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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: Good afternoon. I have the following tax loss selling question.

Let assume I sell 1000 shares of BCE on October 1. To avoid the superficial loss rule, I will wait 30 days to buy it back. Let’s assume this is November 1.

Then on October 15th, I sell another 1000 shares of BCE. As per the above, I will buy them back on November 15th.

The question I have is as follows - If I buy back the 1000 shares of BCE as planned on November 1st from the first tax loss sale, will this compromise my ability to claim a loss from the second sales of BCE shares on the 15th?
Read Answer Asked by Trevor on October 03, 2023
Q: Most stocks are brutally hurt will it be a good idea to sell and buy proxy now rather than waiting for December Tax loss season,. Your suggestion for some stocks?.
Read Answer Asked by Nizar on October 03, 2023
Q: Hi Gang, wondering if there will be an update report for capital power coming soon; looks like it's a yearly ritual ☺️. Till then, do you see this recent drop as a good leg in? I thought last qtr was a good report and company seems like it's executing it's strategy. Did I miss something or is this a reaction to higher for longer interest rates?
Read Answer Asked by Allan on October 03, 2023
Q: Could you please compare TVE and BIR for growth and income. Do their fundamentals differ significantly to favour one outperforming the other over a 3-5 year period.
For a mid to higher risk investor, what other names in oil and gas would you consider that might provide higher returns?
Read Answer Asked by Alvin on October 03, 2023
Q: This period of seasonal weakness is a great time for some early Christmas shopping. I sold a part position in NVO a while ago and am looking to reinvest proceeds to increase my health care holdings.

Considering current valuations, what would you recommend as a good complement to expand and diversify?

Thanks in advance.
Read Answer Asked by Dave on October 03, 2023
Q: Hey Guys,

- In this current environment, I know you are not betting people/advisors, But What in Your Opinion that Stands out as a Theme, Investment or Speculative Play that may be something to look at...
- Take speculative funds and invest in what?

Thanks,
M
Read Answer Asked by michael on October 03, 2023
Q: What is your top 6 picks regardless if Cad / US based / sectors. Also supply entry price and brief explanation on why you like your picks...Thanks for your help with this.
Read Answer Asked by Terence on October 03, 2023
Q: This is about the question asked by Paul regarding tax consequences. I am not sure I understand your answer, you say that "one can even sell in late December (as long as the sell settles in 2023) and then in January and shift the tax burden a full year". In a case like this I would have thought of selling very early in January 2024 instead. Could you comment? Thank you
Read Answer Asked by Gervais on October 03, 2023
Q: Awhile ago a G & M columnist wrote a reply to a question and gave advice and details about selling a U.S. listed stock. He recommended not doing it all at once for tax reasons and I am wondering what your thoughts would be. I bought 300 shares of QQQ in the 1990's at about $43/share. It has grown to be a significant portion of my non registered account. I was thinking of selling 100 shares each of the next three years to lessen the tax consequences. (I am a buy and holder). Thoughts and consequences?
Cheers
Paul
Read Answer Asked by Paul on October 03, 2023
Q: What can you tell us about structured notes and any recommendations?
Read Answer Asked by Guy R. on October 03, 2023
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