Q: In respect to Paul's question, non-eligible dividends are not taxed the same as interest income. As an example, for 2019 the top Ontario tax rate on interest income is 53.53% whereas the top Ontario tax rate on non-eligible dividends is 47.40%. By comparison the top Ontario tax rate on eligible dividends is 39.34%. I'm not aware of why A&W pays out eligible versus non-eligible dividends. TaxTips.ca has a good site for those that want to review tax rates on dividends, interest, etc. at different levels of personal income.
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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: 9:59 AM 4/4/2019
Could you please explain why A&W's dividend is a "Non-Eligible" dividend and what this means. How is it taxed? Presumably it does not qualify for the dividend tax credit.
Thank you........ Paul K
Could you please explain why A&W's dividend is a "Non-Eligible" dividend and what this means. How is it taxed? Presumably it does not qualify for the dividend tax credit.
Thank you........ Paul K
- CAE Inc. (CAE)
- Chartwell Retirement Residences (CSH.UN)
- TFI International Inc. (TFII)
- Boyd Group Income Fund (BYD.UN)
- A&W Revenue Royalties Income Fund (AW.UN)
Q: I own all of the stocks in the Balanced and Income portfolios across my RRSP, TFSA and RESPs with the exception of those listed above. Based on current valuations and 3-5 year prospects, which one would you choose to put a recent RRSP contribution to work?
- Bank of Nova Scotia (The) (BNS)
- BCE Inc. (BCE)
- Enbridge Inc. (ENB)
- Sun Life Financial Inc. (SLF)
- Brookfield Renewable Partners L.P. (BEP.UN)
- Algonquin Power & Utilities Corp. (AQN)
- Chartwell Retirement Residences (CSH.UN)
- Alaris Equity Partners Income Trust (AD.UN)
- Kinaxis Inc. (KXS)
- A&W Revenue Royalties Income Fund (AW.UN)
- Medical Facilities Corporation (DR)
Q: I have $25,000 in my TFSA invested in the above companies, eaqch with a weighing of between 8% - 10%. Looking to add another $10,000. I'm 63. Preference is dividends and some growth. Looking for stability if another December 2018 were to repeat itself.
May I please have your suggestions, in order of preference. Please deduct appropriate credits.
Thank you.
May I please have your suggestions, in order of preference. Please deduct appropriate credits.
Thank you.
- BCE Inc. (BCE)
- Enbridge Inc. (ENB)
- TC Energy Corporation (TRP)
- Parkland Corporation (PKI)
- A&W Revenue Royalties Income Fund (AW.UN)
- Sienna Senior Living Inc. (SIA)
- Corby Spirit and Wine Limited Unlimited Voting Common Shares (CSW.A)
Q: 1:03 PM 2/24/2019
I am increasingly concerned about the financial stability and credit quality of several of my investments.
Could you please provide the S&P or DBRS issuer rating or bond rating of : ENB, TRP, PKI, BCE, CSW.A, AW.UN, SIA.
This information is very difficult for me to find and is often quite dated. Could you suggest a source I could use.
Thank you........... Paul K
I am increasingly concerned about the financial stability and credit quality of several of my investments.
Could you please provide the S&P or DBRS issuer rating or bond rating of : ENB, TRP, PKI, BCE, CSW.A, AW.UN, SIA.
This information is very difficult for me to find and is often quite dated. Could you suggest a source I could use.
Thank you........... Paul K
Q: As a holder of aw I am consernd about your comments that the beef used is antibiotic free .
The use of growth hormones in the beef industry is all but redundant due to the advancement on genitics.there for a easy thing to say and advertise.
Antibiotic free beef is something that is impossible on a commercial scale and AW on there website verified this .
In 5:i assessment of aw claimed it sells only antibiotic free meat not so
Kind regards
Stan
The use of growth hormones in the beef industry is all but redundant due to the advancement on genitics.there for a easy thing to say and advertise.
Antibiotic free beef is something that is impossible on a commercial scale and AW on there website verified this .
In 5:i assessment of aw claimed it sells only antibiotic free meat not so
Kind regards
Stan
Q: A&W earnings have been well received by markets. Your thoughts please. Thanks.
Q: Hi Ryan what is the announcement of January 5 mean?
Kind regards Stan
Kind regards Stan
Q: I have some money to deploy, and would like to concentrate on dividend paying stocks above. Do you think at the current price points I can buy in or would it be wise to wait for any to come down a bit? I am looking to create some dividend income.
Thanks
Thanks
- NFI Group Inc. (NFI)
- Parex Resources Inc. (PXT)
- Savaria Corporation (SIS)
- A&W Revenue Royalties Income Fund (AW.UN)
- Nutrien Ltd. (NTR)
Q: I would like to add small amounts to the above listed existing positions. How would you rank these? Which one's may likely drop further and more patience would be required?
Thank you!
Albert
Thank you!
