Investment Q&A

Q: Dear 5i
A couple weeks ago i sold an ETF for a loss . A few days ago i inadvertently bought the same ETF back though not the same dollar value . In this situation have i lost the tax loss claim for accounting purposes and if so is there any way of getting it back ie re selling again the same ETF i just purchased a few days ago ?
Also i`ve opened up 3 RIF accounts ( mine, my wifes and her spousal ) .
I plan on transferring our RRSP monies from each of our RRSP accounts into the corresponding RIF accounts but only for what we need to live on for that year (for tax reasons ). This amounts to about $16k per account .
My question is how should the $16k per RIF account be invested considering that about $4k will come out from each account every 3 months (staggered withdrawals ) ? The bulk of the investments will still be in RRSP`s and it is these accounts that can be fully invested ( when the time comes re the virus ) .
Thanks
Bill C.

Q: Could you explain why VGT seems to perform better than QQQ. And why you recommend the latter more often than not.
Thank you.

Q: Comment. G&M reported today $1B purchase of SU & CNQ on Apr 1& 2 resulting in increases of 37% & 45% respectively. The lone buyer is rumored to be W.Buffett's co which already owned 15% of SU as at Dec 31

Q: Hello
I sold bip and just recieved my bipc shares.
My choices are
do nothing
buy more bipc
purchase bpi (after the mandatory 30 days)
Your opinion wil be appreciated
CDJ

Q: The current volatility and fear in the market has lead me to believe there will be some companies that will unnecessarily be punished/caught in the crossfire and therefore offer a great risk/return
could you please list out companies in your mind that have decreased significantly unfairly and/or offer a compelling risk/return in the US or Canadian Markets
thank you

Q: I realize it's small, but is it solid? Dividend safe? Dividend history? Who does this bank cater to?
Thanks

Q: Hello you Guys,
My question is as follows :
A number of years ago (3 or 4?) on a portfolio review it was suggested I buy VOX as I had no telecommunications exposure. It has been up and down and currently down. Would it make sense for me to sell the VOX and swing into either Telus, Bell or any other holding you would suggest at this time? And while I have you, is there 1 particular stock you would say is a diamond in the ruff? I'm pretty well diversified so sector stuff not so important, just a really great company that you guys really like. Bet you hate these questions but you never disappoint!
many thanks.

Q: No questions asked on Bellus for a few months. It seems to be doing quite well, hitting new highs and up substantially ytd. Just wondering if you have any information that would account for the performance.
Thank you
Neil

Q: Hi 5i Research Team,
I am interested in investing in both Canadian and US T Bills etfs. Please recommend 1 or 2 in each.

Thanks

Q: I own BIP.UN and have received BIPC in my non-registered account. Should I sell BIP.UN and buy BIPC to get higher Canadian dividend tax credit? Will there be any tax implication? Can BIP.UN be exchanged with BIPC, without incurring expenses? Thanks.

Q: Are Perpetual Preferred Shares a reasonable investment at this time? Please suggest 2or3 that you may think are OK.

Q: Any concerns on the departing CEO Andrew Clark selling >$4 million worth of shares in the last few days when the share price has taken such a hit? Especially since he stated in the press release containing his departure news that he 'looks forward to participating in its continued success as a shareholder'. Was there a rule that he needed to maintain 'x' amount of $ in the company via common shares and now he is allowed to sell to reduce his position? Any comments you have would be great.

Thanks

Q: I bought a half position in this company in January and am looking at buying more with the pullback.

I'm curious if you think the dividend looks sustainable going forward. in 2019 it looks like they payed out more in dividends than they earned.

Your thoughts would be appreciated! Thanks

Q: At today's valuations, if you could invest in one of these today as a good solid longterm investment, which one would it be? Would you still consider BYD and FSV as fairly expensive, even after the recent drop in their respective stock prices?
Thanks.

Q: Could you please give me your investing opinion on Uber.
Thank you,
Rick

Q: Good morning, which is a better buy today for a 3-5 yr hold, BIR or PEY?
Thanks,
George

Q: What are some industrial reits?
Do you recommend entry into this sector at this time?

Q: Hi Peter and team
Do you consder Flir system attractive at the current levels for an entry position?
Thanks

Q: Hello Team, Considering the strength and outlook, would you prefer to Add to ZS or you see better opportunities - AAPL, FB, AYX, ROKU, NOW that had dropped in price but offer better risk reward. I own all of these but wanted to add money to 1 or 2. ( without sector consideration) . Thanks

Q: The company said in its last release that they will get their new product tested on live covid-19. Once this is done they will re-release the results for clarification. Assuming it works, should we see another good bump in the stock price. Is it highly likely a larger company will make a deal with them sooner than later because of its urgency or the company themselves could start mass producing it.

Thanks Steve