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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: Apologies if I missed this elsewhere on the site, but I was wondering if you produce (or plan to produce) a report outlining tax loss buying opportunities, or alternatively if you'd be able to suggest a few names to look at/keep an eye on?

I'm currently sitting on ~25% cash and looking for growth or income names with a 3-5 year time horizon. I have a fairly balanced equity portfolio, so agnostic when it comes to sector or market cap. Thanks!
Read Answer Asked by Ryan on December 17, 2024
Q: Hi 5i,

I have GIC's maturing end of this month and I am not looking to reinvest the funds in another set of GIC's.

Financial advisor at the bank is recommending I put the funds into ZBAL ETF. But this ETF has MER of 1.72% which I am not a fan of.

Would appreciate your thoughts on this ETF and potential alternatives that you could suggest with lower MER.

I have been investing in stocks for the past five years and I am still relatively young so I am ok with risk.

Thanks in advance.

Greg C.

Read Answer Asked by GREGORY on December 17, 2024
Q: Is this all in one ETF with exposure to Bitcoin worth considering? At what % of a growth portfolio?
Read Answer Asked by Victoria Y on December 17, 2024
Q: TSLA had a huge move up after three years of flatlining. It just broke through its all time high. Do you think this move is largely related to the market starting to price in future growth from FSD, Robotaxi, energy and Optimus? Do you think these lines of business will start to contribute to revenue in 2025 in a meaningful way? Appreciate your take.

Thanks.
Read Answer Asked by Joel on December 17, 2024
Q: I would like your thought if it make sense to replace BCE with Rogers or Telus at all, or there are better alternatives , even in other sectors. Please suggest a few alternatives if outside of the above. Thank you as always
Read Answer Asked by DAVID on December 17, 2024
Q: What are the downsides of using a covered call strategy? Not the downsides of a covered call etf.

Thanks
Read Answer Asked by David C. on December 17, 2024
Q: I've owned TD for over 30 years and am sitting on a large unrealized capital gain. I know this is a great "problem" to have but I resent paying up to 33% tax on any sale now that the feds have upped the tax inclusion rate to 2/3 from 1/2. I took all the risk but lose close to 1/3 of the reward.
Can you suggest any way to mitigate/reduce any tax hit if I were to dump my TD shares?
I hate to say it but I suspect that this issue will only increase (i.e. next step will be 75% inclusion) as the feds look to gouge people to cover their horrific fiscal ineptitude.

Read Answer Asked by DAVE on December 17, 2024
Q: Hi Peter & 5i staff

Thanks for answering my recent real estate sector question in which you suggested that Granite could help diversify my sector holdings.

According to a recent Globe and Mail article, would you agree that Granite "will experience tailwinds because it derives most of its revenue from US based assets"? The article focused on how to manage Trump 2.0.

Thanks as always for your timely responses.
Read Answer Asked by Jerry on December 17, 2024
Q: I currently hold dir.un and Xdiv both are moving down. I thought they would perform better when Interest rates are going down.

Thanks for the great service
Read Answer Asked by Hector on December 17, 2024
Q: Hello 5i
Could you rank the above stocks for a 3-5 year TFSA hold with a medium to high risk tolerance in mind.
Thank you
Dave
Read Answer Asked by Dave on December 17, 2024
Q: Hello Peter,

In the US, where would you go for the Santa rally? Would it be momentum stocks? Undervalued? Specific sectors -Industrials, AI related? or Crypto?
I am thinking crypto - the backers of the new govt. Add dollar tariffs to the mix. Crypto heads higher.
How would you play the Canadian market end of the year? I am going to dabble in short term trading this year.

Regards

Rajiv
Read Answer Asked by Rajiv on December 17, 2024
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