skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I’m invested for the long term. Do you view any of these names as no longer holding any long term potential?
Thanks
Read Answer Asked by Curtis on March 22, 2023
Q: Hello,

I have small positions in these 6 stocks, all in the red - MTCH, ROKU, GNRC are in registered accounts, RBLX, UPST, ZM in non-registered. I don't find it easy to sell any stocks but in the spirit of 'pulling weeds', can I get your opinion on which of these, if any, you would sell. Any that might be worth adding to at their current valuation?

Thank you for your insights, Doris
Read Answer Asked by Doris on February 23, 2023
Q: Hi Guys,

The above companies are well below water, I have a 3 year window before needing to sell anything, please advised!
Should I sell, I would be purchasing companies like td, kxs, doo.
Thanks
Jim
Read Answer Asked by jim on February 13, 2023
Q: Hello,

Are there any US or Canadian companies you see as attractive opportunities for medium to short-term option plays? Short-term being less than a year (3-6 months, medium-term being 1-2 years. I understand these short-term price changes can really be a toss-up, but am cautiously optimistic about the market pricing in current fears and moving upwards over the next year.

Also, am wondering if this specifically would be attractive to you: GOOGL $1.81 @ 110 Strike April 21 Expiration
Read Answer Asked by Robert on January 25, 2023
Q: Over the past two years with the downturn of the market, I am down significantly with majority of these holdings in various accounts. I have a long-term 10+ year outlook, so looking to see if you feel any of these can be sold off given the outlook, management of the company? If so, what are your recommendations for a growth investor in either CAD/US stock options?

Thanks!!
Read Answer Asked by Andrew on January 04, 2023
Q: do these companies offer a decent upside in a moderate economy were inflation is dropping along interest rates. is the selling down based on perception or reality on earnings ,.short selling in control or is their a couple of stocks were their is a lot of insider buying and reducing share count and debt thanks
Read Answer Asked by cliff on January 03, 2023
Q: The following are some of the companies I’ve lost money with and will sell for tax purposes. I am wondering what your opinion is re their repurchase as commented on below.

The following I don’t feel I need to buy back, unless you feel differently.
NFI, QST

The following I would like to buy back ASAP unless you feel otherwise. Considering the state of the market do you think I would need a proxy for the next 30 days?
CRWD, GSY, META, NVEI, ROKU, WELL

The following are stocks I would like to buy back but don’t see the urgency, considering how the market currently views these companies, notwithstanding their financial outlook.
COIN, LSPD (I already own SHOP), U, UPST

Thank You.
Read Answer Asked by Walter on December 14, 2022
Q: These are my candidates for tax loss selling. As a proxy for OKTA I intend to add to my existing position in CRWD, would you agree with that strategy? As for the other 3, I do not intend to buy proxies however I would consider repurchasing after 30 days. Do you suggest proxies for these 3? Also, would you repurchase. Thank you.
Read Answer Asked by Barbara on December 07, 2022
Q: Hello 5i,
I own all the above stocks and have ridden them up and down in this market, so my risk tolerance is fairly high.
Could rank them for future growth and survivability? Also, If I were to consolidate the five into two or three what might you recommend?
Thank you
Dave
Read Answer Asked by Dave on November 14, 2022
Q: UPST has been a disappointing stock. In my TFSA, there is no opportunity for tax loss harvesting here. What US alternates would you suggest, not necessarily in the same category, that may give excellent growth potential in a market turnaround?
Read Answer Asked by Catherine on November 14, 2022
Q: I have significant losses in these companies. I don't need tax losses.

Should I average down on these companies or is there any of these companies that I should sell and move on?
Read Answer Asked by Timothy on November 10, 2022
Q: I invested some speculative capital in the above companies last year in a taxable account. Terrible timing. As we near the end of the year, I plan to sell some of these for tax loss harvesting and use the funds to average down in the others. Which would you sell and which would you average down?
Also somewhat related to this is the fact that I feel as much as there’s a good buying opportunities in some U.S. stocks right now, the high U.S. dollar makes it hard for me to convert CAD funds to USD. Am I right to hold off on currency conversion for now?
Read Answer Asked by Zohreh on November 02, 2022
Q: I am planning to sell these names for tax-loss. Should I buy a replacement for each to protect against a turnaround in the next 30 days, or do you think I'm better off holding the cash for that period given the current outlook for equities. If you still recommend replacements can you offer a suggestion for each - or perhaps only for some? Thanks.
Read Answer Asked by Ben on October 20, 2022
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!