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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: I hold shares in BN, BAM, BIPC and BEPC. I am now underwater with BIPC, which I have held for its generous dividend. Given BN seems to be struggling even more than BIPC for shareholder love, would you suggest selling BIPC for a small tax loss and replacing it with BN? Looking for a 3% dividend with some growth. Thank you.
Read Answer Asked by Maureen on December 20, 2022
Q: I currently have holdings in the above-noted companies inside my TFSA and am intending to add to one or more of the positions. I understand that they are very different entities, but how you would rank them in terms of general quality and upside? Thank You
Read Answer Asked by Andrew on December 19, 2022
Q: Hi, if I were to sell SYZ for a tax loss, would you replace it with SHOP or KXS ? Or simply buy back SYZ. Who do you like for a long term hold. I also have CSU.
Thanks, Merry Xmas, looking forward to 2023
Read Answer Asked by Brad on December 19, 2022
Q: These 4 are currently losers in Registered Accounts.
Time to sell and move on or continue holding?
Read Answer Asked by Richard on December 16, 2022
Q: This is my selection of stocks for steady revenue (and secondarily potential growth) .Since a serious economic crisis is not excluded in my opinion ,I now plan to : 1) only keep Cies at low risk to become out of business and that should maintain dividends, based on their history and financial strength , and to : 2) sell the other stocks to buy ETF instead..

Wich stocks can be "relatively safely" kept at long term for this purpose ?
Read Answer Asked by Jean-Yves on December 16, 2022
Q: Commodity prices are not in fear of inflation Normally they would plunge as they have in the past.
When rates are high,there's a tendency to refuse to lend interbank ,which is one factor which tends to lead to a recession. But refinancing mortgage s or corporate debt at higher rates is normal. Commodity prices and interest rates are not the issue this time around, so would labour costs and corporate profit margins be more to blame for our inflation problem?.if so, how do you control these issues?
Read Answer Asked by adam on December 15, 2022
Q: Good morning. When Brookfield announced they would create Brookfield Corp, I doubled my BAM.A holdings to get a larger base in the new entity. Looking at the market activity after the fact would you sell the added BAM.A and buy the new entity for an even larger position or allocate the funds elsewhere?
Sorry just thought of this I've modeled a dividend portfolio for my son to enhance his retirement. I've included XBB for a bond position. My question am I being to cautious? Would you ignore them entirely or do a 70/ 30 conventional split? Any other bond funds you would consider? Merry Christmas
David
Read Answer Asked by David on December 15, 2022
Q: Hi:

Are you able to list a few factors that let Costco trade at P/E of ~37X while TD Bank trades at ~9.5x and pays a superior dividend to Costo? It "feels" like TD is a bargain but obviously day after day someone / some algorithm feels Costco stock provides equally good value.

Thank you!
Read Answer Asked by Marilou on December 14, 2022
Q: 11:23 AM 12/13/2022
It seems that the Brookfields are nothing but trouble from a taxable perspective and the new withholding tax may make it worse. The brokers will naturally take the withholding tax and it will be a fight to try to claim it back.

My question however is about the exchangeability of BEP.UN and BIP.UN into BEPC and BIPC. Can these exchanges still be made?

If I get my broker to do the exchanges does this become a taxable capital gains event? If so it is prohibitive for us as we have huge capital gains in both BEP.UN and BIP.UN which would prohibit the exchange.

Any suggestions on what to do?

Thank you......... Paul W. K.
Read Answer Asked by Paul on December 14, 2022
Q: Hi 5i,
3 questions I believe, so please deduct accordingly:
In each of the following groupings which name do you see as having the largest gain (dividends and capital gain) after a three year hold and, if you would, brief reasons for your choices. Also, if any seem to you a bad idea to buy and pay little attention to for three years, please say so,
1. BIR; ARX; CNQ
2. NWC; EMP.A
3. ZQQ; TXF
I look forward to your thoughts. Thanks.
Peter
Read Answer Asked by Peter on December 14, 2022
Q: The following are some of the companies I’ve lost money with and will sell for tax purposes. I am wondering what your opinion is re their repurchase as commented on below.

The following I don’t feel I need to buy back, unless you feel differently.
NFI, QST

The following I would like to buy back ASAP unless you feel otherwise. Considering the state of the market do you think I would need a proxy for the next 30 days?
CRWD, GSY, META, NVEI, ROKU, WELL

The following are stocks I would like to buy back but don’t see the urgency, considering how the market currently views these companies, notwithstanding their financial outlook.
COIN, LSPD (I already own SHOP), U, UPST

Thank You.
Read Answer Asked by Walter on December 14, 2022
Q: Greetings: On a few occasions, I can remember in an answer to a question it was stated that it is best if possible to avoid trading when the market first opens and 30 minutes before closing. Recently, it was stated that a lot of institutional and algorithmic trading is done in these time frames. Wouldn't that provide me with more liquidity, and in turn possible better purchase and sale prices? I cannot find the specific questions and answers, so if I am quoting you incorrectly, please excuse me. Please enlighten me on this subject. Also, could I get a link to Eric Nuttall's appearance on the money show on Dec 1. Thank you. BEN.
Read Answer Asked by BEN on December 13, 2022
Q: Want to start a new position. Which do you prefer, QSR.CA or PBH.CA? What would be a good entry point for your choice? Thank you
Read Answer Asked by Donna on December 13, 2022
Q: I am planning to sell these stocks for tax loss purposes. Can you suggest a proxy for each? I was thinking FTS for AQN, and possibly not buy it back, and perhaps not buying back OTEX either. Others planning to buy back after the 30 days. Your thoughts on whether or not buying back OTEX and AQN a good idea also appreciated.

thanks,
Read Answer Asked by Everett on December 12, 2022
Q: Hi, holding these three as my staples holdings. Current weights:

ATD - 2.44%
COST - 2.37%
PBH - 1.30%

Thinking of selling the laggard PBH and adding to ATD/COST or just maybe COST. What do you think about this? Is PBH a buy, sell, or hold? Can you compare the three in terms of valuation and which would be best going forward for growth.

Thanks!
Read Answer Asked by Keith on December 12, 2022
Q: I am thinking about purchasing shares in some companies where the shares may be depressed currently due to year end tax selling. do you have any suggestions?
Read Answer Asked by Barry on December 12, 2022
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