Q: Abundance Canada can facilitate a donation of stocks for a 1% fee. They also use TD Direct Trading so it usually takes less than a week.
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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: I have had some large cap gains. Tried to share my good fortune with Charities, most recently Red Cross, Ukraine Relief. My problem is that the form that is issued by Canada.Helps was filled out, however was denied by my Canada Trust Branch. I self direct through TD Waterhouse.
After some research apparently The Letter Of Direction for Transfer of Publicly Traded Securities issued by CanadaHelps.org does not, this year, contain relevant information. Last year it went through no problem. The form does not have the Charity Number, Pledge I.D. or Valid until Date. I tried to discuss this with CanadaHelps but they brushed me off and did not help.
Can anyone at 5I, or other members please help with info on this so that I can donate? Is there another Organization that I can use?
Thank you. Gord
After some research apparently The Letter Of Direction for Transfer of Publicly Traded Securities issued by CanadaHelps.org does not, this year, contain relevant information. Last year it went through no problem. The form does not have the Charity Number, Pledge I.D. or Valid until Date. I tried to discuss this with CanadaHelps but they brushed me off and did not help.
Can anyone at 5I, or other members please help with info on this so that I can donate? Is there another Organization that I can use?
Thank you. Gord
Q: We had requested a transfer form one TDW Ac to another on Feb26. On enquiry on March 8 we were advised that the funds were not transfered as TD trust did not put correct stamp on the transfer form sent to TDW.
They stated that they do not have the resources to contact the client and that it is the client's responsibility to follow up on all transactions.
We had similar delays on two other occasions when the transfer took nearly two months.
This is being forwarded as important information to your subscribers so that they do not face similar delays.
Publish as per your discretion.
Thanks
Thomas
They stated that they do not have the resources to contact the client and that it is the client's responsibility to follow up on all transactions.
We had similar delays on two other occasions when the transfer took nearly two months.
This is being forwarded as important information to your subscribers so that they do not face similar delays.
Publish as per your discretion.
Thanks
Thomas
Q: Your Financial Post article outlining why women are better investors than men was interesting, but did not cite specific research sources, only vague references. A list of the specific research upon which your article was based would be helpful. Thank you.
Q: What price would be a great entry point for Goog? BMO InvestorLine has $2401.43 for Stop price/ long position. Could you please kindly explain about this? Many thanks
Q: Hi Peter
I have read your report that you have sent over to your customers stating that with this market correction it is time to build, i am with you all the way i am fairly new to this game been in it for only 2 years and still learning alot following your advise. I am at the age of 63 years old , if still healthy my time frame will be 5 years. Stating what you said about the market correction that we are in now, which companies would you feel is something that you can see moving in the right direction or which sector would you recommend? Thks again for everything
I have read your report that you have sent over to your customers stating that with this market correction it is time to build, i am with you all the way i am fairly new to this game been in it for only 2 years and still learning alot following your advise. I am at the age of 63 years old , if still healthy my time frame will be 5 years. Stating what you said about the market correction that we are in now, which companies would you feel is something that you can see moving in the right direction or which sector would you recommend? Thks again for everything
Q: Hi!
My question is around what to do with high growth, unprofitable technology companies that were once huge winners. If one has a small portion allocated to these companies, does it make sense to hold and one day things could turn and these stocks can gain again. There is so much talk to switch to value/cyclical/materials and that trade can last for a very long time. My guess is you favour diversification which I have, but of course wonder if these unprofitable tech names can go down another 50 percent and will they ever recover?? Which of the high growth unprofitable tech names would you be adding to or would you only add to profitable tech like Meta, Amazon, Google, etc...
Thank you!
My question is around what to do with high growth, unprofitable technology companies that were once huge winners. If one has a small portion allocated to these companies, does it make sense to hold and one day things could turn and these stocks can gain again. There is so much talk to switch to value/cyclical/materials and that trade can last for a very long time. My guess is you favour diversification which I have, but of course wonder if these unprofitable tech names can go down another 50 percent and will they ever recover?? Which of the high growth unprofitable tech names would you be adding to or would you only add to profitable tech like Meta, Amazon, Google, etc...
Thank you!
Q: Canada just reported 6.7% GDP growth, how much of this is inflation.
Q: Please clarify..., when I call up GOOG @ $23 and NVDA $24 Canadian. Are the Canadian listed companies here investible and appreciate your clarification? Thanks!
