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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: Hello, In response to one of the questions you had mentioned that US tech stocks may see tax loss selling in January. Does the US have different time for taking advantage of tax loss as opposed to Canada? Could you eleborate on this a little further. My understanding was tax loss selling usually takes place in Novemeber/December. Thank you.

Regards,

Shyam
Read Answer Asked by Shyam on October 23, 2020
Q: Following the presidential debate it sounds like Biden has a fairly aggressive stance towards a switch to clean energy. Also, he seems intent on renewing spending on infrastructure. I already hold Algonquin and ICLN in the so called clean energy sector. Any others i should look at there? And what might profit from infrastructure spending, should Biden win.
Thanks
Read Answer Asked by joseph on October 23, 2020
Q: I believe we have seen this name on ATM equipment . Nobody seems to know much about it.
I see a technical reversal in this stock , and it had a 4.5% uptick on Thursday .
Is this company up-to-date in competing Inside the fin-tech world , or is it just a slow growth , mature business that barely survives by servicing its outdated equipment. ?
thanks , go Jets

Read Answer Asked by Thomas on October 23, 2020
Q: I have a taxable corp account, 94% equities,(28% US, 6% cash. Just read an article that bonds even at 0% expected return would help off set losses in this and upcoming volatile market, even though interest would be fully taxed.
Would you suggest;
1. sell some winners or tax loss some losers and buy a bond fund, ?CLF. ?CBO-or another one you might recommend. What weight percentage would you suggest?
2. use the cash to buy the same bond fund or a combo of the above two or your alternative
3. buy a preferred corporate share or shares? suggestions or preferred ETF ?HPR or another suggestion
4. Would you suggest a US Bond fund, ?suggestion
5. do nothing
Thanks and deduct what you see fit
Read Answer Asked by JEFF on October 22, 2020
Q: Hello 5i Team,
Seems that Square is recently facing much more competition. Just in the last two days, JP Morgan has launched "Quick Accept", Visa has announced "Tap to Phone" and Paypal is opening up their network to cryptocurrencies. Is the big run over for Square, and would you recommend possibly switching to Paypal within the payments space, given these announcements? Thanks. Brad
Read Answer Asked by Bradley on October 22, 2020
Q: Hello
I have held the Chou fund CL A-FE for a number of years and YTD on this fund is -24 should I continue to hold or should I take a loss and sell?
Read Answer Asked by Janet on October 22, 2020
Q: Good morning,
My grandson is 9 years old and I've set up for him a Non Registered Informal Trust account in which I contribute a few thousand dollars every year.
This Informal Trust non registered account is comprised of a selection of Horizon Corporate Class TRI ETFs that do not distribute any income or dividends that could otherwise be attributed back to the contributor. That being said, this informal trust account also holds one mutual fund (MAW 150) that does make distributions at the end of the year and that I would like to sell and invest the proceeds with another Horizon Corporate Class TRI ETF.
My question is regarding the best time to sell this MAW 150 and more specifically whether there is any advantage in replacing the fund immediately with a Horizon TRI ETF or waiting until the end of the year after Mawer makes its annual distribution (disregard the effect of attribution in your response).
Thank you and I look forward to hearing your thoughts and recommendation.
Francesco
Read Answer Asked by Francesco on October 22, 2020
Q: Can you explain in simple English what Sprott has done in pursuing this "at-the-market" program with these firms [Cantor Fitzgerald & Co. ("CF&Co"), Virtu Americas LLC ("Virtu" and together with CF&Co, the "U.S. Agents"?

Is it something which I, as a holder of these Sprott shares, should consider selling my positions and moving to other precious metals funds or to miners?

Thank you
Read Answer Asked by Ronald on October 22, 2020
Q: Hi Group I have held GILD for 2 yrs and its just keeps going down is it time to take the loss ? (down 25%) also owned ABBV for 2 yrs also it to is a loser I know you like it please explain why I should continue to hold or? lastly GUD is a dog that I have been holding since the $10 plus days (they clearly are long gone is this a candidate for tax loss selling? appreciate your help on the above 3 questions
Read Answer Asked by Terence on October 22, 2020
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