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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: Are there any ETF that cover Germany, India, China
Thanks for the help
Read Answer Asked by James on October 23, 2019
Q: Gentlemen,
Your thoughts on Purpose Speciality Lending Trust as alternative investment.
Thanks
Read Answer Asked by Djamel on October 23, 2019
Q: Hi folks, what is typically the best week to pick up quality companies that have been subject to tax selling? I'm sure waiting until end of December is too long, but right now likely too early. Is there a typical week where these stocks are at their bottom?
Read Answer Asked by Kel on October 23, 2019
Q: Hi and thanks for your great info.

Would you please provide me with recommended US stocks to give me growth which have a good balance sheet .

Thanks
Read Answer Asked by Donna on October 23, 2019
Q: I have heard a number of analysts talking about a rotation into cyclical stocks. What is your opinion? What are your recommendations in that space? Is there an ETF that tracks the space, either in CAN or US?
Thank you,
Read Answer Asked by Marcela on October 23, 2019
Q: Hi 5i team,
These two stocks, which are in the Balance portfolio, had a lot of happenings in the past few days. GIL posted negative news while GUD posted positive news. Is it a good time to initiate a 4% position in one or both stocks ? Would it be prudent to add to these two stocks right now, or better to wait till the dust settles.
Thanks
Read Answer Asked by Willie on October 23, 2019
Q: For my fixed income side of my portfolio I've just been keeping cash in a high interest savings account (Achieva Financial in Manitoba). It pays 2.3% interest. I just checked the yield to maturity of BND the US Vanguard bond ETF and it's 2.3%. The YTM for ZAG the Canadian BMO bond ETF is 2.2%. Hardly seems worth paying an MER and risking price fluctuations. What do you think, am I missing something here?
Read Answer Asked by Andrew on October 23, 2019
Q: Hello Peter
I have 2 questions on Tax Loss Strategy:
1. Would they be good tax loss candidates as I am down 22% on SQ and down 25% on NFLX , then buy back after 30 days, or would you leave them where they are.

2. When selling stock to crystallize a loss how much can one allowed to moving stock
up before the back buying price offsets benefits of tax loss.
example: Bought NFLX at $358.98 sold at $269.40 which is 25% loss.
What max price could I back again after 30 days before it offsets my benefits of tax
tax loss.

Thanks Andrew
Read Answer Asked by Andrzej on October 23, 2019