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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: I currently own MSFT and GOOG . MSFT is at a loss((down 20%) in a Registered Acct and I am reviewing switching to GOOG or AMZN for better returns. I am currently 10% of portfolio in on GOOG so am pondering the switch to GOOG. Do you think a bounce is expected with share price of MSFT in the next 6-12 months is possible?
Read Answer Asked by Elizabeth on December 03, 2025
Q: I am looking at taking some profits and rebalancing my portfolio heading into the end of year, I have historic tax losses that will allow this without issue…
I am currently at approximately 70/30 (Stocks/Fixed Income, Cash) , looking to move closer to 60/40. Do you think this is being too conservative heading into the end of the year?

Thanks
Tim
Read Answer Asked by Timothy on December 03, 2025
Q: Back in the spring I bought into WCP at about a 1% position, which worked out well (so far). I am considering bumping this up to about a 2% position. Do you have any information about their payout percentage and how low oil could go before the dividend is at risk? I would appreciate any other general comments about WCP, and in particular, would you buy today.
Thank-you
Read Answer Asked by grant on December 03, 2025
Q: I believe it's tax loss season. I understand that people will dump their losing stocks to utilize the losses against gains. I wonder are most of these stocks sold no longer worth holding or are they likely losers for a good reason and their future is bleak?

Please name a handful or two of names you believe are tax loss stocks this year.

Thanks
Read Answer Asked by Brenda on December 03, 2025
Q: Why is Celestica so volatile? Having just lost money on a stock, I'm gun shy to lose more on another one that I might be buying at a high. Do you have confidence buying here at this level? I know we can't be certain but do you think it's one of the better tech stocks to buy into today? Thanks.
Read Answer Asked by Jason on December 03, 2025
Q: Everyone, if your portfolio was only ETFs how many would you have and what would they be? Clayton
Read Answer Asked by Clayton on December 03, 2025
Q: Down 30% on MDA, its been frustrating with the news of contract losses in the last few months, etc... Can you compare MDA vs TSAT. Would look to either fully sell MDA or trim MDA and buy some TSAT as a tax loss proxy. MDA still has good rev growth and backlog and you seem to like TSAT as you recently added more. What would you do? Thanks!
Read Answer Asked by Keith on December 03, 2025
Q: Hello 5i Team

With the buyout of LB at $40.50, which will occur Q3 2026 and current share price around $39.90, is it better to sell or to wait out the nine months to closing and collect 3 x $0.47 dividend plus sale price equal to $41.91.

Second, if I was to sell today, which would be the best purchase:

EQB
GSY
PRL

or allocate one third of the sales proceeds to each?

Thanks for great services 5i provides.
Read Answer Asked by Stephen on December 03, 2025
Q: Looking for a long term hold with some growth, some dividend and no gut wrenching volatility. What do you think of my choices? Do you have a better choice?
Read Answer Asked by Graeme on December 03, 2025
Q: I see the last question about HPQ Silicon was asked in 2021, my question is " does 5i have any updated research and opinion on this company" ?

Thanks and I continue to value 5i's opinion and advice on investing,

Jim
Read Answer Asked by James on December 02, 2025
Q: hi 5i
Just heard that PRL will become their own bank in USA i believ and stock seems to be up on the news..... How does this effect the company going forward.....good news, great news?
Currently have a small position with a view to averaging down....is this being a bit short sighted or would you wait ?
Just wondering
thx
Read Answer Asked by jim on December 02, 2025
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