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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: What are your suggestions for the best Balanced mutual funds that I could consider purchasing over the next 2-3 months?
Read Answer Asked by John on October 26, 2023
Q: Retired dividend-income investor. I own Park Lawn (70% in my Cash account and 30% in my TFSA). I am down 10% in the Cash account (without the dividends) and down 45% in my TFSA. My current thought is to sell all of my PLC shares held in my Cash account, wait at least 30 days and then re-evaluate and potentially add to my PLC-TFSA shares. I still believe in PLC, but think it might be a while before a rebound occurs and I could capture the capital loss.

Question #1 = I just wanted to check with you that the above plan would meet the CRA superficial tax loss rules (STLR).

Q#2 = Further, my understanding regarding "STLR" are that it does not matter if you hold the same security in multiple accounts (RRSP, TFSA, Cash) and if you are up or down in any of these accounts, that if you wish to claim a loss related to a sale in the Cash account, as long as you don't buy or sell in any account within the 30 day window either before or after the "sale" date, then the sale will meet the CRA Tax Loss requirements. Am I correct?

Thanks in advance for the clarification...Steve
Read Answer Asked by Stephen on October 26, 2023
Q: Fortunately I sold PRV.un and NXR.un over a year ago and now wondering if it is time to repurchase. I'm reminded of Warren Buffet's expression to be "greedy when others are fearful" and there is lots of fear out there at the moment. In your opinion, what are the three most important ratios when evaluating REITs and what are the yellow (caution) the RED (danger) zones for those ratios? What are the ratios for the subject REITS?
Read Answer Asked by Brendon on October 26, 2023
Q: Dear 5i team.

In early Oct. after the possible take private offer on NBLY was announced, I started keeping tabs on it. From the initial pop the price action is down on a daily basis, it seems.
When do we expect more public info to be released on this one? It sure smells like the old DND bait and switch example of the past year or so and we know how that one has played out. (apologize for the cynical DND comment, but it's the most recent example I could think of)
Is the arbitrage opportunity here picking up speed, or a sign that the market thinks this deal will not complete, thus stay away?

Many thanks for your help.
Read Answer Asked by Arthur on October 25, 2023
Q: Hi folks, Nuvei hit new 52 wk low today at C$19.50sh...copy/pasted this from respected analyst.."Global FinTech being tested.

Yesterday CAB Payments was more than cut in half. This was a darling IPO in the UK.

Today Worldline SA is being cut in half. Worldline is a several billion dollar company.

Both are in Europe & offered warnings about quarterly results."....is Nuvei in same business/regions as both CAB & Worldline???....I know Q2 was bad & subsequent selloff...but with Bitcoin rallying above $30,000...under normal circumstances, I would think Nuvei would rally...not hit new lows...thanks as always, jb Piedmont QC
Read Answer Asked by John on October 25, 2023
Q: I would like to put about 50% of my portfolio into safe, higher yielding (10%+) Canadian focused ETF's or Mutual Funds, and adjust my holdings as needed going forward based on sector performance. I feel that both Banks & Utilities are nearing lows and that a further correction may occur in the general market due to tax loss selling or possibly one more rate hike. Do you feel that the mix of ETF's listed provide a safe way to invest with the goals indicated? What % for each, as part of the 50%, would you recommend as a holding, and how would they be treated for tax purposes? Thanks for the great service and please use as many credits as necessary.
Read Answer Asked by Will on October 25, 2023
Q: When the "take it private" chatter was happening I ended up with too large of a DND position which I have been (too) patient with as I understand that the macro economics involved are challenging and until that changes there is little to do but wait. But it is getting a little crazy at this point (even dead cats should bounce).

If I wanted to hedge my bet and sell some are there few other beat up names that you feel have a similar or better recovery potential?
Read Answer Asked by Graham on October 25, 2023
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