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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 date would you consider the height of tax loss selling.
Read Answer Asked by lynn on November 18, 2022
Q: I plan on journalling these stocks to my US account because the dividends are paid in $US. However, I am confused as to the appropriate listing name for BEP.UN on the NYSE as it appears to be the same as the one for BEPC, namely BEP. Is that correct?

Secondly, can you switch BEP.CA to BEP.UN:CA (or vice versa) in a non-registered account without the transaction being considered a disposition for tax purposes?

Appreciate your insight.

Paul F.

Read Answer Asked by Paul on November 18, 2022
Q: What would be your top picks for dividend stocks that are trading currently at good discounts and have a great recovery potential-across all segments US and Canada? One group making 3.5% or higher; one group 2-3% but have more growth opportunity? Thanks.
Read Answer Asked by Pat on November 18, 2022
Q: Apparently the US military and govt are looking to invest some funds towards funding projects in Canada for rare minerals, in an effort to reduce the dependency on China for critical minerals.
Can you suggest any Canadian companies or an ETF that may benefit from this.
Read Answer Asked by Colleen on November 18, 2022
Q: It looks like FED and BOC will keep on rising Interest rate and recession will follow,reducing income for many companies and their stocks will go down like in last recession. This is how I think,what is your opinion.2022 has been a tough year and hope for 2023 is in question.
Read Answer Asked by Nizar on November 18, 2022
Q: Dear 5i team.
Given the current market backdrop, if one was to take 100K and build an ETF portfolio for min 10 year timeframe, which sectors would you be comfortable buying into before year end and which ETFs would you choose to accomplish this.

Thanks for your help.
Read Answer Asked by Arthur on November 18, 2022
Q: I have the same company in a RIF account and in a Margin Account. If I sell shares in the Margin Account for Tax Loss or Capital Gain, do I need to take the Cost Base from the RIF Account and the Margin Account together. My opinion is, that whatever is in the RIF Account does not influence the Cost Base in the Margin Account. What is correct?
Thank you!
Albert
Read Answer Asked by ALBERT on November 18, 2022
Q: Hello 5i, could you comment on a company that is in Quebec mining for Lithium and what stock exchange that it trades on. The company is Sayona Mining SYA.
Read Answer Asked by Michael on November 18, 2022
Q: I just sold off my Biogen holding and am looking for a replacement within the healthcare sector. I held Biogen for over 3 years and exited with a nice return, but I have to say that I did not enjoy the wild ride and price swings as it seemed to trade solely on its new Alzheimer’s drug advancements and setbacks. So now I am looking to replace it with something a little more stable but still with the expectation of slow and steady growth. What would be your top 1 or 2 picks be today for both the US and Canada that might fit. I already own Savaria and XLV so something besides these.
Read Answer Asked by Steven on November 18, 2022
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