Q: Hi 5i Team - Could you tell me where I can locate your 2023 tax loss screener. Thanks.
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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: Just revisited U Tax Loss Selling Screener & reportedly bulk selling done by 3rd week of Nov.Please provide some beaten up stocks with good growth(ex those in U above Screener) for Buy the next l & 2 weeks..Are the following stocks in my portfolio buyable: EIF ,GGD,AW.un, TVE,WCP. Txs for U usual great services & views
Q: I am not a TAX expert but I thought that any option premium collected today should be claimed in 2023 not 2024. Since income is coming this year not next year.
Q: Good morning 5i
Looked on Google for an answer for this question but couldn’t find anything. If i sell a covered call option today with an expiration date in January, in which the stock is called away, in what year would I pay the capital gains tax, 23 or 24?
Thanks
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Asked by joseph on December 08, 2023
5I RESEARCH ANSWER:
The stock will be sold in 2024, so is taxable in 2024. The options will be closed out in 2024, so the premium is also taxable in 2024 (as a capital gain).
Q: Good morning 5i
Looked on Google for an answer for this question but couldn’t find anything. If i sell a covered call option today with an expiration date in January, in which the stock is called away, in what year would I pay the capital gains tax, 23 or 24?
Thanks
Upvote IconUpvote
3
Add to favourite Icon
Asked by joseph on December 08, 2023
5I RESEARCH ANSWER:
The stock will be sold in 2024, so is taxable in 2024. The options will be closed out in 2024, so the premium is also taxable in 2024 (as a capital gain).
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Oracle Corporation (ORCL $189.97)
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Miscellaneous (MISC)
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Pure Storage Inc. Class A (PSTG $71.32)
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Datadog Inc. (DDOG $146.00)
Q: What are the best stocks in the data memory storage space?
Q: I heard lot of money has been invested in MONEY MARKET or GIC. is there a way for regular investors to check when money is coming out of money market or GIC and investing in EQUITIES.
Thanks for the great service.
Thanks for the great service.
Q: Hello, with respect to David's suggestion for 5i initiating a US growth portfolio - If I remember correctly, Peter started a Long/Short USD Equity fund 1-2 years ago. With disclosure " Not a solicitation ", may be you could direct us to a place/contact, where more information could be obtained about this USD Fund offer - Eligibility, minimum, mandate, performance and fees etc.
Thank You
Thank You
Q: peter,have you ever given any thought to starting a u.s. dollar growth portfolio or u.s dollar tech portfolio.,or a combination of both. you and your staff seem to own many u.s. equities and many questions are about u.s. stocks. furthermore a dollar made in u.s. equities is worth about 1.40 to your members who i think are 99% cdn, of course the reverse is true re losses.personally i only buy u.s. equities, i gave up on cdn equities, other than oil and the banks most are illiquid.
Q: Hi there, I'm thinking of moving some of my investments over to Wealthsimple Trade (WS), which I believe is their self managed online brokerage. In your opinion, would my money be safe with their platform? Do you see any red flags, relative to the Big 6 brokerages? Thanks!
Q: Hi 5i Team - I am interested in joining a group of individual investors who like to share their opinions and research on various equities. Basically a discussion group not necessarily involving a specific speaker. This could be through virtual or in person meetings. Do you have any suggestions. Thanks.
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Alphabet Inc. (GOOG $310.52)
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Microsoft Corporation (MSFT $478.53)
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Royal Bank of Canada (RY $228.29)
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Toronto-Dominion Bank (The) (TD $125.80)
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Bank of Nova Scotia (The) (BNS $100.17)
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Enbridge Inc. (ENB $65.46)
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Sun Life Financial Inc. (SLF $83.16)
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Intact Financial Corporation (IFC $282.54)
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Alimentation Couche-Tard Inc. (ATD $72.24)
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Miscellaneous (MISC)
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Hydro One Limited (H $52.74)
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Brookfield Corporation Class A Limited Voting Shares (BN $62.87)
Q: I'm looking to invest $60,000 for a minimum of 5 years. This money will be used towards a downpayment for a house. Can you please comment on a split of 50% SPY and 50% quality stocks, such as GOOG, MSFT, SLF, ATD, BN. Also can you please suggest some additional stock ideas that are fairly conservative for a 5 year hold. Thanks!
