skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: In your response to Guy R. (Oct 22) about Tax Selling, you indicated the likelihood of a considerable sell-off still to come for this year's 'worst performing' stocks. Yikes !! Taxable account or not, wouldn't it be advantageous to sell the “worst” now, then repurchase in early December those stocks that you wish to own for the future? Otherwise, by holding, you are faced not only with recouping the loss already established, but on top of that, the additional loss anticipated in the coming 5 weeks.
My “worst performing” list includes: Canadian stocks: ANRG, AT, CAE, EGLX, LSPD, MG, PRN, SHOP, WELL. US stocks: APPS, U.
1) Are there any of these that you would suggest NOT selling ?
2) Of those to be sold, are there any that you would suggest NOT repurchasing in December ?
3) You mentioned some investors will want to buy “less worse” performing stocks so as not to miss out on a possible short term rally. Do you support this approach in the current situation, rather than just holding the cash proceeds temporarily ? If so, are there a handful of “less worse” performing stocks, that you would suggest and, would they be temporary or more long term replacements ?
Use whatever question credits appropriate. Thank you , as always.
Read Answer Asked by Alexandra on October 23, 2022
Q: Hello, my question is about the BAM.A spinoff, I find it confusing. I currently hold 100 shares of BAM.A, so according to what I have read should I understand that few days after the spinoff my account will show 100 shares of "BAM" to replace the current BAM.A symbol and 25 shares of the new company under the "BN" symbol? Thank you,
Read Answer Asked by Gervais on October 22, 2022
Q: In reading your previous answers, you indicate that BAM has 100B in capital to deploy. I don't see that figure anywhere. Can you confirm that number and if it includes unused credit and just mention where you see it? Thank-you
Read Answer Asked by Alex on October 22, 2022
Q: Has tax loss selling started? What is your take on Tax loss selling in this most unusual year.?
Read Answer Asked by Guy R. on October 22, 2022
Q: Portfolio Analytics is saying I need to increase consumer cyclical and defensive holding. Can you give me a couple of stocks in Canada and the United States with steady dividends and low risk. And a couple of ETF's too.

Thanks Greg
Read Answer Asked by Greg on October 22, 2022
Q: What would be your top pick for the Canadian bank sector as an add today for long term hold (RRSP- 10+ year hold). Looking to only hold one bank in this account.

Thank you!
Read Answer Asked by Kyle on October 22, 2022
Q: In your reponse to Cecil today you state: "VOO will be more tax efficient as it is US-listed whereas VFV is Canadian-listed. Foreign withholding tax on dividends will be exempt." I was under the understanding that there is no foreign withholding tax on dividends in an RRSP.
Read Answer Asked by Dennis on October 22, 2022
Q: Good Evening
To follow up on my yesterday's question, you suggested ZPR for a proxy on CDZ. How can a laddered preferred share ETF (ZPR) could be a proxy for CDZ?
Can you please clarify?
Thanks
Read Answer Asked by Terry on October 22, 2022
Q: Of the above three energy companies, please rank for growth prospects over the next three years, assuming oil prices stay around the same as they are now.
Thanks
Read Answer Asked by steve on October 22, 2022
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!