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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 1% weight of AT&T in my portfolio at a 50% loss, held in a non-registered account. I am thinking of selling to take advantage of the tax loss.

Do you see much chance for recovery in the next 6 to 12 months for AT&T, or would you recommend the strategy of selling and seeking a recovery from a higher quality stock?

Thanks.
Read Answer Asked by Robert on April 24, 2024
Q: Hello! I’ve heard about a new 100% capital-protected ETF called CPSM that is set to be listed on May 1st. Could you please share your insights on this?
Read Answer Asked by Esther on April 24, 2024
Q: Good evening,

I currently own VMD, VHI, LLY, and WELL. I'm considering a consolidation down to three of the four stocks. For a five-year hold, how might you rank these in terms of overall growth potential and risk? Thanks, Brad
Read Answer Asked by Bradley on April 24, 2024
Q: I thought I read somewhere that you do not have to report capital gains that are less than some threshold amount, like say $50, but when I search I find nothing about this. Is it true? If true, would that threshold be per sale or in aggregate for the year? Because I have several transactions with DLR for currency exchange which result in very minor gains/losses. A bit tedious to report especially if just pennies are involved. Also, when reporting, I suppose one has to keep the 30-day investment loss rule in mind? Thanks.
Read Answer Asked by William on April 23, 2024
Q: When thinking about buying, adding, holding or selling how much weight do analyst’s upgrades or downgrades factor into your decision-making? Are there any top tier analyst firms that you feel are worth paying attention to when they cover a stock you own?
Of course, the information provided by 5i is a given! Thanks for your input, Lesley
Read Answer Asked by Lesley on April 23, 2024
Q: I have most of my US exposure 55,000 in VGG. Also own google and NVDA and google. in CDR. I am wondering if I should sell 1/2 of VGG and buy VFV for exposure to the SP 500 or is there another ETF I should consider Thanks Steve
Read Answer Asked by Stephen on April 23, 2024
Q: I read that ATRL owns a nuclear energy plant. I also read that many climate change groups have now accepted that nuclear energy is the future. Atkins-Realis stock price has gained almost 25% in the past 2 months. What is fueling the stock price change? How much value to you put on its nuclear plant with respect to its recent and potential future gain?
Thank you very much
Read Answer Asked by TOM on April 23, 2024
Q: The 3 BN, BLK and BRK.B are the largest financial holdings in my portfolio. I would like to consolidate 3 holdings into 2 only. Which 2 do you recommend? I have 20+ years horizon and have high risk tolerance. Priority is growth, no need for div for 20+ years.
Read Answer Asked by Anh on April 23, 2024
Q: Hello 5i.
I am currently way overweight in all 6 Canadian banks and I would like to trim to 2 or at most 3. Capital gain is more important than income. How would you rank the banks for a 5 year time horizon? What would you suggest as a total portfolio weight for Canadian banks, not including other financials?
Many thanks for your great service.
Read Answer Asked by David on April 23, 2024
Q: Can you please suggest other ETFs in USD that have similar or better performance to HSAV.
Thanks again
Read Answer Asked by TOM on April 23, 2024
Q: I am a fan of buying companies that perform the boring, tedious and "un-sexy" jobs. Star would seem to qualify and would also seem to have good cash flow, etc. Despite it's very poor momentum, it seems, otherwise, o.k. What are your thoughts regarding this stock for an income investor?
Read Answer Asked by David on April 23, 2024
Q: Would you recommend any small or mid cap US stocks in the utility sector? Or if this is a sector where large cap is preferred? Interested in your thoughts in both cases.
Read Answer Asked by Thomas on April 23, 2024
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