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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 have a small position in the Finnish elevator company Kone Oyj. It did well until recently but has got hurt badly in the sell off this year. Would you hang on or take the tax loss and move on?
Read Answer Asked by Andrew on September 02, 2022
Q: Hi 5i,

I have maybe a rare question for you. I have done quite well with my stock selections (much thanks to you for many of the wise choices) and are sitting on a pool of Capitol Gains. Now, my wife and I are entering the phase of our life where we can make some significant "tax-friendly" charitable donations. Always keeping in mind, saving enough for the rest of our days. Our question is: If you had to sell from the list I provided, and thinking of holding the remainder at least another 10 years, which would you chose to sell a portion of ? Perhaps the top 3, in order of choice ? Thanks so much.
Read Answer Asked by Jim on September 02, 2022
Q: Hello 5I,
I am down 55% or Apps.
Just wondering if you would hold on on switch into something else. Looking for something with similar upside of course.
Thanks
Read Answer Asked by Tyler on September 02, 2022
Q: When looking at historical Canadian bank returns, BNS has lagged significantly. I didn't isolate too many periods, but the longer term you go, the more consistent the underperforming becomes. I understand the past isn't an indication of the future, but perhaps their approach to international exposure just isn't the way to go? There appears to be a lot of conviction for BNS relative to others, does it's poor stock growth relatively not concern 5i? What keeps you the most confident on BNS? If you jumped ship on BNS, which would be the next on that would be in your model portfolios?
Read Answer Asked by Jordan on September 02, 2022
Q: What do you think about Bam's split into two entities? Can you explain how the two are different. Do you prefer one more than the other?

Thanks very much
Read Answer Asked by christianne on September 02, 2022
Q: Hello 5I,
What would be your top 5 picks in tech right now in Canada and Us?
Thanks
Read Answer Asked by Tyler on September 02, 2022
Q: Re Dave’s comments about 5i being overly optimistic on most answers. I find the q & a section highly informative. I do however, read the questions AND the answers then….I put on my big boy pants and “make my own decisions” on what to do (buy/sell/hold) 😀
Read Answer Asked by Harry on September 02, 2022
Q: Hello Peter,
Can you please comment on good natured results? Is it fair to say Blackstone is more for income oriented investors given its dividend and Blackrock is more for growth oriented investors. Also, would be better to diversify into both instead of picking one as i already own fair amount of BAM? Is Manulife worth a hold for long term given its decent dividend? thanks very much
Read Answer Asked by umedali on September 01, 2022
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