Investment Q&A

Q: On Friday, I mistakenly sold a full position (sr. moment) in a margin account that will result in a huge capital gain. The intention was to sell half a position. On Monday, I intend to buy back half of the position realizing the price could be different from what it was sold.

Question. For tax purposes, how do I calculate the cost of this transaction? Will it be FIFO or simple cost averaging?

Thanks for your help.

Q: Hello, I am looking to buy one of these stocks for a 5+ year term. Which order would you buy (most conviction to least) and at what entry point ?
I have funds in both US and CA TFSA accounts, so, it is not a big consideration.

Q: Hello,

Which Canadian stocks have substantial US holdings? Dividend payers and capital gainers. Lower risk companies. Please rank from most recommended to least recommended.

Thank you,
V

Q: Given that water is quickly becoming a commodity, do you think that Xylem is well positioned and considered a buy at current prices?

Would you consider Adobe, Palo Alto and Nextera buys at current prices or are there other names you prefer?

Regards
Tim

Q: I am retired and live full time in Canada. I use Norbert’s Gambit to buy US stocks for my US account. The alternative is buying US stocks from my Canadian account and paying extra conversion fees coming and going.
Does this strategy make sense?
I use the Gambit for exchanging $20000 or more.
When purchasing a Canadian etf of US stocks what are the conversion fees charged typically; would they be the same or different than if an individual was buying each stock on his own
Thanks for your advice
Much appreciated

Q: What is your top pick for a high-quality dividend grow to ETF for a long term hold (25+ years)? I have heard SCHD and DGRO are top choices.

Q: Hi, are there any Canadian dollar alternatives to SCHD.?

Thanks!

Q: What odds would you place on a potential stock split announcement coming when they report this week?

Q: The pending deal to take CI Financial private, 'may' close in Q2-2025, at $32/share.
Would you recommend shareholders hold for now, or sell it if they already are in the positive on this holding.

Q: Out of these four, which one do you think would have the best return over a 3 to 5 year time period? Looking for something "safe" and steady.

Thanks

Q: Hi,
Could I please have you take on the stock performance of Regeneron Pharmaceuticals over the last year or so and its future prospects?
Thank you, Michael

Q: I am looking for more information on this ottawa company

Q: What is the best buy today, only one.
Thanks Again

Q: LPs are Taxed heavily in Canada, but is that true if bought in a RRSP or RRIF? Thanks

Q: my public service announcement

re: saeed's question on averaging down


ugh, how many times have i done this only to regret it

i share this only to help others with this predicament

here's my figuring

as noted you own 1 share at $51 and are prepared to average down to $30 in order to 'not lose money'

therefore you will need to buy 6 new shares at the current price of $26 in order to bring your acb to +/- $30

6 x $26 + $51 = $207 (@ 7 = $29.57 ACB)

then, if the price increases to $30, you break even



the question is " you are already wrong on this company, so do you really want to triple your investment ($26x6 = $156)

trust me, i have done this many, many times (way in the past) and this is the epitome of throwing good money after bad

most often it is best to take your lumps and as peter says, move on and find something in an uptrend

good luck

Q: Axon has had a huge move up

Would you buy at this price or wait for a better entry ?if so what price
What upside do u see for 2 years plus hold
Or would u invest in clbt alternatively ?do u see upside for next 2 years plus ?
Thanks

Q: Hi 5i Team,

If you owned DND shares, who would you vote for at the upcoming general and special meeting, the management nominees or the dissident nominees?

Thanks for your opinion.

Q: Due to the low volume, is it ok to buy ISRG on the neo exchange?

Q: Would you add to all of these stocks at these levels?

Q: Hello 5i,

Could you please expand on an answer to V on the 20 stocks to purchase today if you were to start over? We are assuming that stocks/ETF’s are equal weight and the recommendation is considered a growth portfolio. If not, please elaborate. We were also surprised to see Prudential on the list.

If you were 70+ would you alter the list slightly?

If you were in your mid 30’s and 40’s now and have limited funds (30k-70k) would you recommend purchasing all the stocks/ETF’s equally and expand over time or are there specific stocks/ETF’s that would be considered a “starter pack”?

Thank you so much for your website and advice.

D&J