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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: Re: Tax Loss Selling. I understand that a loss counts if you wait 30 days before repurchasing. However, what if you repurchased in a different account in less than 30 days. Who the loss hold up? Thx Frank
Read Answer Asked by Frank on November 22, 2018
Q: Of this loosers which one to hold or buy more and which one will become tax loss in your opinion?
ala,toy,sis,vet,wcp,ccl.b,cve,csu,dol,gsy,hse,kxs,
nfi,pbh.
Tax loss is not needed.
Read Answer Asked by Nizar on November 22, 2018
Q: Hi 5i,

Most of the etfs that I have looked at for the Canadian market are 60-65% in financials and resources which I think is a very large weighting. I understand that the Canadian market is tilted towards these sectors but is there any etf that is more diverse and balanced?

Alternately, is there an etf which would resemble your balanced portfolio (wishful thinking?). I am looking at moving all my stocks to etfs as I don't have the time to manage them.

If there are no etfs that match the above, maybe you could suggest a mix of etfs for different sectors and weighting? Looking for growth, no need for any yield.

Thanks as always. Please deduct as many credits as you see fit.
Read Answer Asked by K on November 22, 2018
Q: I ve been looking for a way to invest in the rise in popularity of car shares like zip car or car2go.

I haven’t found any pure plays but was thinking BYD may see a benefit from this trend. I feel like these vehicles must see lots of bumps and dings during their life in the city and users caring less about them than their personal vehicle. I would assume car share companies would prefer to work with larger auto body companies like Boyd for these repairs.

I’m curious to hear your thoughts on this and if you have any other ideas on how to invest in this trend.

Thanks!
Read Answer Asked by Dennis on November 22, 2018
Q: Good morning 5i team
I am considering selling NFI in my Investment a/c to trigger a 2018 tax loss, and plan to buy it back ~ 30 days later in line with CRA rules. Does this seem like a reasonable risk to take in the current market? i.e. is the expectation reasonable that I "may" be able to buy it back at roughly the same level as now?
Thank you for your view on this.
Edward
Read Answer Asked by Edward on November 22, 2018
Q: What would be your opinion of this company ? I have owned this for a very long time and I am currently way down. This company was once a fast growing and exciting but in past years seems to have had board trouble and expansion growth issues. I hold this in a regular margin account and if needed I would have a nice tax loss. Is there any hope for Davids Tea? Thanks
Read Answer Asked by Kolbi on November 22, 2018
Q: What are your thoughts on the following funds:
BMO Sélect trust growth portfolio and BMO growth ETF portfolio class? Thank you!
Read Answer Asked by Jacques on November 22, 2018
Q: You have said that you prefer tsgi over pbl. Looking at the financials the roe, roi, debt, eps growth, price to cf is better at pbl than tsgi. What is the reason for your preference?
Regarding plc can you tell me what the reason is for the huge earnings spike in 2021?
Read Answer Asked by Jerry on November 22, 2018
Q: Is there an easy way to follow the S&P Energy Bullish Percent Index?

Thank you
Read Answer Asked by SHANE on November 22, 2018
Q: The Nov.19 response to the tax treatment of GIC interest question is not quite accurate.
Most interest received is treated on a cash basis, so on a 1 year GIC a holder must only wait for the issuer's T5.
As for a COMPOUND interest GIC beyond one year, the second part of your response would apply, except it is the onus of the issuer to do the accounting and issue T5s.
See CRA link:
https://www.canada.ca/en/revenue-agency/services/tax/businesses/topics/completing-slips-summaries/financial-slips-summaries/return-investment-income-t5/accrued-interest/investment-contracts/what-investment-contract.html
Read Answer Asked by Jeff on November 22, 2018
Q: I have a 10% position in TD and a 2.5% position in BNS. Would you reduce the TD position and use the proceeds to bring BNS up to 5% or just add to BNS using the 25% cash position in the account? In addition, I have 5% positions in V and BAC. Over exposed to financials period? I am a retired conservative investor who would ideally prefer to have good dividend with some growth. I have substantial gains in all financials mentioned.

Thank you for your great service.

Tom
Read Answer Asked by Tom on November 22, 2018
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