Q: I thought I read somewhere that you do not have to report capital gains that are less than some threshold amount, like say $50, but when I search I find nothing about this. Is it true? If true, would that threshold be per sale or in aggregate for the year? Because I have several transactions with DLR for currency exchange which result in very minor gains/losses. A bit tedious to report especially if just pennies are involved. Also, when reporting, I suppose one has to keep the 30-day investment loss rule in mind? Thanks.
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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: When thinking about buying, adding, holding or selling how much weight do analyst’s upgrades or downgrades factor into your decision-making? Are there any top tier analyst firms that you feel are worth paying attention to when they cover a stock you own?
Of course, the information provided by 5i is a given! Thanks for your input, Lesley
Of course, the information provided by 5i is a given! Thanks for your input, Lesley
Q: Hello,
Both of these companies have had some incredible runs. What are your thoughts if I hold an existing position with a long-term time horizon? Sell, or continue holding?
Thanks.
Both of these companies have had some incredible runs. What are your thoughts if I hold an existing position with a long-term time horizon? Sell, or continue holding?
Thanks.
Q: Hi 5I,
What are your thoughts on starting a position in GE Vernova. Would this be a good entry point?
Thanks for your input.
Jane
What are your thoughts on starting a position in GE Vernova. Would this be a good entry point?
Thanks for your input.
Jane
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Alphabet Inc. (GOOG)
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NVIDIA Corporation (NVDA)
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Vanguard S&P 500 Index ETF (VFV)
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Vanguard U.S. Dividend Appreciation Index ETF (VGG)
Q: I have most of my US exposure 55,000 in VGG. Also own google and NVDA and google. in CDR. I am wondering if I should sell 1/2 of VGG and buy VFV for exposure to the SP 500 or is there another ETF I should consider Thanks Steve
Q: I read that ATRL owns a nuclear energy plant. I also read that many climate change groups have now accepted that nuclear energy is the future. Atkins-Realis stock price has gained almost 25% in the past 2 months. What is fueling the stock price change? How much value to you put on its nuclear plant with respect to its recent and potential future gain?
Thank you very much
Thank you very much
Q: The 3 BN, BLK and BRK.B are the largest financial holdings in my portfolio. I would like to consolidate 3 holdings into 2 only. Which 2 do you recommend? I have 20+ years horizon and have high risk tolerance. Priority is growth, no need for div for 20+ years.
Q: Hello 5i.
I am currently way overweight in all 6 Canadian banks and I would like to trim to 2 or at most 3. Capital gain is more important than income. How would you rank the banks for a 5 year time horizon? What would you suggest as a total portfolio weight for Canadian banks, not including other financials?
Many thanks for your great service.
I am currently way overweight in all 6 Canadian banks and I would like to trim to 2 or at most 3. Capital gain is more important than income. How would you rank the banks for a 5 year time horizon? What would you suggest as a total portfolio weight for Canadian banks, not including other financials?
Many thanks for your great service.
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Purpose US Cash Fund (PSU.U)
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Global X Cash Maximizer Corporate Class ETF (HSAV)
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Global X USD Cash Maximizer Corporate Class ETF (HSUV.U)
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US High Interest Savings Account Fund (HISU.U)
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Global X USD High Interest Savings ETF (UCSH.U)
Q: Can you please suggest other ETFs in USD that have similar or better performance to HSAV.
Thanks again
Thanks again
Q: I am a fan of buying companies that perform the boring, tedious and "un-sexy" jobs. Star would seem to qualify and would also seem to have good cash flow, etc. Despite it's very poor momentum, it seems, otherwise, o.k. What are your thoughts regarding this stock for an income investor?
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CMS Energy Corporation (CMS)
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Atmos Energy Corporation (ATO)
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Otter Tail Corporation (OTTR)
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Star Group L.P. (SGU)
Q: Would you recommend any small or mid cap US stocks in the utility sector? Or if this is a sector where large cap is preferred? Interested in your thoughts in both cases.
Q: How were the results and guidance ? Thank you.
Q: As a retired income investment, I have enjoyed the steady increase in the value of these funds over the last years as well as a good dividend. In fact they tended to stay steady every time the market dipped. Until lately. Both have seen daily drops unseen before. Has anything changed or is it the general skittish market right now.
Q: Any thoughts on Kirkland Lake Discovery Corp?
Q: Could you please provide your outlook on this name? I lost 95% on this one in my TFSA, any chance this name may rebounds?
thank you,
thank you,
Q: I really appreciated your explanation made today on this ETF.
Do gains/losses made holding this ETF comprise capital gains and losses only or do they include interest? You peaked my interest with this as I currently have a lot invested in GICs / money market and am not relishing the tax hit.
Thanks a lot
Do gains/losses made holding this ETF comprise capital gains and losses only or do they include interest? You peaked my interest with this as I currently have a lot invested in GICs / money market and am not relishing the tax hit.
Thanks a lot
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BMO Equal Weight REITs Index ETF (ZRE)
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BMO Equal Weight Utilities Index ETF (ZUT)
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BMO Equal Weight Banks Index ETF (ZEB)
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BMO Equal Weight Industrials Index ETF (ZIN)
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BMO Equal Weight Oil & Gas Index ETF (ZEO)
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iShares Core S&P/TSX Capped Composite Index ETF (XIC)
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Invesco S&P 500 Equal Weight Index ETF (EQL)
Q: Is there an ETF that provides equal weight coverage of the TSX similar to what EQL does for the S&P 500?
I would like to increase my ETF holdings providing a broad coverage of the Cdn market vs individual stocks. I already have a heavy weighting in individual financial stocks and most TSX ETFs would simply further skew my overall balance.
I would like to increase my ETF holdings providing a broad coverage of the Cdn market vs individual stocks. I already have a heavy weighting in individual financial stocks and most TSX ETFs would simply further skew my overall balance.
Q: Good morning, which of these two stocks would have more upside potential, day about one year atvthe most regardless of anything else. I realize it's a very short time horizon and it's like comparing apples to oranges, thanks?
Q: Can you comment on Cintas and Mettler Toledo prospects?
Q: With the drop in HPS price I was thinking of selling my ATS and buying HPS. What is your advice? Thanks Steve