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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've encountered, in less than a week, no less than four articles in various media, predicting that the US dollar is going to 'crash' in 2021 with suggestions it could drop 35%-50% in the coming year. This one on CNBC is an example. https://www.cnbc.com/2020/09/23/us-faces-dollar-crash-high-double-dip-recession-odds-stephen-roach.html

Obviously this would be disastrous to anyone with US dollar holdings or stocks in US accounts. What do you think of this? I know you're generally against hedged ETFs but do you think that might be a decent idea now for those wanting to hold US stocks?
Read Answer Asked by John on September 29, 2020
Q: Could you please offer some guidelines on how to execute an averaging up strategy, ie when to initiate, pyramidal buying ratios, stop losses, etc.
Thanks in advance!
Read Answer Asked by Peter on September 29, 2020
Q: Three questions please,
1 - ONEX - BUY, SELL OR HOLD FOR INCOME.
2 - FSZ - IS THIS DIVIDEND SAFE FOR THE NEXT FEW YEARS. DO YOU SEE ANY GROWTH.
3 - CU - YOUR THOUGHTS ON THIS DIVIDEND KING.

Read Answer Asked by Dave on September 29, 2020
Q: Hello
I have an 18% gain in BEP.UN in a non registered account. I received the spin out shares in BEPC. Is there any tax advantage in selling the BEP.UN shares and buying the equivalent BEPC shares? Meaning, despite the cap tax gain hit, will the future taxation in BEPC be more advantageous over BEP.UN?

Also I recently bought GOOG C shares maybe by mistake. Is there any advantage to sell them and buy the A shares instead?

Thanks
2 deductions if you see fit.
Read Answer Asked by JEFF on September 29, 2020
Q: Hello,
Over the years, I've accumulated a significant amount of BIP.UN in an RRSP account, with the intention of holding it for the income generated over the long term. Since the Mar 31 split, shares of BIPC are up around 50% while BIP.UN is up around 28%.

Does it make sense to cash in this gain, sell the BIPC and use the proceeds to buy BIP.UN, thus adding some "extra" income generating units? Would also make tracking a little simpler.

Any other factors to consider?

Thanks for your time,
Roman
Read Answer Asked by Roman on September 29, 2020
Q: Retired, dividend income investor. Currently own AQN, FTS and TRP. If I wanted to add a 4th name (with a focus on renewables), what would you recommend? It would be mostly in a taxable account, with possibly some in a TFSA account. Or if AQN and FTS are enough names, should I just add funds to them? If AQN-FTS are not enough names, would you consider BEPC or BIPC? I like utilizing the dividend tax credit.
Thanks for your help...Steve
Read Answer Asked by Stephen on September 29, 2020
Q: Thanks for responding to my question earlier, but it was misinterepreted.

I wanted to know if 5i has sent out any emails with model portfolio changes in them.. The last change I received was selling all of ET.

Anything after that?

Sheldon
Read Answer Asked by Sheldon on September 28, 2020
Q: My question is about A2 Milk our of Australia/New Zealand but also trades on the Pink sheets. Are you seeing any reason for the 10%+ drop this morning? Looking at the fundamentals would you hold ACOPF? Thanks
Read Answer Asked by Adam on September 28, 2020
Q: Hi 5i Team - I am interested in purchasing shares in a company called Bellevue Gold which trades on the Australian exchange under the symbol BGL.AX. It also trades on the OTC pink sheets in the U.S. Since my accounts with TD are self-directed I would probably need to make the purchase through the U.S. OTC exchange. Do you have any concerns with using this exchange? Secondly, even though this would be a company very distant from your radar screen, would you be able to supply any financial fundamentals as well as an update on their exploration progress. Thanks.
Rob
Read Answer Asked by Rob on September 28, 2020
Q: Please suggest your top 5 non-dividend paying value stocks. And I stress non-dividend paying for tax reasons. Thanks very much.
Read Answer Asked by David on September 28, 2020
Q: Your insight please on Loop Insights (mtrx.v).Thanks.
Read Answer Asked by maurice on September 28, 2020
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