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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: If I wish to crystallize a gain, can I sell it and repurchase it five minutes later? There is no time restraint for this if I understand correctly. Thanks.
Read Answer Asked by John on October 24, 2019
Q: Good morning,
This is a follow up to one of my previous questions re: Horizons Total Return Index ETFs and more specifically HXT:CA and HXS:CA that I intended to purchase as long term core investments in my grand childrens' in trust accounts prior to recent proposed changes in the recent federal budget affecting the favourable tax treatment of Horizons Total Return ETFs (No distributions).
It is my understanding that Horizons ETF Management Canada plans to soon (end of Nov 19) restructure HXT-CA and HXS.CA along with several other of their ETFs into Corporate Class funds.
Given that one of the main benefits of Corporate Class funds is its ability to minimize and defer taxes, would you consider these Corporate Class funds and the Horizon Corporate Class funds in particular, to be a suitable long term hold investments for my grand children's non registered in trust accounts and if so would you please provide a few recommendations?
Thank you for thoughts on this.
Francesco
Read Answer Asked by Francesco on October 24, 2019
Q: Dear 5I Team:
I hold Visa for wonderful gains of 80%. Lately it's seems to be going sideways a for a bit. I've tried to follow your advice about not selling on momentum and holding for 5 years at least. Does this apply to Visa at them moment. Been fascinated to see how many of my Asian colleagues now using Visa in Thailand, Japan etc whereas 5 years ago, it was only cash when they made purchases. Thx for your advice. Lorraine
Read Answer Asked by Dr Lorraine on October 24, 2019
Q: Hello 5i Research team,
Would you say the acquisition of Biotoscana reduces the probability of GUD acquiring ENDO in the short term? Would GUD buy all ENDO, or exclusively the equivalent of the former Paladin? What premium or what price would you expect GUD to pay for ENDO if buying the whole company? What would be signs ENDO would be ripe to be saved?
Do you think the acquisition of Biotoscana will shut down Medison for a while? At least until after the next annual meeting, so that a second proxy fight would be avoided in the short term?
Based on the evolution of its stock price since its IPO, Biotoscana seemed not that successful as a stand alone company. What GUD can do to help turn things around / improve operations with such a small GUD team?
Thank you for your collaboration, Eric
Read Answer Asked by Eric on October 24, 2019
Q: Hi team

I seldom invest in healthcare stocks as they are a political football in the U.S. and often have binary outcomes with drug trials. It seems you either hit a home run or strike out. I saw a question earlier on BIIB. It is on my pharma/healthcare watch list. I am not sure why I even keep this list as I never buy anything off it. BIIB is now taking a 2nd look at trial data on an Alzheimer drug it dismissed as not promising six months ago. Now they view it as promising. It makes no sense to me. Did they hire a new scientist or sharpen the font on their computer screen? Others that I put on my list include AMRN and GH that to me also depend on binary outcomes on drug trials. My question is a general one. How does one develop a strategy for investing in health care stocks when it seems like they can jump or drop 30-50% overnight with the success or failure of a drug trial or the boss saying let’s take another look at this old data we dismissed earlier? Risk management seems very difficult in this sector.

Thanks again for the insight.
Dave
Read Answer Asked by Dave on October 24, 2019
Q: is there a currency that Canadians could buy with Canadian dollars that is safer than our money . I am thinking that Canada's growing deficits, may not be good for the value of our dollar.
Read Answer Asked by jim on October 24, 2019
Q: I understand that there will be a capital gains tax generated in 2020 when Boyd converts to a corporation.
I currently have a profit of $57,000 on these shares which are held in a non registered account. I think that I should sell the shares now with a view of buying them back after 30 days as the tax rate could be higher next year
I believe the Liberals will agree with the Ndp to increase the capital gains inclusion rate next year if the Ndp agree not to block the Transmountain Pipe Line.
This will help appease the wexit provinces and generate additional tax revenue.
Should I sell the shares now or after the November 13th earnings report or sell half now and the other half after the report
Thank you for your excellent service and your recommendation on Boyd.







I

Read Answer Asked by Terry on October 24, 2019
Q: Can you suggest solid companies that may have their prices depressed by tax loss selling and might be good buys this year?
Read Answer Asked by Ron on October 24, 2019
Q: I sold my holdings in MX more than 30 days ago intending to buy in agail as I think the company has been unfairly beaten up. Considering tax loss selling, a spike seems remote unless they report amazing results on Oct 30. Do you think its too early to jump back in? Would it be prudent to to wait until maybe mid November. The charts are really unhelpful but it is above its 50 day moving average.
Read Answer Asked by Don on October 24, 2019
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