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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: Recent Q & spinoff are perceived to be good.Is it timely to buy/add in this market backdrop. Txs for U usual great services & views
Read Answer Asked by Peter on May 18, 2022
Q: Good morning team,
According to "experts" peak inflation hit last March,and with the fed tightening the rate of inflation should continue to slide.However the price of gold has dropped 200$ over the last month.Is this a case of the market overdoing it on the downside for gold, and what could be a bottom? I have about 5% of exposure to the precious metal through a gold company,is it time to add more?
Thank you,
Jean
Read Answer Asked by Jean on May 18, 2022
Q: I seek your help in clarifying how one calculates capital gains in the following circumstances:
1- Say you have shares in a Canadian company whose shares are inter-listed, and you hold shares on both the Canadian and the US side. Assume the shares have differing costs. You sell PART of the said shares that you hold on the US side. Do you estimate the average cost in C$ of ALL your shares for purposes of “adjusted cost base” ? I have assumed yes.

2- This is a different question, and not necessarily related to 1 above.
Say you have shares a Canadian company, say CNQ. Say you bought CNQ in your accounts at two different and unrelated brokerages, for example iTRADE and at RBC-DI. Your CNQ shares are now held at each of these online brokers. Assume the CNQ shares referred to here are held in taxable accounts. You may also have CNQ in tax-deferred accounts, but I have assumed transactions in tax-deferred accounts are not relevant to this question.

Thus, you bought CNQ shares at different times and at different costs. You may also have bought CNQ on both the US$ side and the C$ side. When you sell part of your shares held in your TAXABLE account at iTRADE , is your adjusted cost base the average of ALL your purchases on CNQ in ALL your taxable accounts i.e. both iTRADE and RBC-DI ?

Read Answer Asked by Adam on May 18, 2022
Q: is there any information about flow through shares. Where can I get information regarding tax benefits. Does 5i think they could be useful to investors or are they to risky. Is there an ETF . Thanks 5i
Read Answer Asked by Guy on May 17, 2022
Q: Hi 5i team,

Given recently many tech companies share price meltdown, I keep asking myself that are we going through 2000 dot com bobbles again? Could you please walk us through current situations your lens? If people have time to hold tech names for 3 to 5 years, will they be rewarded?
Read Answer Asked by Lin on May 17, 2022
Q: Telecomm seems to be performing well, relatively speaking. How would you rank these telecoms for growth, dividend safety and inflation-resistance, in general? Are there other telecoms you prefer? THANKS!
Read Answer Asked by David on May 17, 2022
Q: Hi group p

Please explain in simple terms what Harvesting tax loses and proxy mean when selling stocks at a loss

Second question please give me your top 3 picks (in preferential order) c/w short explanation for following sectors ....Consumer staples, Energy ,
Materials, Real estate, Health care, Commodities, Financials

Thank you for your help





staples,
Read Answer Asked by Terence on May 17, 2022