Investment Q&A

Q: in the USA, what is the final day for tax loss selling to claim on 2021 tax return. Is it trade date or settlement date. In other words, can one sell on DEC 31 and have it apply to 2021 tax return. Thanks

Q: I own shares in these 3 pipelines but have no exposure to green energy I am seeking modest capital gains coupled with a yield of 3 percent plus. would it make sense to sell one of the pipes and reinvest the proceeds into BEPC? thanks Richard.

Q: With rising interest rates predicted would it be a good time to include xfr.to as part of a broad spectrum portfilio?
Thanks.

Q: Good morning, I currently have a position in STC inside TFSA. Can I get your current view on the stock? Would you consider this to be a good opportunity to top up? Appreciate your insight!

Q: Some comments on the merits of this company. A happy and Holy Christmas to all you staff and a sin ere thank you for your great and affordable service.

Q: Yesterday eit.un announced the following special distribution of 44¢/share

"The estimated special distribution will be paid by issuance of the same class of units of the fund, and immediately thereafter, issued and outstanding units of the fund will be consolidated such that the number of issued and outstanding units of the fund will not change."

Why do they not just pay the unit holder the cash? Do I end up with more units/fewer units? Why do they do it this way?
Many Thanks

Q: SMG was a top pick on BNN this week. It seems to be a good time to buy at this price. As well as having quality lawn care products, they are a pick and shovel type of company for the cannabis industry. It seems like they have lots of growth potential. Comments please and thank you.

Q: I am tired of having to figure out which companies will do well. You, yourselves produce 3 different lists (i.e. grown, balanced...) of about 20 stocks each. You must be tired yourselves.

I/we don't need to have many stocks. I/we only need one. Please provide us a stock that will go up forever. Only one.

Happy holidays!! :)

Q: On January 12/21 you picked TRI over TIH. Throwing TFII into the pot which would you pick now for steady growth with a 3 to 5 year hold? Would you please rank for the greatest capital gain and least volatility. Thank you and have a very merry Christmas.

Q: Good day and best of the season to you. I am trying to get my ducks in order for tax time. I understand that initial TOI shares are a dividend from CSU. Do you know the value of this dividend? Also, do you know the cost base of these shares for calculating capital gains from TOI? Thanks.

Q: Thoughts on INS:US, NLS:US, EDUC:US, XPEL:US, CRNC:US and DN:TSE? Buy, sell or hold?

Q: This is a US traded fund with a high dividend that I am thinking of buying. I know you guys aren’t accountants so I won’t hold you to it, but any inkling of what withholding tax would be taken off the distribution if held by a Canadian in a non-registered account? Thanks and Merry Christmas!

Q: Which of J or NVEE do you prefer and why?
Thank you for your service.

Q: JIM CRAMER OF CNBC RECOMMENDED ELI LILLY BECAUSE OF THEIR PIPELINE AND ETC. THEREFORE, I WAS THINKING OF SWITCHING JOHNSON AND JOHNSON FOR ELI LILLY, WHAT SAY YOU?

Q: CNN SAID PURPOSE IS COMING OUT WITH A YIELD VERSION, SHOULD I SWITCH?

Q: Your opinion on the best balance of growth and safety between shopify and lightspeed?
Thank you.

Q: Hi!
I am thinking about investing in L. Is now (the waning days of 2021) a good time? Or should I wait a bit? L seems to have spiked over the last months....

Q: Thanks for all the work that the 5i team does. I just retired and saved a good nest egg. I should note that about 45% of my portfolio is in fixed income and it is not included in this question. I enjoy keeping an eye on the market and investing. I read your answers to questions daily. I like about 20% exposure to tech stocks (good ones like aapl, goog, shop, etc).
I have selected a total of only 20 stocks in all sectors and I have weighted them as best I could to meet the portfolio analytics suggestions (adjusted by me for more tech). I have say $170K in Unregistered, $150K in TFSA and a much bigger chunk in SDRSP (Minus the 45% Fixed income), I would like to put the same 20 stocks (weighted as per above) in each portfolio BUT in the bigger chunk SDRSP put 60% of the SDRSP funds into the 20 stocks and put the remaining 40% of SDRSP funds in 4 Value ETFs (2 CDN, 2 US) and 2 INTL ETFs. Therefore, I would have the same 20 stocks in three portfolios and 6 ETFs in the SDRSP.
This makes perfect sense to me … but maybe you have other thoughts. I would like your expert opinion on this approach please.
Thanks so much and happy holidays

Q: What is a good entry price for this stock?

Q: What does your most educated outlook say about emerging markets in the up-coming year? ZEM a good spot to put some cash to work? As always, your pragmatic views are most appreciated!! Ron