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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: I would like to crystalize some Gains in KXS and reduce my holdings to a small amount (just a place holder).
I would like to add to the others listed above in the order of your preference.
All stocks in my TFSA.
Thank you!
Albert
Read Answer Asked by ALBERT on November 23, 2022
Q: I presently have some U.S. cash available to invest. As a retired Canadian investor I already own CPX but would like to add Fortis to further stabilize dividend income. Fortis is listed on NYSE and TSE. Other than trading volume is there a disadvantage to buying in NY?
Read Answer Asked by Harvey on November 23, 2022
Q: Hello,
>
> I transferred a stock at a sizeable loss from a cash account to my TFSA early this year before I learned about the non-deductibility in this situation. I have now sold the stock in my TFSA at a nominal gain. Is it possible to recoup and declare the loss by claiming the difference between the initial cost and the final sale? Thank you,
>
> Maria B
Read Answer Asked by Maria on November 23, 2022
Q: During your recent market report you state: For investors with a long-term horizon, small-caps and mid-caps are presenting investors with a roughly once-in-a-decade opportunity. So what would be your highest conviction names in Canada to add positions?
Read Answer Asked by Marco on November 23, 2022
Q: My portfolio could use some more tech. Would you being buying now or would you be waiting? And which stocks would you be leaning to if buying right now? 3 CAD and 3 US stocks would be appreciated.
Thanks
Read Answer Asked by Neil on November 23, 2022
Q: Time to move on? Bought to target medical equipment at a reasonable valuation. Have full positions in ABBV and MRK and VHT for health care. Bought MDT thinking it would do well when medical procedures came back after coved. It was hit on diabetes and now earnings projections. Loosing patience. It is about the same price as 10 yrs ago. Im a value investor and like the dividend but need some growth. Suggestions.
Read Answer Asked by Peter on November 23, 2022
Q: Good evening, 5i team.
I appreciate having your opinion on these 2 names in my RRSP: Gilead got to 52 week high recently and Medtronic was bought recently. Both have decent dividends and good potential.

Your thought on which one to keep if there is room only for 1. Thank you!
Read Answer Asked by Nhung on November 23, 2022
Q: THE PROS AND CONS OR BENEFITS OR NOT BENEFITS BETWEEN A US DOLLAR TAX FREE SAVING ACCOUNT VERSUS A CANADIAN TAX FREE SAVING ACCOUNT? ALSO, WOULD A NON-RESIDENT TAX ON US STOCKS APPLY IN A US DOLLAR TAX FREE SAVING ACCOUNT?
Read Answer Asked by Herbert on November 23, 2022
Q: What are your current top 5 Canadian and Top 5 US stocks for recovery over the next 12 months.
Read Answer Asked by Allan on November 23, 2022
Q: In your update you note that this is a once in a decade opportunity for Small and Mid Cap Stocks.

What are your top 5 Canadian and US names in this space.
Thanks
Tim
Read Answer Asked by Timothy on November 23, 2022
Q: I would like to buy shares in Porsche. What is the stock symbol?
Read Answer Asked by Valter on November 23, 2022
Q: Hi 5i: Further to Andre's question today, do you have to wait 30 days to repurchase a stock in a registered account if you sold it for a capital gain?
Read Answer Asked by Roderick on November 23, 2022
Q: List your top 10 Canadian growth prospects in order and give details on why each is on the list. Also do same for US holdings. Many of your growth picks have declined much more than market and your customers may want to rejig their holdings.
Read Answer Asked on November 23, 2022
Q: I noted with interest the Nov 16 question by Greg re how your personal portfolios have done this year because I was thinking of asking a related question but thought the answer might be along the lines of none of my business. But you did answer his, so here goes. In your personal portfolios do you try to market time and are you undiversified, being growth investors and all? I know you have said on occasion that you have a general audience and so your answers reflect that. And so you might not want folks to imitate you. And I get that. Still, I'm curious. thanks.
Read Answer Asked by William on November 23, 2022
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