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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: Tax related question. Considering that now, settlement date is one day, stocks sold on July 30 will still be eligible for tax loss if the end date (for tax purpose) is July 31, yes?

Thanks
Read Answer Asked by Marios on July 30, 2025
Q: I currently only own AMGN is the biotech/medical sector. I am considering re-entring NOVO after the hit it is taking. Would you recommend 'catching the falling knife', purchasing LLY which appears to be suffering in sympathy with NOVO or an alternate to these two?
With appreciation,
Ed
Read Answer Asked by Ed on July 30, 2025
Q: Regarding the question from Thomas about taxation of registered assets, it is possible to get authorization from the CRA to waive withholding taxes if the proceeds will be given to charity. You can submit a T1213 form along with a letter detailing your intention. The letter needs to include who your registered account is with, who you will donate the funds to, and assurance that this donation will not push you beyond the annual limit of 75% of income. You then provide the authorization received from the CRA to the RRSP issuer and they don't need to withhold taxes. I have done this the last 2 years from my RRSP, and know that many others have as well.
Read Answer Asked by Alan on July 30, 2025
Q: Hello Peter & Team

Have held T since Nov 2022. I am in the red 25%. Appreciate the dividend, but do not enjoy the capital loss. Read lots of comments in 5i answered questions and the overall sentiment appears to be positive. Do I keep holding this issue? Or sell and move on. And if I am advised to move on, what alternative would you recommend with a similar dividend?

Thanks for all you do

gm
Read Answer Asked by Gord on July 30, 2025
Q: Good morning team. I'm sitting on large gains on these three in my TFSA. (thanks 5i) As might be expected their position sizes have become rather large and I am cognizant of the concern that "pigs get slaughtered"! Sooo, what to do. I sold half of Shopify some years ago and diversified into Unity Software and Lightspeed. We know how that went. Should have kept all the Shop! I'm comfortable with a large position in CSU but I'm wondering if it's time to trim some Nvidia. What are your best 3 tech ideas for diversifying my TFSA. (I also hold most of 5i's other canadian tech companies.)Also, could you suggest 3 good ideas for diversifying away from tech? Thank you, Rod
Read Answer Asked by Rod on July 30, 2025
Q: I just saw the spike in CLS stock price today. I’ve been looking to buy but never did. Do you think it’s still a good time to buy or wait?
Would you sell all or some of NBIS or CLBT to buy CLS?
Thanks
Read Answer Asked by Ben on July 30, 2025
Q: What is the best company to benefit from higher copper prices long term? Currently own Teck but increasingly frustrated with frequent downward production revisions.

Thank you.
Read Answer Asked by Brad on July 29, 2025
Q: The share price momentum appears to be accelerating lately with a surge in volume. An article in the globe outlined positive developments in its revenue base. How would you rank this now compared to your favourite small caps, especially in the defence sector?

Article link:
(https://www.theglobeandmail.com/investing/globe-advisor/advisor-funds/article-why-this-small-cap-manager-is-buying-intermap-and-cargojet-and/)
Read Answer Asked by Alfred on July 29, 2025
Q: Further to some news commentaries today, do you have any thoughts on market reaction if Trump discontinues trade negotiations with Canada and just imposes a flat tarriff? If that does happens can you suggest some income stocks that are potentially less at risk? Thank you
Read Answer Asked by Ian on July 29, 2025
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