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: Hi 5i,
I wrote inquiring about the above names mid week last week but didn't get an answer - I'm pretty sure i hit submit but possibly not.
I'm down on each - on some significantly - and was looking forward to a post tax loss selling bounce, but none came. In act, all but WELL were down on January 4 before the interest rate news hit on the afternoon of January 5, and all have continued to drop like stones since. I'm concerned that droppage would be happening even if the Fed hadn't scared people about interest rates, and I have the depressing feeling I own a basket of stone losers.
If I sell out of each now and put the funds into some good dividend payers like ENB, SU, POW, BNS I might (hopefully) recoup my losses or at least cut them considerably by this time next year.
For each of the names could you tell me if you think it's a good idea to punt now before further losses accumulate, or are there any that you think have a reasonable prospect of returning to their early to mid 2021 levels by the end of 2022.
I really will appreciate your thoughts and advice - feeling a little beaten up right now ...
Thanks,
Peter
Read Answer Asked by Peter on January 10, 2022
Q: Good morning, I have 32 positions spread between the two TFSA's that I manage. I'd like to get that down to 25. The above are holdings that have fallen to less than half positions and I'm wondering if you could suggest 6 or 7 for removal. Also are there any that you would add to in order to bring them up to half positions. Secondly, without knowing my weightings, do you have a suggested sector or two for this years TFSA contribution?
Read Answer Asked by Rod on January 06, 2022
Q: Hi 5i & Happy New Year!
On the assumption there will be some names that will see a nice bump in January as buyers get back in after tax loss selling and maybe other factors have caused some recent price reductions, are there 4 or 5 that you would recommend as good candidates for early January purchase to take advantage of that bump before the tax loss sellers can re-up?
And if you think the idea isn't sound, please let me know, and why.
Thanks!
Peter
Read Answer Asked by Peter on January 03, 2022
Q: Hi 5i Team - I am ready to sell Mission Ready but when selling a losing stock I prefer to replace it quickly with a similar company, in this case not necessarily in the same sector but with a similar market cap along with with better fundamentals and better growth profile. What would be your suggestion(s) be for a replacement. Thanks.
Read Answer Asked by Rob on December 03, 2021
Q: What would be some of your top picks (Canadian, U.S.) for buying based on (presumably temporary) downward pressures due to current tax loss selling?
Read Answer Asked by Ted on November 24, 2021
Q: With year-end tax harvesting, I have sold off some of my holdings in the 6 stocks listed above. Can you please tell me which (if any) are worth buying again after 30 days; please rate from best to worst. If possible, can you recommend a few other over sold good long-term Canadian stocks that may be a buy now with year-end selling. Thanks!!!
Read Answer Asked by Grant on November 24, 2021
Q: In the growth portfolio you bought REAL for $12.95 and sold it, per your Oct 12 update, on a day when the highest price it traded at was $9.81, locking in a 24% loss. If you "like the industry and the company's fundamentals continue to look decent," isn't this a classic case of "buy high, sell low" when nothing but sentiment has changed in the company's long term outlook?

Analyst consensus EPS is $0.47/share in 2022 and $0.56/share in 2023. If such earnings materialize, this would be 19% growth in earnings for a company with no debt. I know it's a big if, but if REAL does achieve $0.56/share in 2023, traders selling it today would be selling a stock with estimated 19% growth in earnings for only 17 times 2023 earnings. What am I missing?

I took a quick look at the 5I Growth Portfolio and found that a couple of your big losers, QST and MRS, are bigger losers than REAL and have no earnings and/or none forecast. Why not sell these instead of REAL?
Read Answer Asked by David on October 22, 2021
Q: Looking at some recommended company's that are near 52 week lows that have a lot of future growth and years of multiple upside. Can you suggest your top 5 companies that fit this criteria(and why you believe the upside potential). I would like to set and forget(for years) for my next few purchases. thx for the great service
Read Answer Asked by Chris on October 15, 2021
Q: All of the above are existing positions in my TFSA. Which three would you suggest adding to today?
Thanks
Read Answer Asked by Curtis on October 15, 2021
Q: your opinion about MCR please.
Why is this company lagging the oil sector?you would think it would move with oil price going up.
Is there a chance it would be a take-over candidate?
are there other companies that you prefer ,like Questor or XBC?
Read Answer Asked by Josh on October 14, 2021
Q: If you had a capital loss in QST and GRN would you hold or sell and rebuy both in 30 days? If you had to choose either QST or GRN, which would it be and why? If these were not owned would you buy either of them?

Thanks for your service!
Read Answer Asked by Ozzie on October 12, 2021
Q: The active North American Oil Rig count has been steadily rising week after week according to reports. Shouldn't this be a good predictor for what is to come for Questor Technologies' core business over the next several quarters. Is it good time begin to accumulate the stock again given its strong balance sheet and if you have a longer investment horizon?
Read Answer Asked by Charles on October 08, 2021
Q: Hi team!

I currently hold MG, NPI, QST, REAL in my TFSA and am down in all. Which would be your favorite to add another half position to at the moment?

Or would this be a better opportunity for me to take that money and purchase NVEI at this current lower price point?

Thanks for all you do!
Read Answer Asked by Patrick on September 27, 2021
Q: Good Morning,
I would like to make room in my TFSA for APPS. From the list above which would you suggest dropping?
Read Answer Asked by Curtis on August 24, 2021
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!