Investment Q&A

Q: I have these stocks in a tfsa. Any you feel could be eliminated and can you recommend an addition or 2? Thank you.

Q: I plan on adding to the following positions within my TFSA. What would be your order of buying?

Q: Which to move from an investment account into a TFSA?
KBL or BAM.A?

John

Q: Which of these is better to move from my investment account to my TFSA? I own both but can only move one (80 BIP.UN or 100 BBU.UN).
John

Q: I have both Canadian and US stocks in my TFSA in separate accounts. Is it a mistake to own US stocks in a TFSA due to potential tax issues? Thnks

Q: I hold US Funds (shares) in my LIF Account.
I will need to deregister a portion next year and wish to transfer to my US TFSA account in US$. I could try doing it in KIND but will probably run into equivalency problems.
If we are allowed to load our TFSA's next year at $6000.00 (if) at what exchange rate do I use for the US vs CDN Dollar not to exceed the maximum permissible.
Thanks

Q: If you had $75k US to deploy in a TFSA, what 5 US stocks would you consider given today's market & recent run up? Investor profile is Growth with a 5 year time horizon.
Thank you!

Q: The above positions are held by my daughter's trade account and I would like to transfer a few into her TFSA. Of these, what order would you do it in, aka rank?.......(For information purposes, she currently holds these US positions in her TFSA...PLTR, ROKU, TTD and VEEV in addition to a diverse group of Cdn positions.)......Please deduct extra credits!!!
........Many thanks for the wonderful advice...Tom

Q: Good afternoon, I'm feeling grouchy about my TFSA today. Quite a few of my holdings are underwater. Tech is the only area that has shown me any growth. I am down 46% on XTC, down 80% on HWO, down 36% on GUD, down 6% on BCI, up 5% on DOL, and down 6% on SIS. I know I can't claim losses but is it time to dump some of these and redeploy. I don't need the cash and can be quite patient and I know my tech weightings are getting high but it seems as though that's where most of my winners are. How high would you let your tech weighting go in a TFSA that is a long term savings vehicle. Thoughts?

Q: Hi, I'm currently holding a few of these positions in our TFSA's along with SHOP, LSPD, WELL, etc... I'm trying to determine if these four stocks fit best in a TFSA or other accounts? I try to put the highest growth stocks into our TFSA's. Would you swap any of these names out with some of the other high growth stocks you like and put these into an RSP, LIRA or non registered account? Thanks!

Q: Hi Peter,
Can we buy options from registered account like TFSA or RRSP? If we buy from these account is there any restrictions or penalties?
Thank you,
KT

Q: Hi team,
I recently sold a stock at a loss in my TFSA. Can I buy the same stock in my non-registered account now or do I have to wait the 30 days period required by CRA to avoid a penalty ?
Gratefully,

Jacques IDS

Q: Do you perceive that this stock has truly hit bottom and is rebounding back to “respectability” or is their recent market success illusory?

Q: I do not follow the Canadian market at all, relying only on 5i model portfolios. I have done VERY badly on my TFSA held at a Canadian bank-owned broker ( iTRADE). I would now prefer to end the misery and hold only US- and European listed scurities in my TFSA. These are markets that I am familiar with. This broker advises it will not transfer any inter-listed securities from the Canadian side to the US side. (It would only transfer other US securities). This would force me to liquidate inter-listed securities, then buy US securities. I thought of withdrawing the entire Canadian $ proceeds, with the intent to reinstate next year the full amount withdrawn but in US$ . Question: do you know what exchange rate I should use to calculate the amount in US$ that I may deposit into the TFSA next year? Would the taxing authorities accept rates posted by the Bank of Canada or Bank of England? Any traps I should be aware of (if you know)?

Q: I currently have GSY in my TFSA having purchased it (at your suggestion) when it dropped in March. As a result, I have a significant gain. My question is, might it be time to move this out of the TFSA and into my non-registered account to start taking advantage of its (growing) dividend? In other words, while I still expect above-average growth in this stock and don't think it is now "just" a dividend play, do you think it's hyper-growth days are behind it?

Appreciate your insight.

Paul F.

Q: I would like you opinion on this Company; in particular the financials, long term growth potential and risks they may face.. thanks

Q: My Son is turning 18, wishes to open a TFSA with $6G. and add $6G /yr for next 30 years. It will be a buy and hold. Please recommend a portfolio of ETF's (Vanguard/Blackrock/BMO) in Canadian Dollar's that he can use to invest.
Based on the ETF'S you pick, average of past 5 years Total Return. Can you give me a "guesstimate" of portfolio value In 2050---Will be apart of his Retirement income.
Thanks...Cec

Q: My 19 year old son has td bpy and real in his tfsa what would be your top 3 picks to add to his account
Thanks Terry

Q: My son who is 42 is opening a TFSA. He is getting a late start at investing as he has been emloyed overseas for most of his working life. He has asked me to help him. I am wondering if ETF's would be the best way to start. If so what would you suggest for seomeone his age. Also if he started with equities what would you suggest as well?

Q: I hold Costco in my TFSA and with the news of a special dividend I am debating on selling ahead and rebuying after to avoid losing 15% withholding tax as I am assuming a special dividend is subject to the same 15% withholding treatment. Thanks