skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I am in my early 80's ,have large capital gains and plan to stay invested in equities as my parents lived to over be over 100.
I believe that the capital gains inclusion rate will be increased to 75% as early as December 31,2021 which is 50 years since the capital gains tax originated.
As a result I intend to begin selling the equities with the largest gains with a view of buying a portion of them back after leaving enough in cash to cover the tax.
Can I repurchase the same day or do I have to wait until after the date of settlement?
Read Answer Asked by Terry on November 19, 2020
Q: I’m looking for a low fee ETF for emerging markets, but which excludes China. Can you offer any suggestions? Thanks!
Read Answer Asked by James on November 19, 2020
Q: I own a full position in FTNT and in RPD in a registered account. The holding is for 10 years +++ Would you be inclined to switch one of the two for CRWD , which one and why? There would be no fees associate to the trade (no tax implication and trading fees are not significative relative to the size of the position)
if not, why?
Read Answer Asked by Olivier on November 19, 2020
Q: With the increase in price of KXS,DSG, SHOP, REAL and LSPD I now have a total of 23% of my portfolio in these shares. I have taken profits and reduced my position each of them. The only concerns I have going forward is with KXS and DSG. Ross Healy on BNN did not have a very Rosie picture for KXS. I know that different views is what makes a market. You continue to be much more positive on KXS and continue to recommend it. DSG andKXS are somewhat similar. I respect your opinion, would you recommend selling either one? If so which? I view many of these guest as having a person interest in recommendations. I always take them with a grain of salt. I have seen this in my previous life while working for a major investment firm.
Read Answer Asked by Roy on November 19, 2020
Q: This question is about MTRX or Loop Insights on the TSXV. It doesn't seem to be in your system when I entered the ticker.

Loop Insights is getting a lot of chatter amongst the self-directed crowd on Reddit and the stock price is rocketing up accordingly.

Is this company legitimate? Is there great potential here? Or is the stock price a pump?

Cam.
Read Answer Asked by Cameron on November 19, 2020
Q: Hello Peter,
Can you comment on curaleaf's earnings? This company has been doing well but it looks like the market did not like its current earnings yet the company is growing nicely. Also, why would a company remove the current CEO that has done quite well for the company? Any reason for the other three stocks: jwel well, and doc to be taking a hit. Is this just short term sector rotation due to the vaccine announcement and if so, is it better just to hold these for longer timeframe? Thanks very much.
Read Answer Asked by umedali on November 19, 2020
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!