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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: Questor QST is at 52 week lows and still can't seem to get an traction with their sales or rental of equipment that burns waste methane emissions. The CEO was ousted and then quickly reinstated. I understand that she got a termination settlement and then a signing bonus when she came back. If so is true then the BOD is really a bunch of clowns posing as buiness people. The auditor has also been switched, Does this happen oftem? I still have a small holding in this loser company. I don't think I will sell before 2024 in case tax loss selling is driving the the share price even lower, but I think it is time to run from this dog of a stock. 5i used to kind of like this company. What is your opinion now?
Read Answer Asked by Paul on December 19, 2023
Q: Hi There,

I never sold my MRS shares. In my brokerage account it shows that I still own 9000 shares. I noticed that MRS no longer trades. How do I sell my shares so that I can claim the loss on my 2023 taxes? If I cannot sell them, do I still get to claim the loss on my taxes since they no longer trade?

Any guidance you can provide will be greatly appreciated. Thank you.
PS - I use Questrade if that helps. Don't know if I have to make a 'request' to take action on the shares, etc.

Thank you!
Gone
Read Answer Asked by Goken on December 19, 2023
Q: Season’s Greetings 5ir staff

I sold a stock with a tax loss on Nov 21. The settlement date was Nov 23. What is the earliest day that I can place an order to repurchased the stock (with the settlement date typically two days later) without triggering a superficial tax loss.

Thanks! I am grateful for all your guidance, insight and analysis.
Read Answer Asked by Lawrence on December 19, 2023
Q: These are all names that have come up recently in Q&As. Which one do you think has the most upside from here? If you had to pick one to own as part of a 10 stock portfolio which would you choose? Thanks.
Read Answer Asked by Jason on December 18, 2023
Q: https://braxtonwm.com/

I am interested working with Braxton Wealth Management. Can you give me your opinion on this particular wealth management company.

What are your thoughts on their investment / management style.

please be candid about your thoughts, pros and cons

also are there any tax implications by dealing with a non canadian company?

thanks

Ernie
Read Answer Asked by Ernest on December 18, 2023
Q: Just to add a line about the rif withdrawal reported by Judith, i did my withdrawal earlier than scheduled. I had it scheduled for dec 15 and i did my withdrawal somewhere around the 10th. I thought there might be the possibility of error and so i called back on the 14th to check. Everything was ok. But, in doing so, i also noted that when you click the drop down box for rif contributions, it noted that the contribution had been made. Maybe a worthwhile thing to check in the future. That doesn’t apply to Judith’s situation, with apparently the cra demanding withdrawal, which as you say, seems bizarre. But it is perhaps a useful way to check if you withdrew early
Read Answer Asked by joseph on December 18, 2023
Q: I have the above stocks in my TSFA account. All about equal weighted. Which stock would you add the $7000 2024 contribution to?

Or do you not favour any of the above and have another suggestion?

Thanks for everything and happy Holidays to everyone.

Dave.
Read Answer Asked by David on December 18, 2023
Q: I am looking for a US small cap ETF that is hedged to the CAD. I have been looking at XSU. Fundata in the globe and mail indicates that it follows the Dow Jones US small cap RT index but has been doing worse the this index. My questions are:
1) Do all small caps follow the Dow Jones US small cap RT index?
2) what is your impression of XSU?
3) is there another US small cap ETF that you would recommend?
thanks
Read Answer Asked by Mary on December 18, 2023
Q: Note to Judith. I had exactly the same issue with my rifs on december 6th. Plus, I had made my Fathers complete rif withdrawal before this date and they went ahead, did it again and charged him tax on the excess withdrawal. Wasted a day on the phone getting it all sorted out.
Read Answer Asked by deirdre on December 18, 2023
Q: I’m guessing someone else already asked a similar question, but just in case: Do you still see NBLY as a good arbitrage play after the revised purchase price of $18.50?

It’s definitely frustrating (I guess that’s one of the risks when there’s a majority shareholder) but given the share price has adjusted lower I’m thinking it’s still a good arbitrage play from today’s price?

PCP already owns over 50% of the company so the risk of this not going through appears low)?
Read Answer Asked by Patrick on December 18, 2023
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