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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: Strategy question:

I have an unregistered account currently showing a profit, but I do I have a number of loosing stocks in the mix. The unregistered account was built on a home-line of credit so the interest is currently claimable, which is something I'd like to preserve.
My goal is to move funds to my TFSA while maximizing the immediate tax benefit. Am I able to sell the loosing stocks at loss, claim the loss, and move the cash to the TFSA to buy a different equity? Or is it better to just do a trade-in-kind to move my current holding into the TFSA? Do either of these strategies impact my ability to claim the loan interest?

Thanks
Read Answer Asked by Gresham on December 10, 2021
Q: What is a good stock to buy for RRSP for a 10 year hold? I am following LSPD right now but also reading the ?'s on TOI. thank you
Read Answer Asked by Brenda on December 10, 2021
Q: Which industrial stocks or ETFs would you recommend given where we are in this bull market? can you list them in terms of valuation (low to high) and potential for growth (low to high).
thanks
Read Answer Asked by Mary on December 10, 2021
Q: Thank you to everyone at 5i for all your excellent information and patience with many of the questions.

I hope that the many accolades you receive obliterate the criticizers.
Please don't change anything to accommodate the know-it-alls!

I wish you all the best of the season and throughout 2022 and far beyond.

Best Regards
Read Answer Asked by Gayle on December 10, 2021
Q: Since both stocks have been hit hard of late - for similar reasons. Which stock would you think has the best chance of short-term recovery and long-term success. I own some NVEI shares but was wondering if it might be good to trigger the loss and replace with LSPD shares if it had a stronger outlook. Or if going a more conservative route - what 3 or 4 stocks would you say have decent growth prospects and good valuations and could pick up a decent amount of shares if have about $5k?
Read Answer Asked by Stephen on December 10, 2021
Q: I had a small investment in ATD & when dual shares were done away with I now have the same number of shares but they are US shares listed on the pink sheets. I didn't opt for this & have a couple of questions re the conversion. Is it a good thing that they are US shares? Did this occur for all share holders of ATD? Why didn't I get the Canadian version which is still trading on the TSX? Finally, the US version appears to be quite volatile; is that just the market or is there anything to be concerned about here?
Thanks
Dave
Read Answer Asked by Dave on December 09, 2021
Q: Not a question, just an observation. Evergrande is in the (mainstream) news again this AM Dec 9. Blackrock is being reported as being the second-largest institutional holder of Evergrande shares, and I wondered what impact there might be on my portfolio specifically as regards my holdings in XAW. In looking on Blackrock's site for XAW's holdings, I found that out of total XAW holdings of $3.8 billion, Evergrande accounts for a mere $21 thousand, less than 0.01%.
I haven't looked at other iShares ETF's, but as far as XAW is concerned -- I'm not worried.
Read Answer Asked by Lotar on December 09, 2021
Q: Since inception, across all the portfolios, was any healthcare company that was sold with a profit?
Read Answer Asked by Marios on December 09, 2021
Q: Nubank (NU Stock) IPO. Could I get your opinion if this would be a good investment?

Thank you.
Read Answer Asked by Ross on December 09, 2021
Q: Good morning,
Tax loss selling season has arrived and looking at my non registered portfolio I see that PKI is significantly below my purchase price and while I still like PKI for the long term, it is a candidate for tax loss selling this year. I would appreciate your thoughts on:
Q1. Selling PKI and replacing this holding with ATD
Q2. Selling PKI and purchasing ATD as a proxy until I'm able to repurchase PKI in 30 days.
Q3. Recommending another stock or ETF to purchase following the sale of PKI
I thank you and look forward to your thoughts and sage advice.
Read Answer Asked by Francesco on December 09, 2021
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