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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 read with interest your recent response about high risk stocks for conservative investors. Me, becoming more a conservative investor (as I enter my 80's but still like growth....hahahaha). With that in mind would you consider the following stocks high risk - LSPD, MX, JWEL, and in the US, MITK, PINS, PYPL, SQ, DLTR, DOCU....Thanks for your take.........Tom

Read Answer Asked by Tom on August 24, 2023

Q: Good morning,

In this group can you tell me which one to keep, to hold, to sell and add at this moment.

Thank you

Marty

Read Answer Asked by Martin on May 18, 2023

Q: I hold the following in loss positions and need to raise some money and sell 2 of these dogs. In the past I have sold my winners hoping for recovery on the losers but I am trying to fight the psychology of that tendency. Could you rank these in with the 1st ranked being the highest conviction sell. Also, if inclined perhaps you could comment and provide your perspective on this most annoying human trait. John

Read Answer Asked by John on April 28, 2023

Q: Good Morning 5i,

We have an opening in two of our accounts.
For a 1% flyer which would you recommend: MITK or SNOW?
For a 1/2 position in our TFSA: GOOS or ATZ

Thank you
Debbie and Jerry

Read Answer Asked by Jerry on April 14, 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: Hi 5i Team,

I own the above noted stocks as a smaller portion of my portfolio of higher risk names. All of these names are down other than CTS. Do you see any of these names as ones that I should sell as part of a portfolio clean up?

Thanks in advance,
Jon

Read Answer Asked by Jonathan on November 16, 2022

Q: why has MITK had such a run recently?
Apps,GH,Pins,Mitk....which ones would you sell for tax-loss and what would be you favorite replacement in the tech sector.
I am looking at SHOP and ROKU

Read Answer Asked by Josh on October 11, 2022

Q: After selling ENGH yesterday, I am reviewing the above holdings and only want to keep stocks that have a potential to generate decent future income, over the next 5 years or may be acquired by another company. These are long-term holdings and I don't need the cash, but could use the tax loss. Don't want to sell any company with a positive future. Any of the above holdings that you would sell now?
Thanks!

Read Answer Asked by Grant on June 13, 2022

Q: Good morning Team, I am looking for proxy's for the 3 stocks mentioned with the plan to repurchase in 30 days, unless 5I suggests better options for the listed stocks.

Thanks Dave

Read Answer Asked by Dave on May 18, 2022

Q: I'm looking for tax-loss proxy suggestions for the above names. Thank you!

Read Answer Asked by Andrew on April 18, 2022

Q: Hi Team, I need to raise some cash and would like some help deciding which company to let go.
Just looking for your input on the best companies to keep for upside potential.

Thanks Dave

Read Answer Asked by Dave on April 04, 2022

Q: In line w/ sentiments expressed in the latest market update (thank you for that), would you put any of these names in the "likely beyond repair column"? Or do they all fall firmly in the "damaged but not broken" column?

Read Answer Asked by Andrew on March 08, 2022