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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: Since we're now in mid-tax loss selling season, what beaten-down losers can you recommend for early gains next year, and ideally long-term hold?
Read Answer Asked by John on November 25, 2024
Q: I owned 600 shares of AW.UN and was under the impression that the shares would be exchanged 1 for 1 for AW. That is not what appears to have happened. My account indicates I now own 583 shares of AW. iTrade has also changed the apparent purchase price which would suggest that I sold the AW.UN shares and bought the AW shares. Have I misunderstood how this transaction was suppose to take place? Do I have grounds to insist the missing 17 shares be returned?
Read Answer Asked by william on November 25, 2024
Q: What do you like about RLKB and how to anticipate the future for this stock to go? Thank you!
Read Answer Asked by Judith on November 25, 2024
Q: Hello 5i
Could I have your assessment of Rocket Lab please?
Thank you
Dave
Read Answer Asked by Dave on November 25, 2024
Q: My utilities holdings include BIP.UN (3.9% of total equity), H (2.1%) and FTS (1.9%). Considering the momentum of CPX and its higher dividend than either H or FTS, what would your thoughts be about the idea of selling both H and FTS to buy CPX? Seems to present more growth potential and higher dividend. My thanks.
Read Answer Asked by David C. on November 25, 2024
Q: I'm considering selling part of my BCE holding for the loss. Can I claim the tax loss benefit? I may or may not repurchase after 30 days.
Apologies if this has been asked before - just making sure as the loss would be my only reason for selling.
Thanks for your help.
Read Answer Asked by Molly on November 25, 2024
Q: Another Canadian company (KUT.v) taken private.

Looking in to your crystal ball, over the next 1-3 years what are some other Canadian companies that you consider prime candidates to be acquired?
Read Answer Asked by Jeff on November 25, 2024
Q: Looking at my Communication names I am wondering if it isn't time to move on from PINS and ROKU as I try to streamline my portfolio. Currently down 55% on both names after 4 years.

Allocation aside, I am thinking of selling both and simply increasing my position in GOOG. Thoughts? High risk investor with a long investing horizon.

Thank you as always!
Read Answer Asked by Stefan on November 25, 2024
Q: Hi 5i,
Any idea what's going on with Keyera? Right now, it's defying gravity and I don't think there's a single analyst out there who has called that, and although I own it and I like it, to me the underlying numbers don't justify the heady heights it's reaching. Any thoughts?
Thankyou,
Peter
Read Answer Asked by Peter on November 25, 2024
Q: Under current market conditions, health care as a sector is lagging. When this happens is it still important to keep good companies within this sector to keep a balanced portfolio even though the names could trend lower for some time. Is the thinking that sectors being favoured could eventually change and a good company will recover. Or, it is better to move into what's going up and keep low weighting of a space that is out of favour due to changes in politics, interest rates, or other factors. The same could be said for REITs now which are doing terribly but does one keep these out-of-favour sectors to have diversification within a portfolio. Thank you!
Read Answer Asked by Neil on November 25, 2024