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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: Can you tell me whether you feel your model portfolios are appropriate to implement in a taxable account?

I have free trading on my taxable account and some cash to deploy, but I'm wondering if this is a wise move due to portfolio turnover and ACB tracking. For context, I have only ever invested in ETFs and low fee mutual funds previously - and only in tax deferred accounts.
Read Answer Asked by David on October 26, 2021
Q: I have held BCE & RCI.b for 15 years as my Telecom Holdings (5% each of my equity portfolio). I just sold my RCI.b shares due to poor performance over the years plus the current squabble just pushed me over the edge.

Do you think Telus would make a suitable replacement for RCI.b in the Telecom space given its diversification in 5G, health, international etc. even though it doesn't own the Toronto Blue Jays or any other sports teams.

Thanks
Read Answer Asked by John on October 26, 2021
Q: I am down on these stocks EGLX (-24%), AT (-28%), BRAG (-24%) and PINS (-23%).
These stocks are in a non-registered account.

I have two questions. First, are these stocks worth holding for a turnaround or just take the loss (and take advantage of the tax loss credit) and move on?

Second, if they are worth holding I might do a tax loss sell and buy after 30 days. I am not sure how to time that. Do it now or at the end of the year?

Thank you for your help and advice as always.

David
Read Answer Asked by David on October 26, 2021
Q: Following up on your recent comments on Intel.
With there plans to build 2 new plants in the USA and the Congress in the process of passing a bill that would provide partial funding for these plants, at the current price and PE in single digit, is there not potentially great value at this price over the next few years? Plus a yield at 3% while you wait! I understand they are not the greatest growth play, but they are Intel? What am I missing??
Read Answer Asked by PETER on October 26, 2021
Q: In response to "Cacey on October 25, 2021" TD Webbroker has added an excellent section dedicated to analysts where they are all rated on percentage of wins and their percentage return. TD has recently made improvement to Advance Dashboard to those of you who may have given up in despair.
Read Answer Asked by Robert on October 26, 2021
Q: I'm looking for income and found dividend stocklist on TMX. The top 15 are all stock splits corps. your thoughts would be appreciated. I thought some splits were between voting and preferred. Thank you. Enjoy your site .
Read Answer Asked by David on October 26, 2021
Q: Good morning 5i
Another question about the superficial loss rule. I would like to buy Magna in a registered account todau and then sell it in my non registered account for a tax loss in thirty days. But, I believe I remember reading somewhere that you say that I would have to hold it for sixty days before selling. If this is right, I can"t understand why. I would appreciate any clarification.\
thanks
Read Answer Asked by joseph on October 26, 2021
Q: Citi continues to be the perennial underachiever in its club. I trimmed down to a half-position months ago. From reading the financial media, I sense that the relatively new CEO should be able to push Citi out from its corner where it sits wearing a dunce-cap. One worries however about the massive costs inevitable in most turnarounds. Do you have an opinion on whether such costs are implicit in Citi’s current low price. Is it worth topping up the position? If no, what is better — ride it out or give up on the poor thing before it makes me poor? I sometimes hold on to securities that are generally disliked because they often turn out to be strong performers later.
Read Answer Asked by Adam on October 26, 2021
Q: Good morning. Would like your thoughts on this company and if at all it would be a stock to add to a portfolio

Read Answer Asked by Marla on October 26, 2021
Q: 5i Team.
I would be interested in your comments and review of the proposed TSX IPO from Northern Genesis Acquisition (SPAC) to support the transaction with Embark. Specific questions I have include:
1) Does the financial transaction; including actual cash injection and share ownership by Northern Genesis of the merger line out to other SPAC deals?
2) Pros/cons of perhaps investing directly in Embark on NYSE with NGAB vs. the proposed TSE listing of NGCS?
Thx. Steve
Read Answer Asked by Stephen on October 26, 2021
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