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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: Wondering what your picks for "popular" stocks that might get hammered the most by tax-loss selling this year , a few that I have in my portfolio for suggestions but hoping not of course .. NFI , ERF , VET ?

Thanks ,
Chris
Read Answer Asked by Chris on October 28, 2019
Q: Hello 5i,
I am 73 years old, a value investor. Except for Chartwell (bounces around), NFI and Pasons, all the rest are doing well ( not so ZPR, CLF and CBO). I am up $10,000 on many of my 50 equities but these individually are not over 2% of holdings. I do not need the money and see no reason to sell my winners. Thus since there are no losers, as such, to sell and I think I should keep my winners. With all this talk of tax loss selling: do I, at this point, have a dire need for tax loss selling? I do not think so, but then again, that is just me.
Thank you
Stanley
Read Answer Asked by STANLEY on October 24, 2019
Q: If I wish to crystallize a gain, can I sell it and repurchase it five minutes later? There is no time restraint for this if I understand correctly. Thanks.
Read Answer Asked by John on October 24, 2019
Q: Hello Peter
I have 2 questions on Tax Loss Strategy:
1. Would they be good tax loss candidates as I am down 22% on SQ and down 25% on NFLX , then buy back after 30 days, or would you leave them where they are.

2. When selling stock to crystallize a loss how much can one allowed to moving stock
up before the back buying price offsets benefits of tax loss.
example: Bought NFLX at $358.98 sold at $269.40 which is 25% loss.
What max price could I back again after 30 days before it offsets my benefits of tax
tax loss.

Thanks Andrew
Read Answer Asked by Andrzej on October 23, 2019
Q: Hi group presently I have a $51,000 capital gain against BYD.un also I have a combined $14,,000 loss in WEF and TSGI. These stocks are all in a cash margin account. My dilemma is WEF quarterly results will be reported first week in Nov should I wait before tax loss selling this sock or do it now? additionally with the stars group being sold what I should I do to lock in the tax loss? Thanks
Read Answer Asked by Terence on October 22, 2019
Q: Hi !
If I hold a canadian stock paying a US dividend in a non-registered account what is the tax treatment regarding US withholding tax and Cdn income tax benefit ?
For exemple, should I hold Algonquin Power (AQN-t) in my non-registered account or in my RRIF or TFSA ?
Thank you for helping in my confusion,
Jacques, IDS
Read Answer Asked by Jacques on October 21, 2019
Q: Are taxes to be paid on all dividends received in a TFSA or only on US $ dividends.

Thanks
Read Answer Asked by Robert on October 17, 2019
Q: Hello 5i team,
A question on tax loss strategy. Is it better to sell stocks now, early October or wait until end of December to do tax loss selling ? Any Pros and cons ?
Read Answer Asked by Bernie on October 11, 2019
Q: Can you transfer shares in kind to a TFSA, and if so does that action trigger a capital gain at the time of transfer?
Read Answer Asked by Robert on October 09, 2019
Q: if one sells a stock at a loss within a registered account, does one still have to wait for 30 days before buying it back, in either that account or a non- registered account? thanks
Read Answer Asked by george on October 01, 2019
Q: 3 part question
1. Are the dividends paid by AW.UN and BEP.UN eligible for the Canadian dividend tax credit ?
2. How safe would you consider the above 7 dividends stocks given the large payout ratios?
3. Do you favor calculating payout ratios using free cash flow?
Thanks
Jeff
Read Answer Asked by JEFF on September 19, 2019
Q: I am a retired investor who has always believed in dividends because of the tax treatment. However, we carry a considerable capital so are unlikely to pay capital gains tax for some time. It would seem then that ROC is actually beneficial so things like REITs should be held in a taxable account with the BCEs and the banks.Am I right?
Thanks
Read Answer Asked by Don on September 05, 2019
Q: Tax advantaged ETFs, those that flowed through interest or dividend income as lower taxed capital gains, were supposedly going to be disallowed in new federal tax legislation (Budget proposal). Did this legislation ever pass into law? Do such ETFs still have a life? Thanks in advance, Ron W
Read Answer Asked by RON on August 30, 2019
Q: If you are focusing on yield (which I need to more, not getting any younger), approximately how much of an upward target would you have to adjust for a non Canadian yield player?

So to simplify, if I was targeting 4% yield canadian stocks what would I need to target yield on a non Canada equity roughly?

Thanks
Mark
Read Answer Asked by Mark on August 29, 2019
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