Q: Everyone, recently i have been reading your early and earliest questions because i believe history repeats itself. Thanks for leaving the questions for rereading. Clayton
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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: Do you have a blog entry or past question response related to US listed opportunities that could benefit from the end of tax loss selling? If not, can you provide 10 opportunities that would benefit specifically from this seasonal event? Can you also explain the extent to which tax related selling and potential rebounds occur in the US compared to the Canadian market? Is it just as likely or less likely based on the size of their market and different tax system? Lastly and on the same theme, if CSU is an excellent candidate for a recover from tax related selling, is NOW a US listed candidate for a rebound on a potentially larger scale given the larger following that it has?
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Virtus Private Credit Strategy ETF (VPC $17.56)
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Accelerate Diversified Credit Income Fund (INCM $14.94)
Q: What are your thoughts on investing in private credit? Should it be part of a diversified portfolio? Are the above ETF's a good vehicle to invest in private credit?
Happy Holidays to the 5i staff!
Happy Holidays to the 5i staff!
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Icahn Enterprises L.P. (IEP $7.41)
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Alerian MLP ETF (AMLP $46.92)
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Alliance Resource Partners L.P. (ARLP $23.10)
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CrossAmerica Partners LP representing limited partner interests (CAPL $20.76)
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Plains GP Holdings L.P. (PAGP $18.68)
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Western Midstream Partners LP Representing Limited Partner Interests (WES $39.37)
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Westlake Chemical Partners LP representing limited partner interests (WLKP $19.16)
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Hess Midstream LP Class A Representing Limited Partner Interests (HESM $34.06)
Q: I am interested to know your thoughts about US MLPs for Canadian investors. One that’s been on my radar for a while is energy transfer partners. Could you please address the tax issue related to what a Canadian investor must be careful of, or which account would be better to hold an MLP in. In addition, could you list 3 to 5 MLPs that pay wonderful dividends that you would recommend?
Q: After years of holding this company I sold it for tax loss. I'm confident I have time to rebuy after 30 days without the need of a proxy. The question is, should I rebuy it. Even though it has grown for the last 3-4 Q's as a result of its entry into the RTD market, investors don't seem to care. Perhaps with a risk off market and a shift to value it could run. What do you think? How would you rank this stock, as an income stock with moderate growth or just a straight income stock? What would you consider a better income stock with moderate growth? Can you review it's last 2 or 3 Q's in your response? Thank you.
John
John
Q: NRXS Can you give me you opinion on this stock. Do you it has potential from current prices?
Q: Do you have an opinion on RPID?
Q: I am seeing sell recommendations for ARM from other analysts. ARM designs the CPUs used in almost all cellphones, the current Apple computers and a growing share of data centres. How could this stock be overvalued? What is your projection for the medium to long term?
Q: What is your opinion on Tesla moving forward ? Is there an opportunity here starting a new position? In a previous question you stated that Fundamentals in the company are improving. Do you mind explaining please?
Thank you
Thank you
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iShares Core Canadian Short Term Bond Index ETF (XSB $27.00)
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Purpose High Interest Savings Fund (PSA $50.08)
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Global X High Interest Savings ETF (CASH $50.05)
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Global X 0-3 Month T-Bill ETF (CBIL $50.08)
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High Interest Savings Account ETF (HISA)
Q: Hello, Im looking for a conservative option to GICs
Would it be preferred shares ? Please help and avise
thanks so much
Tim
Would it be preferred shares ? Please help and avise
thanks so much
Tim
Q: gold has gone up a lot this year do you think new buying for something like xgd is a reasonable decision?
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AT&T Inc. (T $24.23)
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BCE Inc. (BCE $31.03)
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Rogers Communications Inc. Class B Non-voting Shares (RCI.B $50.27)
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Quebecor Inc. Class B Subordinate Voting Shares (QBR.B $50.70)
Q: Have a capital loss with Telus of 23%. Would you recommend selling Telus and buying one of BCE, QBR.B or RCI.B or just keeping cash buying back T after 30 days or doing something else? How would you rank BCE, QBR.B, RCI.B, T for an income account for purchase?
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Amazon.com Inc. (AMZN $228.15)
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NVIDIA Corporation (NVDA $183.14)
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goeasy Ltd. (GSY $132.41)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $163.01)
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Nebius Group N.V. (NBIS $93.18)
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Microsoft CDR (CAD Hedged) (MSFT $34.60)
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Alphabet CDR (CAD Hedged) (GOOG $50.27)
Q: Tax issues aside, is there a clear favourite here for an in kind contribution to our TFSA's come January 1?
Thanks,
Terry
Best of the Season
Thanks,
Terry
Best of the Season
Q: I currently have a balance between silver bullion and silver equities. I'm looking to increase my holdings. At this time in the market would you favor the purchase of quality silver stocks or silver bullion?
With appreciation,
Ed
With appreciation,
Ed
Q: Peter; Thank you the response yesterday. Given your info would it not be a good time to add a little? I don’t think Mr. Sprott would risk his reputation if he was trading with any material info.
As a long timer, I would like to thank you and all of your staff for the exceptional service over the years. My wife and have
both seen all our various portfolio’s returns that beat anything
available in the investing universe.
Enjoy your time off, not much I would guess, and a Merry Christmas and a prosperous New Year.
Rod
As a long timer, I would like to thank you and all of your staff for the exceptional service over the years. My wife and have
both seen all our various portfolio’s returns that beat anything
available in the investing universe.
Enjoy your time off, not much I would guess, and a Merry Christmas and a prosperous New Year.
Rod
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Constellation Software Inc. (CSU $3,322.01)
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ADF Group Inc. Subordinate Voting Shares (DRX $8.85)
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MDA Space Ltd. (MDA $27.15)
Q: Just sold in our joint account for tax loss can I buy back in an individual account before 30 days and still claim the tax loss jointly?
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Global X US Dollar Currency ETF (DLR.U $10.24)
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Hamilton Utilities YIELD MAXIMIZER TM ETF (UMAX $13.12)
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Harvest Premium Yield Treasury ETF (HPYT $8.58)
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Hamilton U.S. T-Bill YIELD MAXIMIZER TM ETF (HBIL $14.85)
Q: Will have to sell one of these to raise cash. Which one? Thanks and Greetings Peter.
Q: Can you give me some insights into this silver company. This one shot to 84 cents and and is now back in the 30 cents range. Is it s good buy considering current silver prices.
Q: your choice for upside in this tech market today and why
Thanks Dave
Thanks Dave
Q: I’m looking for the MER to HDIV. The Globe & Mail has it at 0.65%, Morningstar lists 2.550%, Hamilton ETFs site says “0.00% (subject to the fees of the underlying portfolio ETFs)”.
I’m guessing I don’t get to pick the one I like best so wondering what it actually is?
I’m guessing I don’t get to pick the one I like best so wondering what it actually is?