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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: Just a general question on the rules for tax loss selling. If I sell a stock and immediately sell puts on the same stock (expiry more than 30 days in the future). Do I still qualify for the tax benefit? Does the strike price have an impact?

Always appreciate your insight.
Peter
Read Answer Asked by Peter on July 29, 2019
Q: Re David's question about book value differences, that could change in a number of different ways, such as reinvested dividends on ETF's, stocks sold at a gain and new stocks repurchased, etc.
Read Answer Asked by Christopher on July 29, 2019
Q: Regarding earlier question on seeming overcontribution to TFSA, the discrepancy most likely involves dividend reinvestments which are added to book value.
Read Answer Asked by richard on July 29, 2019
Q: Hello team. In a nutshell, what is going on at PAYS that has made it "rocket" up as of late. What has fundamentally changed in their business after all these years of being at penny-stock share price levels? Is it something fundamentally that strong that we can expect big growth ahead for years? Are they doing something "disruptive"

Also, if you had to choose between LSPD and PAYS today, which would it be for long-term growth and share price appreciation potential here? Thanks
Shane.
Read Answer Asked by Shane on July 29, 2019
Q: Hi,
This is just a quick note of support on the Big Swim Fundraiser event which is in aid of sending kids with health conditions to Camp Brigadoon. Peter will be swimming across the Northumberland Strait, from NB to PEI, on Aug 18th. I trust he is a strong swimmer or the kayaker keeps a close eye on him. We don’t want to lose his sage advice. I have made a lot of money with 5i in my membership and I wanted to support this great event. With a few more contributions, he will exceed his fundraising goal.
Thanks
Dave
Read Answer Asked by Dave on July 29, 2019
Q: Hi, I am looking to add a position in either DSG or LSPD to my RSP. I am looking at these to add some growth as I have a number of bank and utility stocks in my RSP now, which provide dividends but not a lot of growth. Can you please advise which you would recommend, including your reasons and also how they compare from both a risk and growth perspective.

thanks for your advice.
Paula
Read Answer Asked by Paula on July 29, 2019
Q: I accepted that your general program is akin to a newsletter and therefore treated my earlier membership as a nontaxable expense, for income tax purposes. Do you have any thoughts on whether the Portfolio Analytics program might more possibly be a tax deduction? If it is, does one need to separate out the cost of the Analytics for the expense claimed, or can the whole amount be used? Thanks for your excellent service.
Read Answer Asked by Leonard on July 29, 2019
Q: I, like Medison, am fed up with Knight and Jonathan Goodman. I voted to keep him in and I thought that after the battle, he would try and create some shareholder value. If Medison can call a shareholders meeting, I think a lot of shareholders will side with Medison this time around. A very frustrating stock and I know that if one is frustrated, they should sell. Do you think we will ever see some move to the upside in Knight in this century, or maybe Knight is for the great-great-great-grandchildren. lol
Read Answer Asked by Helen on July 29, 2019
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