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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: Good morning,

If the onus is on the taxpayer to adjust one's ACB on mutual funds every year when there is a return of capital ("ROC"), how likely do you think it is that the CRA has as good a handle on what your ACB is on a particular holding?

I am fine to do it, and have been doing it annually for years. But as I started the process yesterday for the 2022 tax year, I could not help but wonder if it really is worth it. It is such a manual process that I struggle with how the CRA could track something like this for every individual tax payer.
Read Answer Asked by Trevor on February 10, 2023
Q: Good evening, 5i team

I appreciate having your thoughts on keeping 2 out of these 5 for a pretty condensed portfolio. I sided with BNS & CM among the big 5. Thank you!
Read Answer Asked by Nhung on February 10, 2023
Q: Peter and His Wonder Team
I have owned this bank for several years and am aware of all their problems. I know they are in transition and restructuring. I realize they are at risk but am wondering if at this point it could be viewed as a possible contrarian play. It seems so cheap to what I paid in the past that I am thinking that maybe I have nothing to loose in buying more and at least recovering some of my money back. Of course that means that they will survive and not go bankrupt...even a take over might lift the value. Or do you think I am just in dream land? Thanks for your opinion as usual.
Read Answer Asked by Ernest on February 10, 2023
Q: For 3 years horizon, considering stability, valuation and growth potential, in which order will you rank them. In which order will you purchase them and why? Thanks
.
Read Answer Asked by Lucius on February 10, 2023
Q: Holding AQN in a dividend portfolio and down like many others. Pondering a switch to BEPC and looking for your thoughts on this move based upon prospects for total return over the next 2-3 years. I understand that in these situations looking forward is what matters but must admit I think my bitterness at the fall of AQN might be clouding my rationality a bit.
Read Answer Asked by Robert on February 10, 2023
Q: Hi

BN is 3.6% of our portfolio.

Financials are 19% of or portfolio and our Real Estate is at .50%.

Thinking of selling half of our BN and buying CIGI to reduce our financials and increase our Real Estate.

Does this make sense?

Thank you

Mike
Read Answer Asked by Mike on February 10, 2023
Q: Hi team,

What is your evaluation and views on Bouygues Offshore ?
Solid company ? Reliable ? Good future in America ?
I understand it operates in Canada as Colas Canada. Have you ever heard of it ?
Gratefully,

Jacques IDS
Read Answer Asked by Jacques on February 10, 2023
Q: Follow up on my question regarding STRUCTURED NOTES as DOWNSIDE protection

1. If a specific yield (eg 6.5%) is mentioned is that guaranteed?

2. Does the buyer of the note receive the entire amount invested at a specified future date?

3. How long do these typically have to be held?

Thanks again for all your help.
Read Answer Asked by Donald on February 10, 2023
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