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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 Joel Greenblatts book "You can be a stock market genius" he mentions that spin-offs historically have been great investments. Obviously not all of them but a high number of them. Specifically they were most successful when key executives from the original company would be moving to the spin off company and leading it, and most specifically when those key executives had large incentives (options, shares, etc) if the spin off company was successful. Also there was a large amount of insider buying from these execs, specifically the CEO, CFO, etc. One example was one of John Malone's spin offs which to this day is seen as one of the most profitable in history. Anyway, what are your thoughts on this theory. Does the theory rain true in some of the spin offs we have seen like (ECN/EFN), (Bombardier/DOO). Thanks!
Read Answer Asked by Adam on June 21, 2018
Q: Hi, Bloomberg has just reported of Trump administration announcing US$50 Billion worth of tariffs on Chinese goods, effective Today. Some reports mention the figure as US$100 Billion. It is also widely expected that China will retaliate with tariffs on US products. What are the Canadian companies in 5i universe, which may be adversely impacted in terms of their business, due to this looming trade war. This could be due to their production facilities located in US or China or caused by a large part of their business between the two countries or any other side effects. Also, in your view, should this be a reason of concern from investment perspective ? Thanks
Read Answer Asked by rajeev on June 18, 2018
Q: Good Morning Team,

Just wanted to confirm the following:

- Capital gains on a US or Canadian stock held in an RRSP and TFSA are not taxed either by Canada or the US
- Capital gains on a US or Canadian stock held in a non-registered (RRSP) account are taxed
by Canada only.
- Dividends on a US stock held in a non-registered (RRSP) account are taxed both by Canada and the US.

Thank you for your confirmation or corrections!
Read Answer Asked by Saeed on June 15, 2018
Q: Hi there, I watched an interview this evening with David Rosenberg who was predicting a recession in 2019. My first question is what is your thoughts on this and do you agree with his perspective and second - while I know you are not in favour of timing the market, how would you approach/adjust your portfolio if you believe we were heading into a recession? For a person no fixed income portion, would you stay 100% invested in equities or move into a partial cash position - if so, how much cash? This bull market seems like its in extended innings, however the economy seems to be doing well overall and earnings seem strong. What do you think the best approach for ones portfolio heading into the 2019 or 2020?

Thanks!
Read Answer Asked by Michael on June 11, 2018
Q: Re: Your 3 portfolios
-Why not list companies in the growth portfolio in alphabetical order as they are in the balanced & income portfolios?
-Why not show the date of the 1st purchase in the since inception return so there is a better idea of the true rate of return?
I don't consider High Artic, Raging River & Trevali as growth stocks as they are tied too closely to commodity prices.Why not replace them with better growth stocks such as Premium Brands, Savaria ,etc?
Your comments please
Read Answer Asked by Terry on June 06, 2018
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