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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 I were to inadvertently trigger the superficial loss rule by selling a security in my wife's cash account, and then forgetfully buying that same security back in my LIRA say 15 days later, would the CRA automatically catch it? Or would they only catch it through an audit? Or should it be self-reported? Just want to better understand how to rectify the error.
Read Answer Asked by Trevor on October 10, 2023
Q: Hi, I’m a little overweight in these sectors, and thinking about selling one, and adding XIU or ZCN for diversity and dividend.
Which would you sell ( T or Becp) and which would you add ( XIU or ZCN) for a long term hold. thanks.
Read Answer Asked by Brad on October 10, 2023
Q: Some of my ETF pay a dividend with a code txpddv

Tax paid dividend.

How are they able to do this. What is the possible

down side risks. Thanks.

ralph
Read Answer Asked by ralph on October 10, 2023
Q: These names have been underperforming in my portfolio for some time now. Do you believe they remain attractive from these levels or are there more compelling names out there?
Read Answer Asked by Andrew on October 10, 2023
Q: How material is today's Suncor news? : "Suncor Energy (TSX: SU) (NYSE: SU) announced today that it has agreed to purchase TotalEnergies EP Canada Ltd., which holds a 31.23% working interest in the Fort Hills oil sands mining project (Fort Hills) for $1.468 billion". Will it have a positive effect on the stock? Thank you
Read Answer Asked by Gervais on October 06, 2023
Q: hello 5i:
I understand that there is a withholding tax on US dividends within a TFSA. Is the same thing true for interest from a GIC (US GIC denominated in US dollars)?
thanks
Paul L
Read Answer Asked by Paul on October 06, 2023
Q: I hold KO in an RRSP as a defensive stock as well as collecting the $US dividend. The defensive aspect has taken a hit lately, and I am looking at this as a buy opportunity. I would appreciate it if you could provide your assessment as to why the steady decline in share price of late and your thoughts on adding to this stock.
Read Answer Asked by Dave on October 06, 2023
Q: Hi 5i
AMD had a large increase in shares trading hands ,29M, and price movement which looks like it started at around 10 am....any news or other catalysts on your radar what might be happening to prompt action....something related to jobs report maybe?

What price point would you consider attractive/possible under current conditions etc

thx

Read Answer Asked by jim on October 06, 2023
Q: There is a ( very) new ETF, coming out from Horizon with ticker QQCL being a covered call Nasdaq 100 with anticipated yield of 14.10 %.
This seems to be attractive for my TFSA for higher growth (with volatility which I can handle), along with a high yield.

I have bought several of these products, HTA, HHL, UMAX for both my registered and non registered accounts. They seem “ too good to be true “ and am wondering if that’s true. I have seen many of these enhanced products ( remember flow through shares ?) and hope these do not repeat.
Your thoughts on QQCL and on these ETF’s in general would be appreciated.
Thanks. Derek
Read Answer Asked by Derek on October 06, 2023
Q: Can you please provide 5 mid or large cap stock picks that have dropped recently due to the market downturn and could possibly recover as the next quarter earnings come out or as the interest rate environment peaks. US and/or Cdn stocks.
Read Answer Asked by Vineet on October 06, 2023
Q: Apparently BMO, CIBC and TD currently have negative amortization mortgages approaching 20%. Do you have comparatives for BNS and RY ? Apparently there is one Canadian bank that is very conservative at less than 6%.
Read Answer Asked by James on October 06, 2023
Q: I am close to retiring and have all registered accounts maxed out, but have $200K of non-registered funds to invest, and wondering what recommendation would be. I am leaning for simplicity to spread across a few ETFs to get some balance of growth and dividends. Thoughts/recommendations.
Read Answer Asked by Steven on October 06, 2023
Q: With U.S. Treasury yields on the rise, is this a good time to buy this U.S Treasury focused ETF? Also, looking forward, and assuming a higher for longer scenario for interest rates, that are at a peak now, and will stay there for a couple of years, what would your outlook be for this ETF? Is the yield sustainable at a targeted 10%, or might it rise in the short term? Thanks. Will
Read Answer Asked by Will on October 06, 2023
Q: Hello, can you tell me how close the NEO listed CDRs are tracking the US listed companies? Also, is there a no fee site where I can compare the performance of the CDRs against their US equivalents? I don’t see tHis functionality on 5i and it would be nice to have. Thanks.
Read Answer Asked by Anthony on October 06, 2023
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