Investment Q&A

Q: If I sell a stock in an unregistered acct. at a loss, do I still have to include it in my tax's or can I just forget about it, and not bother entering it as a tax loss.

If I move a stock which is at loss from my unregistered account to my TFSA do I still have to enter that stock in my tax's for that year.

Thank you.

Q: Hi Folks,
I would like to add to my holdings in either MSFT or GOOG in my TFSA. May I have your opinion as to which one you would recommend at this time.
Thanks

Q: This is a hard stock to stomach. Do the wild swings in price have to do with the fact that it is not heavily traded? What size of a position would you recommend that an aggressive investor hold in a portfolio? My thinking with this name is that you either have to trade it or hold it and forget it. I am inclined to go with the latter option, subject to your comments about valuation. I note that the short float has increased recently which always makes me nervous. Thank you, Jason

Q: Your thoughts on NMI holdings please, thanks

Q: Are all of these companies buyable in your opinion? And how would you rank them if they were bought today while keeping in mind dividends, safety, growth there are a few sectors here so that aside. I do think some of these companies are being forgot about with all the focus on tech.

Q: Could you provide your opinion on Tornado Infrastructure. Although it is a small cap, is it managed well, does it have a bright future if infrastructure spending does ramp up?

Thanks

Q: Peter, could you comment a little about yesterday’s piece of Scott Barlow in G&M about the 11 market aberrations - citing BMO chief economist Doug Porter? Thks

Q: I would greatly appreciate your thoughts on the above 5 ETFs proposed for TFSA. Any tweaks? The plan is to tilt towards growth without getting carried away. Your thoughts and suggestions would be most welcome. Thanks again for this super service. Dan

Q: Everyone, I have made a few dud investment decisions, such as waiting too long to sell Valient and Lightspeed. If you are in that position what metric(s) do you use to say - it’s time to move on. Clayton

Q: Hi, Now that Agent Orange (Trump) has passed the new bill, what do you see being the impact on dividends from US companies? Would payments from HTA be affected?
I currently enjoy some healthy dividends from holdings within an rrsp, how might these be affected? Thanks for your insight, as usual!

Q: Both have dropped considerably. At what price do you see as buy on both.

Q: Any reason why pipelines are down so much considering oil is up?

Q: Please give me your opinion on the following bond from Top Aces Inc. Is it a good buy and is it safe to invest in it? The details from CIRO are:
CUSIP: 890523AA1
ISIN: CA890523AA10
FIGI: BBG01SQB5TM1

Q: Hi Peter: Regarding Richard's question on July 2 about TD mutual funds, I have just completed my claim (which involved transactions thirteen years ago) online in minutes. The value of the claim was revealed up front. Very client friendly unlike most others. Publish at your discretion.

Q: I note the question and your response on this today but was wondering if you might add a comment on the current valuation and whether it is reaching fair value or not.
Thanks

Q: Hi Peter and the 5i Team,

John Heinzl on June 20 rated EMP.A as a “star” in his Stars and Dogs column in the Globe & Mail. We recently purchased a smallish amount in Empire EMP.A to round out our Consumer Defensive holdings which include COST, DOL, XST, and L.

As far as Metro MRU is concerned, it’s held in XST which also contains some of the other smaller firms in the sector.

Do you believe that the troubled takeover of Safeway by Empire several years ago is now a ‘thing of the past’, making Empire a reasonable investment, given its successful takeover of Farm Boy as well as its 51% share of Longos? Both Farm Boy and Longos are quite busy in our Oakville location.

Thanks as always for your insight. Happy Canada Day to all at 5i as well as my fellow 5i members!

Q: Hello,

I’m currently organizing the holdings within my TFSA. At the moment, tech stocks make up 50% of the TFSA, even though the tech sector represents only 25% of my overall investment portfolio. This imbalance is mainly due to the rapid price growth of these tech holdings.

I’m wondering—should I place all high-flying stocks in my TFSA, regardless of sector allocation? The strong performance of these stocks is taking up a lot of space in the account. I'm trying to decide whether it's wise to focus on growth potential alone or maintain sector balance.

Thanks in advance for your thoughts.

Q: Everyone, if you had to list five (or more) stats / data / verbiage that would convince you to buy a stock what would they be? Clayton

Q: PNG questions:

- What was the catalyst in mid-2024 that finally created a break-out in stock price?

- Why is it such a high-conviction 5i Research stock now compared to back a few years ago ?

- Do we know anything about the quality of management?

- What is the quality of the balance sheet ?

- How out of line is the current valuation of this stock ?

- Does it have similar runway potential that a LMN and TOI might have (with reference to success of CSU) ? ......acknowledging of course that they are in different sectors.

Q: I have been using the website Bigcharts.com for viewing charts of stocks of interest. They have a facility to compare one company to the next, which I find very handy. However, I think, as of today, at least it looks like they've stopped providing charts on Canadian listed stocks. Their only contact information is their physical address. I wonder if this has something to do with the digital tax Canada is charing US companies now. Do you have any insight? And can you provide an alternate site (preferably free) that provides similar capability, especially the ability to compare one stock to the next in a chart over various time frames?