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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: 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?


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,

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?

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

Q: Should have asked this question months ago,oh well hindsight is a great thing,these stocks are all 2% positions down from 22% to 81%,mostly all Motley Fool misfires
I want to do some housekeeping for a continued 1-2 year hold or sell and move on could you tell me which ones to unload ....Thanks

Read Answer Asked by Greg on February 23, 2022

Q: Hi Team, I am trying to decide on one of the listed stocks. could you rank in order that you feel has the best upside.

thanks Dave

Read Answer Asked by Dave on February 11, 2022

Q: Hi 5i,
Iím in the process of rebalancing my RRSP and TFSA and looking to be greedy while others are fearful.
Specifically moving TD, FTS, T, and LNF to an RRSP so that my TFSA can be growth oriented.
My remaining TFSA positions would be as follows:
- Full Positions: GSY, TOI, CRWD, ATZ

I am planning to deploy as follows:
- Complete existing positions: NVEI, LSPD, APPS, U
- New Partial Positions: AT, XYL
- New Full Positions: DOL, SHOP, VEEV, ANRG, ATD, TIXT
Would you swap out anything on this list that would better compliment my existing positions? I have a 10+ year horizon so Iím leaning towards aggressiveness.


Read Answer Asked by Kyle on December 16, 2021

Q: I have noticed a lot more verification when I log into online accounts of various services (bank, shopping, etc). I'm curious if there is a company that manages all these text/phone verifications for the big players, and if it's publicly traded.

I think I recently saw with my gmail that they will be double verifying early this month.

If there is a publicly traded entity that does this, what are your thoughts on them?


Read Answer Asked by Cameron on December 08, 2021

Q: Morning,
What are your top 3 choices (Canadian and U.S.A.) small cap value stocks today for a 5 year hold. Thanks.

Read Answer Asked by Lawrence on December 06, 2021