Q: How do capital gains work with US stocks? In addition to the gain, do you have to factor in the exchange differential rate from purchase to sale. If the US dollar increased in value during this period, does that increase the gain to be declared and the other way around? Thank you for the great service.
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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: Just to let you know, I tried to log on using Lana's link and I was told at 1:04 Toronto time that the session is full contact administrator.
Hope you will make recording available to those not able to enter the session
Sheldon
Hope you will make recording available to those not able to enter the session
Sheldon
Q: I recently received Coty shares for my PG shares and since it will take time for Coty to bring benefits of merger with PG brands I am lookiung at switching 50% of my Coty shares for Nestle or UL. The funds are help in a RIF and my time line is two years. Please advise.
Hamish
Hamish
Q: There seems a fanatical feeling that Reits and Utlities will be impacted by a higher interest rate moves by USA.How does that affect Canadian companies if Canada doesn't follow suit or by very little interest moves.Which Reits do you feel won;t be impacted ?
Q: NOT TO HAPPY WITH THIS FUND. SHOULD I SELL ALL NOW OR WAIT FOR DISTRIBUTIONS TO BE PAID THIS MONTH? WOULD YOU PLEASE ADVISE A BETTER PLAY FOR FIXED PORTION OF PORTFOLIO. WE ARE IN OUR EARLY 70'S AND RETIRED WITH 60% EQUITIES, 25% CASH, 15% IN GGF31222. WOULD LIKE TO BEGIN DEPLOYING CASH IN THE NEXT FEW WEEKS FOR SANTA RALLY. YOUR THOUGHTS PLEASE.
Q: I am currently trying to diversify my portfolio with US and international exposure.I know you or i do not like fees but i have no experience in this area and you do not provide a US model so i am asking your opinion on investing in a hedge fund or looking at funds like Cambridge in particular provides but at a 2.45 mer.Please help me in my goal to diversify my RRSP
Q: Any suggestions for investing in US Stocks for long term period. Good safe investment with yield and growth potential.
Thanks so much.
Thanks so much.
Q: Hello,
I currently work for a company that has a share ownership program where my contributions are non-tax sheltered, while the matching contribution from my employer is tax sheltered. Starting Jan.1st they are now offering an option to have my personal bi-weekly contribution go into a TFSA instead of the non-tax sheltered option. Seems like a good option to me but I'd like to get your thoughts/comments before I make a decision. Thanks!
I currently work for a company that has a share ownership program where my contributions are non-tax sheltered, while the matching contribution from my employer is tax sheltered. Starting Jan.1st they are now offering an option to have my personal bi-weekly contribution go into a TFSA instead of the non-tax sheltered option. Seems like a good option to me but I'd like to get your thoughts/comments before I make a decision. Thanks!
Q: I was wondering if you can comment on the Forge First hedge funds in specific and in general it is a good idea to be investing in market neutral and income hedge funds when interest rates are rising.
Q: Peter; Regarding Peters question about investing books for his son- I might also suggest his son sits down and read the questions and answers in 5i. You might consider doing a book based on them too !? Merry Christmas to you and all your dedicated employees. I appreciate your in depth insight and plain talkiing advice.
Rod
Rod
Q: TD Bank lists these 11 sectors - going forward and post Trump what would 5is's top picks be for these 11 sectors:
1)in Canada?
2)in the US?
Consumer Discretionary
Consumer Staples
Metals & Mining Index
Financials
Health Care
Industrials
Information Technology
Materials
Capped Real Estate
Telecommunication
Utilities
Thanks kindly.
1)in Canada?
2)in the US?
Consumer Discretionary
Consumer Staples
Metals & Mining Index
Financials
Health Care
Industrials
Information Technology
Materials
Capped Real Estate
Telecommunication
Utilities
Thanks kindly.
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CES Energy Solutions Corp. (CEU $19.24)
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Precision Drilling Corporation (PD $128.74)
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Miscellaneous (MISC)
Q: I am interested in buying a Canadian energy services company. Can you recommend two or three, including one with a dividend? Thanks, Bill.
Q: Hello from the Responsible Investing Club in Comox, B.C.
Thanks for your great service!
Do you have any suggestions for an ETF that focuses on Responsible/Ethical Investing, which does NOT use a "best of sector" approach? (i.e. the "best" oil company, the "best" mining company, etc).
For example, XEN on the TSE has Suncor as its third-largest holding, which isn't something that many ethical investors could invest in.
Thanks in advance for your suggestions.
Thanks for your great service!
Do you have any suggestions for an ETF that focuses on Responsible/Ethical Investing, which does NOT use a "best of sector" approach? (i.e. the "best" oil company, the "best" mining company, etc).
For example, XEN on the TSE has Suncor as its third-largest holding, which isn't something that many ethical investors could invest in.
Thanks in advance for your suggestions.
Q: Hello 5i team,
I searched the TMX site to look for the stocks breakdown by sector; but can't find it. Could you suggest a site that provides that information?
Thanks,
Antoine
I searched the TMX site to look for the stocks breakdown by sector; but can't find it. Could you suggest a site that provides that information?
Thanks,
Antoine
Q: I have very little US exposure in my portfolio. What would be a good Canadian US equity growth fund or ETF that would allow me to participate in the New America under the Trump regime?
Thanks
Peter
Thanks
Peter
Q: Good afternoon. What are your thoughts on holding physical gold (or silver) bullion as opposed to owning gold/silver stocks, ETFs or other paper? Also, do you have any information and/or opinions on Silver Gold Bull Canada (https://silvergoldbull.ca/) operating out of Calgary?
Thanks as always for your terrific service.
Thanks as always for your terrific service.
Q: I am not sure if my question was cut of. I did it on my phone. I would like to get your perspective on the number of companies that should be in various portfolios e.g. Income portfolio, growth portfolio and capital appreciation portfolio. For example 20 - 5% each, 10 - 5% each and 20 - 2.5 % each or some other combination.
mike
mike
Q: Hi !
How do you figure out the exact dividend percentage you receive when you bought a stock at different dates, different prices, and different quantities ?
For example, I bought 1000 Savaria (sis) at 7.90 on Jun.7, 2016, 500 at 11.30 on Nov. 11th, 500 at 10.70 on Nov. 11, and 500 today at 10.52
Many thanks,
Jacques
How do you figure out the exact dividend percentage you receive when you bought a stock at different dates, different prices, and different quantities ?
For example, I bought 1000 Savaria (sis) at 7.90 on Jun.7, 2016, 500 at 11.30 on Nov. 11th, 500 at 10.70 on Nov. 11, and 500 today at 10.52
Many thanks,
Jacques
Q: My 20 year old son has asked Santa for a book about investing this Christmas. He has a sizeable investment account, having received inheritance gifts from both his grandfather and uncle. Do you have any suggestions? Thank you.
Q: I have a portfolio consisting of mostly stocks, but also some etf's (ex IWO, ZPR, etc...) and BRK.B. Could you offer some advice on how the ETFs and conglomerate companies fit in to overall sector allocations? For example, in my case I have very little consumer discretionary exposure via stocks, but obviously some through IWO & BRK.B. I'm trying to figure out the best way to measure these for sector allocation purposes.
As always, thanks for the great service.
As always, thanks for the great service.