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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: In my income portfolio, I have held a full position in BNS for some time, benefitting from nice dividends and now an 8% capital gain. I am aim to sell BNS and take a new full position in NA now that its price is weaker. What do you think of this approach? Should I buy a different bank instead?
Read Answer Asked by Jean on May 31, 2021
Q: I follow the 5i balanced etf portfolio. Please rank the top 5 positions that would be favorable to adding new money in the current market conditions.
Read Answer Asked by Richard on May 31, 2021
Q: Hi, is there any means of measuring the volatility of a stock? Thanks.
Read Answer Asked by victor on May 31, 2021
Q: Hi 5i,
After a painful wait I am finally breaking even on KEY (div were dripped). I have 5% position.
Do you see any near term catalist that can move the stock further?
I rather buy something with more growth like MG (I do have linamar at 4%). Do you think holding MG and LNR would present too much concentration? Altogether I hold 45 stocks and 4 ETFs.
Read Answer Asked by JR on May 31, 2021
Q: Thanks, 5I Team, for all the good work. I owe GILEAD SCIENCES since 2017. It is still around the same price I am down about 1.5%. Would you recommend holding on or moving on. If moving on, what would you recommend in health care sector, I already owe Cardinal Health & ABBVIE Inc. I am looking at long term investment.
Secondly, I owe FASTLY INC and am down about 40%. I am a long-term Investor and can hold on. Would you advise to hold on or switch to Lightspeed or something else? If it really has potential, I can wait it out don’t need the cash.
This is general question not stock specific. Normally I prefer to buy US stocks in RRSP and Canadians in TFSA and non registered due to withholding Tax. I am unable to make up my mind as to where to put the riskier growth-oriented stocks. In TFSA I am unable to write off the loss if the investment goes sour, If I put in RRSP eventually, one pays tax on withdrawal in retirement, but can’t immediately write off the loss when I sale and book a loss. In a non registered account If the stock takes off I end up paying tax on half the gains. What would you normally recommend?

Please deduct credits as required.
Read Answer Asked by Nimish on May 31, 2021
Q: What are your thoughts of the spinoff of BAM.A's reinsurance subsidiary. When is this expected to occur, and would you take a position in this when it does?
Read Answer Asked by Craig on May 31, 2021