Investment Q&A

Q: When is is tax like loss selling generally finished? I’m looking to buy a stock that has declined for the better part of this year and has good prospects for next year.

Q: I have share of SU, I plan to sell then now and move the money to GOOG.

Your views on this

Q: Thank you for reading my question
I’m looking for warehouse stocks. Can you share a few from the US and any in Canada

Appreciate all your time and attention

Q: Comments on acquisition?

Q: Can you give me your opinion on todays announcement of an acquisition and a stock offering. They say it will be accretive, yet I can' help but think it will be dilutive.

Also they say there will not be another offering before mid 2022 - Does this mean they will be making another acquisition?

Are they using the offerings in part to cover the dividends?

This is a stock I bought for the dividend, but expected some growth and safety. I actually have a small capital gain, but the stock has done very poorly over the past year, although I know the pandemic has been a severe negative factor.

They say that this acquisition means that 80% of the company will be regulated - why do some analysts talk about this as a renewable energy company?

Should I dump it?

Q: Good day 5i Team, What's up with OSFI? The Canadian banks have been quite conservative during the pandemic but OSFI won't release them to give investors the dividend increase? They were heralded as the world's safest banks during the Great Financial Crisis, but somehow they will be last to increase dividends this time?. Even the banks in the EU and UK are released from holding additional funds. Do you have any good conspiracy theories? Keep up the great work and appreciate all you do for the little guys.

Q: Your comments please on FSV earnings release this morning. Thanks

Q: My question is more about safety and minimizing some risk. Hypothetically, if there was a market correction of say 20%, which of the above would be the safest in terms of net change (dividends and share price) say 6 months and 1 year later? I realize there are many issues with this question (they are all different, the need for crystal ball or time machine, etc) but I really value your thoughts. Thanks again!

Q: S084314
SCORE MEDIA & GAMING INC CL A SUB VTG SHS NEW

What is going on here? I lost all my money on this stock in one of my accounts?

Thank you.

Q: Which company TRI or CIGI would you prefer for long term growth? (5 yrs +) Would they react differently in a broad market pullback? Thanks

Q: Could I have your opinion on KUT. It has recovered some and If you owned it, would you keep it or move on?

Thanks for your service!

Q: Could I get your take on earnings just released. Margins have slipped but sales increased. The special divi shows confidence by the board...? And this is a thin trader. What musings would you have about this one?

Q: I saw back in april 2018 the share price was same as it is now at 66 wti oil. Since then share buybacks and dividends have occurred. In this environment shouldn't we be closer to 30. What does the company have to do differently to get there. Would an acquisition do it or make sense. Also when you talk to these companies do you ever give advice.

Q: DOO is down 7% now. Is there any bad news which I can't find like a downgrade or a short report?

Thanks

Q: Your take on recent quarter, TIA Mike

Q: I have about $100K to invest in the US stock market to bring my portfolio closer to my intended US weighting, and I am looking for some US stock/ETF ideas.

My portfolio is already 25% Technology, and 16.5% Financials. So I don't need suggestions from those sectors. I was considering more VFV, but that has 25% Technology in it already, so maybe an ETF to complement that.

Can you suggest some US stocks that are not in the Technology or Financial sector that you would consider for a US style model portfolio. And also some ETFs holding US stocks that are light in Technology and Financials.

Thanks,
Paul

Q: Hi 5i,

In a non-registered U.S. dollar account I am looking for an ESG stock (no oil/gas, defence, tobacco, etc.) that has a yield between 4% to 6%. It should be a relatively stable company with some growth potential. It will be less than 1% of an overall balanced portfolio. I have come up with the following possibilities:
ABBV - +/-4.4% yield but patent for Humira coming off in 2023
MPW - +/- 5.4% yield healthcare reit (which seems stable)
WPC - +/- 5.4% yield reit (less stable than healthcare reit?)
CWEN - +/-4.4% yield green energy (not sure if it should be class A or C shares)
I would like your thoughts/opinion on these please for a long-term "little worry" 3 to 5 year hold.
And please, please please if you have other suggestions I would love to hear those!!

Thanks for your wonderful service.

Q: Why don't investors like First Service Corporation earnings report?
Please also comment on Neighbourly Pharmacy Inc earnings. I can't find EPS on their report.

Q: Can you tell me whether you feel your model portfolios are appropriate to implement in a taxable account?

I have free trading on my taxable account and some cash to deploy, but I'm wondering if this is a wise move due to portfolio turnover and ACB tracking. For context, I have only ever invested in ETFs and low fee mutual funds previously - and only in tax deferred accounts.

Q: I have held BCE & RCI.b for 15 years as my Telecom Holdings (5% each of my equity portfolio). I just sold my RCI.b shares due to poor performance over the years plus the current squabble just pushed me over the edge.

Do you think Telus would make a suitable replacement for RCI.b in the Telecom space given its diversification in 5G, health, international etc. even though it doesn't own the Toronto Blue Jays or any other sports teams.

Thanks