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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: These large behemoths have been decimated in varying degrees. Would you please rank them and would you buy now for a long hold on what seems like a huge sale on quality leaders? Thanks.

Read Answer Asked by Steven on June 15, 2022

Q: Hello 5i Team,

I'm down considerably in these US stocks in a taxable account: APPS, DIS, DXCM, EXPI, FB, NET, NFLX, U, and UPST.

I would like to crystallize some losses.

Could you please suggest:

1. The stocks I should sell outright (and suggest a replacement);

2. The stocks I should sell and then re-buy in 30 days (and suggest a proxy); and

3. The stocks I should continue to hold.

Feel free to subtract as many credits as required.

Thank you for your valuable advice!

Read Answer Asked by Andrew on June 13, 2022

Q: Which of these companies do you think have the best growth potential going forward for a long term hold, looking at their current valuation, fwd rev and earnings growth rates, etc.. How would you rank them? Thanks!

Read Answer Asked by Keith on June 10, 2022

Q: Hello Peter,

Your thought on adding one of the above names to my portfolio. I hold a bit of WBD from the AT&T spin-off and is ready to trade it with another stronger performer. Thank you!

Read Answer Asked by Nhung on May 31, 2022

Q: Hi Folks,
I have the following that I can use for Tax Loss Selling - AMZN, DIS, TFII and GSY - can you recommend in what order I should sell.
Thanks

Read Answer Asked by JOHN on May 30, 2022

Q: I read your answer to a question regarding tax loss selling where you said that you were "endorsing tax-loss harvesting right now". I've taken some profits and have the following stocks that are down and can utilize: AMZN, VISA, DIS, TFII and GSY - can you recommend which ones I should sell and if you would be okay buying them back after the 30 days?

Read Answer Asked by JOHN on May 17, 2022

Q: Hello,
If you had to name 5 Canadian and 5 US names that have been sold off aggressively and are buys? Thank you

Read Answer Asked by Cory on May 13, 2022

Q: I have these three stocks in my margin account currently at a loss. When does it make sense to realize the loss for tax loss selling and buy another proxy. I know most of tax loss selling usually happens later in the year, but does it ever make sense to do it earlier in the year if the stock is down? What would be good proxies for EGLX, DIS and APPS? Thanks!

Read Answer Asked by Keith on May 04, 2022

Q: Dear 5i team.

I'm trying to understand the impact of the recent fight between Disney and the State of Florida. What would you estimate the impact to be if Florida strips Disney of their special status to govern themselves. To be honest, I'm not sure if this will have any impact as it may be a zero sum game if the surrounding municipalities collect a tax to provide the services Disney does and pays for itself now? Is that too simplistic?

Appreciate your opinions.

Read Answer Asked by Arthur on April 21, 2022

Q: Given the recent political actions taken by Disney is it time to sell? Management may be losing its focus by getting into politics when it should be focused on its business. Florida is considering removing Disney’s special status. The growing backlash and coverage on some networks could impact customer support and business. There are increasingly calls for a boycott. There is a potential that new CEO does not last with increasing scrutiny. Not sure how much this could negatively impact the share price short term and long term and if it’s time to step away and wait until the dust settles. Thoughts?

Read Answer Asked by Gerry on April 04, 2022

Q: Questions about Disney appear fairly regularly. The answers in the last few months remain fairly positive, but I thought to check in on your current thoughts.

I can't understand the P/E, your company report shows it at 81.9. Can you verify that and offer any suggestion why it is so high?

I wonder about some potential headwinds, including continued Covid (less travel); a recession (less holiday spending); inflation (price hikes for their theme parks + cruises); recent labour / political issues (Florida); being ahead of their sales. And who knows what else?

I am down a fair bit after buying 8 months ago and am getting impatient. I am thinking of selling my position in DIS and moving to TT, one of your long time favourites. If it were you, would you make this move or hang on to DIS. And why, either way.

Thanks much for your excellent service.

Read Answer Asked by Leonard on March 28, 2022

Q: Hello 5I,
Could you list from more appealing to least appealing? And then at what price you would buy.
Thanks

Read Answer Asked by Tyler on March 02, 2022

Q: My position in ROKU has decreased to less than 1% with the losses it has taken from the highs (bought at $353/share). Would you recommend adding to it at these levels? How expensive is it right now? Is it at the high end of its peers? I am comfortable with risk, is held within my TFSA, and looking 5+ years hold.

Read Answer Asked by Justin on February 17, 2022

Q: Do you think that DIS share price will be more sensitive to 1) Disney+ performance, 2) theme parks/cruises or 3) theatrical and linear TV businesses? There is likely still some re-opening upside for 2) but I suspect that they will find it difficult to continually achieve lofty expectations for 1), and I assume 3) will be under pressure as well. I'd appreciate your thoughts on holding DIS or selling. Thanks.

Read Answer Asked by Ben on February 17, 2022

Q: Hello,
Are you able to rank these companies (best to worst) for entry today for long term hold.
Thank you

Read Answer Asked by Susan on January 05, 2022

Q: The above mentioned companies make up my US portion of my companies for a buy and hold retired growth investor. Given that they are evenly held, not well diversified and weighted to tech, Looking forward to 2022 do any of these cause any concern to you. NIO and UCTT have been underperforming the most. Would you trim or remove any of these?

Read Answer Asked by Craig on January 03, 2022

Q: Hi Folks,
I have the above companies in my TFSA all at the same or so weight. I had BYD but sold it when it started to drop. I am still ahead in my sold price as compared to its current price. I am looking to add another or even BYD now that it has settled somewhat, can you give me your suggestion as to what you would add to this lineup - buy back BYD or can you provide some others that I can add. Thank you very much for your suggestions over the years.

Read Answer Asked by JOHN on December 08, 2021