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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: Can you claim a tax loss when moving between hedged and unhedged versions of the same ETF? Thanks
Read Answer Asked by Denise on October 13, 2022
Q: Date of Record and Ex-dividend dates….
If planning to sell a stock while qualifying for the dividend, may the stock be sold on the ex-dividend date (given the two days to settle trade) or must it be after the ex-dividend date?
Are there exceptions to the general rule?
Read Answer Asked by Catherine Ann on October 13, 2022
Q: From time to time, your answers about certain equities suggest that the stock "is not one we worry about". Are there any names in your Balanced and Growth portfolios that you are worried about?

Many thanks.
Read Answer Asked by Leonard on October 13, 2022
Q: I have these Equities in a RIF Account and I would like to add cash I have available. Please let me know your preferences and maybe your reasons if possible.
Thank you as always.
Albert
Read Answer Asked by ALBERT on October 13, 2022
Q: QCOM has been dropped a fair amount more in recent weeks, perhaps due to news about a US policy about chips to China. While big on chip manufacturing, does QCOM in fact have more (eg IP assets) that would make the large drop because of the US policy announcement overdone?

In any event, does QCOM have good potential for a recovery in the next short while? Otherwise, I might take a tax loss and add to, say, MSFT; any comment about that move?

thank you for your excellent service
Read Answer Asked by Leonard on October 13, 2022
Q: Hi 5i,

Is there a straight-forward way of determining the price that management/insiders of a publicly traded corp. purchased their shares? Is there a service you are aware of that quickly provides this information, or does an investor always need to dig through SEDAR filings to do this to find out.

Same question for institutional holders of a co. - is there a straight-forward way of finding out how much they bought into a corp. for?

Thanks in advance,
Tom
Read Answer Asked by Tom on October 13, 2022
Q: Hi 51,
Thanks for your thoughtful answer to my question earlier this morning asking which sectors you expect to recover more quickly, and for some names you like in each.
The names you listed in the two sectors you identified (tech and consumer discretionary) were all US companies. Do you see the same sector recovery pattern being followed in Canada, and can you provide some Canadian names in the sectors you like that you would expect to 'lead the charge'? Thanks!
Peter
Read Answer Asked by Peter on October 13, 2022
Q: I am currently in a loss position with ZEM. Would Revenue Canada allow me to claim a capital loss if I sold ZEM and immediately bought VEE?

What are the rules as to how Revenue Canada determines whether a new investment is sufficiently different to allow a capital loss?

Thank you for this wonderful service and the excellent advice.
Read Answer Asked by Dale on October 13, 2022
Q: I read an article last night talking about if you had purchased AAPL stock on it's IPO 42 years ago at 22$ and invested 10G at that time and held until now the value not including the small div they pay would be roughly 14Million$ after all the splits your share count went from 400+ to over 100,000+ shares.. I know it is a tough call and this is more of a fun exercise but could you name a few companys/stocks that one day may return something like this over 30-40 year time block Canadian or USA..

Thanks
Read Answer Asked by Kolbi on October 13, 2022
Q: if SMRs [ small modular reactors ] take off , what businesses and spin off companies good really benefit from power producers of this sort ? thanks , have a super week.
Read Answer Asked by jim on October 13, 2022
Q: About 10 days ago, I read that AQN was selling 49% of 3 US wind farms and an 80% stake in a Canadian wind farm. Doesn't this dilute the company's objective of being a renewable energy firm? Did it make a lot of money from the sale, was it a loss or can you shed any light on the sale? The share price has dropped about 25% in the past 2 months and the dividend in now comparable to the dividend of ENB. AQN is projected to increase its dividend another 6% at the end of 2022. Does any of the above or other factors, such as payout ratio, etc. significantly affect the risk profile of the dividend payout ?
Thanks a lot for your views. It is amazing to me that you can provide very reasonable perspectives on such a wide range of stocks and topics.
Read Answer Asked by TOM on October 13, 2022
Q: Hi 5i
I am a little overweight in financials, about 2% each in above Canadian names and about 1% each in US names.

I am underweight real estate / property.

I would like to sell a financial. Probably MFC which essentially has paid me a nice dividend for a few years but hasn't really had a significant gain. Selling would provide a small capital loss that I could use. Certainly recent market downdraft has been a factor.

Would you agree that MFC is the one to sell?

2nd question is which real estate stock(s) or REITS to replace up to 2% of portfolio or simply go to ETF ZRE which is in the income portfolio.
I prefer individual - your favoured 2 or 3 but would definitely consider this ETF w good yield.

Criteria for buy(s) are (for retiree.)
(a) high yield i.e. 4% or more, mainly to replace income from MFC.
(b) low overall long term risk as compared to other REITs and
(c) low to modest growth.

re Reits buy all now or average in over 3 to 6 months?

Please subtract as many credits as you see fit.
Thank you for always helpful advice.
Read Answer Asked by Tulio on October 13, 2022
Q: Please comment in more detail about the 25% drop in share price in the past month, the massive debt load at over 3x total equity - to increase I assume with recent acquisitions, and on what appears to be a major revaluation by the market. In your last report on BEP.UN (July/21) you stated the 12.4x forward sales multiple (at the time) was the lowest since 2019. Currently BEPC appears to be trading at less than 2x sales.
Read Answer Asked by Paul on October 13, 2022
Q: We are a retired couple (63,62), living in our paid-off house, no pensions, with only registered RRSP investments to fund our retirement, drawing down RRSPs for last 5 years. We are concerned with our YTD RRSP return (-15%) in our Balanced/Growth portfolio (85-15).

In general terms, given current market conditions/recession risk, what asset allocation would you suggest going forward? Thank you.
Read Answer Asked by Paul on October 13, 2022
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