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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've owned TD for over 30 years and am sitting on a large unrealized capital gain. I know this is a great "problem" to have but I resent paying up to 33% tax on any sale now that the feds have upped the tax inclusion rate to 2/3 from 1/2. I took all the risk but lose close to 1/3 of the reward.
Can you suggest any way to mitigate/reduce any tax hit if I were to dump my TD shares?
I hate to say it but I suspect that this issue will only increase (i.e. next step will be 75% inclusion) as the feds look to gouge people to cover their horrific fiscal ineptitude.

Read Answer Asked by DAVE on December 17, 2024
Q: Hi Peter & 5i staff

Thanks for answering my recent real estate sector question in which you suggested that Granite could help diversify my sector holdings.

According to a recent Globe and Mail article, would you agree that Granite "will experience tailwinds because it derives most of its revenue from US based assets"? The article focused on how to manage Trump 2.0.

Thanks as always for your timely responses.
Read Answer Asked by Jerry on December 17, 2024
Q: I currently hold dir.un and Xdiv both are moving down. I thought they would perform better when Interest rates are going down.

Thanks for the great service
Read Answer Asked by Hector on December 17, 2024
Q: Hello 5i
Could you rank the above stocks for a 3-5 year TFSA hold with a medium to high risk tolerance in mind.
Thank you
Dave
Read Answer Asked by Dave on December 17, 2024
Q: Hello Peter,

In the US, where would you go for the Santa rally? Would it be momentum stocks? Undervalued? Specific sectors -Industrials, AI related? or Crypto?
I am thinking crypto - the backers of the new govt. Add dollar tariffs to the mix. Crypto heads higher.
How would you play the Canadian market end of the year? I am going to dabble in short term trading this year.

Regards

Rajiv
Read Answer Asked by Rajiv on December 17, 2024
Q: Hello team,
Can you help me understand please whether i should put new monies in TFSA towards bep.un or bepc ? On yahoo, i see bep.un has dividend of 5.87 percent but 1 year return of minus 2 percent where as bepc has dividend of 4.7 percent but one year return of 14 percent. From income and growth perspective, bepc seems to be better bet.. If this is the case, are investors losing out by investing in bep.un? i have huge loss in my rrsp from bep.un so would like to know where to put new monies as it seems brookfield would benefit from the energy transition. Alternatively, am i better off simply putting all my monies in BN and forget the spinoffs.. please explain and thank you ..
Read Answer Asked by umedali on December 17, 2024
Q: I'm curious as to whether the growth of starlink could have an affect on the telecommunications company's in Canada. Is there potential that Elon could begin a mobile division of starlink to go along with his internet division?

How hard would the barriers to entry be if he did decide to go this route?
Read Answer Asked by Dominic on December 17, 2024
Q: What is the impact of the proposed Trump Tariffs? Is this the reason for weakness in rails, oil and gas, and in general, the TSX lately? Happy holidays and thanks for all you do!
Read Answer Asked by Neil on December 17, 2024
Q: This is the bond portion of my portfolio. Would you recommend adding or swapping ETFs to enhance diversification and allocate funds to markets with optimal returns?
Read Answer Asked by Patrick on December 17, 2024
Q: Hi there, I’m curious to know what you look for in a true compounder. What are the key metrics that catch your eye when analyzing a company and how they make use of their cash.
Read Answer Asked by Seamus on December 17, 2024
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