Investment Q&A

Q: One of the many great skills I've picked up as a member here is tax-loss harvesting. Recently, I saw a question that piqued my interest in the notion of "harvesting" outstanding capital gains to apply capital losses against in a pro-active manner.

To date, I've simply been carrying by my capital losses forward happy in the fact that when I do need to realize a capital gain, they will be there to help me out. Now I'm wondering if there may be value in getting a little crafty with selling stocks that are up and re-purchasing in 30 days to "tax harvest"? Without putting too much thought into it, the only advantage I can see in doing this would be dodging capital gain inclusion rate increases that may arise moving forward. Are there other reasons this may be a profitable tactic?


Thank you!

Q: Hi 5i, there have been a few questions lately, now mine, on companies having large volumes, sometimes corresponding moves. Is there any news on ATD? Today it traded almost 4x daily avg.

Thx.

Q: Hi 5i,

I brought Real:CA for long time ago, in average around $27. Although I am a long term investment, but I am so upset for the everyday dropping. How many years do you think the company will back to positive?
Many thanks.

Q: Can I get your outlook on DIS.
Do you see the delta variant impacting Disney parks and its cruises?
At what price would you take a position on the stock?

Q: Is Nuvei a buy at current valuations or is it better to wait for a pullback? Is there any disadvantage to buying shares in US currency (NVEI.U)?

Q: good morning - sentiment seems to be trending against my largest US health care position ABBV. Do you think it prudent to sell and reinvest in another company such as Pfizer or another company? Taxes are not an issue. Thanks

Q: Why the pull back on loblaws

Q: Which of the two would you buy today for
longterm growth?
Thank you

Q: hi folks:

i have to ask for an explanation on a question posed yesterday re "what is better for an income investor TRP or BNS?"

you chose TRP over BNS for 'stability'

i was surprised, can you further explain how TRP might be considered more stable?

thanks

bob

Q: Any reason for Magna's sharp drop yesterday (Sept. 16)?

Q: There is some speculation that the president of CRWD may be involved in the Sussman indictment and could be in legal jeopardy. Do you think such a scenario would hit the stock price significantly?

Q: Peter; For a senior income investor which would you prefer? Thanks. Rod

Q: Would you continue to add to your position at this price level; going from a 21/2 position to 5% ?

Thanks

Q: Hello, do the Nuvei Corporation shares NVEI.TO count toward the $100k limit before we need to fill out a T.1135 at tax filing time? Thanks,

Q: Hi 5i,
Huge volume om BAM stock today. Any insight?

Q: Hi, KMX is now getting close to ATH, can you please provide a brief update : current valuation ?, expectation for next earnings ?, recovery play candidate ?, growth potential ? and your current appreciation ?

Thank you,

Q: Hi 5i team,
Could I have your thoughts on RNW.US

Thank you

Q: I currently hold Paypal. I see from other posts that you favour SQ. These companies compete in the same space essentially although I believe SQ uses smaller merchants than PYPL currently. Would you move a position from Paypal to Square?

Q: Good morning,
Pondering investing in REAL with a few questions please.
How does 5i feel about their current competitive position and ability to land new Tier 1/2 lenders and increase market share?

How does 5i assess REAL's runway for strengthening competitive position? Regarding this, Pg. 34 of REAL's Nov 2020 Investor Day presentation says "Investment in technology in F2021-23 expected to yield 20% reduction in cost to serve by 2025".
Two questions here please.
Is 5i aware of REAL making technology enhancements in 2021 consistent with this statement, and if so what was the key one?
Two, is REAL's current focus on buying back shares in F2021 consistent with them still having the cash to make technology investments?
Thank you. Edward

Q: Hi,

I have a small amount of funds available to invest inside my TFSA. I already hold a small position of TOI (26 shares) and really like the company. I'm looking to either: add to the TOI position, or start a new position in NVEI or ASAN. They all seem quite pricey with current valuations (with NVEI and ASAN rising sharply in the past few days). Based on current valuation, which do you prefer for a minimum 5-year hold. Risk tolerance high.

Thanks