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: I use my TFSA to buy and hold low-debt, cash flow positive, technology companies with good long-term growth prospects. My TFSA holdings (ENGH, OTEX, SYZ, TCS, AIF, REAL and AT, ranked by weight) total about 8% of my overall portfolio. My holdings in AT and REAL have fallen to about 1% of my overall portfolio, because of their poor performance, versus 2.5% average holding for each stock in the overall portfolio. I am considering the following options:

1. Keep both AT and REAL for a long term (10+ year) hold (i.e. do nothing)
2. Sell one and consolidate into the other for a long term hold (but which one to keep?)
3. Sell both and consolidate into my other TFSA holdings (which one(s)?)

I would welcome your thoughts with respect to each option, given there is no tax loss selling benefit in a TFSA. Thanks!
Read Answer Asked by David on January 12, 2023
Q: Hi,

A great question by Rodney today (Jan 11) on Tech sector "rolling over" and comparing it to the current status in O&G sector. I really appreciated your measured and thoughtful response.

This is a quick follow up question to your answer to Rodney's question:

I "get" the 80$ markin XLE as an indicator to monitor. Makes sense.

But what other sectors would like XLE to be compared to? XMA or XLI or XGD.....not sure if you meant ALL the 11 sectors in S&P or some specific sectors that are comparable to O&G.

Many thanks for the clarification.
Read Answer Asked by Savalai on January 12, 2023
Q: Can you provide a list of a few microcaps, smallcaps, both us/cdn that could rocket up with a recovery in the economy. Thanks 5i for all you do
Read Answer Asked by Geoff on January 12, 2023
Q: Looking for what top 3 oil & gas recommendations you would have. Growth and appreciation over the next 2-3 years.
Read Answer Asked by Chris on January 12, 2023
Q: Is there some way to score-board enhanced-yield Canadian bank ETFs/funds that assigns more weight to the factors that make more of a difference? Yes, fees add up, but even over the long term it's hard to see how basis-point fee differences could outweigh percentage-point yield differences. And won't either of these factors be outweighed by distribution tax treatment and, especially, by central bank rate-pivoting?

Further, in side-by-side comparisons, 5i often prefers larger ETFs (recently, for example, when comparing CBNK vs BANK.) But given large-cap banks' similar value-propositions and tendency toward mean-reversion, why should higher AUM matter (other than w/rt second-order effects like trading liquidity)? Put another way: what, if anything, could a new entrant to this sector do to make themselves attractive to 5i?

Please add to the supplied symbol list if other names provide more instructive comparisons.
Read Answer Asked by John on January 12, 2023
Q: I'm looking at my legacy pile of preferred shares of which I have never been fond and wondering if this isn't a good time to sell and invest in a bond ETF such as XHY. I know you have expressed ambivalence about prefs but have also said in better times the class can do better. However, yields are roughly comparable, I can use the loses and invest the proceeds in XHY or a different bond fund which you might suggest, keeping the investment on the fixed income side of the page, Many thanks. al
Read Answer Asked by alex on January 12, 2023
Q: Hi 5i, looking to buy one of these Brookfield perpetuals. they all have approx. the same dividend. I like the liquidity of M but cant tell if one of them is cumulative. Can you help me out and rank them. Thanks
Read Answer Asked by Mark on January 12, 2023
Q: I don’t see i-80 gold corp in the list of questions, what are your thoughts?
Read Answer Asked by Jim on January 12, 2023
Q: Hi,
In general most of the Cdn banks have turned up lately, some more so than others, but it is the TD that I am most curious about. On Jan 3rd and 4th, there appeared to be very large buying volume, yet by the 5th it started to trend downwards, out of sync to the others. Was there a news item on TD that I've missed? As the Big Six tend to move in the same direction, this caught my attention. So I'm wondering if there is a reason and is it something to be concerned about?
Many thanks!
Dawn
Read Answer Asked by Dawn on January 12, 2023
Q: I hold some Canaccord Genuity Group preferred shares. Canaccord announced a few days ago that they are looking at taking the company private. But the offer is only for the common shares and not for the preferred shares. It sounds like the company will delist their common shares from the TSX, but its preferred shares will continue to be listed. Should I be worried about this? Thanks.
Read Answer Asked by Kim on January 11, 2023
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!