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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: Good morning 5i
A question regarding the tax status when an option is closed out by buying it back before expiration date. I believe that amount would be credited as a capital loss, if the underlying stock was not sold. Am i right on this assumption?
Thanks
Read Answer Asked by joseph on April 08, 2021
Q: For a stock price to double in 5 years requires an average gain of about 15% compounded, annually. Would you please rank these 12 stocks in order for the likelihood, in your opinion, they will double in price in the next 5 years. Roughly how many of these 12 would you expect to achieve that target? Assuming no major long term market melt down which would preclude good stock performance over this period. CTS, DCBO, DND, DOO, ECN, GOOS, GSY, KXS, MG, NVEI, PHO, TIXT.
Read Answer Asked by Dan on April 07, 2021
Q: I hold 2,000 shares of BPY.UN in my RRIF. Is there any indication as to the yield on the BPY Preferred units (0.7268 per BPY.UN unit) will be? I need a high cash flow to meet the required annual withdrawal from the RRIF. If I sell the BPY.UN shares where can I find a similar yield for my RRIF?
Brookfield plans to start a Global Impact Fund. Are there any details available and when is expected to open?
Read Answer Asked by George on April 07, 2021
Q: I have been looking at these two ETFs. The top 10 holdings in VDY look like buy and hold companies. It seems a bit heavy on banks so really wondering about your short-term outlook on CDN banks for the rest of the year?

HGRO has had a good run in 2020 and certainly not expecting as spectacular in 2021, but do you think it will continue to do reasonably well (your thoughts would be greatly appreciated please? I realize you do not have a crystal ball).

Do you think the combo of these two would be a good idea say 50:50? The idea would be for growth as remainder of portfolio is with you balanced ETF model portfolio.

Thanks so much.
Read Answer Asked by Danny-boy on April 07, 2021
Q: I hold below 13 technology stocks - it is about 30% of my portfolio. My target is to reduce it to 20% If I need to sell or reduce which one would you recommend to sell and in what order. Are all 13 stocks consider as technology.

Currently - MiTK, CRM & PLTR in a loss. Rest everyone is in profit. No concern about capital gain or loss.

Nuvei Corporation Subordinate Voting Shares NVEI (1.31%)
CONSTELLATION SOFTWARE INC CSU (2.64%)
Topicus.Com Inc TOI (0.55%)
Fastly Inc. Class A FSLY (1.42%)
BlackLine Inc BL (3.49%)
Lightspeed POS Inc. Subordinate Voting Shares LSPD (5%)
Mitek Systems Inc MITK (1.52%)
Square SQ (2.42%)
Dye & Durham Limited DND (3.32%)
Salesforce CRM (2.22%)
Telos Corp TLS (1.72%)
PALANTIR TECHS INC CL-A PLTR (2.73%)
DESCARTES SYSTEMS GROUP DSG (3.57%)

ProShares Online Retail Index ETF - ONLN (3.89%) - Is this consider as technology or Consumer Cyclical.

Thanks for the great service.
Read Answer Asked by Hector on April 07, 2021
Q: As retired farmers we have owned Caterpillar, Cummins and John Deere in our industrial sector for many years. We prefer companies to which we can understand and relate.
Have you suggestions of additional larger solid U.S. industrial companies with growth potential? We also are shareholders of aerospace sector companies NOC and RTX.
Thank you so much for your great service!!!
brian
Read Answer Asked by Brian on April 07, 2021
Q: I have an RESP for our 3 year old son that we opened a couple years ago. Current value is about $35K and comprised of BCE, BIPC and ENB in about equal values plus a slightly higher amount in BPY.UN. Thinking about selling BPY now deal with BAM is finalized and considering adding a couple of more growth oriented companies as focus was more dividend/stability before. Cdn or US stocks or ETF's are fine as options.
Read Answer Asked by Bruce on April 07, 2021
Q: Hi 5i,
Are the skies starting to clear for Air Canada? The one remaining cloud that I can see is the potential Fed bailout? I don’t hear much about it anymore. I am thinking that the Feds don’t want to bail out the airlines but hope they make it to the other side with the vaccines rolling out. I think the trade-off was a full refund of fares, which the airlines have resisted so far. What are your thoughts on this for AC? I have some shares but am wondering if this will be a catalyst or not?
Thanks again.
Dave
Read Answer Asked by Dave on April 07, 2021
Q: Lot of investors with astronomical results pick up good companies way earlier than others. I am following some people on Twitter with results of like 1000% in one year. How do you identify these companies early when they have minimal revenues but something in demand. What would be the top 5 go to stocks in this category in Canada and US which no one really knows much about and with not much analyst following?
Read Answer Asked by Imtiaz on April 07, 2021
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