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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: If Biden is elected and the Dems sweep,is it reasonable to expect folks to sell their winners to lock in the present significantly lower capital gains tax when compared to Biden's proposed tax?
Read Answer Asked by maurice on October 26, 2020
Q: Dorothy asks:

“Do you know of a site that I can list all my stocks, the cost price, and number of shares and get the following information: gain or loss, with the percentage and the dollar amounts.“

I have used the Yahoo Finance portfolio tool for decades. It’s free and easy to use.

I also use the Globe and Mail portfolio tool, which requires a subscription to the digital newspaper but offers real time quotes and quite good portfolio analytics.
Read Answer Asked by David on October 26, 2020
Q: I own 2500 shares (~CA$136,000) of Nutrien (non-registered account) with an unrealized capital loss of approximately $19,000. To realize this loss, I am planning to sell my position in Nutrien with aim to re-buy after 30 days. In the interim, to maintain weighting in that sector, what suggestions do you have for an economically similar security (or securities)? (My holding is currently in a US$ brokerage account, so would be easiest to switch to another US$ security, although I could journal-entry my shares into the corresponding CA$ account, and sell my NTR shares in CA$, if you suggest a CA$ security[ies].)

Ted
Read Answer Asked by Ted on October 26, 2020
Q: Regarding your answer to “must owns” for Canadian growth investors - What distinguishes your list from SHOP and/or WELL. Put another way, what are SHOP and WELL missing to make your list?
Thanks. ram
Read Answer Asked by Ray on October 26, 2020
Q: CAR.UN seems to be struggling. I hold it in an unregistered account at a loss position. I also hold DIR.UN. Am thinking of selling CAR.UN, waiting 30 days and then re-buying or just adding the sale funds to increase DIR.UN. Don't hold any other REITs in my cash account, but have other REITs in RSP account. I am thinking that CAR.UN will need some time to recover and that it will be very slow over time. Do you agree? Would you wait longer to rebuy?
Question 2 is regarding DOCU. Would you consider it still a buy at current levels for a 5 year + hold.
Thanks for your input.

Read Answer Asked by Rudy on October 26, 2020
Q: Which companies are competitors of OTEX ?
Read Answer Asked by Robert on October 26, 2020
Q: More than one topic -- The Feds are forecasting GDP to decline by 42% which will be the biggest single year drop since WWII. Will the market take a hit for a period of time? I have read about SPAC (buying a company before it becomes an IPO) not listed on Globe Investor with 2 of a few names associated with it being Bill Ackman and Harry Sloan -- and SPCE (listed on Globe Investor) and would ask what is your take on what I consider new products to use for investing? I read an article of another member who had similar questions about the above-mentioned. Thank you, Dennis
Read Answer Asked by Dennis on October 26, 2020
Q: In order to increase my holdings in Healthcare, I bought Theratechnologies 2 years ago at $7.21 when 5i was bullish on the stock. The stock did quite well for awhile and I was very happy. It closed on Friday at $2.68 (not so happy anymore). Is this company expected to recover or should I accept my losses and sell?
Read Answer Asked by Ray on October 26, 2020
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