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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: Hi 5i!

Do you have a list of stocks on sell for tax harvesting season? Anything you think with an interesting recovery potential?

Thank you,

Frank
Read Answer Asked by Francois on November 06, 2024
Q: Would you sell the above stocks in light of Trump winning the election? Any others often cited positively that should be included?
Read Answer Asked by John on November 06, 2024
Q: I'm wondering if AEM is still a buy at this price, or could you recommend the price when you would buy AEM? Is there another gold stock you would choose with good upside and as a solid company? Thanks.
Read Answer Asked by Ann on November 05, 2024
Q: There was a question asked this summer about your favorite stocks in both Canada and the US in each of the 11 sectors. I cannot seem to find it. Could you please answer that question again ? If your answer has not changed, could you please provide a link to that past answer ?
Read Answer Asked by Mark on November 05, 2024
Q: Hi,

If not already asked can you please comment on the most recent Well acquisition and the potential to the revenue and EPS increases going forward, ie accretion with the acquisition.
Is the Walmart Canada mention in this same news release a pilot project where if successful it will get rolled out to multiple Walmart Canada sites or is it already implemented in multiple sites (via the acquisition) and if so how many stores, 25, 50, 75, 100% of all Walmart Canada in store pharmacies?
Just trying to gauge the impact of the news release. The stock did not move much so assumption is that it is not that material.

Cheers,
Steve
Read Answer Asked by Stephen on November 05, 2024
Q: Hi there. A question regarding Go Easy GSY. We have been fortunate to be in a profit position above 30% in this company. With 6 recent revisions to the downside and a 6 month performance of -1.7 versus the 10.51% in SPTSX would you hold into earnings considering this could be quite a volatile week? or take some profit? We hold a sizable amount in our TFSA so capital gains is a non-issue. Thanks!
Read Answer Asked by Lesley on November 05, 2024
Q: I want to start doing an RRSP meltdown. I'm considering moving ZID in-kind to my non-registered account but was wondering about the implications. Since this is a Canadian-based ETF, I don't think it has any effect on having to fill out Form T1135, Foreign Income Verification Statement, does it ?

Acknowledging that 5i staff are not tax experts, do you recognize any other caveats that one should be aware of for having this ETF within a non-registered account? Thanks !
Read Answer Asked by James on November 05, 2024
Q: I’d like to get your thoughts on the new Global X Treasury Ladder ETFs (SLDR, MLDR, and LLDR). My understanding is that their returns are likely to closely follow the current yield, with minimal potential for capital gains or losses. Does this make them a good fit for the secure portion of a conservative portfolio, or are there additional factors to consider?
Read Answer Asked by Patrick on November 05, 2024
Q: Thank you for your answer to my last question about NXT a little while ago, that turned out to be a good call. Following earnings the other day, the share price has popped up a bit and then again today. I am still down 20% in a taxable account and am considering selling for the tax loss. I know you do not talk about technical analysis in the Q & A but for the next short while do you see where the share price might go?

Many thanks for your excellent service.
Read Answer Asked by Leonard on November 05, 2024
Q: Hello 5i team,
In following the balanced portfolio, I have wanted to enter back into a position with Magna (MG). It seems to have hit a bottom. I know you have put it as a hold in past questions, further to that, are you still relatively far away from removing it from the portfolio? Is there still confidence as a value stock?

If any gas powered vehicle bans are lifted, would that be a further boon for the stock(although they are far away)?

Thank You,
Andrew
Read Answer Asked by Andrew on November 05, 2024
Q: Hello Peter & Company,

Can you please suggest a US Exchange based fund equivalent to PSU.U.

Thanks for all you do

gm
Read Answer Asked by Gord on November 05, 2024
Q: Hi, I’ve decided to sell Telus for a small tax loss, and will probably replace it.
I’m looking at Wsp, X, Tri, for a long term steady growth and income (income good but not necessary). My ideal stock is one that preforms well in a downturn.
You can add a suggestion if you have one.
Thanks
Read Answer Asked by Brad on November 05, 2024
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