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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: I hold the above stocks in my Unregistered,TFSA,and RRIF accounts. I understand that as of January 1, 2023, the IRS will require a 10% withholding tax when Canadian residents sell US stocks. Does this rule apply to sell any of the above mentioned my stocks ?

2) If I sell above Stocks before end of 2022, will I avoid paying new IRS 2023 10% withholding tax?
Read Answer Asked by Andrzej on December 13, 2022
Q: This fund was mentioned to me as alternative to bond etf , and i hold a position which is now down approx 8% but the dividends adjusted at 3.35 % have offset that somewhat.
I see previous questions on this etf resulted in your answers being negative due to no diversification and being a very small total dollars fund.
Should i take the loss and purchase something with better recovery potential such as a broader etf, or actual bank stocks as they provide reasonable valuation with better dividends?
Thanks!
Read Answer Asked by Tom on December 13, 2022
Q: Hi,
O&G sector is taking a beating!
Is this downtrend going to be sustained or short lived?
What is your prediction going forward for the O&G sector in general? For the medium term, say one year.
Add to one's position or shed some or stay the course?
The perma oil bulls like Eric Nuttal are saying stay positive! Others especially Technical Analysts seem to be ringing warning bells.
Curious to know where you stand.
Many thanks.


Read Answer Asked by Savalai on December 13, 2022
Q: Greetings: On a few occasions, I can remember in an answer to a question it was stated that it is best if possible to avoid trading when the market first opens and 30 minutes before closing. Recently, it was stated that a lot of institutional and algorithmic trading is done in these time frames. Wouldn't that provide me with more liquidity, and in turn possible better purchase and sale prices? I cannot find the specific questions and answers, so if I am quoting you incorrectly, please excuse me. Please enlighten me on this subject. Also, could I get a link to Eric Nuttall's appearance on the money show on Dec 1. Thank you. BEN.
Read Answer Asked by BEN on December 13, 2022
Q: I have an overweight in these 3 insurers, and think it might be wise to fix an underweight in CAD banks, by selling one of these and then adding to my banking exposure. Which one would you sell here (and why) and which Bank(s) would you add? I hold RY, CM, and BNS and was thinking of simply adding to my positions, but can be talked into something else here. Thanks
Read Answer Asked by David on December 13, 2022
Q: I have a non-registered account that mainly consists of Canadian dividend-paying blue chip stocks. I'm retired. I'm looking at including XRE for diversification. I am fairly flexible on whether or not to put it into this particular account or an RRSP. From a tax point of view, would you have any recommendation ?
Read Answer Asked by James on December 13, 2022
Q: I hold the above stocks in my RRSP. I understand that as of January 1, 2023, the IRS will require a 10% withholding tax when Canadian residents sell a limited partnership. Does this only apply to US based partnerships? Would it apply to BIP.un or BEP.un? Does it apply to partnerships held in an RRSP? It appears this could apply even if you sold at a loss. Thanks for your advice.
Read Answer Asked by Ken on December 13, 2022
Q: What would be your preferences in semi-conductor companies?
Thanks Lorraine
Read Answer Asked by Lorraine on December 13, 2022
Q: Dear 5i,
ENGH and OTEX look pretty beat up.
I am considering purchasing a 1 to 2% TFSA position in one or both.
Do you think these are bargain prices? Do you have a preference
if one should purchase today? Can you please provide your reasons
for your preference. I expect to hold for at least 3 years but ideally
forever. thanks
Read Answer Asked by Ian on December 13, 2022
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