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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: I recently sold a stock on Dec 17th 2021 in a margin account. Is it possible to rebuy the exact same stock for my TFSA now (it has been less than 30 days) and still claim the tax loss or do the same rules apply to a TFSA?
Also, is the 30 day time frame for tax loss 30 calendar days, or 30 days that the exchange is open?Many thanks Don
Read Answer Asked by Don on January 05, 2022
Q: Given a five year time period, please rate the growth prospects of the above stocks starting with the best.

Thank you. Appreciate your service.

Howard
Read Answer Asked by Howard on January 05, 2022
Q: Year 2 of my 19 year old daughters TFSA. Year 1 suggested she get BAM.A and she is very pleased she followed my suggestion....I am thinking year 2 of more of a growth stock. LSPD has been really beaten up, good buy for very longterm hold or is there a better " foundation" stock from your growth portfolio you would suggest?
Read Answer Asked by Tom on January 05, 2022
Q: I want to add funds to my real estate holdings, as well as refine it for maximum sector diversification.

My current holdings are DIR.UN, EQIX, DLR, CAR.UN, GRT.UN

On my watchlist for this sector are TCN and CCI

Can I get your opinion on:

1) Are there any redundancies in my current holdings and if so, what could be sold?

2) Could you rank my current holdings for which to add to - first to last?

3) For proper sector diversification, would TCN and/or CCI be good additions? Or is there another real estate name you would suggest?

Thank you as always for your sage advice!

Doris
Read Answer Asked by Doris on January 05, 2022
Q: Hi, I hiope that you had a nice holiday. I would like to add an ETF that provides a diversified health care focus. I am also desiring income / over growth. One such
ETF is HHL - Harvest Healthcare Leaders Income ETF. Questions:

1. Are there others that could be considered and if so how would you rank each, including HHL?

2. If I were to purchase HHL, which version should I consider HHL, HHL.B or HHL.U and why.

Thanks Len

Read Answer Asked by Leonard on January 05, 2022
Q: I know you tend to espouse wide diversity in the market and no stock greater than 5% of the portfolio, which I respect and understand, but if one were to overweight a sector (or sectors) what would you choose?
Read Answer Asked by David on January 05, 2022
Q: Hello,
Are you able to rank these companies (best to worst) for entry today for long term hold.
Thank you
Read Answer Asked by Susan on January 05, 2022
Q: It’s my understanding that Chinese ADRs listed on the NYSE are in the process of being delisted. I don’t hold any directly but I have ETFs that hold them [IEEE. KGRN]. I’m assuming they will be directly affected. Am I best selling them, or holding them and waiting. How are the ETF companies likely to deal with any Chinese ADRs they hold. I’m sure they will appear in a number of ETFs that are not directly tied to China, for example BYD and BABA. I’d appreciate your thoughts. Thanks for the great service.
Bryan
Read Answer Asked by Bryan on January 05, 2022
Q: I hold the above securities in my TFSA in relative equal $ amounts. Putting aside asset allocation, which company would you invest new TFSA money in?

Thanks Ken
Read Answer Asked by Ken on January 05, 2022
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