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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
I would like to sell the following for a capital loss XSU, ZMID, ZSP and replace with an eligible proxy. could you tell me a proxy for each one?
thanks
PS - I tried to submit this question a few minutes ago but got an error response. apologies if this is a duplicate
Read Answer Asked by Mary on April 24, 2025
Q: As recommended at the time, I just left my AW.ca stock when they did a corporate action. Now I am down significantly. Not sure if I should sell -I have some in a TFSA and some in a non-registered acct. Would it be wise to sell them both and then re-buy if market corrects or move on if it doesn't? I'm at more of a real loss in my TFSA, where it would seem now it doesn't need to be. I tend to just hold through volatility but would like to clean this up. Thanks.
Read Answer Asked by Pat on April 24, 2025
Q: Please, For tax loss would you provide some proxy ideas for
CAN: CLS & US: TSLA MSFT CRWD.
Thanks you
Read Answer Asked by Fernando on April 24, 2025
Q: Could you recommend a couple of European market ETFs that would capture the overall bounce being experienced in Spain, Germany and more?
Read Answer Asked by Kim on April 24, 2025
Q: I think I just heard that bell that no-one rings at the bottom. I realize that the Tasmanian Devil, Elmer Fudd and the rest of the white house crew will continue to revel in their own incompetence, but still there seems to be some sort of reasonableness (I know, I know) coming out of recent statements about not firing Powel and about China even.

My idea then is to ease back into a somewhat more aggressive, or at least less defensive, posture over the next several weeks, all the while still closely monitoring everything, In general terms does this make sense to you? Thank-you.
Read Answer Asked by Alex on April 23, 2025
Q: I need to liquidate a portion of a portfolio holding the 8 stocks listed. Can you please rank them in the order you would sell (first to last) based on potential for total return over the next 3-4 years?
Read Answer Asked by Chris on April 23, 2025
Q: Hi Peter & 5i Team,

I'm looking at the 3 month, 6 month and year-to-date charts of BIP.UN and BEP.UN compared to their peers (EMA and FTS). What would you attribute the reasons for their underperfmance? The 3 year chart for both of these Brookfield entities isn't exactly stellar as well.

As always, your comments and insights are highly valued.
Read Answer Asked by Jerry on April 23, 2025
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