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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,
I purchased some cdn dividend paying stocks on Oct14 and sold them Nov16 - Can I buy them back now (Dec7) without being concerned about the Superficial Tax Loss rule affecting me?
THX
Read Answer Asked by RALPH on December 07, 2018
Q: Hi there, I asked a question a little while ago about the BE Portfolio and diversity. Another member asked a follow up question where you suggested this breakdown:

"Allocations need to be highly personalized; a suggestion might be: 35% BE, 15% XIC; 40% VFV, 10% VXUS."

Is there a TSX listed ETF that would be similar to VXUS?

Thanks!
Read Answer Asked by Michael on December 07, 2018
Q: I am sitting on a 31% loss in Photon Control in my Margin Account. I am considering harvesting the tax loss and re-purchasing in my TFSA after 30 days. Does this seem a reasonable strategy especially since PHO will likely take some time to turn around in this market? Alternately, if I don't sell the shares but move them to my TFSA will that trigger a tax loss? This only seems fair since if I had an unrealized capital gain I would have a deemed disposition and a tax liability.
Read Answer Asked by Ross on December 07, 2018
Q: Evrim Resources (EVM) dropped about 75% today on the latest drilling results from its 100% owned Cuale project in Mexico. However this company has several other projects which are well financed through joint ventures with other gold companies. I am just wondering if this stock has been oversold since there should be substantial value in the other projects even though they are joint ventured. Could you please comment on the accuracy of my take on this as well as any further information you could provide including the cash position, overall financial health, insider ownership/recent buying or selling, and quality/experience of management. Thanks as always for your great service.
Read Answer Asked by Rob on December 07, 2018
Q: Hi 5i team - I have heard recently that the demand for nickel will increase as the production of batteries increases. Could you please give me your opinion on the accuracy of this statement and also your view on the supply of nickel. Is it really dwindling as the author of this statement claims. Are there other uses for nickel that could have an effect on the market. Also would you be able to provide the names of a few companies involved with nickel that you think are well managed with decent fundamentals. Perhaps one major producer, one smaller mid-tier producer and one or two whose main focus is exploration. Thank you.
Read Answer Asked by Rob on December 07, 2018
Q: I have held MFT for under a year, purchased for fixed income outside of a bond fund. Currently down a bit over 1% not counting distributions, which is obviously pretty good in todays' market, but the drop does have me questioning where it might be going. What would you expect the fund price to do in the each of the following situations:
1) rates continue to go up, even if at a slower rate
2) rates stabilize
3) rates go down
Also, how would the distribution be affected in each scenario above and what is the approximate lag time?
Because of the mix of products in the fund, do you think it will act more as a bond fund or an equity fund to market gyrations?

Thank-you

Read Answer Asked by grant on December 07, 2018
Q: What to do with cpd and Ecn.pr.a .
I’ve held reset prefs before, saw it through through the downturn in interest rates and the upturn again, did well, because I had a long term objective.
I now no longer have this luxury. However I feel some comfort with the minimum rate reset preferred. Should I. I appreciate your unbiased recommendation on both securities.
Thank you.
P.s. will be asking for a complete portfolio evaluation in the new year. Paid of course.
Read Answer Asked by Roy on December 06, 2018
Q: I'm 75 and sort of religiously line-up my rrsp based on your income model portfolio,granted i dont expect always 2017 performance and i'm ready to surf the wave but in few case a Tsunami hit few holdings at this point i wonder if GS and FSZ will ever recover or end up like KWH . Mandatory disbursement (wich you are not responsible)and losses could seriously jeopardize my capacity to keep the divi/income in line.
Thank You
Daniel
Read Answer Asked by DANIEL on December 06, 2018
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