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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: It looks like I will need to sell a position or two to pay the tax man. Please rank the companies listed. Thank your
Read Answer Asked by Frank on April 13, 2023
Q: I own all of the above US Tech, except ROKU. I was interested in your answer yesterday regarding potential growth for ROKU, all things going well. Amoung these companies, is there anything you would sell to move into ROKU? I don't really want to put new money into more US Tech, but would rather find the right balance in the funds I already have there. Thanks!
Read Answer Asked by Kim on January 19, 2023
Q: I own the above US Stocks in my RRSP. Please rate each one as a BUY, HOLD or SELL and the reasons for your Rating.
Read Answer Asked by ALNOOR on January 19, 2023
Q: I have capital gains from early in 2022 that can be offset by capital losses. I have losses in the following stocks. Of these pairs which would you sell to offset the gains? UCTT or ASML; CRWD or MAGT; SLF or BNS or POW.
Read Answer Asked by Ken on November 14, 2022
Q: Guys...I have some room in my portfolio for a few high risk, high reward stocks. Can you give me one or two from Canada and the U.S. that you like currently...this is long term money...preferably something small cap. completely beaten up but that will likely still be around in 5 years....thanks for all you do.
Read Answer Asked by dan on October 21, 2022
Q: Hi 5i Team - I hold the above stocks in three small U.S. accounts. I plan to keep NVDA, QCOM, AMZN, GOOG. My holdings in the other six are minimal due to the general sell-off over the past year: CRWD, UCTT, U, APPS, ROKU, UPST. I would like to combine these 6 into two, three at the maximum. Could you suggest which two or three should be kept. Or might it be best to sell all six and start over with a couple of different ones. My investment focus is growth with a three year timeline. Since it's the end of the week the answer can wait until sometime next week.
Thanks.
Read Answer Asked by Rob on October 16, 2022
Q: Hi Team. I have taxable losses in CSV (-36.5%) and UCTT (-53.9%) I am thinking of selling them and replacing CSV with PLC ( I appreciate the later is C$) and UCTT with MKSI. The switch depends on whether the substitutes have similar expectations going forward. The alternative is to simply sell CSV and UCTT and wait 30 days to buy them back. Which strategy do you think makes more sense at the present time?
Read Answer Asked by Ken on October 13, 2022
Q: I got caught in the recent drop with too much US tech. I have positions in these companies, all down more than 50%. I don't need to consolidate, but could if it means a stronger recovery. Looking toward a recovery in the market, do you see any holdings that have a lesser chance of recovery, that should be sold to add to another position that has a better chance of recovery? Thanks!
Read Answer Asked by Kim on August 15, 2022
Q: With the chaos in the US market in Q1 2022, im considering adding some quality growth names to my portfolio. Which US growth names do you think are attractively valued in the current market environment?
Read Answer Asked by Patrick on April 06, 2022
Q: The above companies have all fallen below 1.5% of my portfolio and I am looking to do some cleaning up. Could I get an add/sell/hold recommendation on them please?
Thank you
Read Answer Asked by Neil on March 29, 2022
Q: I own 18 US Stocks and have losses in the following 6:

1) D.R. HORTON is down 13%
2) ULTRA CLEAN HOLDINGS is down 23%
3) CROCS is down 43%
4) QUIDEL is down 47%
5) CO-DIAGNOSTICS is down 59%
6) FULGENT GENETICS is down 11%

My Portfolio is 20% in cash so I can take advantage when a particular stock is down for no good reason.

All the above are small holdings, and therefore I am able to easily lower the % loss by adding to my holdings, and hoping that once the market recovers, I can sell them for a smaller loss.

Which of the above would you add, and your reasons why ?

Which of the above would you sell, and the reasons why ?

Thank You.
Read Answer Asked by ALNOOR on March 25, 2022
Q: I hold TTD, NVDA, UCTT, VEEV, APPS abd AFRM in the USD section of my RRSP. TTD and NVDA are still green, the others are down, 30-50% with AFRM down 76%. Do you see any holdings that should be sold and added to the others?
Read Answer Asked by Kim on March 16, 2022
Q: I hold the following IT equities and ETF and am reviewing them for duplication. Please advise which of these you would sell; ASGN, RBLX, UCTT, META, LOGI, MSFT CSU, XIT, TOI, STC. Thanks very much.

Mike
Read Answer Asked by Michael on January 26, 2022
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