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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: What do you make of the slip in share prices of BEP.UN (-15%) and BIP.UN (-9%) during the last 30 days or so? These drops are rather substantial for those two traditionally stodgy unit trusts. Thanks.
Read Answer Asked by Victor on October 07, 2022
Q: I'm thinking about selling PXT now (say mid-October) to lock in the tax loss early, and then buy back later (over 30 days, of course) at a even lower price (gaining more shares hopefully).

I know PXT is depressed due to the local political issues in Colombia. Do you have any updates on these problems? What are your views on these situations? Is PXT still a good investment? Thanks.
Read Answer Asked by Victor on October 07, 2022
Q: I own DIR.UN in my non-registered account. To be more tax efficient I would like to sell and repurchase it in my registered account. Can I still claim a tax loss in this situation? Do I need to wait 30 days after the sale before repurchasing it in the registered account?

As usual, thanks for your service.
Read Answer Asked by Douglas on October 07, 2022
Q: Hi, I have heard a market commentator mention more then once that there is good possibility that Quebecor will eventually buy the remaining shares and take TVA private. I understand Quebecor does own 65% of TVA. According to a newsletter I subscribe to It now appears quite cheap on a few metrics such as Price to cash flow, PE and has low debt. It’s also near its 52 week low. Only negative in can see is decreasing earnings per share from 2021 to 2022. Do you see Quebecor taking TVA private at some point in the future and if so why or why not? Please rate the probability on a scale of 1-10 whereby 10 is very likely. Many thanks for the excellent service that you provide.
Read Answer Asked by Anthony on October 07, 2022
Q: Good morning, I have some USD in my tfsa and was wondering if you could suggest a few ETFs in the states where I won’t get charged a withholding tax. Can be growth or index oriented.
Thanks
Read Answer Asked by Seamus on October 07, 2022
Q: I have noticed that VEE outperforms ZEM both ytd and over 5 years. Do you anticipate that VEE will continue to outperform going forward? For a taxable account, which of these two ETFs do you recommend for a long term investment?

Thank you for all of your excellent advice.
Read Answer Asked by Dale on October 07, 2022
Q: Hello Peter,
Both of these companies pay a nice dividend but i am not sure how safe these are as one is in the ore business and other in hospital leasing. and both have taken a beating stock wise. Are dividends safe and okay for RRSP holdings.. thanks for your help
Read Answer Asked by umedali on October 07, 2022
Q: Hi 5i:

I am concerned about the proposed taxation changes for REITs that are tabled in the government (Canadian). How do you think these changes will affect investment in the REITs and their equities?
Read Answer Asked by Jim on October 07, 2022
Q: Dear 5i
For an RRSP , TFSA and cash account which ETF would be your preference , ZSP or VFV ?
Also do you expect the recently announced OPEC cuts to have a long lasting affect on oil prices ?
I`m reading that the price per barrel could reach $105 again within a few months . That being said do you believe there is going to be another leg up in oil stocks ? Gas stocks ?
Thanks
Bill C
Read Answer Asked by Bill on October 06, 2022
Q: Hi, looking to invest long term in one etf for income first , growth second. Would it really matter which one I pick ? I’m thinking zcn for lower mer and higher dividend.
What etf do you like for retired investors (include any other you might consider) Thanks,
Read Answer Asked by Brad on October 06, 2022
Q: In answer to Ronnie's question regarding retirement software I have been looking myself for a few years and I must say that is is not that easy to find. May I suggest the following for you to look at: D.R Gobeil and associates' The Canadian Retirement Planner's Software. It is updated annually (for a license fee) for up to date CPP/QPP, income tax tables, etc... Tailored for Financial Planners it is a little raw for the unitiated but still a very good source of information for DIYer.
Quite extensive in coverage, it covers all sources of revenue and if you have a spouse, It is worth looking at.
I have been using it and it is currently my goto reference. It was recommended to me by a financial planner.
Read Answer Asked by Roger on October 06, 2022
Q: I want to start balance equity portfolio,Shall i start with all the stocks or leave some out temporary due to current volatile market.
Admitedly I didn't hold and sold many stocks at loss.
Read Answer Asked by Nizar on October 06, 2022
Q: What publicly traded companies in Canada (outside of the big 6) originate lending for the consumer or small business sector? Ideally looking for companies that have a bit of an alternative focus (M&A, leasehold improvement, appliance financing, etc) and are looking to expand their capital deployment scope.
Read Answer Asked by Robert on October 06, 2022
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