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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: Re: Paul's question concerning eligible dividends & domicile of company.
Thank you for your response earlier today to my question concerning TRL. I looked at their website, and they state that their dividends are "eligible" for the Canadian dividend tax credit. However, they are headquartered in Bellevue WA. Shouldn't that make them an American company?

On the other hand, they also state elsewhere on their website that they "complet[ed] a qualifying transaction with Alignvest Acquisition Corporation, a Special Purpose Acquisition Company or SPAC." Would that then make them a Canadian company for tax purposes?

Would I need to include my TRL investments on the Revenue Canada T1135 foreign property declaration form?
Read Answer Asked by Gregory on June 21, 2017
Q: Whenever I rebalance my portfolio, I find it somewhat troubling that I am treating a dollar in my RRSP account as equivalent to a dollar in my TFSA account or a dollar in my unregistered account. I am very near to the time when I will be converting my RRSP to a RIF and withdrawing mandatory amounts starting at 5.28% and rising in subsequent years. I will have to pay tax on these withdrawals and my marginal tax rate is not much below 50%. Moreover, I do not expect my marginal tax rate to change much over the remainder of my life. This means those withdrawals will be worth only about half as much to me after tax. Of course, when I withdraw a dollar from my TFSA or my unregistered account I get to keep the entire dollar. So I am inclined to treat a dollar in my RRSP account as equivalent to just 50 cents or so when I am totalling up my total assets and doing the rebalancing. Does this make sense to you?
Read Answer Asked by Philip on June 19, 2017
Q: All of these companies had large drops in value today(Friday)on large volumes. CSU down 1.5% and ECI down 2.5% on very large volume at the day's end. Can you explain this end of day activity? Is it a buying opportunity?
Perhaps a separate question, both LNR and MG took big hits today (Friday), both on large volumes - any ideas as to what caused this? Buying opportunity?
Read Answer Asked by David on June 19, 2017
Q: Hello Your A rating and recent report on Cineplex using the word "Monopoly" got me interested in the Sector. Would purchasing shares in AMC Entertainment be worse, equal to, or better than buying Cineplex given the lower valuation of AMC and scale that AMC has? ceteris paribus on the dividends and exchange risk aside. Thanks very much
Read Answer Asked by Michael on June 16, 2017
Q: Hello guru's,

I currently hold equal weight in ATD.B and L. Both are off a bit, but no concerns. Question- is there any point in consolidating to one security or it is it preferable to remain diversified.

Bonus question, I have ZCL, OTEX and GSY and are all down 10%. I am underweight in KXS,NFI and SJ. Do you see any point in moving into the underweight stocks, at the cost of the trading fees, in the hope that there is any upside.

I have no problem waiting out an upturn in the market, how ever long that takes.

Thanks as always.

KC
Read Answer Asked by Kelly on June 16, 2017
Q: i am down 10 % or more om tog and hwo . both pay reasonable dividends.if contrary to what may wishful thinking energy doesnt get any better how long can they pay dividends ?should i sell them now.
cbl i purchased a month or so ago at $14 after watching a BNN market call where the host was convincing that due to major sharholder arrangement th stock will close around $18 by end june. it pay an attractive div.
did i understand this correctly.? anycase should i continue to hold cbl
Read Answer Asked by thambirajah on June 15, 2017
Q: Although Mullen share prices are weak currently and the PE ratio is about 34 it seems that the Mullen Group (MTL) is optimistic about its own future with recent acquisitions and substantial stock purchases by the president and a director in Mid-May. It seems that the company has diversified to some degree away from the oil and gas sector although still quite dependent on performance of the sector.
I value very much your opinion of the future for this company over both the short term (1 year or so) and long term (5+ years) as represented by its stock price and dividend growth.
Thank you very much, Ed
Read Answer Asked by ED on June 13, 2017
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