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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: Hi Peter, Ryan, and Team,

To increase my Industrial exposure, I recently bought 300 shares of GDI, and am down about 1.5% so far. Would GDI be a good candidate for tax loss selling, or do I run the risk of having to buy it back at a higher price after 30 days? Thanks in advance for your guidance.
Read Answer Asked by Jerry on November 22, 2019
Q: GDI: 5i seems to like this company at 30 x FPE, a lot of debt.. What am I missing? In general, I only buy large cap "dividend growers". I have only bought 2 growth type stocks before BAD and ACQ which I held for a few years and sold at huge profits - both never to return to their previous highs - so, never considered them core positions. The same would apply to GDI; however, a little gun shy on this one at these highs.
Read Answer Asked by James on November 22, 2019
Q: While I know your focus is not US companies, I have US funds to deploy for a longer-term, relatively conservative position. The outlooks for Moody's, Hyatt Hotels and VISA all seem to be positive stories to me. Considering their current prices along with other factors, which of the three would you consider the best prospect and why. If you could name your '2nd place finisher', that would also be appreciated.
Read Answer Asked by James on November 22, 2019
Q: Where do you find ready available free cash flow statement ? Is it better then pe ratio ?
Read Answer Asked by terrance on November 22, 2019
Q: could you comment on the latest results and future for this underfollowed cannabis co. listed on the CSE. Thanks. terrascend TER
Read Answer Asked by george on November 22, 2019
Q: Hi 5i,
I have owned laurentian bank for 2 years and currently down 20% on initial purchase of a full position. It’s is held in tax free account and no additional funds to average down. Would it make sense to sell this stock and direct proceeds to other financials even though it pays a nice dividend. If so what would u recommend?
In your opinion Does it have any chance to recover or has this just become a lost opportunity and better to move on?
Thx
Read Answer Asked by jim on November 22, 2019
Q: I'm retired. I own TRP and ENB, (7% weight total).I want to lighten up on the number of equities. Should I sell one of KEY,EMA or AQN (2.5% weight each )and deploy the cash into the other two, leave every thing as is or lighten up on the sector.
Read Answer Asked by Rene on November 22, 2019
Q: Questions about two companies but with the same overriding issue - what to do when a company you liked, and continue to like, has dropped to become a smallish portion in your portfolio i.e. >2%. I try to maintain a focused portfolio but in both cases, these stocks have fallen due to their lack of performance while the rest of the portfolio has continued to perform. Is it best to top each up to at least a 2% - 2 1/2% position, just leave them or sell either/both?

I appreciate your insight.

Paul F.
Read Answer Asked by Paul on November 22, 2019
Q: For non-Canada exposure I use ETFs (VFV, HXS, XQQ) along with Canadian companies that have significant international exposure. In 2016 you wrote an article on this topic and recommended ATD.B, CCL.B, WSP AND XTC. I particularly liked that you provided a table outlining the countries where the 4 companies were invested. Do you have further information on this topic?
Read Answer Asked by Dennis on November 22, 2019
Q: In your response to Garry this morning you stated "In real estate, it (BPY.UN) and TCN would be our main Canadian choices." Are these currently your top choices in REITs overall, or only in context of Garry's question?
Read Answer Asked by Dennis on November 22, 2019
Q: Hi the great 5i team, when is the start and end of tax loss season in general? Any indicators? Thanks.
Read Answer Asked by victor on November 22, 2019
Q: Laurentain bank is offering a online saving account
At 3.30 %
It seems so high for a saving account
What risk do you see in using this service
Thanks for the help
Read Answer Asked by Sam on November 22, 2019
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