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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: Hi team,

Just wanted to ask how the tax works for capital gains following PENN buying out SCR. I got some cash and some shares of PENN.

Do I subtract my ACB from the cash to claim the capital gain and leave PENN shares out of this? Or do I have to consider the shares from PENN also as capital gain?

If the latter is true then we assume that I had sold all my SCR shares at a profit and have to pay taxes on total gain.

Thanks for clarifying this and a lot more everyday for us! :)
Read Answer Asked by Saeed on November 03, 2021
Q: Which has the most potential for outsized capital appreciation over the next one/two years. In your response, pls state whether this is based on favourable forward earnings multiples or if because the subject has been unfairly punished by the market (aapl, sbux for eg)
Read Answer Asked by Harry on November 03, 2021
Q: Please suggest investment portfolio for a conservative 55 year old who opened a TFSA account with $50,000. Will not need to touch this money for the next 5 years.

Thanks for your valued service since 2014.
Read Answer Asked by Steve on November 03, 2021
Q: I've held AQN far too long (2-3 years, down a few %) and let BEP go much to early (pre-split). Shall I sell my AQN and replace with BEP? Currently AQN is my only stock in that space and though frustrated, I feel over time it will perform. But the same can be said for BEP.

If you had one choice, what would it be.

Cam
Read Answer Asked by Cameron on November 03, 2021
Q: What would your top 3 stocks be to capitalize on the apparent trend in EV's. Looking for companies that supply to the automotive industry, parts or underlying resources such as lithium.
Read Answer Asked by JAMES on November 03, 2021
Q: I would like to invest 50 thousand in a etf or two investing outside of Canada. Please give a couple o f recommendations and a specific country or investment idea you would consider attractive at this time as well. I already own US banks through ZBK as well as Alibaba. Do you consider XID attractive at this time? THANKYOU I have been well pleased with 5i over the years and consider your advice a good investment.

Read Answer Asked by John on November 03, 2021
Q: To Randall re:RESP and CESG grant,
I just wanted to flag you that the government’s grant portion is a maximum of $500 per year to a life time maximum of $7200. If you top up your Grandson’s RESP 30k at once you will still only receive $500 in government grant and have used up the contribution allowance of 50k.
Thanks,
Kerri
Read Answer Asked by KERRI on November 02, 2021
Q: Hi 5i,

From all three of the model portfolios, which consumer cyclical defensive stocks are under valued?

Tks.
Read Answer Asked by Rino on November 02, 2021
Q: I was disturbed by a recent question about US estate tax and the fact that a Canadian Citizen residing in Canada is still subject to US Estate taxes if they hold US properties or US stocks or ETF's upon their death. I hold many US stocks. I also hold Canadian stocks on the US side of my brokerage account (ie AQN, BAM.A, MX, OTC etc_ in order to collect the dividends in US dollars. Are these Canadian equities being held in US dollars considered to be US investments when calculating US Estate Tax? I also hold a considerable amount of US dollars in the these accounts, is US currency considered to be US property as well?
Read Answer Asked by Scott on November 02, 2021
Q: Could you give me your opinion on Centrus Energy, LEU.NYSE, a smaller uranium play that seems to be doing rather well, if you can believe the share price.

Thanks
Read Answer Asked by Greg on November 02, 2021
Q: Could you please compare these energy stocks and advise if you have a preference between the 4 of these with an explanation. For a 1 to 2 year hold.
Thanks so much.
Read Answer Asked by Lorraine on November 02, 2021
Q: What are the similarities and differences between the TD Canadian Index fund (e series) and XIU? The TD fund is based on the Solactive Canada Broad Market Index. XIU is based on the S&P/TSX 60 Index. After reviewing materials I'm not sure of the similarities and differences. Please explain.

Thank you for your ongoing excellent commentary on questions. I review questions and answers daily. It's a little after one year after signing up, and I am a much, much better investor because of your service.
Read Answer Asked by Robert on November 02, 2021
Q: Re Comments from Richard on Oct27 about proceeds of WPT buyout. From what I read the special dividend is meant for US/foreign holders not canadians. I expected capital gain only. Could you clarify? Thanks.

Read Answer Asked by Denise on November 02, 2021
Q: Please rank the following companies based on future growth in 5-10 years and overall confidence.
Also which companies have the widest moats or even monopolies?
Thanks
Read Answer Asked by Ben on November 02, 2021
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