Investment Q&A

Q: Greetings 5i, as Telus drops further, a tax loss strategy could be to BUY now and then SELL part of the position after 30 days assuming the price will go up in the interim. Comments? This assumes that one will need some tax losses in 2026 and would like long term exposure to this company. Thank you.

Q: TCL.A selling off pkg. business - apparently $20.00 dividend to share holders from funds from sale, yet stock still going down. What about buying this stock to reap this dividend? I would have thought that the stock would be climbing because of this news?

Q: Comments on the quarter please. Also, do you think this reflects an ongoing improvement or just a single good quarter? Nice special dividend of $1.00 payed on 24 Dec!

Thanks.

Q: TRI: read your report. Owned for very long time - small position 550 shares - up 327% including dividends. Thinking of adding at some point this month - tax loss selling. Non registered account ( wife's) Own in this portfolio: ATD, BMO, CM, EMP.A, ENB, TRP, SLF, T, TFII ( bought few weeks ago - up 10% now) ETF ZUE - owned very long time - up 504% and of course TRI. We are in our 70s, so, have more than enough capital.

Q: Should I consolidate my two holdings into one??

Q: Hello, I won’t be able to attend Ryan’s presentation, “2026 Outlook: Does Sci-Fi Become a Reality or a Nightmare!” Could you let me know if it will be available later in the Podcast section of the 5i website? Thank you

Q: Yesterday (Dec 10) I submitted the following question:

“I had an order in today to buy 3 CSU shares at $3251.00. I noticed that at least 4 times today the stock fell below that price. The low for the day was $3250.00. My order was not filled despite being above the low for the day on at least 4 occasions. Can you explain why my order was not filled? If the reason is because I am buying only 3 shares, then how do I buy such a small amount if my order is being ignored? I am reluctant to place a market order when the trading volume is relatively low.”

You asked what time the order was placed. It was Dec 10th at 10:24:43 am ET using RBC Direct Investing.

After the market closed yesterday I did call RBC DI to get an explanation. The person gave a few answers that just didn’t make sense, and said it was the first time he had a call with a question like mine. He tried to deny that there were any trades below $3252.00 and that’s why my order was not filled, then finally admitted he saw a trade for 4 shares below my bid price, and would have to investigate further.

Today (Dec 11), I placed another day order to buy 3 CSU shares at $3250.50. The same thing was happening this morning. The price was trading below my buy price and still my order was not getting filled. I called RBC DI and spoke to a licensed trader who gave me this explanation. An order for 3 shares is an odd lot, and odd lots go to a different exchange, and it depends on the shares available for sale on that exchange. She also said a lot (100 shares) gets priority (which I thought was not an issue anymore).

Does that explanation make sense to you?

Maybe others who have placed odd lot orders have experienced this problem.

p.s. By the way, while I was on hold at RBC DI, my order got filled at a lower price than my bid price. She told me my order went to the CBOE exchange.

Q: TD is now offering a "Stock Lending Income Program". They lend out the stock to short sellers and split the interest between us and themselves. Seems like a good source of income though you're encouraging betting against your own holdings. What's the downside?

Q: Looking for a Canadian ETF with a momentum bent. Do you have a favourite. Two you have mentioned in the past are WXM and FCCM. The mer for the former is quite high.
Mike

Q: What are your top 10 Canadian medium caps. Please put your response in the order you would buy them for the largest total gain (dividend and capital gain) over the next two years.

Q: Could you please comment on TVK earnings and outlook. Stock seems to be reacting well !!

Thank You

Q: First of all thank you for mentioning this in your Q&A so long ago . +1784% since purchase. More evidence to ride your winners and trim your losers.

Can you please comment on earnings.


Sheldon

Q: Hi 5i,
In your answer to Clayton's question yesterday about features common to multi-baggers, you provided a list of stocks you think might reach multi-bagger status over the next decade - and TOI and LMN were noticeably absent.
Correct me if I'm wrong but I feel that not that long ago both of them would have been not just on but at or near the top on your list. If so, has your view of their prospects changed dramatically, or was their omission more an oversight?
Thanks 5i - I look forward to your thoughts.
Peter

Q: All of these have had a great 25, are they still great buys and how would you rank them today?
Thanks Again

Q: With my tax loss proceeds, I am thinking of taking a position in cecco, axon or clbt, Could you prioritize these in terms of immediate purchase? Thanks for all that you do and happy holidays to you and the staff, Cheers, Geoff

Q: Which do you prefer, and why. Would you buy here.

Q: Could you tell me your thoughts of the deal CPX just announced with Apollo Global Management to acquire 3B worth of Natural Gas facilities in the U S and also the MOU with an un named company for 250 Megawatts of electricity for a data center in Alberta the market didn’t seem to like it down almost 10% at one point,what are your thoughts on this deal,company and would you add on this news thank you

Q: NXDR Would love your analysis of this small cap U.S. Company!
Looks interesting with huge volume today. What is driving it today
Thanx as usual
Gary

Q: My question is regarding earning reports. How are estimates calculated/determined? Who is responsible for determining this?

Thanks

Q: re: HON-Q, HON-NE, HON-AQN

Hi, I am interested in buying Honeywell, but have noticed there are different versions of the CDR's, is there one better or worse than the other?
Would Honeywell be a reasonable purchase at this time or maybe one of its competitors, any suggestion would be appreciated.

Seasons Greetings,