Investment Q&A

Q: Hello
If I sell PHYS and my husband sells GLDM would AEM and PSLV be considered to close to PHYS and GLDM by CRA for tax loss harvesting?

Q: Hi there,

I saw ENGH put up some good numbers today. In your opinion do you think ENGH has turned up here and has room to run?

Thanks!

Q: Hi, if I were to sell SYZ for a tax loss, would you replace it with SHOP or KXS ? Or simply buy back SYZ. Who do you like for a long term hold. I also have CSU.
Thanks, Merry Xmas, looking forward to 2023

Q: Do I have this straight ? As a ( Canadian ) holder of these two non American ( Bermuda )stocks, effective January 1/23, when I sell them, I will be subject to a 10% withholding tax and will be required to file a US tax return ?

WOW !

Q: CAN YOU GIVE A GIFT TO YOURSELF AND RECEIVE .30% OFF?

Q: I noticed their share buyback program was with subordinate voting shares. Does this help the common share holder.

Thanks Steve

Q: Would you consider yesterday's news as significant. If so, is it a good time to buy, possibly with a January bounce.

Thanks Steve

Q: Hi 5i,

Would appreciate your thoughts on the recent offer by Advent International buy MAXR.

As a share holder should I consider this a done deal and sell? or is it worth hanging onto the shares in case there is a competing offer from another bidder for MAXR?

If the MAXR does ultimately get bought out, is there a similar company you could recommend to replace it in my portfolio?

Sorry for the multiple questions. Please deduct credits as you see fit.

Thanks in advance,

Greg C.

Q: From Disnat website:

Changes to the U.S. Taxation of Publicly traded partnerships (PTP)
starting January 1st, 2023 (Internal Revenue Code section 1446).
New US regulations taking effect on January 1, 2023, will result in new withholding taxes for sales of publicly traded partnerships by non-US account holders.
Once these rules take effect in 2023, when a non-US national sells an interest in a publicly traded partnership, 10% of the gross proceeds of the sale will be withheld. The withholding taxes will be remitted to the US Treasury, and the non-US national will be responsible for filing a US income tax return and claiming any potential refund of the amount withheld. 

Will BAM be affected by this knew legislation?
Thank you.

Q: What are your recommendation's for my RIFF off 125,00.00 age 83 income or balanced portfolio

Q: I’ve held in your portfolio since mcdonald detwiller have 250 shares what should I do with them? Thanks

Q: Your thoughts on the Maxr deal.Would you tender now or wait for 60 day go shop period?

Thx

Q: My question is about share compensation. My understanding is that, share compensation is recorded at fair market value at the time of issue. I wonder how many companies recorded higher costs for share compensation and lower GAAP profits, given last year's run up in valuations? Year over year the amounts seem out of whack for many companies.

Leo

Q: Can you please explain the recent news on the stock and the precipitous drop in the share price. I'm baffled but curious enough to burn a credit. Thank you.

Q: GH I read the results and don't follow the reasoning for the huge drop today. Would appreciate your views as in Buy, sell or hold now.

John

Q: Season's greetings - what are your thoughts on MRNA. The skin cancer test results lofted the shares yesterday. It still seems inexpensive, given a sub six PE. I have a small holding and am thinking of investing more. It's well within my portfolio recommendations. Don't understand why it not getting more love with all the viruses running around the world. Thanks

Q: I have some cash and thinking of adding to XCD,XHY and HXQ. Would you be a buyer of all 3?
Thanks

Q: 1. Under current and projected global market conditions, does it make sense to invest in India-focused ETFs?
2. For India, would you lean towards actively managed ETFs, or passive ETFs , or invest in both?

If both, Which ETFs , if any, do you favor for the next couple of years? I am more comfortable with ETFs that are traded in NY or London, are hedged to the US$, and which invest only in mega caps, excluding State-owned enterprises.

Q: I have held these 2 stocks for a long while, but I am getting the impression that it is really hard to make a living in the senior-residential-retirement services. I am thinking on : a) sell one and reinvest in the proceeds in the other , b) sell both and buy instead a dividend payment large cap. (i.e. BNS, ENB) . If a) which one would you recommend to sell , if b) Does this move make sense ? thanks . note : I have plenty of other REITs in my portfolio.

Q: Bonds / fixed income are down substantially
Do you see a recovery in their values in 2023 and can you support your view
Thanks