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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: In a follow up to Paul and Jim, there is a calculator with an explanation available to get a sense of potential savings using the Horizon's DLR and DLR.U ETFS. http://norbertsgambit.com/usd-to-cad/
Cheers
Read Answer Asked by Chet on May 27, 2016
Q: I believe you gave incorrect information re CAR.un You said:

Unfortunately because every REIT is different, and every year sources income can be different as well, we do not have an ability to screen properly for your list. It is rare that
For CAR, in 2015, 88.2% of distributions were classified for tax purposes as 'other taxable income'. 6.9% were capital gains, and the balance was foreign non-business income and return of capital. None of the distribution was eligible for the tax credit.

On the CAR website, they report that over 83% of distributions were categorized as ROC. A very different picture for tax purposes. Can you please confirm which is correct
Read Answer Asked by arnold on May 27, 2016
Q: Hi Peter and Ryan,

Thanks for the answer you provided yesterday on the Deposit Insurance Corporation of Ontario (DICO), which insures Canadian currency deposits at credit unions, including interest, to a maximum of $100,000. However, my question was about deposits that exceed $100 000. I would like to have an idea of the risk involved if I were to deposit $150 000 or $200 000 on my Meridian High Interest Savings Account. I wanted an opinion based on Meridian’s corporate reports at the following web address: http://www.meridiancu.ca/meridian/about/corporate-reports/Pages/default.aspx

Many thanks!
Read Answer Asked by Michel L on May 27, 2016
Q: Hi again,
Sorry the symbol I was asking about is HEU. I've copied the question again below.

Hi 5i, I think over the next 3-5 years oil is going to rally up. In doing some reading I found this etf. The management fee is definitely higher than I like. I'm not exactly sure how the 200% correlation works but it sounds like if energy goes up it would be a good thing. Could you give your opinion on this fund, also could you give some better options for getting some more energy in my portfolio if you know of some. Thanks!
Read Answer Asked by david on May 27, 2016
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