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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: if you had to remove 2 stocks from the balanced portfolio today, which ones would they be and why would you select them? And what would you replace them with?
Read Answer Asked on December 05, 2022
Q: In one of your recent answers you said, "the small mid cap tech and industry and pharma sectors in the US are the places to be". Could you please give some specific names that would fall in those categories? Thank you
Read Answer Asked by Neil on December 05, 2022
Q: HI,
you had mentioned recently that we could be in another historic buying opportunity for growthy small caps. along those lines...
this list contains some of my small cap/more speculative holdings. could you comment on these as a current buy, sell, or hold. I am a long term investor ( 5-many years). and if any are screaming "I am going to zero" (like Xebec). and do you have high conviction on any other small cap growth stocks presently? cheers
Read Answer Asked by chris on December 05, 2022
Q: hi,
I currently own all 3, all with reasonable gains. I read recently that T and BCE have done most of their finer line bailouts, Rogers not so much. this tilts the tables significantly I assume towards T and BCE. I plan to sell Rogers, and add the proceeds to T and BCE. does this sound OK? and do you feel it is ok to have a 5% position in each of T and BCE now? cheers
Read Answer Asked by chris on December 05, 2022
Q: 5i Team, could you comment on following related to ECN, I have a full position on ECN averaging around 10% above current levels. I plan to double down on ECN in another registered account at this level, please comment

On a scale 1 to 10 what are the chances this stock going to zero, like what happen to XBC recently
Current ECN price levels are due to market sentiment to the stock or tax loss selling
On a scale 1 (riskier) to 10 (rewarding) what do you recommend members do at this price level
Comments on interest rate and ECN margins and profit


Read Answer Asked by Francis on December 05, 2022
Q: Is it better to hold US stocks in a brokerage account instead of a TFSA?
Read Answer Asked by Helen on December 02, 2022
Q: Would now be a decent time to buy preferred shares since many are down . If so can you suggest a few that are safe with decent yields.
Read Answer Asked by nick on December 02, 2022
Q: I am down on all of these by about 20%. If I sell them for a tax-loss harvest, what should I do for proxies? Also, since I have no capital gains for 2022, should I sell these stocks/ETFs in January to avoid a jump in stock price before the end of the year (as tax-loss harvesting season ends)?
Read Answer Asked by Brucey on December 02, 2022
Q: Similar to another question today, I am thinking of selling Summit, but waiting until the new year to delay the tax hit on my capital gains. But - isn't the buyout price $23.50? With the current stock price at about $22.50, there should be about a $1/share gain by waiting for the buyout, compared to about 30 cents of lost dividends between now and then. Am I missing something? Do you think it is better to sell immediately in the new year and move into something else, or wait for the actual buyout?
Thank-you, Grant
Read Answer Asked by grant on December 02, 2022
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