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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: Hello , following is my list of losers .. and I am assessing which ones to sell this month for YE capital loss. I appreciate your comments.

As an aside; in watching the huge drop in some of these stocks, one certainly wonders about the wisdom of their CEO's ... as an example META, they are spending billions on Metaverse so that people can work and play and interact in virtual reality .. maybe in the year 2050 !!. and many others that just didn't adopt their businesses to people post Covid returning to work and shop at malls... truly incompetent .. For me, this crash has convinced me to buy shares in companies that are making money and have a strong management team.

Thank you
Carlo R.

Read Answer Asked by Carlo on November 07, 2022

Q: Hoping that your easter was/is enjoyable

I have received shares in the subject stocks and want to decide to add to them creating a partial position going forward. My two questions(oe each) is do I sell these stocks outright at my zero cost or do I consider adding into the position. They both are trading at attractive levels, have analysts' projected earnings increase but do not pay a dividend. Your wise thoughts and any recommendations please

Read Answer Asked by Peter on April 18, 2022

Q: Hi Peter and Staff

Looking at my health care basket, I have a couple of losers in it VEEV and VTRS.

I have had losers I regretted selling and losers I wish I had not wasted opportunity cost on.......I am fine doing either....Do you think the risk/reward of selling either or both of these to top up ABBV,PFE,SYK or JNJ would be a good move in the long run ignoring how many positions I have or should I hang on. If a sale is suggested which order would you top up the 4 stocks mentioned.

Thanks for all you do

Read Answer Asked by Dennis on March 30, 2022

Q: Hello team, from the list above could you please rank in order to:
1> Keep and or add for full position or
2> Sell now & move on, and
3> what would you replace the sale positions with?

Read Answer Asked by Carlo on November 15, 2021

Q: Modest amount of funds in trust for teenagers. Plan to sell Alteryx at small loss. What would you suggest for USD purchase please? I was looking @ VTRS. Not keen on debt levels but will it provide downside protection in this volatile market? Time horizon 1.5 years. Could you also please identify growth oriented names. VEEV already owned. Also ETF ideas to look @ please. Please deduct question credits as appropriate.

Read Answer Asked by Joel on July 26, 2021

Q: Good Morning 5i Team,

In your response to a recent question asked about your thoughts on Buffet and Lee-Chin's cash hordes and how much cash to hold in the current environment, part of your response was "Investors are not used to rising rates, and we think some protection is needed. Not necessary in terms of cash but in terms of some portfolio adjustments to companies less susceptible to higher rates (i.e. value stocks over expensive growth stocks). Growth stocks can still do well in a rising economy, but companies with valuations at 15 to 20X sales would see an adjustment with higher rates (of course this has already partially occurred this year). "

I am in the camp needing to make some adjustments, and I'm wondering if you could suggest several U.S. and Canadian stocks that you see as attractive "value" plays at this time.

Thanks very much,

Read Answer Asked by Bradley on May 10, 2021

Q: Have $12,000.00 to invest, current BMO Inv Line allocation is as follows:
Communication 8%
Cons Disc 21%
Cons Staples 13%
Energy 6%
Financials 32%
Health Care 11%
Info Tech 1%
Companies held AW, RBC, SLF, SBUX, WMT, BCE, PFZ,SIS, BB, ENB, TNY, HEXO,VTR,ParkLawn

Would appreciate your thoughts on how I could deploy the cash.

Read Answer Asked by Paul on November 30, 2020

Q: Hello 5i,
These questions are in response to your answer to Paul's question a bit earlier today. I, too, received shares of Viatris representing a fraction of a percent of our total equity portfolio. Under normal circumstances you tend to recommend not holding less than a 1% position. Also, I was unaware that VTRS would consider initiating a dividend. As an Income-focussed investor, that is interesting to me.
Rightly or wrongly, I tend to think of these shares as being "free" in a sense, so I am open to a variety of actions.
Now to the questions:
1. Given the foregoing, would 1% be reasonable to you? Your comment referenced "to a point", but that is not a metric that helps make an informed decision. Given the heavy debt load, what would you anticipate that "point" being for the average investor?
2. Given the heavy debt load, is it reasonable to expect VTRS to proceed with initiating a dividend this early? Might they not want to reduce debt first?
3. Would you recommend just holding on to the existing shares for a while to see how things play out before adding or selling?
Many thanks as always for your patience and stellar service - it is very much appreciated!!

Read Answer Asked by Mike on November 26, 2020

Q: Hello 5i,
I have two questions pertaining to the spin-out:
1. Would I be correct in assuming that if held in an RRSP, there would be NO tax implications at all?
2. When typing in VTRS, I see a second option showing up: VTRSV. What, if any, is the difference? My broker recorded the transaction as VTRS and so that is what I use.
Many thanks, as always!!
Stay safe and well!!

Read Answer Asked by Mike on November 23, 2020