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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: Hi Team,
I hold these 6 lossers and like to trade as the follow to crystallized the "tax loss".
sell ALA buy PXT,
sell BNS buy TD,
sell MFG.PR.G buy MFC.PR.C
sell SOX buy WSP
sell KPT buy PRI.un
I understand my queston have too many companies in one question, please deduct as many as it needed and I sincerely thank you for all these years of your team's best service and help my retirement investment portfolio.
Merry Christmas and Happy New Year to you ALL.
Tak
Read Answer Asked by Tak on December 24, 2018
Q: Dear 5i,
As a member since 2012, I am happy to tell you that you're still my #1 trusted source of investment insights, in good markets and bad. Thank you for your dedicated service and conflict-free opinions. I have made a lot of money applying your sage knowledge and experience that would not have been possible without you. All the best for the holidays and for 2019.
Regards, Michael
Read Answer Asked by Michael on December 21, 2018
Q: In an earlier answer you suggested that ryt might be more interesting than qqq, as it was an equal weight fund. I do notice, though that the top five holdings are quite different. But, that is beside the point--which is whether there would be n equal weight offering corresponding to voo? I searched but couldn't find any. Although i did come across the interestng information that Vanguard has switched its own employees pension funds ti vig, from voo.
Thanks and may you have the assorted blessings of the season
Read Answer Asked by joseph on December 21, 2018
Q: We are opening a TFSA for our 20-year old daughter. She is in the middle of her post-secondary education and she will graduate without student loans, thanks to her RESP. We will transfer in-kind these two DRIP stocks that we have held in-trust for her: BMO and ENB.
Portfolio question: what should her next holdings be? Long-term growth stocks like TSGI, CSU, SIS, or rather an ETF to get some quick diversity, like VUN and XQQ.
Tax question: I assume I am having a 'deemed disposition' with CRA on the in-kind contribution, and it will be taxed in my hands, as the owner in-trust.
Thanks,
Rob. (2 credits).
Read Answer Asked by Robert on December 21, 2018
Q: Hi team, can you tell me if there is any benefit to owning Preferred shares of a company or a bank as apposed to owning the regular shares. Is one better than the other, if so how and when would you recommend one over the other. Could you possibly recommend some based on your answer. Thanks, Nick
Read Answer Asked by Nick on December 21, 2018
Q: I am a conservative,retired income investor looking to invest when (hopefully) this s###-show has settled down. What would you suggest for Canadian companies? I've been watching the banks but they seem to be continually weak.?
Your thoughts would be appreciated.
Bob
Read Answer Asked by Robert on December 21, 2018
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