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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: Currently down on these growth portfolio companies. Which have to best prospects to continue holding versus selling for a loss?
Read Answer Asked by Stephen on November 28, 2022
Q: Above are three dogs I dumped at a loss in the last two months. I think there could be value in each of them when markets turn. Do you agree? Is there another small cap or two that you prefer over these three?
Read Answer Asked by Andre on November 24, 2022
Q: Hi,
Best tax loss proxies for these four names? Also is there a $ limit to what you should sell for tax loss purposes because its a guarantee. For example, I'm down 15% on KEL but its only a small position. The $ value is only down $2k. So whether the $ loss value is small or not ($2k vs $10k), is it still better off to sell it for the tax loss every year end and move into a proxy name such as TVE? Or is it better just to hold? Thanks!
Read Answer Asked by Keith on November 15, 2022
Q: Hi Team,
EGLX is now 0.3% of my portfolio down 88%. I want to either sell it and use the funds in existing positions or pump more money into it. Sell or add?
If I sell please advise in order of preference which names you would add to for 5-10 years between the following NVDA, PLTR, GSY, LSPD, SHOP, WELL?
Thanks
Read Answer Asked by Marco on November 08, 2022
Q: I am down on these names in my TFSA account
CTS (-44%)
ENGLX (-73%)
QST (-28%)
XBC (100%)

Is it time to throw in the towel on all of these, consolidate into one name or use my next year TFSA contribution limit to dollar cost average down?

I also hold an ETF, VGRO, in this account which is down 13%.


Read Answer Asked by Donald on November 02, 2022
Q: Hi,
Please take as many credits as you feel fit. Our portfolio is a hot mess. We’ve basically been ignoring this downturn for the past 6 months knowing we are are in for the long term. Retirement is 7-10 years out. The above holdings have fallen below a 1% weight in our portfolio. We have limited cash to deploy. Which of these would you add to? In what order? Any you would not add to and just hope that time allows for recovery? Any if these you would sell? For the ones that could be added too. Would you just buy now or put some stink bids in given the crazy volatility in markets? Any additional input is welcome.
Thanks so much,
Kerri
Read Answer Asked by KERRI on October 24, 2022
Q: In your response to Guy R. (Oct 22) about Tax Selling, you indicated the likelihood of a considerable sell-off still to come for this year's 'worst performing' stocks. Yikes !! Taxable account or not, wouldn't it be advantageous to sell the “worst” now, then repurchase in early December those stocks that you wish to own for the future? Otherwise, by holding, you are faced not only with recouping the loss already established, but on top of that, the additional loss anticipated in the coming 5 weeks.
My “worst performing” list includes: Canadian stocks: ANRG, AT, CAE, EGLX, LSPD, MG, PRN, SHOP, WELL. US stocks: APPS, U.
1) Are there any of these that you would suggest NOT selling ?
2) Of those to be sold, are there any that you would suggest NOT repurchasing in December ?
3) You mentioned some investors will want to buy “less worse” performing stocks so as not to miss out on a possible short term rally. Do you support this approach in the current situation, rather than just holding the cash proceeds temporarily ? If so, are there a handful of “less worse” performing stocks, that you would suggest and, would they be temporary or more long term replacements ?
Use whatever question credits appropriate. Thank you , as always.
Read Answer Asked by Alexandra on October 23, 2022
Q: I recently sold an energy holding that has performed well.

I'm looking to re-invest some of the proceeds into Sangoma (STC) and/or EGLX, both of which I already own.

What are your current thoughts on Sangoma, given the decline in share price this year and its debt? Would I be better off adding that portion to EGLX instead?

This would be in a TFSA. Otherwise well-diversified investor in his late 50s with a cast-iron stomach.

Thanks as always!

Marc.
Read Answer Asked by Marc on October 21, 2022
Q: Hi 5i Team - With the steady downward momentum of Enthusiast Gaming, do you see anything about the company that looks positive.

Also I am considering selling half my shares and buying something in the same space with growth potential but more stability both in the balance sheet and stock price. Do you consider this a good move (tax loss not a consideration) and if so do you have any suggestions as to any companies that might be decent alternatives.

Thanks.
Read Answer Asked by Rob on October 14, 2022
Q: Last December I asked what price you would consider this to be really cheap. The answer was below 3 dollars. Today it is at one dollar and thirty five cents. I guess this could go below a dollar which would have been unthinkable last year. It is no fault of their own other than profit margins. Is there some reason that large institutions don't come in and buy this up at this price. Does risk change at this price somehow.
Read Answer Asked by Steve on September 23, 2022
Q: It looks like this is close to the time to start buying cyclical stocks. Would you agree? Which cyclical companies do you think have the most potential to become three baggers in the next three years. Not looking for ten baggers! LOL
Read Answer Asked by Helen on September 13, 2022
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