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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: There has been some privatization chatter from Nuttal around o&g companies that have the cash and the value of the company is depressed enough to be able make this happen. I would think it many cases this wouldn't be that great of an event for many shareholders. For example, you own say Crescent Point and are down like 40% and they take it private at a 20% premium. You are now forced to sell and accept your 20% loss where in some cases you may have had confidence in the long term future of the company. Is it ever possible to keep your shares and be a private equity owner of the company?
Read Answer Asked by Adam on September 04, 2019
Q: Although the data shows that staying invested in low cost index funds over the long term is the way to go, why is it that pretty well ALL of the financial media just guess and predict all day long about which way the markets are going, or when the next recession is going to hit? Same for interest rates, if they're going up or down, by how much and when.

On any given day you'll hear completely opposite opinions. Some will say you should buy because stocks are poised for a rally, while others tell you to get out because a massive 2008 like correction is coming before the ned of the year!

Since timing the markets has been proven to be impossible why is it that's all you hear from the financial media? They're SO irresponsible and dangerous and create a massive amount of anxiety. Your thoughts?
Read Answer Asked by Andrew on August 29, 2019
Q: The Analytics tool suggests I am significantly overweight geographically (Canada). The tool also suggests I downsize my financial holdings and increase Consumer Defensive, Tech, Healthcare, and Industrials. Which sectors would you tackle first to increase? Please provide 2 or 3 stocks/ETFs that you would recommend to begin re-balancing my portfolio geographically and by sector?

I am a long term investor and I have evolved over the years towards buying more of the larger cap companies.

Thank you!

Sean
Read Answer Asked by Sean on August 20, 2019
Q: In regards to joint accounts, we joined our accounts 10 years ago. All tax information has both our names and the recipient type box is marked as 2 recipients.The sin number is the number of the account that the transferred account was transferred too, and is the first name on the account. Just split all statements for tax purposes. There was no disposition of stocks in the transfer account, just transferred in kind when we combined our accounts.

Mj
Read Answer Asked by M J on August 19, 2019
Q: Hi there,

What are your thoughts regarding the recent yield curve inversion and this signalling an upcoming recession? Markets seem sensitive to headline news and I'm wondering if now would be a good time to devote a decent amount of my portfolio to a low volatility ETF until things subside. If so, which ones would you recommend at this time? I believe BMO has a pretty good product line. In addition to this ETF holding I will also hold the Canadian growth equities listed from your Balanced Equity Portfolio.

Thanks!
Read Answer Asked by Michael on August 16, 2019
Q: I note that a number of Alberta based companies, especially the oil and gas companies, are reporting better profits in part because of the reduction in the Alberta corporate tax rate that came into effect on July 1, 2019. As the earnings period now being reported is for the quarter ended June 30, how do the companies already get a tax benefit? I don't think the rate reduction wqs retroactive.
Read Answer Asked by Murray on August 12, 2019
Q: Good morning...I am trying to find information on the dividend tax credit for individuals with no other income...it was explained that it was for all individuals ...my understanding that those individual that have no other income but dividends are treated if holding Canadian corporations...can you confirm or do you have a link for better understanding...Thanks
Read Answer Asked by Matthew on August 06, 2019
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