Investment Q&A

Q: I need to consolidate my tech holdings:I own NVDA, AVGO, VRT, CRWD, MSTR, AMZN, META and IYW (about 3% for each holding). Which stocks should I sell and why- for a long term hold?

Q: Everyone, I hear a lot about paying less fees (MER or Trading fees) and over time the money that can be saved. But what is the best ideas to having a better overall return? Diversification? Less trading? Buying the best stocks? Etc.. Clayton

Q: Everyone, things work until they don’t. When will the magnificent Seven Tech darlings stop working? Clayton

Q: I am thinking of adding the above three to my portfolio Your Thoughts please RAK

Q: I offer another point of view on getting rid of your losers staring you in the face every day. I generally agree with that thought but I have purposely kept one loser on the books , TREVALI,
( no capital loss advantage to be used ) , as a reminder not to be swept up in the exuberance of the moment ( zinc was going to go through the roof ) , to do more and detailed research , to listen to your head not your heart ( they were supported by Glencore , what could go wrong) , research ,research, research. Derek

Q: Good Morning. I have US dollars that I want to invest for my recently born grandchildren so there is a 15-20 year timeframe. Please advise 5 ideas, US $ stocks or etfs, and rank in order from low risk to high. I will likely purchase a mix and compare how they perform over time. Thank you.

Q: I am very interested in BCE. Considering my investing history, this is not a good sign.

Would you tell me the intrinsic value of BCE?

Surely, $30 is undervaluing the company by a lot?

I know 5i looks for growth stocks, but I would like to know if BCE would serve
as solid dividend paying business, with a good chance for share price increase.

Basically, if 5i were to issue a report on BCE, what would be the letter grade you would give it?

Q: I know there is overlap with these 2 ETFs
Would it still make sense to own both, or is there another more complimentary Canadian Hedged US ETF to hold with either of those ETFs?
Thank you

Q: Hi 5i
What was the reason for the share drop this week....Where do you see the company going from here?
Would this company hold any interest for 5I and if so at what price would it be attractive..
Thx

Q: I am interested in the divergence in performance between BN and its associated companies including BEP.UN. I own BEP.UN and BIP.UN both of which have a history of strongly outperforming BN. More recently they have fallen off while BN has fluorished. Can you comment and what would be your advice on switching some holdings into BN?
Thanks

Q: Hi Peter
We would very much appreciate your view on this situation, which seems quite unfair to us.
We invested in the TD USD money market fund, TDB2915. At the end of 2024 we received our regular monthly drip and the quantity of units rose accordingly. We also saw a transaction for a much larger drip but there were no numbers put in the quantity column. TD told us that the fund had a Special Distribution. But instead of paying the Special Distribution as cash into our account, the fund instead reduced the cost basis of our shares. TD said that they could either pay out the Special Distribution or reduce the cost basis, and that they chose the latter. TDB2915 has a fixed price of USD 10 per share. Our understanding of what we were told is below by way of an example:
Initial Investment: USD $10,000 with a purchase 1,000 shares of TDB2915 at USD $10 per share.
Special Distribution: USD $2 per share
Instead of receiving USD $2,000 as cash, the fund reduces the cost basis by USD $2 per share
So the Adjusted Cost Basis after the Special Distribution is USD $10 minus USD $2 = USD $8 per share, and so for 1,000 shares the ACB = USD $8,000
When the shares are sold there is a gain of USD $2,000 to report because of the now lower ACB. But we didn’t receive any additional shares.
Putting the tax issues aside, the example shows that the shareholder is no further ahead having not receive the additional USD $2,000 Special Distribution.
Are we missing something? Is this legal?
Many, many thanks for sharing your respected views.

Q: Happy 2025 and thank you for your excellent ideas. I keep some holdings from 5i Income portfolio in RIF. Is this portfolio also suitable for non-registered account and why?

Q: I'm interested in investing in some U.S. companies by using CDR's. As the years go by it seems the list is getting longer. Based on current conditions and valuations which 8 CDR's have the greatest chance for capital appreciation in 2025? Please rank them from greatest potential to least potential.

Q: Any hope for better days ahead for Largo?

Q: Any change since the December 2024 thought of "We would still be willing to hold pending the outcome of the review." Continue holding or time to move on? It is 0.8% of our portfolio.

Thanks!

Q: What do you think of the recent news from TD? I currently have a small position. Ok to add more?

Q: Everyone, how often should I pay attention to the VIX? I am a buy and hold investor. Clayton

Q: The market cap of this roll up company is 5.6 Billions and they have about 5 Billions in cash. They try to buy their first company Beacon roofing now. Do you think it is a good idea to buy a small position at the current price for the long term ? Thank you

Q: Following the sale of this company… do you know when the transaction will close and the shares paid in cash ? Thank you

Q: This stock has been on quite a run the last number of sessions. It looked like it was consolidating in the $21 range but up lately.

What would be a fair entry point and do you feel that it's priced to perfection already?

If one had to add AXON or CLBT to their TFSA which has the best long term prospects? My thought is AXON ....