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: With regards to a recent post where one transfers in-kind a stock from an Open Account to a TFSA:

If there was a capital loss this would be a superficial loss as you had mentioned. As for taxes if such a transfer were made, is it a case of simply ignoring (i.e. not claiming) this loss) on your tax return? Does anything else need to be done?

Thanks.
Jim
Read Answer Asked by James on January 09, 2019
Q: When I am reading the questions that other people asked, every time I have to click the "Read" button to open your response. Is there any setting that I can select so your answers are automatically open so I don't have to do an extra click?
Thanks.
Read Answer Asked by CK on January 09, 2019
Q: I own these three (half positions) and have had TRP for a long time so up about 70% on it and down about 20% on the other two. Would it make any sense to sell TRP and divie the cash proceeds between the other two (TOY and KXS)? I do already own ENB (full position).
Thanks again.
Read Answer Asked by Danny-boy on January 09, 2019
Q: Good morning,

All four of our family TFSAs and RESP are invested in a mix of Mawer equity and balanced funds.

I'm reading a number of very favourable articles on the benefits of holding a one etf solution for a well diversified portfolio and was wondering if I should consider:
a. keeping the Mawer funds in our TFSAs and RESP but purchasing either VBAL or CBD.A for new TFSA and RESP contributions;
b. Sell all of our MAWER funds and buy either VBAL, CBD.A and perehaps some VGRO for the RESP given that our grandchildren are only 7 years old.

Your thoughts and adjustment suggestion to our TFSA and RESP holdings would be appreciated. Thank you.

Franco
Read Answer Asked by Francesco on January 09, 2019
Q: How likely is Mindbody going to receive a sweetened offer from Vista Equity Partners based on your experience?

Is the deal at risk here?

The cash offer represented a 68% premium to the prior trading day’s closing price but the SP was depressed due to recent reduced guidance combined with the fall's downturn. Shares have been trading at or near the purchase price of $36.50.
Read Answer Asked by Dominic on January 08, 2019
Q: Hi
I often see on the SEDAR website the title Company A (formerly Company B) where company B is totally unrelated to company A. Would this be a form of cost savings for company A by taking over/changing a name or a red flag for me?
Thank you
J
Read Answer Asked by Jeremy on January 08, 2019
Q: Hi fellows,
In the US consumer cyclical sector, would crox be a good buy now in view of the coming spring/summer and is it very sensitive to the Asian markets ? What would be your favorites in the consumer cyclical sector, Canada and USA, for the coming months ?

Have a good year in all regards,

JD
Read Answer Asked by Jacques on January 08, 2019
Q: Given the uncertainty in short term market direction,I have 50% of my TFSA in cash.I believe Canadian interest rates are not going to rise.I am considering the choices listed above, unless you can suggest others.I also have some cash in my US$ RRSP and am considering the Vanguard fund for this cash.US rates may climb further,but not much.Perhaps you could rate these according to risk.
Thank you.
Read Answer Asked by Allen on January 08, 2019
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!