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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: With respect to Shyam questioning your answer regarding US Tech stocks seeing tax loss selling in January. I believe the portion of your original answer that he is referencing related to selling tech stocks in January to crystallize capital gains, not losses, as a result of the huge run in tech stocks this year. The reason people will hold off selling tech stocks till January, both in Canada and US, is that it is the start of a new tax year and they may not want to incur capital gains until the new tax year starts. A corresponding drop in Tech prices may occur if this sell off is large enough.
Read Answer Asked by Bruce on October 23, 2020
Q: 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 would like it to be in real time. I have used the TXS Money but as I have used it in the past it is not very consistent and I have had troubles with it. Hopefully you can suggest a different site. Thanks very much Dorothy
Read Answer Asked by Dorothy on October 23, 2020
Q: Hello Peter, Union Pacific, after some fairly steady improvement since COVID and over recent years, despite being a large and not overly expensive company, has dropped about 12 percent in the last few days. I know stocks don't just go up, but this seemed unexpected and company-specific. I am thinking of adding. Any thoughts - either to account for the drop or whether you think it might be a good purchase at this time. Thanks!
Read Answer Asked by James on October 23, 2020
Q: Why would SIS have released a "pre" quarterly report when their actual results are scheduled to be issued in a couple of weeks? If memory serves, I think they did this last quarter as well but they are one of the few, if only, companies that seem to do this. Should anything be read into this early disclosure, despite the fact it is good news?

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on October 23, 2020
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
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