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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 would like to share our experience with "passive investing" versus self-management. We have part of our portfolio with TD Wealth Management so there is no work involved for us. However, in early 2021 TD Wealth Mgmt decided the US market was going to be better and they shifted 80% of the portfolio to the USA. Not only did this turn out to be a bad decision (Canadian market did better), but the turnover generated over $100K in capital gains and an unexpected $30K tax bill for 2021. Had I being actively managing the account I would have shifted over time and watched my capital gains. ETFs, however, would not have this type of turnover.
Read Answer Asked by Earl on June 02, 2022
Q: Hi,

Not a question, but an information you may have missed while responding to a question on GRA on June 1st.

The 32% surge on GRA on May 30th may be the result of an article that day in La Presse, Quebec largest newspaper, on promising Canadian stocks. In the business section of the newspaper, GRA was on top of the list of promising stocks, with a potential gain of 200% in one year, according to some analysts quoted in the article.

Hope this is helpful.

Jacques IDS
Read Answer Asked by Jacques on June 02, 2022
Q: A question about ZRE in the 5i Income Portfolio. I would like to add more real estate to my non-registered account at Questrade. Would it be an accounting hassle to hold ZRE in a non-registered account or would Questrade automatically calculate the ACB? Or would it be best to hold TCN and/or other Canadian real estate holdings that would receive a dividend tax credit?
Thanks!
Read Answer Asked by Grant on June 02, 2022
Q: What do you think of Harry Dent and his 86% market crash prediction for later this year.
Read Answer Asked by don on June 02, 2022
Q: Would you please do analysis and compare mentioned copper producers and rate/rank each for a 2 to 3 year hold? Also,any comments ob Copp would be appreciated.
Read Answer Asked by Steve on June 02, 2022
Q: Really don't understand why WELL keeps stubbornly going down even though they have successfully integrated their acquisitions in the last 2 years. They are soon to be profitable and yet no one seems to pay them respect. I realize that we're in a tough market but is there something else? They just raised money to make future acquisitions. Are shorts still after them? What is it that I'm missing?
Read Answer Asked by Yves on June 02, 2022
Q: Hello, I bought AEM at $99. I am thinking of selling it and buy it back after the 30-day tax window.
A) Is the merger with Kirkland Gold fully completed now?
B) Do you think much can happen in the next 30 days with AEM stock price?
C) Let's say I sell AEM on June 6th, can I buy it back on July 6th or is it preferable to wait a bit longer?
Thank you,
Read Answer Asked by Gervais on June 02, 2022
Q: These companies are in my husband’s TFSA and they are currently all down from where I purchased them.
In the current economy, which of these companies would you add to today? Please rank them in order of preference.
Read Answer Asked by Donna on June 02, 2022
Q: there's a big percentage of Canadas population that are between 57 and 64 in the work force that don't have pensions and soon will have to depend on CPP and OAS. Both of which don't amount too much monthly. People will probably have to live in poverty and cash in RRSPs ,if they have any. What affect could all of this have on the stock market in the near future ? Thanks
Read Answer Asked by jim on June 02, 2022
Q: I am glad you are explaining this new product. Your answer raised two questions for me. 1 There are no withholding taxes for stocks in registered accounts. What about CDRs in registered accounts?

2. If you could give an example of how dollar hedging works. If Canadian dollar loses value, would we not see appreciation in the value of CD-R ? Thanks
Read Answer Asked by Sudhir on June 02, 2022
Q: Bought shortly after announcement of split resulting in current loss. Splitting at 20 to 1 on Jun 3.Thinking of adding tomorrow or should I wait after split.Note that Amzn along with Goog & Msft are u top US stocks today. Txs for u usual great services & views. As a aside a few days ago I asked Tara of Market Call to invite Peter and Ryan as her guests
Read Answer Asked by Peter on June 02, 2022
Q: I would like to add the 5 top pick companies in this portfolio to purchase today. Also, which companies would you not purchase in this enviroment.

Read Answer Asked by diane joan on June 02, 2022
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