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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: Good afternoon,

I'm planning to sell BNS for tax loss selling and will buy BAM.A with the funds. I'm also planning to sell a put (about 3-6 months out) on BNS for the purpose of collecting the premium. From what I can tell, this would not be an issue on the tax loss side given that I don't necessarily get to buy the shares, correct? I'd also be ok with having to rebuy if called.

Please let me know if there's anything else I should consider wrt this idea.

Thank you for this service, as usual,
Lisa
Read Answer Asked by Lisa on October 11, 2022
Q: Can you provide a 'buy' list for a person wanting to deploy $200,000 (inside RRSP) with the goal of creating 5% or more sustained cash flow - as well as growing the original capital to keep up with inflatiion? We do not have company pensions - this would serve to supplement our government pensions.
Thinking, 20 stocks across all sectors @ $10,000 each (or 5%)
Also could you include 10 growth stocks (inside TFSA) for a total of $250,000 - gotta have some fun ;)
Many Thanks
Jan
Read Answer Asked by Jan on October 07, 2022
Q: Hi 5i, The FED seems to monitor lagging indicators for policy decisions. Could you give your views on these indicators and also provide a better, leading indicator for investors to follow. And links to these indicators would also be great.

Thx again for your sanity in a insane market!
Read Answer Asked by Christopher on October 07, 2022
Q: In my holding company trading account with a year-end of Oct 31, I plan to sell these losers in the next few days to offset earlier capital gains. I expect that these companies may drop even further during the tax loss selling season. Do you see any potential for any of these companies that might lead me to buy back the shares after 30 days?
Read Answer Asked by Brendon on October 07, 2022
Q: Hello, Most Banks and Utilities got hammered today mercilessly and stocks in these sectors made new 52 weeks Lows. Any specific reasons, in your view ? Energy has held very well and Tech sector appears to have found a bit of a ground. Treasury/Bond yields seems to have resumed their upwards trend after a brief 2/3 days pause. Many Experts (5i included) have indicated that there was a lot to feel good about in the two days of market rally, including strong market breath, the VIX topping at 34, on Friday etc. Do you think, it's not All Clear yet and market could test new lows ? Thank You
Read Answer Asked by rajeev on October 07, 2022
Q: Could I transfer u.s. dollars to cdn dollars using Norbert’s gambit thank you
Read Answer Asked by Ken on October 07, 2022
Q: I own AQN in my dividend growth portfolio and would like to add another utility. Is Fortis to similar to AWN or different enough for a diversified portfolio. Also thining of Emera or perhaps ATCO for better diversification. Which of these or others would be your preference for another utility in a portfolio?
Read Answer Asked by Gerry on October 07, 2022
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