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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: Firstly, I very much appreciate your tax loss, selling list and the explanations that came with it.

I am down about 22% on both BCE and GSY. Would either or both be appropriate for a tax loss/re-buy strategy?

On PSI, X, and TSU I am down about 6 1/2%. Is it worth considering these for the same strategy, or am I just being silly?


Thank you very much for your help.

Gary
Read Answer Asked by GARY on November 21, 2025
Q: Each of these have fallen below 1% percent of total portfolio value in my non-reg account. What order of preference would you suggest for adding to top up? Altrnatively should any go or should there be a new addition? I am low in consumer cycles, comms and health.
Read Answer Asked by William Ross on October 08, 2025
Q: Which ones (if any) would you buy and hold and forget for 10 years?
Read Answer Asked by Ray on September 18, 2025
Q: BUY. or. HOLD. or SELL for a 3 to 5 year period?
Read Answer Asked by Ray on September 03, 2025
Q: Hi !

I refer to your monthly section of "best stocks ideas"

What are we to read in your selections: best value presently, ? best long term value ? best buying opportunity now ? best undervalued stocks ? best growing potential short term ? best long term growth ? best total income ?

It would be most helpful to know exactly what you mean by your best stock ideas.

Gratefully,

Jacques IDS
Read Answer Asked by Jacques on August 29, 2025
Q: Greetings 5i, which of these would you add to today? Please provide reasons and if neither please indicate. This is a TFSA. Thanks.
Read Answer Asked by Barbara on May 22, 2025
Q: Hi,
What is you insight on TSU-T? Is it a good and better risk and reward pick after it fall from the highs of C$40 in Insurance business? Is there major problem with its business? Will it recover or its better to go with Intact IFC:T or Fairfax FFH-T?
Thanks
Piyush
Read Answer Asked by Piyush on April 28, 2025
Q: Thinking of starting a position in P&C insurers. Would DFY be a good choice for growth? How has DFY performed since demutualization? Intact is certainly growing great but is it expensive? I already own MFC & SLF would adding a P&C be too concentrated?
Thanks
Read Answer Asked by Reg on February 19, 2025
Q: TSU is at a 52-week low. Is this a:

(A) Excellent buying opportunity;
(B) Modest buying opportunity;
(C) meh

I have no insurance position currently. I am familiar that 5i prefers Sun Life vs. Manulife. Where would TSU plug into the equation for an investor with a growth-oriented portfolio and with a long runway ahead?

Thanks,
Ian.
Read Answer Asked by Ian on January 31, 2025
Q: Another question on my semi annual balancing exercise. With the understanding that the rest of my portfolio consists of conservative growth, dividend paying large caps and that I am looking at a 3 to 5 year time frame. Please indicate the those companies you would carry at a 5 % ish level, those that you would carry at a 2% to 3% level and those that you might not carry at all. Much appreciated ram
Read Answer Asked by Ray on January 27, 2025
Q: Looking to invest new funds in SMID CAD. Do not need income - lean to Growth. On a risk/reward ranking, from this list or any others you prefer, please advise where you would focus investments for 3-5 years hold.
Thanks
Read Answer Asked by sam on January 20, 2025
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