Investment Q&A

Q: Mr. Left of Citron is defending NUVEI by dismissing some of the claims about the CEO's college and driving records. But also adding NUVEI's financials were audited by Price Waterhouse Coopers, and he expects analysts and companies to defend NUVEI. Quote: Left Buys The Dip: After Wednesday’s crash, Left tweeted that he bought the dip in Nuvei. “Spruce report says word fraud 48 times..yet no proof of fraud. Easy to find cust. complaints on any company. Who cares if CEO did not graduate college or has a driving record,” Left said.

Left also pointed out that Nuvei’s financials have been audited by PricewaterhouseCoopers, an extremely reputable auditing firm.

He went on to praise the investigative work conducted by Spruce Point but said he is betting on PriceWaterhouseCooper’s audit over Spruce Point’s investigation.

Not sure what to make of one short seller opposing the short attack of another short seller. Any brief thoughts on this. If you cover this idea in other questions, ignore this one. Thanks

Q: I own enb and presently have a 3000 dollar loss, what is the rule re selling for tax loss and how soon after selling can I purchase again. Also I have a substantial capital gain from the sale of real estate this year. Will I be able to use this tax loss against the capital gain?
Cheers, Doug

Q: Assuming rising inflation and interest rates, what are your top two or three security picks? In Canada please.

Q: Since your last comment on the stock on November 11th, the share price has declined a further 10$. Is it a compelling buy at this stage ?

Q: Hi Folks,
I have the above companies in my TFSA all at the same or so weight. I had BYD but sold it when it started to drop. I am still ahead in my sold price as compared to its current price. I am looking to add another or even BYD now that it has settled somewhat, can you give me your suggestion as to what you would add to this lineup - buy back BYD or can you provide some others that I can add. Thank you very much for your suggestions over the years.

Q: Hi 5I team,

Can you please provide your investment strategy view on sector level for 2022? Will raising interest rate put Utility and Technology sectors under pressure? TD monthly e-report recommends to overweight on Financials and Energy sectors and underweight on Utility and Tech. Do you tend to agree with it?

Thanks,

Q: Your thoughts please. It has been pretty much down down down on higher volume of late. Even on market rally days it is not participating. Thank you as always.

Q: Good morning 5i.

I've perused the Q&A section which has been extremely helpful. I'm looking to build a concentrated portfolio with growth in mind, but also a few names to balance out volatility. Based on what I've read, I was thinking of starting equal weights in the 12 positions below.

CSU, TOI, SHOP, DSG, KXS, NVEI, BAM, GSY, TFII, BYD, WSP, ATZ

What are your thoughts on the the blend of companies and would you suggest any adjustments?

Thanks for your time.

Q: Do you know the status on the Apple settlement.
Is there a new trial ongoing
If they get 100M + do you see this as a game changer. Would the stock then not double quickly.
Your thoughts please ?

Q: Hi 5I
I have $180,000 split evenly amongst above companies in RRSP. I was going to begin withdrawing $10,000 every year and am looking for strategy to draw down to maximize growth of account. Is there a ranking of companies to sell first, or take a bit from each? I like them all so tough call for me. Appreciate all your advice since my initial membership in 5I.

Q: Hi 5i,
Ive read your previous response concerning short report....When you have reviewed Nuvei short report will you be alerting members as to what you think what action if any should be taken in response, time frames ..ect ect..
Thx
Jim

Q: Thoughts on the update out today?


Thx

Q: is there any copper miners in the mid cap space in Canada that have a long term deposit ?

Q: Do Canadian ETFs that track US tech firms underperform? I was looking at these and a few others on the G&W and the Canadian ETFs with the exception of HTA and HTA.B (up 35%ytd) seem to have significantly lower returns. And I think HTA uses covered calls.

XLK is up 32% ytd, IYW 35%, IGN 31%. The most popular Canadian ETFS seem to be ZQQ(ZQN) 26%, XQQ and HQQ 26% and TEC 25%. Some of this is due to currency moves, but the hedging costs of the hedged ETFs surely aren't that large. Is it better to just buy XLK or are HTA/HTA.B a better alternative?

Q: Good Morning Everyone!!

I took a bet on these two stocks in March. The latest drill results look amazing!! What is your analysis of these two TFSA prospects?!!

Q: Over the past few months my portfolio portfolio performance has been really underperforming mainly due to short reports.

Yes, I had a 7% weighting in LSPD and a 6% in NVEI. So the drops as you can calculate has hampered performance.

If you look at the reminder of the balanced portfolio and the growth portfolio which of the holdings would you you think could be most vulnerable to another short attack?

Just to name a few:

BYD, DSG, KXS, GSY,TOI,DND,XBC,WELL??????

Any others?

Thanks


Sheldon

Q: When purchasing International ETS's within in an RRSP is there any withholding tax advantages to holding US traded ETF's?

Q: I'm replacing ZWU and ZWC since I would prefer to hold stocks at this point. What 5+ stocks would you recommend to replace ZWU and ZWC each. Thank you.

Q: Hi folks...thoughts on the $74.4M finance by Magnet Forensic @ $30.30 per share...I can understand upper mgmt cashing out...but stock price is half of what it was, just a few months ago...as an investor, this does not seem like a vote of confidence, going forward, on the timing of the finance...do you still like the company, and would U add on a selloff below $30, thanks as always, jb Piedmont QC

Q: Can you comment on the big drop this morning