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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: BAM.A is up 45.5% YTD. Is there anything you know of that would push BAM.A higher in the next 6 months?

This is one of those tricky / annoying timing questions! BAM.A is currently 8% of all our accounts, so I was thinking of selling 1% to boost our dividend income in an unregistered account. We have some losses from previous years to soften the capital gains.

Thanks!
Read Answer Asked by Robert on October 27, 2021
Q: Can you tell me whether you feel your model portfolios are appropriate to implement in a taxable account?

I have free trading on my taxable account and some cash to deploy, but I'm wondering if this is a wise move due to portfolio turnover and ACB tracking. For context, I have only ever invested in ETFs and low fee mutual funds previously - and only in tax deferred accounts.
Read Answer Asked by David on October 26, 2021
Q: This question is about REAL...which is held in a TFSA....and is down 66% or 4,700 loonies as of this evening, Oct 25th As it is held in at TFSA,and not being able to claim a capital loss for tax purposes, I wondering what my options are?....and this stems from  REAL being recently sold from the 5iR Growth Portfolio What comes to mind is  #1..like sell now before the real tax loss season begins as it is likely to decline further #2..repurchase as the tax loss selling season ends or when it shows momentum #3...or just bit the bullet and move on Keen to get your take for my particular situation, even though you have moved on, or is there some other option, as I work to recover the loss, which I already know is not the best approach and something I don't do but as it is in the TFSA, I mentally just want to make up any loss on selling it by repurchasing it, crazy as it seems, eh?!.........Tom
Read Answer Asked by Tom on October 26, 2021
Q: Growth Portfolio: As of Sept. 30, 6 stocks plus cash accounted for greater than 51% of the value in the portfolio. Excluding cash those same six stocks accounted for about 47% of the investments. There are 8 positions of less than 2%.

Is this a just case of a limited universe from which to pick or a reflection on the top positions having the greatest potential and the small positions are, for lack of a better word, fill?
Read Answer Asked by Keith on October 22, 2021
Q: In the growth portfolio you bought REAL for $12.95 and sold it, per your Oct 12 update, on a day when the highest price it traded at was $9.81, locking in a 24% loss. If you "like the industry and the company's fundamentals continue to look decent," isn't this a classic case of "buy high, sell low" when nothing but sentiment has changed in the company's long term outlook?

Analyst consensus EPS is $0.47/share in 2022 and $0.56/share in 2023. If such earnings materialize, this would be 19% growth in earnings for a company with no debt. I know it's a big if, but if REAL does achieve $0.56/share in 2023, traders selling it today would be selling a stock with estimated 19% growth in earnings for only 17 times 2023 earnings. What am I missing?

I took a quick look at the 5I Growth Portfolio and found that a couple of your big losers, QST and MRS, are bigger losers than REAL and have no earnings and/or none forecast. Why not sell these instead of REAL?
Read Answer Asked by David on October 22, 2021
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