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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: Given the new 2024 tax on share buybacks are there specific stocks you see most likely to aggressive buying their own shares back ahead of this ?
Read Answer Asked by Kim on November 07, 2022
Q: The above companies are of course different, but can you rank them on a valuation basis as possible additions to existing holdings. Comments on recent earnings reports for WCN and FSV would be helpful.
Thanks
Read Answer Asked by Greg on November 07, 2022
Q: Hi 5i,
I need to access some cash by selling some TFSA holdings and hope you can give me advice as to the best way to go about that.
I'm nicely up on WCP and TVE, and with dividends accounted for close to break even on DBM. CTS, CURA, QST and WELL are down a lot, and GXE is down some but not too bad.
Selling 1/4 of the WCP or 1/2 of the TVE or DBM would cover my cash requirement, whereas I'd have to offload pretty much all of any one of the others at their presently reduced values to get where i need to be.
If I didn't need the cash I wouldn't sell anything at present, in the expectation that WCP and TVE will continue to do well, that DBM will at least hold steady, probably rise relatively soon and keep paying dividends, and that the others will find their way out of the woods in due course. But unfortunately I don't have that luxury.
Given the above, could you advise what i might best hold on to, and what might be best to sell in fairly short order?
Thanks!
Peter
Read Answer Asked by Peter on November 07, 2022
Q: Above are my Consumer Defensive holdings. Can you please rank in terms of Value? I want to hold only 4 consumer defensive large cap buy and hold stocks - would you replace any of these 4?
Thanks!
Read Answer Asked by Grant on November 07, 2022
Q: With both the US and Canadian governments announcing taxes on share buybacks could one speculate that companies might in the future start to accumulate more cash and not always having a “good” option to make good use of this cash. Almost giving some companies no choice but to issue more in dividends or start a dividend? Am I mistaken but I thought from the 1940’s to the 70 or 80’s dividend’s were quite common? This shift in taxation could be interesting the way it plays out. Your thoughts on this is greatly appreciated thank you again for all your help.
Read Answer Asked by Mark on November 07, 2022
Q: Will Banks and Insurance company benefit from higher rates,is it god time to sell loosers for tax purpose and buy Banks,Insurance comonies and/or Energy stocxks.
Read Answer Asked by Nizar on November 07, 2022
Q: I have many loosers but I am asking for big loosers only.
WELL,TCN,CAE,CSH-UN,ECN,CYBR,HUT,LSPD,LUN,NBLY,NXR.UN,ONEX,ZTS-N,ROKU-N,REI.UN,STLC,ETSY-N,NIO.N.
Tax loss is ok but it is also capital loss,confused but unable to decide,your opinion is highly valued and appreciated.I had high hope in TCN AS RENTS ARE GOING UP but loosing lot.
Read Answer Asked by Nizar on November 04, 2022
Q: GSY's YTD results are disappointing and in spite of the many positive touts (including 5i), I am losing patience in the almost 39% drop so far.

I've been interested in DOL for some time, would you recommend a swap of GSY to DOL at their current prices today? Or should I wait for the GSY report due on 11/10 before I do anything? Please advise.
Read Answer Asked by Victor on November 03, 2022
Q: Hello

Want to sell GOOG and AMZN in my cash account for the tax loss.

Replace them with FTS, PPL and ZEB. for dividend and safety.

Your comments thank you.

Mike
Read Answer Asked by Mike on November 03, 2022
Q: hey guys i currently am holding enbridge and dollorama on a neither are doing overly well but holding and both have good dividends i was wondering what your opinion would be on a switch to TRP and JWEL I realize in the current atmoshere returns will not be great but both carry a decent dividend
thanks as always for a great service
Read Answer Asked by michael on November 03, 2022
Q: Hello Peter,
Is VFV and XSP about the same except one is hedged? I have held Sienna and Chartwell for a long time and I thought from a demographic point , they would be great long term holds.. I am down alot but the dividend is great. Are these two good long term holds or since covid, the recovery maybe too long of a time given the high interests that we see. Thanks very much
Read Answer Asked by umedali on November 02, 2022
Q: When looking at dividend ETF performance, are reinvested dividends included, or is the stated performance capital appreciation only, e.g. Morningstar performance for CDZ shows a 3.5% dividend and a 5 year total return of 6%.
Thanks Peter
Read Answer Asked by Peter on November 02, 2022
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