price have to do with the fact that it is not heavily traded? What size of a position would you recommend that an aggressive investor hold in a portfolio? My thinking with this name is that you either have to trade it or hold it and forget it. I am inclined to go with the latter option, subject to your comments about valuation. I note that the short float has increased recently which always makes me nervous. Thank you, Jason
Read Answer Asked by Jason on July 04, 2025
Q: Are all of these companies buyable in your opinion? And how would you rank them if they were bought today while keeping in mind dividends, safety, growth there are a few sectors here so that aside. I do think some of these companies are being forgot about with all the focus on tech.
Read Answer Asked by Mark on July 04, 2025
Q: Peter, could you comment a little about yesterday’s piece of Scott Barlow in G&M about the 11 market aberrations - citing BMO chief economist Doug Porter? Thks
Read Answer Asked by Ray on July 04, 2025
Q: I would greatly appreciate your thoughts on the above 5 ETFs proposed for TFSA. Any tweaks? The plan is to tilt towards growth without getting carried away. Your thoughts and suggestions would be most welcome. Thanks again for this super service. Dan
Read Answer Asked by Danny-boy on July 04, 2025
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