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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: Hello,
If I buy an ETF such as XIU now, in the latter part of 2014,
I will get only the December dividend payment. Will I, however get a 2014 tax slip showing all the distributions for the entire year?
If so, at what date in December do I have to sell the ETF to avoid getting this tax slip?
Do these rules also hold true for ETFs held in the US such as EWU or VGK?
Thanks for your help.
Read Answer Asked by Pat on October 13, 2014
Q: I have a question to ask. With the current sell off in the market do you think it is a good time to buy some of the companies you recommend. In my portfolio I have a lot gold and silver stocks which I have had for sometime and are down quite a bit. What is you thoughts on the gold and silver market at this current time. Do you think it is best to diversify. I look forward to your response.

Read Answer Asked by Kevin on October 13, 2014
Q: What is your opinion of this stock for an investment of a year from now.
..
Thanks Ralph










Read Answer Asked by Ralph on October 13, 2014
Q: Now that the market is correcting significantly, is it prudent to pledge one's shares in Contrans to the current offer, on the theory that if the deal does not go through, the price will surely drop to ?? and this loss can be prevented by taking the offer and using the cash to buy something else at a bargain price? It surely is the case that no other, richer, offer will materialize in this market. I'd appreciate your present view on this basically disappointing saga.
Thanks, Bob.
Read Answer Asked by Lynn on October 10, 2014
Q: Advice please on weathering this first time correction or worse for a rookie DYI investor (not my day job.)

I appreciate your calming replies about the fundamentals of the economy and the companies you comment on.

I have made only a total of 6 or 7 buys this calendar year and 1 good buy GWO offsets a few poorly timed purchases HSE, TA, SGY AND WCP

IN TOTAL IF I SOLD IT ALL, I would break even today, bearing in mind this is all together only 5 to 10 % of portfolio, would you suggest

getting rid of it all and waiting 30 days (by the way if I sold for a loss today when is the 30 day limit for claiming a capital loss? )

OR waiting things out because my selections above are fundamentally sound and I have a long time horizon (> 10 yrs )

thank you for the support !
Read Answer Asked by Ernest on October 10, 2014
Q: This security is down about 12% today. I am unable to find any news on the stock. Do you know the reason for the drop? Thank You.
Read Answer Asked by Brian on October 10, 2014
Q: I have read with interest how many of the comments during this downturn refer to selling positions now. It is very important for investors to realize and remember, that it is during these downturns that the "smart money" begins to buy, not sell; perhaps not today, but soon. A 10% correction will take the TSX to around 13150, the DOW to 15600 and the S&P to 1800 and that is when there will be bargains to be had. Don't sell during these times; re balance your equities and fixed income and get your cash back in...just a thought :)
Read Answer Asked by Gregory on October 10, 2014
Q: On Oct 6 James asked if it is a good idea to hold dividend stocks in an Rsp.
Do you agree that if a senior's OAS is clawed back then he should hold dividend stocks in a Tfsa and or a Rsp in order to reduce the clawback?
Read Answer Asked by Terry on October 10, 2014
Q: I am in the process of rebalancing my portfolio to better match my target sector allocation. I am currently underweight in both healthcare and utilities. My only holding in healthcare is the US ETF (XLV), and my only utility holding is Brookfield Renewable (BEP.UN). Can you suggest one or two other names in each of these sectors that you would recommend for new buying at this time. In the Utility space I would prefer something other than a power producer since I already hold Brookfield. Could Telus (which I don’t own) be considered similar to a utility? My goal would be moderate growth with a long (several year) time horizon but in particular I like companies that are likely to hold up better than their peers in the event of a market downturn.
Steven
Read Answer Asked by Steven on October 10, 2014
Q: With the U.S. comments on becoming self sufficient on energy the NEW supply is going to come from shale which has a huge demand on water .The Ogala Aqua for the largest in the US has been depleted down to 20 per cent this depletion took place in the last 20 years a result of growing vast amounts of subsidized corn for ethonal production .
My opinion is that the jury is still out on fracing and I am not prepared to write off Canaidian oil and gas as a major supplier to the U.S. market.
Kind regards Stan
Read Answer Asked by Stan on October 10, 2014
Q: https://www.google.com/url?rct=j&sa=t&url=http://business.financialpost.com/2014/10/09/peter-foster-look-whos-demonizing-canadian-oil/&ct=ga&cd=CAEYBCoUMTM4MzI4MDkyMTIyODQ5NTU3NDUyGTlkYWUyYWQxMjY0MDFlY2M6Y2E6ZW46Q0E&usg=AFQjCNGwShKkotWE0qYczudb26li4x9bCQ

Mr. Hodson, is the movement mentioned above likely to hurt seriously the oil sands companies referred to ?
Read Answer Asked by Serge on October 10, 2014
Q: Good morning everybody at 5i .I am fully invested in the model portfolio and would like to use ETFs to invest outside of Canada.what market conditions would allow you to buy into the Russell 2000 ,S&p 500,Europe and Asia.everybody excepting the North American pullback but not so positive on Europe or Asia.thank you for your response and enjoy your Thanksgiving long weekend.
Read Answer Asked by Alan on October 10, 2014
Q: Carl Icahn shorts S & P 500. He has taken these measures to protect his stock portfolio. He says the correction is going to get worse. Do you think your 5i followers should hedge their portfolio and, if so, what products would we use? It is nice that I can get this info. from 5i. The people I know wouldn't be able to provide me with this information. Dennis
Read Answer Asked by Dennis on October 10, 2014
Q: Mullen has been beaten up pretty bad lately, would you buy this stock today (for 1-2 yr overall gain) or would you still prefer Trimac (TMA) or TransForce (TFI)?. Is there another transportation stock that you would prefer over the 3 mentioned above? Thanks and keep up the good work.
Read Answer Asked by Sandy on October 10, 2014
Q: Peter, there are a couple of errors in your graph. Since the yellow line is derived from the red and blue; it must always be between them. Hope the cockroach theory doesn't apply.
Read Answer Asked by Bill on October 10, 2014
Q: long term investor catching my breath

anything other than market conditions to be concerned about here after a very big drop?

Thanks for all you do

Gord
Read Answer Asked by Gord on October 10, 2014
Q: Block trade question of Ernie of Oct 9/14:

Available as end of day report:

http://www.financialpost.com/markets/data/market-block_trades.html
Read Answer Asked by Russ on October 10, 2014
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