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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: My daughter is selling BNS for a tax loss. For a replacement would you favor a US bank like JPM at this time or another Canadian bank like TD or RY? Her other financials are BAM and GSY.
Read Answer Asked by Paul on September 28, 2020
Q: Thank you to the entire 5I team for your wise advice which helps us make important decisions for our lifelong savings. That said. There are many uncertainties as a second wave of COVID approaches, the American elections which are already problematic, not to mention the results which could be contested and which would plunge the market into great uncertainty. Couple this with the tax season losses and you have a month of October and November that should certainly be very volatile. This leads me to ask a question of market timing, yes I know no one can predict the market but for stocks that have fallen a lot this year like those offered in this question and that I own, is it not timely to sell before sales season and buy them back or other bargains during tax season?

Thank you

Yves
Read Answer Asked by Yves on September 28, 2020
Q: If we found a Covid-19 vaccine tomorrow, what are the most depressed companies now that would benefit the most?
Read Answer Asked by James on September 28, 2020
Q: Hi 5i:
The quote about Latin America below is from today's Washington Post. Given that dire analysis, can you advise how you think the situation in Latin America will affect BNS's overall business, its share price and ability to cover its dividend for the foreseeable future.
"In Latin America, the economic disaster may be just as acute, if not more so [than in other hard hit places such as India]. Leading U.N. officials warn of a “lost decade” in the region, with spiking poverty and entrenched recessions. The ILO [International Labor Organization] pointed to a “stimulus gap” between rich and poorer countries. “Just as we need to redouble our efforts to beat the virus, so we need to act urgently and at scale to overcome its economic, social and employment impacts,” Guy Ryder, the ILO secretary general, said in a statement. “That includes sustaining support for jobs, businesses and incomes.”
Thanks,
Peter
Read Answer Asked by Peter on September 28, 2020
Q: I have essentially equal holdings in these mega caps and other US and Canadian techs listed. For a new additional tech investment, any thoughts on the best addition? Would you recommend more to an index?
I'm trying not too add too many new names.

Thanks in advance.

Thanks,
Read Answer Asked by Peter on September 28, 2020
Q: The Brookfield suite over the years has been a comfortable place to grow but it has a way of taking over ( combined 4 holdings has grown to 17% ) .

BIP.UN is my 3rd biggest holding , BEP.UN is my 13th biggest holding .
BIPC is my 23rd and BEPC is my 30th weight position . I own 50 stocks .
My RIF begins next year so I will have to cull somewhere and draw income.

1. You seem to prefer BIP over BEP :
2: You prefer the “C” stocks in non-registered accounts (To benefit from CDN dividend )
3. You prefer “.UN” stocks in the registered accounts to avoid US withholding taxes.

To restructure things involves declaring substantial capital gains ... Does it make sense to switch things around ?

I thank you for causing me wealth management problems like this.
Read Answer Asked by Thomas on September 25, 2020
Q: Can you please tell me how BAM.A has “nearly doubled since the March low”? I’ve seen this comment from 5i a couple times already but don’t can’t see anything close to that in the charts or looking at the 52 week lows/highs. Are we talking about the same stock?
Read Answer Asked by Mike on September 25, 2020
Q: Today I believe is Bam.a investor day .Have we learned anymore about why this name should be owned .The stock has been very disappointing .
Read Answer Asked by Kim on September 25, 2020
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