Investment Q&A

Q: Stock has increased almost 15% in 10 days which is an extraordinary move for this stock.

Can you tell why?

Thanks

Sheldon

Q: I have held CSU for several years and would like to add to my position. Given the recent rise in share price would you wait for a pull-back to add to your position?

What would you see as a reasonable entry price?

Thank you,

Mike

Q: Hello Folks:
Currently we own solid positions in CIC.TO AND MFC-PK.TO and interested in both MAERSK and USA because of dividends (Maersk 19.24% and USA 9.98%).
What is your opinion of these companies, security of their dividends, growth etc. Maersk is one of the world's premier shipping companies although one questions sustainability of such a rich dividend.
All The Best
brian

Q: Please comment on the latest Q3 results and whether you would be a buyer of this beaten down stock. Thanks

Q: Further to my earlier question again I have a TFSA with these 5 equal weight components: CSU, ATD, TRI, SLF, and ENB. Could you kindly suggest an additional 5 or 6 Canadian equities that would be appropriate to add at this time?

Q: I currently have holdings in ATD, CSU, ENB, SLF, and TRI in my TFSA in equal value. Are any of these worth adding to and in what order?

Q: For the last 5 years LNF has done nothing. Yes it hs a dividend of 3.8%. But cheap as it is do you see it advancing much? EMA, EIF, and NWC pay higher dividends and have advanced quite a bit since bought. Would it be suggested that any of these three could replace LNF or should I hang on to LNF in the hopes that it may spring to life?

Q: Can you please supply 5 names that have the highest potential for growth in the next year. Div, non div, any sector. Just best growth. US and CDN.
Thank you in advance.
John

Q: If you were to pick quality compounders in the small cap space (US or Canada) like 3 mentioned, can you suggest a couple of good ones. I generally prefer long term horizon. Thanks. Shyam

Q: Hello Peter,
Would the fintech stocks be classified under technology stocks similar to Amazon, Google, etc or are they seen as more financial ? if there is a rotation out of tech, would the fintechs be hit accordingly? Thanks very much

Q: Thoughts on Quarter and Guidance Please ? They always seem a little conservative with Guidance IMO , Yours ? I am Investing based on the fact they seem to have most of the important demographics for females and males .

Many Thanks

Greg

Q: Can you update your opinion of Blackline Safety and its cash flow milestones? Would you recommend as a small/micro cap?

Q: Hello. Any views on the proposed AMT changes related to the inclusion rate for capital gains/losses? At this time there really seems to be a significant imbalance between gains and losses, but I am also hearing that because of this there is significant pushback.

Thanks.

Q: Selling BIPC for tax loss and planning to rebuy iin 30 days. Can you please suggest a proxy? Or not.
Many thanks and Happy Holidays
C

Q: Hi, Energy sector has been weak for past few months, for a variety of reasons. Oil and NG prices have been drifting lower and OPEC keeps sending mixed signals. US sanctions on Russia have only produced a muted response, with their Oil finding its way to India, China and many other countries. Oil is hovering back to $70 level and still there is no sign of US ready to fill in their SPR. After a strong 2021 and 2022 (and 1st half of 2023), do you think, current weakness could be temporary and it's just a short term breather ? Or, considering the cyclic nature of the sector ( possible recession concerns ) and history, it might be time to take some profits and reduce the sector weight, from your generally suggested 10% to say 5% ? If so, would you trim equally or in any order among these holdings ? Thank You

Q: Peter; Does the family have a controlling stock position ? And do any institutions hold a large portion? Thanks.
Rod

Q: If a person has quite a high capital gain in SLF would you still endorse selling to a 2.5% and buying IFC or just continue to hold SLF?

Thanks

Q: I am not a TAX expert but I thought that any option premium collected today should be claimed in 2023 not 2024. Since income is coming this year not next year.


Q: Good morning 5i
Looked on Google for an answer for this question but couldn’t find anything. If i sell a covered call option today with an expiration date in January, in which the stock is called away, in what year would I pay the capital gains tax, 23 or 24?
Thanks
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Asked by joseph on December 08, 2023
5I RESEARCH ANSWER:
The stock will be sold in 2024, so is taxable in 2024. The options will be closed out in 2024, so the premium is also taxable in 2024 (as a capital gain).

Q: Would you switch from SYZ to TIXT? Which has the better long term prospects?

Q: If you wanted to add to either TOI or SHOP but only have money for one which would you choose?

Thanks