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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: If I sell 100 shares of company x at a loss, can I sell another 100 shares at a loss within 30 days, and claim both losses?

Thanks
Read Answer Asked by Greg on September 18, 2023
Q: Good morning 5i. I hold GOLD in a non registered account and am down 36% since purchase. I am considering selling to harvest the capital loss. My two part question; What is your outlook on GOLD over the next year? What would you recommend as a surrogate gold investment if I were to sell GOLD? Thanks very much for your great service.
Read Answer Asked by Dave on September 15, 2023
Q: What do you make of the trading pattern in SYZ? It is well off its lows and seems to be holding up well in a $7.7-7.9 trading range for the past month. It consistently traded above $10 for many years prior to 2021 and, as far as I can tell, its business prospects in the enterprise software space are the same or better. Can you comment on its future growth and likelihood of getting back to its old highs? I know the dividend cut disappointed the market, but should not the former dividend payment now be reflected in better future growth in the stock price? If the stock price doesn't get back to old highs, what are the prospects of a software consolidator like CSU, OTEX or ENGH taking them out?
Read Answer Asked by David on September 15, 2023
Q: I haven't seen any questions on this company for a while. Please provide your assessment of its prospects. Is it a buy at current rates? Please provide two or three other prospects in this space.

Thanks,
Fred
Read Answer Asked by Fred on September 15, 2023
Q: Hi Folks,
I am finally breaking even with MFC. I am thinking of selling MFC and going to SLF or AW.UN - may I ask your opinion as to the best stock to buy as a replacement today, regardless of sector.
Thanks,
Read Answer Asked by JOHN on September 15, 2023
Q: I have purchased stocks and ETFs in the past and am considering the purchase of a coupon bond. I am not familiar with this type of investment and would appreciate some comments on this type of investment. The following information is provided for the bond;
Inventory - $150,000
Coupon - 6%
Maturity - 2/27/2030
Price - $70.375 CAD
Yield - 12.90%
DBRS rating - BB
Please explain the information provided for the bond. What are the risks associated with this type of investment.
Read Answer Asked by Don on September 15, 2023
Q: I have used a direct investing account with a major bank to purchase and hold my investments for several years. I am looking at other options such as WealthSimple and Questrade for investments. Please comment on the advantages and disadvantages of WealthSimple and Questrade as compared to the major bank direct investing accounts. Thank you
Read Answer Asked by Don on September 15, 2023
Q: I was told that the gov't moratorium on student loans restricted sofi's growth for the past few years. Can you see what % of business is tied to student loans? I was also told that the Supreme Court ruled against government on the moratorium and that interest charges would be payable from Sept. 1. How big of a catalyst do you see this being for sofi?
Thank a lot.
Read Answer Asked by TOM on September 15, 2023
Q: I have held SIS for a number of years and although I have enjoyed the dividend, the share price never seems to hold its momentum and drifts back to the low/mid teens where I bought it. I like the dividends but value total return more. I have never owned WELL but have followed it based on your recommendation. Can you rank the two and provide a short explanation as to your preference on the following metrics: 1) Management 2) Balance Sheet 3) Profitability 4) Long Term (5-10 yr) Return Potential and 5) Risk

I would prefer to hold just one of them.

Secondly, what is your analysis of CXI's quarter.

Many Thanks

Scott
Read Answer Asked by Scott on September 15, 2023
Q: Can I please get your thoughts on the recent press release?

Vecima Networks Inc. (the "Company" or "Vecima") (TSX: VCM) today announced that it has entered into a warrant agreement with Charter Communications Holding Company, LLC ("Charter").

The warrants issued as part of the agreement provide Charter with the opportunity to purchase an aggregate of up to 361,050 common shares in the capital of Vecima at an exercise price equal to C$17.09 per warrant (the "Warrants") until January 1, 2031. The Warrants are subject to vesting conditions based on the achievement of significant multi-year spending targets by Charter.
Read Answer Asked by Adam on September 15, 2023
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