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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: Hi. Do you think we will see an immediate bump in the bank stocks once the OSBI lifts the dividend/share buy back restrictions?

Thanks for the great service!
Read Answer Asked by Todd on November 03, 2021
Q: On Nov. 2 you answered Scott's question about U.S. estate taxes, saying that "Canadian stocks that are interlisted on other exchanges do not get captured in U.S. estate taxes". What about ADRs that trade on U.S. exchanges?
Read Answer Asked by chris on November 03, 2021
Q: Hi team,

Just wanted to ask how the tax works for capital gains following PENN buying out SCR. I got some cash and some shares of PENN.

Do I subtract my ACB from the cash to claim the capital gain and leave PENN shares out of this? Or do I have to consider the shares from PENN also as capital gain?

If the latter is true then we assume that I had sold all my SCR shares at a profit and have to pay taxes on total gain.

Thanks for clarifying this and a lot more everyday for us! :)
Read Answer Asked by Saeed on November 03, 2021
Q: Which has the most potential for outsized capital appreciation over the next one/two years. In your response, pls state whether this is based on favourable forward earnings multiples or if because the subject has been unfairly punished by the market (aapl, sbux for eg)
Read Answer Asked by Harry on November 03, 2021
Q: Please suggest investment portfolio for a conservative 55 year old who opened a TFSA account with $50,000. Will not need to touch this money for the next 5 years.

Thanks for your valued service since 2014.
Read Answer Asked by Steve on November 03, 2021
Q: I've held AQN far too long (2-3 years, down a few %) and let BEP go much to early (pre-split). Shall I sell my AQN and replace with BEP? Currently AQN is my only stock in that space and though frustrated, I feel over time it will perform. But the same can be said for BEP.

If you had one choice, what would it be.

Cam
Read Answer Asked by Cameron on November 03, 2021
Q: What would your top 3 stocks be to capitalize on the apparent trend in EV's. Looking for companies that supply to the automotive industry, parts or underlying resources such as lithium.
Read Answer Asked by JAMES on November 03, 2021
Q: I would like to invest 50 thousand in a etf or two investing outside of Canada. Please give a couple o f recommendations and a specific country or investment idea you would consider attractive at this time as well. I already own US banks through ZBK as well as Alibaba. Do you consider XID attractive at this time? THANKYOU I have been well pleased with 5i over the years and consider your advice a good investment.

Read Answer Asked by John on November 03, 2021
Q: To Randall re:RESP and CESG grant,
I just wanted to flag you that the government’s grant portion is a maximum of $500 per year to a life time maximum of $7200. If you top up your Grandson’s RESP 30k at once you will still only receive $500 in government grant and have used up the contribution allowance of 50k.
Thanks,
Kerri
Read Answer Asked by KERRI on November 02, 2021
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