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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: Comprised of the above Canadian companies, our TFSA represents a small portion of our overall portfolio and is its most growth oriented component. All investments are made with the intent to be long-term holds (10+ years).

Two of the holdings, AT and LSPD are down over 50%, while FSV, GSY, NVEI and WELL are all down by about a third. We intend to do some rebalancing. How would you rate (1-10) these 6 for additional money today? Please include a brief explanation for the ratings.

Finally, if you could add one more Canadian company to the mix, what would it be?
Read Answer Asked by Peter on April 04, 2022
Q: Please name and rank five Canadian stocks providing dividends > 2% that are likely to experience strong growth over the next five years. (Please exclude GSY as it's already owned and I'm assuming would be on the list.) Thank you.
Read Answer Asked by Maureen on April 04, 2022
Q: My original 5% position @ $8.18 p/p is now reduced to 3%.Your initial recommendation is $2.83 with current rating of B+.The famous billionarie,Mr Kai Sing Li is part owner. Despite so many acquistions the stock has steadily declined from a 1yr H of $8.86 in July,2021 to recent low of $3.76 in mid Jan & appears to have found a base of some $4.Good Q on Mar 31 resulted in rise of.29(after high of + .56)& dropped 0.20 to $5.01 the next trading day.Very disappointed with the performance..Your thoughts. Txs for u usual great services & views
Read Answer Asked by Peter on April 04, 2022
Q: Given the recent political actions taken by Disney is it time to sell? Management may be losing its focus by getting into politics when it should be focused on its business. Florida is considering removing Disney’s special status. The growing backlash and coverage on some networks could impact customer support and business. There are increasingly calls for a boycott. There is a potential that new CEO does not last with increasing scrutiny. Not sure how much this could negatively impact the share price short term and long term and if it’s time to step away and wait until the dust settles. Thoughts?
Read Answer Asked by Gerry on April 04, 2022
Q: Hello 5i Could you comment on Crew as to there debt level and overall status. There was a takeover of Leucrota and I was wondering if with the recent upward movement in the stock price that there may be a takeover of Crew.. Your opinion on the possibility of a takeover would be appreciated.
Read Answer Asked by Michael on April 04, 2022
Q: Capital Gains question -- perhaps not your speciality, but worth a try.

Over the years I have kept my winning stocks and sold my losers. As a result I have a fair bit of unrealized capital gains, but I also have capital losses that I have carried forward over the years and not used as I am mostly a "buy and hold" investor.

Assuming that the Federal Government increases the capital gains tax inclusion rate from 50% to 75%, does it make sense for me to sell some of my winners before the budget on April 7th so that I can use up my banked capital losses of previous years?

In the past I could claim 50% of the loss, but if I assume the capital gain will now be taxed at 75% I am kind of thinking it would be advantageous to sell before April 7th (and therefore include 50% of the gain, not 75%).

Two stocks that are on my chopping block that I have held for more then 5 years are ENGH and OTEX. Still up about 80% and 70%, respectively. In your portfolio update you just sold OTEX so it is kind of giving me a push to sell it as I have been thinking about it selling it since last year.

Paul
Read Answer Asked by Paul on April 04, 2022
Q: Please help...we are getting conflicting advice. My son-in-law's sister passed away over a year ago. She was a single parent, leaving a very young daughter as the only heir. There was, fortunately, a work-related life insurance policy in the amount of $200k and an informal trust was set up. My son-in-law is the trustee and received a T3 in the amount of approx. $6k for 2021.

My belief is because the source of the funds came from an insurance company, the attribution rules do not apply in this case. From a recent article by a Tax and Estate Planner: "Income not subject to attribution and capital gains paid or payable to a beneficiary are taxed in the beneficiary's hands at the beneficiary's graduated tax rates". Does this mean that the amounts specified on the T3 form should be filed under the daughter's name and she would be responsible for paying any tax owing? I believe that roughly $13k of income is tax-free, so in this case there should theoretially be zero tax owing. Am I corrrect that a T3 return needs to be submitted (versus just kept on file) and am I correct in my conclusion that no income tax is owing?

Thanks for your help...much appreciated...Steve
Read Answer Asked by Stephen on April 02, 2022
Q: It's clear that when one invests in small caps it's important to buy a basket to protect oneself from those that might not do well. Assuming one currently has no small caps in his portfolio, I wonder what that basket would look like. Taking into consideration all of the noise in our current market and prospects for the future, what six companies would you buy today to build that basket of small caps.
Read Answer Asked by Les on April 01, 2022
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