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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 am at a loss in BCE, therefore I plan to sell it and use it for tax loss purposes, then in 30 days rebuy it and now I have a juicy dividend and if the stock remains flat, I'm okay with this and get paid while I wait. Comments on this strategy, please.
Read Answer Asked by Ozzie on November 05, 2024
Q: Hi 5i Team - A link from Yahoo Finance on news for Lumine today took me to Simply Wall Street which raised three concerns for the company: 1) Earnings have declined by about 80% per year over the past 5 years; 2) Shareholders have been substantially diluted in the past year; 3) There has been significant insider selling over the past 3 months.
For number 1) how reliable is this information especially considering Lumine has only been around for less than two years. In fact how reliable is any of this information including the website itself. Could you provide your reaction to each of these three concerns. Thanks.
Read Answer Asked by Rob on November 05, 2024
Q: You were not very happy with LMN latest results. The stock has jumped and I was thinking of selling some shares. I own CSU, TOI, DSG, NVDA, KXS, Could I have some ideas on a stable growth name or do I add to a stock I already own.
Read Answer Asked by Stephen on November 05, 2024
Q: 1. Please Rate As a "Buy Today" that you would hold for 5 years or more...
- GOOG, MSFT, AMZN, META, APPL
- 1-11, 10 being Good, 11- Must Buy/Own and Hold...

2. Which on the List is Cheap or Over Valued at this Stage...

Thanks,
M
Read Answer Asked by michael on November 05, 2024
Q: What are your thoughts or comments on the Hamilton HDIV and HYLD?

- HDIV has a 10% yield and the other is an 11% yield...

- Are these worth considering ?

Am I missing something?

Any comments or suggestions...?
Thanks,
M
Read Answer Asked by michael on November 05, 2024
Q: I own small positions in both companies: ARM and NVDA, and I am in the green on both...

- I like them both...

- Please add 2 cent comments on both...

- Would you Add to Both or Just One at this point...Or??

Thanks,
M
Read Answer Asked by michael on November 05, 2024
Q: Hi,
I recently heard a suggestion to broaden out of the S&P 500 given its large run up. the presenter suggested value small caps. I hadn't heard of them before. what are they?
what do you think of this presenter's suggestion?
how do they differ from the Russell 2000?
if there an ETF based in CAD?
how have them done in comparison to IWO or IWM?
thanks
Mary
Read Answer Asked by Mary on November 05, 2024
Q: Good day,

Based on my last question, Your order was

____________________
We would rank, today: GOOG, ISRG, SHOP, AEM, CROX, ATD, WPM, LUG, ATS, NTR, TMDX, CELH, BCE, GAU
____________________

These were my proposed and current holdings. My investment account is not unlimited, and many of my "concerning holdings" are in the bottom half of the list, and although they are currently 5i holds, would 5i get out of them to initiate positions in more lucrative opportunities?

IE, would 5i move CELH, TMDX, ATS, and CROX to the "sell" column if it meant being able to initiate positions in GOOG, ISRG, SHOP, and AEM?


Thanks for everything!
Read Answer Asked by James on November 05, 2024
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