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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: I have a bunch of shares in a computer share account. If I transfer those shares into another broker, would there be any tax consequences? Any idea how the average buy price should be calculated if I transfered some but not all the shares? If no tax consequences, Would taxes only be generated if transferring to an rrsp or tfsa broker account?

Thanks for the great service.
Read Answer Asked by Thomas on January 27, 2019
Q: Regarding GS, I read a research report yesterday where they mention that the annual regular dividend of $1.00 appears safe. Wondering if you concur. Also, while one should maybe not buy a stock based upon a potential takeover, I would think this firm would be attractive as, if I am not mistaken, they focus on high net worth clients. Also, in a takeover, the current dividend payment could be applied to debt/interest on the buyout price. Am I thinking correctly here?
Read Answer Asked by Robert on January 27, 2019
Q: May I have your thoughts about Conmed Corporation? They seem to be doing well. Are they profitable with positive cash flow, are they deeply in debt, any insider ownership and do they have a niche which offers some protection from Stryker and other "big boys"? How is their record for beating or at least matching expectations? We already own ISRG for a 3% weighting and PFE having a 3.4% weighting in our healthcare sector.
Thanks,
Jim
Read Answer Asked by James on January 27, 2019
Q: I am comfortable having about 10% of my non-registered account in the forest products sector. About 55% of this amount is Norbord and the other 45% is split about evenly among Canfor, Interfor and West Fraser. Norbord pays a good dividend; the others don't. Would you suggest any consolidation or rebalancing here or changes that might improve upside potential? All four are down relative to original purchase so any adjustments here would only trigger tax losses.
Read Answer Asked by Gordon on January 27, 2019
Q: I have held 200 shs of Encana for years. I don't know if the encana/newfield merger has any success in it, to merit continuing to hold for an eventual recovery. In your opinion should I best let it go and buy something else? I have 50K cash on hand to cover new transactions.
Read Answer Asked by Ron on January 27, 2019
Q: With more electric cars coming out I want to invest , but not with the car makers but what supports them. My questions are what companies I can invest in that make the charging stations, batteries , cameras and because these cars do not run on free energy what electrical produces will benefit from the higher demand in power to charge these vehicles.
Read Answer Asked by Tim on January 27, 2019
Q: I have targeted general [not sector-specific] funds/ ETFs at up to 14% of total portfolio because of fund/ ETF attributes or performance. Please advise on selection and additions/ deletions of current and Watchlist or other.
Currently the allocation is XMU 8%, Edgepoint Gbl Port - 33% [4.5% total portfolio] + CYB - 3.5%, Mawer Gbl Eq and FID Gbl Innovators and AARK all at 11%, TD US Mid-Cap Growth - 9%. My watchlist includes DGRO [value - dividend growth], MAN Gbl Small Cap [previously sold] and TD US Blue Chip.
Read Answer Asked by sam on January 27, 2019
Q: After 7 years of being a member of 5i I just want to say thank you. With your assistance my wife and I are in a position that we can retire and live off our dividends. We have reached a level that our retirement income will surpass our working income, without touching the principle. We have always saved but 5i, let us put it all together.
To think we started off 40 years ago with just $40.00.
Great Service
Sincerely

Mike




Read Answer Asked by Mike on January 25, 2019
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