Q: Interest to know insider trading history before purchasing a Canadian stock. Where can I find it? Is there any free official web site that list insider trading history?
Q: To everyone at 5i! I would like to take a minute to sincerely thank you for everything you have done to help me along with my investment career. I have been with you now since Jan.10, 2015 and am about ready to renew my membership next week. Your service has been invaluable to me and I have learned so much! With your help and advice my portfolio has grown substantially . During this volatile market time, your guidance has kept me grounded and has kept me focused on my investment objectives. Thank you again!!! Kind Regards, Tamara
Q: Just a thankyou note. Your team is amazing. I asked a question today, and it was answered today. Thankyou again
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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iShares S&P/TSX Capped Information Technology Index ETF (XIT)
Q: XIT is a capped technology ETF. How often is the ETF holdings rebalanced ? With the recent downfall of SHOP, Yahoo Finance still shows SHOP at 27.7% of XIT but Morningstar at 14.1%. Who is right ? Good day.
Q: I have friends that have sold mutual funds and wondered why the final proceeds seem so much less than they expected based on recent monthly statement values (i.e. they've sold a day after the their last statement in an up market). Why do mutual funds valuations seem a bit contrived? Are there hidden fees deducted from the sale proceeds in general? If so, what % are they typically?
Q: Just a comment: well done with your analysis of the factors behind the inflation piece the other day. I subscribe to both the Economist and the Financial Times and I can say that an analysis with that quality is very rare!
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Brookfield Renewable Partners L.P. (BEP.UN)
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Methanex Corporation (MX)
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Algonquin Power & Utilities Corp. (AQN)
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Magna International Inc. (MG)
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Open Text Corporation (OTEX)
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Thomson Reuters Corporation (TRI)
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Brookfield Infrastructure Partners L.P. (BIP.UN)
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Nutrien Ltd. (NTR)
Q: 2 Questions related to Canadian stocks paying dividends in USD:
(1) I want more US cash and plan to have Questrade journal over the above CA stocks to the US equivalent in a TFSA. Is there any special considerations here when doing this? Best to do this on a day when the Canadian dollar is stronger?
(2) In a margin account, Questrade journaled over AQN:CA to AQN:US on February 3/22. I have held AQN:CA for more than 1 year and sold all of AQN:US today at a small loss. Will CRA see the later loss as a superficial loss, because the US listed stock was held for less than 30 days? Thanks!
(1) I want more US cash and plan to have Questrade journal over the above CA stocks to the US equivalent in a TFSA. Is there any special considerations here when doing this? Best to do this on a day when the Canadian dollar is stronger?
(2) In a margin account, Questrade journaled over AQN:CA to AQN:US on February 3/22. I have held AQN:CA for more than 1 year and sold all of AQN:US today at a small loss. Will CRA see the later loss as a superficial loss, because the US listed stock was held for less than 30 days? Thanks!
Q: IF I TRANSFER CASH FROM THE CANADIAN T.F.S.A. TO THE US T..F.S.A., WOULD IT BE AN EXTRA CONTRIBUTION OR JUST PART OF THE WHOLE T.F.S.A.? OF COURSE, I WOULD HAVE TO PAY CONVERSION FEES.
Q: You've recently commented that you would not necessarily Add to a current position in GSY, but would be comfortable Starting a position. Could you please explain the logic behind this strategy ? Thanks for your help, as always !
Q: Hi 5i Team,
I would like to ask about the GOOG fractional shares traded on the NEO exchange.
Do you views these shares any differently than their underlying share?
How they would be treated in light of the upcoming split of the common shares?
Are these types of fractional shares subject to withholding taxes if held inside a TFSA?
Thanks for the great service!
Colin
I would like to ask about the GOOG fractional shares traded on the NEO exchange.
Do you views these shares any differently than their underlying share?
How they would be treated in light of the upcoming split of the common shares?
Are these types of fractional shares subject to withholding taxes if held inside a TFSA?
Thanks for the great service!
Colin
Q: Hi, Thanks for all the great advice. What would happen if an ETF or mutual fund (or the organization) becomes insolvent? Would the investor's holdings segregated in some way? Would it be safer to hold the actual securities in a CIPF covered brokerage account rather than an ETF of stocks or bonds?