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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: What advice can you offer when considering the purchase of a stock that has declined to attractive levels, but in so doing has become vulnerable to tax loss selling given the time of year? Kinaxis, Brookfield Renewable and Telus come to mind, but there are others.
Read Answer Asked by Rupert on October 19, 2023
Q: If one believed that now was a good time to start picking away at beaten up stocks, how much should the fear of tax loss selling in the next 6 weeks weigh on the decision of whether or not to buy now or wait? Probably not a great way to invest pitting the fear of short term loss against fomo. Could you also highlight 10 or 12 Cdn stocks that in your opinion are the most vulnerable to taking a big tax loss selling hit this year. Thank you.
Read Answer Asked by Stephen R. on October 19, 2023
Q: I'm looking to diversify from my US and CA markets to buy some international markets. I noticed that VE, European developed etf, didn't appear in the companies addressed above. Would you prefer a developed Europe etf or a Japanese etf at this time? Do you think Japan has a higher growth rate vs potential loss rate than VE? If so which Japanese etf would you recommended? Would you consider hedged back to CAD to be preferable at this time?
Read Answer Asked by Steven on October 19, 2023
Q: MTY or QSR: which best buy? I am thinking mild recession - maybe better price of entry later? I do not own any stocks in this group. Not sure I need to own? Not big dividend growers which is my mantra. Too many good blue chips avai8lable that are good dividend growers.
Read Answer Asked by James on October 19, 2023
Q: Through a portfolio manager, I hold DYN253C in a non registered account. It's now 7% of my portfolio and is down 40%. Is it worth holding on to? (long term investor)
In the same account, I'm down by 80% on Terego. Is it a sell? The portfolio is otherwise diversified.

Thanks,
Andrea
Read Answer Asked by Andrea on October 19, 2023
Q: I’m responding to a question about Quantum AI. Please stay away, as I think it is a fraud. I got sucked in by an ad between Stephen Harper and CTV news where Harper allegedly recommended Quantum AI’s bot investment platform. I filled out the request for information from Quantum AI. But before I could do my due diligence, they called me and convinced me to give my credit card information for the minimum deposit (250USD).. Once I hung up the phone and had some time to do my due diligence and tried to see the original Harper/ CTV news interview. The interview was nowhere to be found and the ad had disappeared. I looked on their website and saw positive comments from Elon Musk, Jeff Bezos and Bill Gates. They were all fake endorsements. That’s when I realized that I had been had. They gave me an email the next day asking for more financial information from me to set up the trading platform. I refused and said I wanted my deposit put back on my Credit Card. Of course they refused. I had a long email chain with them, but they just had a hard sell and got angrier when I wanted out. Since they refused to allow me to back out, I reported them to the police and Canada’s fraud website. There were other red flags such as making exorbitant claims about the money one would make. There was very limited contact info, such as a physical address, phone numbers and email addresses. Also there were their hard sells. So my strong recommendation is to stay far away and not be sucked in. Hope that helps 5i readers not to make the mistake that I made.
Read Answer Asked by Steven on October 19, 2023
Q: ATS is something that 5i likes. On April 6 of this year it was 52.40 and now today Oct. 17, it is $52.50. You know a lot about this company. I own it because I am a long time member of 5i - do you see things in their profile that I would not have access to? You like QSR and it was a recent pick on BNN. I own it at higher prices. From what I have heard, I am thinking of adding more. Your opinion would be appreciated. Thanks so much.
Read Answer Asked by Dennis on October 18, 2023
Q: We are being bombarded with advertisements from Elon Musk regarding the QUANTUM AI trading platform available only to Canadians.
The system requires an initial investment of only $250 and promises "to help families become wealthier". FOX News also covered this in their program.
What is your opinion on this platform ? Has anyone tried it ?
Read Answer Asked by Terry on October 18, 2023
Q: Please indicate why the exchange of BN, a great company over new shares of BNR?
Wise switch of investment, and why?
Read Answer Asked by Harold on October 18, 2023
Q: I have some US$ and want to buy BEPC:US. I held BEP:US and a few years ago and faced higher taxes on dividends and maybe capital gains from the US with a partnership - can you confirm this will not be the case with BEPC:US? I also just bought BCE:US - can you please confirm that I will still get the Canadian dividend tax credit for with BCE:US and BEPC:US.
Thanks!
Read Answer Asked by Grant on October 18, 2023
Q: Peter,

Excellent presentation on Oct 17th re the things to look for in financial statements!


Paul
Read Answer Asked by paul on October 18, 2023
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