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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 have a sizable capital loss for 2023 right now. I'm starting to think of selling some of my winners in my non-reg accounts to wipe that cap loss out this year. Three of the companies where I have capital gains are Hubspot, Mastercard, and The Trade Desk. What strategy would you recommend for me in selling some or all of these 3 positions to erase the capital loss. MA has been a longterm winner for me, but I worry about Fintech competitors eating into their business. I'd appreciate your insights on whether Hubspot has a rosy future or whether its best times are behind it. The Trade Desk is my most confident position, but, of course, I'd appreciate your opinion. Thanks!
Read Answer Asked by Marc on August 02, 2023
Q: ABBV is approx. 28% off it's high of last year. I am considering a change to one of LLY; ILMN; or ISRG. Do you concur with the change and if so which would you prefer.

Carl
Read Answer Asked by Carl on August 02, 2023
Q: could you list top 5 small cap
oil producers offering good upside
if goldman $86 2023 wti target is met.
thank you
Read Answer Asked by howard on August 02, 2023
Q: Hi 5i Team - Could you suggest a few cyber security stocks, Canadian and U.S., including established companies that are profitable as well as two or three newer ones that show some promise but may or may not be profitable yet. Any market cap is fine. Thanks.
Read Answer Asked by Rob on August 02, 2023
Q: Hello 5i team,

I sold "CAE" and made some money to find next growth name. Could you please suggest one? I already have "STN" and "CP" in my portfolio for your information. Your suggestion doesn’t have to be in the same sector though, I am looking for the best rewarding one as of today for 3-5 years holding. Thanks.
Read Answer Asked by Lin on August 02, 2023
Q: This is a question about composition of a rrif. I am 77: as I age I can no longer rationally think of long term holdings ie 10 years. In your opinion would it be wiser to shift to ETFs . I probably have enough saved to last my twilight years. I prefer the clarity of stocks but I would also prefer to be ten years younger.
Thanks for your wisdom
Read Answer Asked by Tom on August 02, 2023
Q: ATZ, DND, TIXT, WN.PR.D Gentlemen: The above four securities have been very disappointing for me. I have held them for some time with little change. I could hold them longer, as they are in my RIF, but I wonder if the funds might do better elsewhere.
Read Answer Asked by Ken on August 02, 2023
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