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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: Hello 5i Team,

I'm down considerably in these US stocks in a taxable account: APPS, DIS, DXCM, EXPI, FB, NET, NFLX, U, and UPST.

I would like to crystallize some losses.

Could you please suggest:

1. The stocks I should sell outright (and suggest a replacement);

2. The stocks I should sell and then re-buy in 30 days (and suggest a proxy); and

3. The stocks I should continue to hold.

Feel free to subtract as many credits as required.

Thank you for your valuable advice!

Read Answer Asked by Keith on June 13, 2022
Q: Dear Peter et al:

I see a lot of chatter about rare metals in the media. Some columnists, especially Technical analysts seem to favor this sector. Your answer to a fellow subscriber few months ago seems to lean towards REMX. However, it's returns seem to lag ZMT/XBM.

Do you think there is a role for rare metals at this time in one's portfolio? If so, what is your favorite ETF and why?

Thanks in advance.
Mano.
Read Answer Asked by Savalai on June 13, 2022
Q: Given the never ending downwards trend of the market, I want to invest $10000 in US market and $10000 in Canadian market in dividend stocks, with at least 5% dividend.

Can you recommend 3 US stocks and 3 Canadian stocks. ETFs are also acceptable.

Thanks
Read Answer Asked by V on June 13, 2022
Q: What Canadian stocks would you be picking up today in this selloff?
Read Answer Asked by David on June 13, 2022
Q: Peter and His Wonder Team
AP is a small cap company in Pittsburg since 1929. Please give me your general assessment. I know they are in a 3 stage plan and has decent management. Do you think it has any merit as a contrarian play? Will they benefit from infrastructure spending even in a downturn?
Thanks...as usual!
Read Answer Asked by Ernest on June 13, 2022
Q: I understand that you, generally, are not fans of ultra-short etfs and their ilk for various (very valid) reasons. However, if an exception were to be made, would it apply to the "Advisorshares Dorsey Wright Short"? Running it through the excellent Qtrade Portfolio Simulator in conjunction with my current portfolio produces excellent downside risk protection and diversification numbers with minimal reductions in performance, income and fee numbers. Your perspective would be much appreciated.
Regards
David
Read Answer Asked by David on June 13, 2022
Q: You have thoughts about gold going forward?As a tangible asset instead of Bitcoin and other digital coins I have a strong feeling that gold might be at the beginning stages of a strong rally.
Some gold miners also have a good dividend as well.How did gold perform in history when we had inflation,recession,war,debt?
Please give us some insight here and what is the overall opinion from the analysts?
If there are three gold-companies to pick...which ones?
Read Answer Asked by Josh on June 13, 2022
Q: Dear 5i.

I like the idea of investing in the Data theme but would like to take the single co risk out by looking for an ETF that has several of the ones you like imbedded? Can you help me identify one (or more) please.
If none available, which 3-4 of the names you like would create a suitable basket?

Thanks for your help.
Read Answer Asked by Arthur on June 13, 2022
Q: If you bot the S+P 500 in early 2000, it would have taken until early 2013 to see a general return to profitability in your portfolio. If 1970 inflation type problems persist (high oil prices and high interest rates), when would your best guess be for high PE stocks( DOCU ,ROKU, ADBE , TTD ) to recover and return to the highs we saw recently? Is it possible we may need to wait that long?
Read Answer Asked by adam on June 13, 2022
Q: Hi,
I've long been watching Nvidia and I know you like it a lot. With it's big drawdown I am likely to buy it. My dilemma is I don't have room in my cash or TFSA accounts for it, without either selling other growth companies I like or paying capital gains tax. I do have room in RRSPs. Do you think it would still be worth buying in an RRSP since any growth would be taxed at a higher rate once sold?
Thanks for your perspective.
Michael
Read Answer Asked by Michael on June 13, 2022
Q: I have held XSB in my fixed income portion of my RRSP for a year now down 7% plus dividend. In your opinion with rates maybe peaking this year would a move to XLB or CBO make sense or just hold XSB. Will not be touching for 4 years.

Thanks
Read Answer Asked by Greg on June 13, 2022
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