Q: Hi 5I.
It’s that time again where I move cash stock into a TFSA, that is for Jan 24. Looking at selling ATZ from cash for a tax loss and rebuying after 30 days in a TFSA. Or, transferring LMN and SHOP into the TFSA.
Thoughts?
It’s that time again where I move cash stock into a TFSA, that is for Jan 24. Looking at selling ATZ from cash for a tax loss and rebuying after 30 days in a TFSA. Or, transferring LMN and SHOP into the TFSA.
Thoughts?
Q: Well, that was some week, throw a dart and you would of made money. So why did this happen, it was not suppose to listening to all of the Wall Street Pros. a week earlier, maybe just buy good stocks that make money and stay invested.
Thanks again.
Thanks again.
Q: After the fed stopped increasing rates what was the average rate of return 12 months and 24 months in the TSX and S&P 500?
Q: Isreal/Hamas war.What is the impact on the US & Canadianstock markets,canadian banks,oil stocks and REIT?Will the war spread to involve other Middle East countries?,If it does,then what is the impact on the the US & Canadian stock markets,Can banks,oil stocks & Reit? Is it prudent to reduce stocks? Txs for U usual great services & views
Q: Is there any ETF that are holding stocks that are only outperforming SP500.
Thanks for the great service
Thanks for the great service
Q: Is a way to receive in my daily question and answers list of others investors which could be accessible instantly from my own questions daily list? Thanks
Q: Hi 5i Team,
I am trying to understand how RETURN of Capital works on ETF.
Eg: Buy 1000 shares at 14 = 14000 and get 8% dividend.
Sell 1000 shares after a year at 15 = 15000. So Total return is 15% return on my investment. (8% dividend plus 1K capital gain = 7%)
Please advise if the above calculation is correct or is it the original investment minus 8% dividend.
Thanks for the great service
I am trying to understand how RETURN of Capital works on ETF.
Eg: Buy 1000 shares at 14 = 14000 and get 8% dividend.
Sell 1000 shares after a year at 15 = 15000. So Total return is 15% return on my investment. (8% dividend plus 1K capital gain = 7%)
Please advise if the above calculation is correct or is it the original investment minus 8% dividend.
Thanks for the great service
Q: Thank you for your recent analysis of style "factors", especially growth vs. value. What would be your top pick for each of growth and value in each of the Canadian economic sectors, large or mid-cap names preferred. Thanks, Brian
Q: Follow-up questions. - Do you suggest P/E below is considered a value stock? If not please give us what is considered as value P/E.
The current forward P/E for each sector is:
Materials: 17.4X
Real Estate: 28.2X
Financial: 13.4X
Services: 16.5X
Discretionary: 24.4X
Utilities: 16.1X
Energy: 11.6X
Health: 17.5X
Staples: 19.4X
Industrial: 18.2X
Technology: 25.5X
Thanks for the great service
The current forward P/E for each sector is:
Materials: 17.4X
Real Estate: 28.2X
Financial: 13.4X
Services: 16.5X
Discretionary: 24.4X
Utilities: 16.1X
Energy: 11.6X
Health: 17.5X
Staples: 19.4X
Industrial: 18.2X
Technology: 25.5X
Thanks for the great service
Q: Hi 5i Team - I am interested in buying more U.S. stocks and have a non-registered U.S. dollar account as well as a TFSA account in Canadian dollars. Are there any concerns over buying U.S stocks in the TFSA account? eg. Are U.S. capital gains and dividends still tax exempt in a the TFSA. Any advice as to preferences re which account to use would be appreciated.