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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: Concerning limited partnerships like Energy Transfer , your suggested this lately: "there is withholding tax on distributions plus a 10% tax on proceeds from dispositions. In addition, there are multiple US forms that need to be filled out’".I do own the ETF AMLP in my RRSP ,and just received the dividend : there was no witholding tax or any other taxation , and the dividend did match exactly what is announced.Any explanation, plus are there forms to be filled out ?
Read Answer Asked by Jean-Yves on December 02, 2024
Q: You seem to be recommending these three stocks in some of your recent replies. Can you please rank them in order of highest projected or potentially growth over the next three or four years, as well as suitable entry prices? I appreciate your time.
Read Answer Asked by William on December 02, 2024
Q: Watching Bermans call. He suggests the midcap space in the US will flourish with Trump.
I have done quite well with VUN. What is your opinion re the large cap space vs the midcaps in the next 4 years.
Do you think this is so and with extra cash in my RRSP, would you just stick with the large cap ETF or go with the small cap ETF.

Which of the large cap ETF would you choose, VFV with a lower MER over VUN?
Is XMC your choice for the mid cap ETF?

Thanks
Jeff
Read Answer Asked by JEFF on December 02, 2024
Q: On Friday, I mistakenly sold a full position (sr. moment) in a margin account that will result in a huge capital gain. The intention was to sell half a position. On Monday, I intend to buy back half of the position realizing the price could be different from what it was sold.

Question. For tax purposes, how do I calculate the cost of this transaction? Will it be FIFO or simple cost averaging?

Thanks for your help.

Read Answer Asked by Charles on December 02, 2024
Q: Hello, I am looking to buy one of these stocks for a 5+ year term. Which order would you buy (most conviction to least) and at what entry point ?
I have funds in both US and CA TFSA accounts, so, it is not a big consideration.
Read Answer Asked by Robbie on December 02, 2024
Q: Hello,

Which Canadian stocks have substantial US holdings? Dividend payers and capital gainers. Lower risk companies. Please rank from most recommended to least recommended.

Thank you,
V
Read Answer Asked by V on December 02, 2024
Q: Given that water is quickly becoming a commodity, do you think that Xylem is well positioned and considered a buy at current prices?

Would you consider Adobe, Palo Alto and Nextera buys at current prices or are there other names you prefer?

Regards
Tim
Read Answer Asked by Timothy on December 02, 2024
Q: I am retired and live full time in Canada. I use Norbert’s Gambit to buy US stocks for my US account. The alternative is buying US stocks from my Canadian account and paying extra conversion fees coming and going.
Does this strategy make sense?
I use the Gambit for exchanging $20000 or more.
When purchasing a Canadian etf of US stocks what are the conversion fees charged typically; would they be the same or different than if an individual was buying each stock on his own
Thanks for your advice
Much appreciated
Read Answer Asked by Peter on December 02, 2024
Q: Out of these four, which one do you think would have the best return over a 3 to 5 year time period? Looking for something "safe" and steady.

Thanks
Read Answer Asked by David C. on December 02, 2024
Q: I am looking for more information on this ottawa company
Read Answer Asked by Jean on December 01, 2024
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