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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 am planning to sell ABX to take a tax loss. However, I like to stay invest in the gold/gold miner sector. I can get my wife to buy back ABX or any of the above companies. I would like your opinion on your preferred investment vehicle in gold/gold miner at this time > any of the above 5 companies? or do you have any other favorite company in this sector ? BTW, can you let me know if I buy ABX in the NYSE, will its dividend qualified for Canadian dividend tax credit ? Thank you.
Read Answer Asked by Stephen on November 27, 2017
Q: I am retired and my income needs are covered by pension and RRSP. My question is about my non sheltered investment account and the dividends. Since I don't require the income from that account, would it make sense to enroll the dividend securities in the DRIP/DPP plans available? Would this reduce my income for tax purposes because I would just be "buying" more of the security instead of gaining cash dividends?
Thanks for your help.
Read Answer Asked by Rudy on November 27, 2017
Q: Hi Peter,

Kudos to you and Ryan and team for the great upgrades to the website.
It looks like tax-loss selling this year could present some interesting opportunities, especially in certain resource sectors like precious metals and natural gas that have been beaten down. I have been compiling my own buy list but would be interested in seeing what yours looks like.
Please provide three names in each of the following sectors that you would look at during the next few weeks of TLS: [1] precious metals, [2] energy, [3] general canadian small to mid cap.
Also can you comment on the period of tax-loss selling and how consistent this is year to year?)
Read Answer Asked by David on November 13, 2017
Q: I asked a question about staying in unregistered equities or paying off my mortgage at 2.79% a few days back. I was a bit surprised for equity guys to tell me to pay off my debt at 2.79%. I get it and basically asked the question because that is what I am likely to do...however doesn't that seem like a pretty low bar even when risk is factored in? Even if you assume I would be taxed at highest rate of 33% you only need to get me 4.2% to come out ahead. So can I interpret your answer that you expect your balanced equity portfolio to return below 4.2% in 2018 and that you fear your current run of 8% annual returns might be coming to an end?
Read Answer Asked by Tom on November 06, 2017
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