Q: Hi Team,
Since it's near year end, I was wondering if you could list me some of your TOP PICK ideas for a 2023 TFSA contribution. I am looking for long term hold ideas. Thanks
Q: Hi 5i,
I’m working through an audit of my technology positions for year end. Would you rate each position as a buy, sell or hold for your own portfolio today?
Q: Would you please provide me with 6 US and 6 CDN stocks that have gone down in price but their value, debt and upside don't justify the downward stock price. Some with big upside potential.
Thanks and Happy Holiday Season to you and all staff.
Q: In Investment (non-registered) accounts these 5 stocks are all 'under-water'. I am considering selling for 'tax loss' purposes and would appreciate your thoughts. Is this a useful approach? Are there any that merit re-purchase following 30 days 'waiting period'?
Q: These are my holding inside my TFSA. I am 25 years old and would like to know your opinion on this Portfolio and if you think these are good longterm holdings or if they could be replaced with a better investment (please indicate what company you would replace with). Also witch companies would you consider a Buy in 2023 from these holdings for my 6,500$ contribution room.
Q: I hold the above stocks in my Unregistered,TFSA,and RRIF accounts. I understand that as of January 1, 2023, the IRS will require a 10% withholding tax when Canadian residents sell US stocks. Does this rule apply to sell any of the above mentioned my stocks ?
2) If I sell above Stocks before end of 2022, will I avoid paying new IRS 2023 10% withholding tax?
Q: I need to raise some cash in my RIF and I have narrowed my choices down to either selling META or selling TOI.
Which one would you let go and what is your reasoning.
Q: HI,
you had mentioned recently that we could be in another historic buying opportunity for growthy small caps. along those lines...
this list contains some of my small cap/more speculative holdings. could you comment on these as a current buy, sell, or hold. I am a long term investor ( 5-many years). and if any are screaming "I am going to zero" (like Xebec). and do you have high conviction on any other small cap growth stocks presently? cheers
Q: Hello 5i Team
Was there any news that has contributed to the resent price appreciation in Toi .Do you think it is a good time to add to the position .
Thanks
Q: Please rank the following companies in order of their ability to survive a recession in 2023. Please also rank them as to whether they should be considered as Buy, Sell or Hold at current prices. Thank you.
ENGH; STC; SYZ; TOI; WELL.
Q: In my TFSA I have 3 big winners CSU GSY KXS and a few lossers AT NBLY TOY. Keeping as objedtive GROWTH what titles would you suggest adding or departing in the upcoming months?
For new money with desire for 3 small positions amongst the above companies please pick your 3 picks for long term holds based on current entry price and future prospects.
Thanks for all you do
Dennis
Q: Have both in my TFSA .TOI with a loss of 34% and NVEI with a 68% and have 3 times the dollar amount in TOI. Want to free up some money and wondering what to sell.
Thanks!
Q: Hi group i would like to add to the above names. In what order /why would you recommend. Would you do it now or wait for further clarity in the market I am sitting on 35% cash Thanks for your help with this.