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: CDN margin account
I’m up 126% on NEO which is 14.7 % of portfolio.
US margin account
I’m up 187% on OR Royalties which is 85% of portfolio (total of two stocks).
TFSA
I’m up 78% on EIF; 34% of portfolio
I have enough capital loss carry forward to offset 100% of the accrued gains in the CDN and US margin accounts. What is your advice? Click on the “sell” button for the two margin account stocks? What about the TFSA EIF stock? Should one sell, trim down?
I would appreciate your comments/guidance.
Thank you

Read Answer Asked by Gilles on September 02, 2025
Q: Good morning,
I was looking to buy some of a Canadian telecom stock and was wondering if you had any preference between Rogers, Telus, and Bell?
Thanks

Good morning,

Follow up to my previous question. Which company do you think would perform best in a higher inflation environment? Also do you think the the Telecom sector could perform well in an inflationary environment and what other sectors besides hard assets would perform well.
Thank you very much.
Read Answer Asked by Aidan on September 02, 2025
Q: Bond funds vs laddering of GICs.

The way I see it , the only time a bond fund MAY beat laddering is in a declining interest rate environment. I entered a number of bond funds { including from ETF newsletter } on the G & M watch list and see none of them even gained 3% over the past year. Predicting the direction of interest rates is futile at best. Other than for liquidity reasons please try and sell me on why bond funds should be purchased. Do you know of any study over the past 40 or so years that compared bond funds to laddering.

Thank you

Paul
Read Answer Asked by paul on September 02, 2025
Q: I’ve been holding BYD for a long long time and just again moved into the black and am positive on it by a few percent. I was stopped out of CLS at 150 and have not owned it since. My thought was sell Boyd and by Celestica what do you think of that trade?

In 5 years will I be happy I did it?

Please consider the trade on its own. Portfolio mix is fine

Sheldon
Read Answer Asked by Sheldon on September 02, 2025
Q: Can you provide a few small to mid cap US stocks that you have high conviction for?
Read Answer Asked by sean on September 02, 2025
Q: Any recommendations for a low cost silver and/or gold producer? I did alright on your recommendation which was MAG Silver but they have accepted a takeout offer. Probably sold to soon since they are currently trading above the offer.
Read Answer Asked by David on September 02, 2025
Q: I note that this company appears to have stalled, do you have confidence in it returning to past valuations and more? Would proposed rate cuts not help? Is this company a good investment for the foreseeable future?
Read Answer Asked by Stephen on September 02, 2025
Q: What is your opinion on Celius's having Pepsi up it's stake to 11% and selling the Rock star energy for USA and Canada to them? I have been a fairly long time holder and just wondering if these new developments are going to be great for future valuation in your opinion possibly?
Read Answer Asked by Kolbi on September 02, 2025
Q: Can I have your thoughts on this company. The technology looks interesting. Is it worth a small speculative investment? Thanks
Read Answer Asked by Charles on September 02, 2025
Q: The Health Care sector has been where alpha has gone to die for almost 3 years now. Time to consider legging in? Thanks!
Read Answer Asked by Michael on September 02, 2025
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!