skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Is it better to hold US stocks in a brokerage account instead of a TFSA?
Read Answer Asked by Helen on December 02, 2022
Q: Would now be a decent time to buy preferred shares since many are down . If so can you suggest a few that are safe with decent yields.
Read Answer Asked by nick on December 02, 2022
Q: I am down on all of these by about 20%. If I sell them for a tax-loss harvest, what should I do for proxies? Also, since I have no capital gains for 2022, should I sell these stocks/ETFs in January to avoid a jump in stock price before the end of the year (as tax-loss harvesting season ends)?
Read Answer Asked by Brucey on December 02, 2022
Q: Similar to another question today, I am thinking of selling Summit, but waiting until the new year to delay the tax hit on my capital gains. But - isn't the buyout price $23.50? With the current stock price at about $22.50, there should be about a $1/share gain by waiting for the buyout, compared to about 30 cents of lost dividends between now and then. Am I missing something? Do you think it is better to sell immediately in the new year and move into something else, or wait for the actual buyout?
Thank-you, Grant
Read Answer Asked by grant on December 02, 2022
Q: Retired, dividend-income investor. I harvested some ZRE related tax losses in my Cash account in October. I am now rebuilding a position in my wife's TFSA. I was planning on 3 tranches, every second month (using your suggested "spread out your investments over a 6 month period). I bought my first wave a week ago.

Now that Chairman Powell has made his recent remarks about the potential slowdown in the rate of interest rate increases, does this change your thoughts about the pace of investing new monies into the market? Would you endorse accelerating the injection of new $$$....specifically for ZRE?

Thanks...Steve
Read Answer Asked by Stephen on December 02, 2022
Q: Me, pondering buy CIBC CDRs to top up US positions as the Canadian dollar is about 0.74 rather higher at say .80 FX exchange. Then later, when the FX trade out of the CDRs and then invest in the require stocks. The CDRs will me held in TFSA and LIF and perhaps a few in trade account.....What are the pros and cons of this approach???

Also, on the CDRs web site, the NAV of each CDRs is shown. What are the elements or components included in calculated for the NAV?.....For example, is it the final price of the day for the stock adjust for FX at that time and then also the hedging fee?........Thanks for the assistance and learning too!!!..........Tom
Read Answer Asked by Tom on December 02, 2022
Q: Hello Peter,

Could you please let me know your order of preference of the three gold stocks mentioned here w.r.t carrying into the new year. If there is another that you prefer for the duration let me know.
Regards
Rajiv
Read Answer Asked by Rajiv on December 02, 2022
Q: Can you give any reason for the recent rather sharp decline in their stock prices relative to the gains in the TSX? Thank you for your attention.
Read Answer Asked by Steven on December 02, 2022
Q: Thanks for your guidance. As we come to end of the year I am looking to book tax loss as I am down substantial on several stocks, including some highly recommended by 5I. My question is in 2 parts

Of the above stocks which one you still have conviction and would recommend buying back after 30 days
Are there any stocks that may move substantially and is advisable to buy proxy or buy the same stock in family members name for the next 30 days

Thanks
Read Answer Asked by Nimish on December 02, 2022
Q: Thank you for my recent question re re-allocation of winners and losers. The above 3 equities represent approx 9% each in my portfolio of 25 in total. If I bring these 3 companies back below 7% each, which companies in either your growth or balanced funds should I add to with the proceeds.
Read Answer Asked by Claus on December 02, 2022
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!