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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: I have a question regarding capital gain taxes that hopefully you can answer. Let’s say that in 2018 I sold shares of two separate companies, one resulting in a capital gain and the other in a capital loss (in a non-registered account of course). Does Revenue Canada oblige me to first use the loss to offset gains from the same year? I ask because I am retired and not yet drawing any pension or RRIF income. My non-registered investment income including the capital gain in 2018 is below the basic personal deduction, so I should effectively pay no income tax whether I claim the loss or not. I would like to carry the capital loss forward to use it in a future year when I will have a higher taxable income, rather than apply it against my 2018 capital gain which will not save me anything in taxes.
Read Answer Asked by Steven on January 07, 2019
Q: Hello,
i have little exposure to financials in my TFSA. What would be your top 3 ideas in order of preference at this time I could consider? I plan to own for the next 10 to 15 years if possible.
I was looking at GS and FSZ given the yield and they are trading near their lows. I guess the sub-sector they operate in makes me a bit cautious.
I own full positions of BNS and SLF in my RRSP.
Thanks,
Dan
Read Answer Asked by Daniel on January 07, 2019
Q: 'Liquid Alternatives' seem to be gaining some hype these days. Could you explain what these might be and if they are good investment strategy? Some examples perhaps?

Thanks for all your support.
Read Answer Asked by Mark on January 07, 2019
Q: Regarding your answer to Paul's question on Jan. 04 on stop loss orders.
Ref.: "From what I recall one of the reasons 5i Research does not like to put stop losses in place is to avoid being stopped out in "flash crash" events...." You stated: "Stop limits are better" Did you mean trailing stops? Please clarify, and why you prefer these. Thank you.
Read Answer Asked by Helen on January 07, 2019
Q: Hi 5i team - In a recent response to my question regarding a junior resource company you mentioned that the management was good but not in the excellent range. Would you be able to recommend a few junior resource companies that in your opinion do have excellent management and/or exploration teams. I am not interested in companies that produce gold, just ones that explore for gold, silver or even base metals. Thank you.
Thanks also for the excellent service in 2018 and all the best to everyone in 2019!
Read Answer Asked by Rob on January 07, 2019
Q: Hi Team: Its the start of a new TFSA season. If I transfer in kind from a non registered Account into my TFSA, can I report the Loss? I purchased this stock in April 2018 @ $8.84 and it is now trading at $5.21
Read Answer Asked by Ken on January 07, 2019
Q: Is Nokia a buy ? Thanks for your advice.
Read Answer Asked by Christopher on January 07, 2019
Q: Hi,
You responded to Kevin yesterday that the TSX Total Return was -8.9%. I found in TMXMONEY symbol ^15NT which they are calling the total return. Using the daily chart I calculate the 2018 return to be -9.6%. Do you know why there would be a difference?
Regardless of the source, would it be possible to include this on your company pages so your readers can easily compare their total returns?

Thanks
Ian
Read Answer Asked by Ian on January 04, 2019
Q: Ross Healy, on Market Call Tonight, said that Visa was way overpriced, and that he wouldn't even begin to have an interest in it unless it fell a further 40%. What is your take?
He also echoed a theme I keep hearing which I don't understand; that this market is "old". It's "old, old, old, worn out" as if the market were a human and about to keel over due to longevity. I get that boom markets don't last forever, but my understanding is they die due to weakening economic circumstances not old age. Don't they? He said that as the S&P had fallen below 2500 the next stop was 2000. What is your take?
Read Answer Asked by John on January 04, 2019
Q: Health care sector: I own GUD, COV and RHT (I did not get out of RHT in time so will hold) in Canadian health sector - all are down significantly. I follow BE portfolio and have diversified non- Canadian mutual funds and etfs. What are your thoughts on USA health sector, which if any of the IBB, HHL, ZUH would you add for long term (5+ yrs)?
Read Answer Asked by Glen on January 04, 2019
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