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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: 2 part question. 1. Listening to Nutell and Schacter on BNN and they are continually talking about the next cycle in energy and how a lot of the Cdn. Energy stocks have been beaten up and now is the time to buy these things and hold them for 3 or 4 years for significant gains. Acknowledge these guys are talking up their own books but do you agree with the thesis and if so, do you view more upside in natural gas or oil? 2. If you agree with the thesis, what do you think of the suggested companies? Also thinking on investing in a basket of 5 rather than an individual stock to lessen the risk. Do u agree? Thx
Read Answer Asked by Patrick on March 19, 2018
Q: Good morning 5i
Missing from my notes is the reason for opening a position in crius energy. I thought it was on a positive comment or portfolio inclusion at 5i. But I can find neither direct reference.

Would you please remind me of the attractiveness of kwh ......recognizing this is not a fortis or Brookfield size/risk type company.

What is it that is not working and dragging the stock price down?

Thanks
Dave
Read Answer Asked by David on March 19, 2018
Q: I use the SSO ETF for trading in my US investment account. The ProShares Ultra S&P 500 ETF provides 2x leveraged exposure to a market-cap-weighted index of 500 large- and mid-cap US companies selected by S&P. As a levered product, SSO is not a buy-and-hold ETF; it’s a short-term tactical instrument. The 500 underlying companies are some of the most well-known firms in the world. As a short-term instrument, the total cost of owning SSO is more dependent on liquidity than management costs. Fortunately, the fund is extremely liquid with hefty daily volume and very tight spreads. Ultimately, SSO’s liquidity makes it one of the best ETFs for leveraged exposure to the S&P 500.
What are some similar leveraged Canadian ETF's mirroring large and mid-cap CDN companies.
Thanks
Read Answer Asked by LARRY on March 19, 2018
Q: I am about to withdraw "funds" from the RRIF for the fist time. The RRIF has positions in both a balanced portfolio and an income portfolio. I intend to withdraw positions in kind and pay the withholding taxes from the cash on hand in the RRIF. And I am wondering, what positions to withdraw, like balanced or income and also those with price momentum or drifted lower recently.
There are balanced positions like CSU that is at or near a 52 week high and then there is TOY that recently declined from its high. On the other hand, there is an income position like BCE that has declined from its high and also ECI that might be considered a buy now.
What would you suggest are the factors that
I should be considering in make my choice? .......Thanks.....Tom
Read Answer Asked by Tom on March 19, 2018
Q: My son wants to start a TFSA. I have suggested he begin with 5 stocks. Has about 57.K to invest. How do you feel about the number of stocks and the ones listed ? Many Thanks
Read Answer Asked by David on March 19, 2018
Q: Other than ENB. what other Canadian stocks could be effected by the MLP ruling and to what degree. also if and when would this come into effect.
Read Answer Asked by colleen on March 19, 2018
Q: I'd like to understand the taxing of distributions/Dividends better

For example CAD dividends receive the dividend tax credit. But other distributions are taxed as interest, others maybe capital gains? like AW income fund. REITs etc

Could you outline the different types of taxation that can happen for cash paid out from a publicly traded canadian security, AND how to distinguish what type of distribution a certain security makes.
Read Answer Asked by Kuldar on March 19, 2018
Q: With re balancing in my cash account I have a capital gain of $25,000 in 2018. If I were to sell my CGX, ENB and GUD I would have a loss of $14,000. My thinking is that this loss would offset the capital gains.

I intend to re buy these 3 stocks after the 30 day period,

Does this make sense?

Thank you

Sincerely

Mike

Read Answer Asked by Mike on March 19, 2018
Q: Hi 5i, In a previous Q/A you said "covered call ETFs can underperform in a bull market" can you please elaborate on this?.
Would you please rate: ZWU XUT ZWC (best first)
I own ZWU, but down 10%.
Thanks
Read Answer Asked by Fernando on March 19, 2018
Q: Hi Peter, bought more GUD today and have a quick curiosity question on what they do with all the cash reserves while they wait. It looks like ~$788M vs 142.8M shares = ~$5.52/share. I'm assuming that with that magnitude of funds they'd get a pretty decent rate/month; but is that what they do ? Also, what size ($) of company would/could they target with the amount of cash they have ? And, is the thought that any purchase would be NA based or does that matter ? Thanks.
Read Answer Asked by Paul on March 19, 2018
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