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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: In Investment (non-registered) accounts these 5 stocks are all 'under-water'. I am considering selling for 'tax loss' purposes and would appreciate your thoughts. Is this a useful approach? Are there any that merit re-purchase following 30 days 'waiting period'?
Read Answer Asked by Richard on December 15, 2022
Q: Dear 5i,
I currently hold BIPC and BEPC in my NonReg, TFSA and Pension accounts.
In your opinion, which new split entiity; BN or BAM offers the least overlap with my current two holdings? Which entity gets the fees from BIPC and BEPC? These new entities are very confusing and it would be great if you published a special article about them and how we might use them.
thanks
Read Answer Asked by Ian on December 15, 2022
Q: Will the 10% US withholding tax on dispositions and distributions of PTPs, levied against non-US persons effective January 1, 2023 apply to the old BAM.A or the new BN (or both)? And how is BAMR impacted?

Brookfield website says "section 1446(f) will not apply) to BAM.A but gives no detail, unlike their website on BIP (which details that section 1446(f) does not apply due to being Bermuda based and that the 10% exception rule applies)

I have a significant holding in BAM.A and want to know if I should take action prior to Jan 1, 2023
Read Answer Asked by Maureen on December 15, 2022
Q: Hello 5i
Could have your assessment of ACM Research please ?
Thank you
Dave
Read Answer Asked by Dave on December 15, 2022
Q: Good morning,

I'm considering adding a Financial ETF to my overall portfolio and would appreciate your thoughts and preference between a US ETF and a Canadian ETF along with your best idea/recommendation for each.

Thank you.
Read Answer Asked by Francesco on December 15, 2022
Q: What is the last day to sell a stock and have it count in 2022?
Read Answer Asked by Brenda on December 15, 2022
Q: Was happy to see DOCU's small rebound and the relatively positive report you gave them in your answer to a previous question.

My question is whether they really have a moat with their product or whether it can be reproduced by a bigger player like Microsoft.

Your answer will help to decide whether it's better to sell during this rebound or hope for a return to the heights it once enjoyed.

Read Answer Asked by Kevin on December 15, 2022
Q: Good morning,

I'm looking at selling my VDY holding to harvest some capital losses. I would appreciate your recommendation on a suitable proxy until I can buy back VDY in 30 days.
Thanks
Read Answer Asked by Francesco on December 15, 2022
Q: POWER CORP. stock has been in the doldrums for the past 20 years as the second generation Desmarais family seemed content to basically live off what their father had developed. Now that the third generation is involved we have significant moves with the simplifying of the corporate structure and then the creation of Wealthsimple and also their involvement in tech joint ventures.

When younger, I felt the stock did not offer enough growth for my purposes ; now that I am retired I am looking at it as a solid dividend paying company having a new management with more of a growth oriented focus. Is this an accurate take on Power ? Thanks. Derek
Read Answer Asked by Derek on December 15, 2022
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