Albert
Q: I have a substantial holding percentage wise of my portfolio in AW.UN. What are the factors that are resulting in the dramatic recent slip of share price? I realize interest rates and general investor sediment but is the dividend secure are they facing a debt crisis? Am I missing something? would you buy at these levels?
- Bank of Nova Scotia (The) (BNS)
- Canadian National Railway Company (CNR)
- Loblaw Companies Limited (L)
- Power Corporation of Canada Subordinate Voting Shares (POW)
- NFI Group Inc. (NFI)
- Magna International Inc. (MG)
- Savaria Corporation (SIS)
- A&W Revenue Royalties Income Fund (AW.UN)
- CI Tech Giants Covered Call ETF (TXF)
Q: Hi Peter:
Season greetings to you and your team.
I would like your opinion on the trade(s) I was thinking about.
1) Sell full positions in POW and NFI.
I've had POW for 5 years and it has done nothing during that time except go down about 20%. However, I also think that at $24.00 it has potentially hit a bottom support number. I would be happy collecting the nice dividend it pays.
I also think based on your recent answers to questions that NFI has potential going forward.
2) If I sold POW and NFI, I would add to the positions that I already have of the other companies that are mentioned.
I'm well diversified and this would not interfere with my sector or geographical weightings or the amount of dividends I am receiving.
I think both scenarios have their positive attributes and would appreciate your thoughts. Do the trade or remain the course.
Thank you very much for your valued opinion.
Season greetings to you and your team.
I would like your opinion on the trade(s) I was thinking about.
1) Sell full positions in POW and NFI.
I've had POW for 5 years and it has done nothing during that time except go down about 20%. However, I also think that at $24.00 it has potentially hit a bottom support number. I would be happy collecting the nice dividend it pays.
I also think based on your recent answers to questions that NFI has potential going forward.
2) If I sold POW and NFI, I would add to the positions that I already have of the other companies that are mentioned.
I'm well diversified and this would not interfere with my sector or geographical weightings or the amount of dividends I am receiving.
I think both scenarios have their positive attributes and would appreciate your thoughts. Do the trade or remain the course.
Thank you very much for your valued opinion.
- Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
- A&W Revenue Royalties Income Fund (AW.UN)
- InterRent Real Estate Investment Trust (IIP.UN)
- CT Real Estate Investment Trust (CRT.UN)
- Dream Industrial Real Estate Investment Trust (DIR.UN)
Q: Would you be able to rate the above in order of preference based on overall appreciation/performance over next 2-3yrs - also confirm whether you would be a buyer of any or all of them at this point in time and finally what exposure does each have to the Alberta economy.
Terry
Terry
Q: ROE for AW.UN? TD Webbroker shows ROE +20.89. MorningStar shows ROE +21.54, roughly the same. 5i 's Company "Financial site" shows ROE -15.21. What gives?
Q: reported today. how was the quarter? Thx
- TFI International Inc. (TFII)
- North West Company Inc. (The) (NWC)
- A&W Revenue Royalties Income Fund (AW.UN)
- Gluskin Sheff + Associates Inc. (GS)
- Rocky Mountain Dealerships Inc. (RME)
Q: I currently have half positions in the above stocks. I would like to bring some or all up to a full position. I am income focused with some growth. Can you advise me on which to add to and time frame please?
Thank you
Thank you
Q: A & W issued a press release today that they are out of stock their new veggy Beyond Meat Burger and have to take it off the menu for now. It will be interesting to see if the robust sales will make a material impact on royalties.
- Dollarama Inc. (DOL)
- CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
- BRP Inc. Subordinate Voting Shares (DOO)
- A&W Revenue Royalties Income Fund (AW.UN)
- goeasy Ltd. (GSY)
- New Look Vision Group Inc. (BCI)
Q: I currently own TOY (my only holding for Cyclical Consumer). I did have MG but sold it. I am wondering for a RRSP with a long time frame which 2-3 stocks of the list BCI, DOL, DOO. GSY, CCL.B. AW.UN which be best as I am trying to increase my holdings in this sector.
Thanks
Thanks
- A&W Revenue Royalties Income Fund (AW.UN)
- Boston Pizza Royalties Income Fund (BPF.UN)
- Pizza Pizza Royalty Corp. (PZA)
- SIR Royalty Income Fund (SRV.UN)
- Keg Royalties Income Fund (The) (KEG.UN)
Q: Boston Pizza has been declining for the last three months and in particular since the release of the quarterly earnings. What would be your opinion of the company going forward.
Please compare Boston Pizza with A&W and the Keg as to which would be a better choice.
Are there other restaurant royalty companies I should be looking at?
Thanks for the excellent service.
Please compare Boston Pizza with A&W and the Keg as to which would be a better choice.
Are there other restaurant royalty companies I should be looking at?
Thanks for the excellent service.
Q: I was looking for the quarterly report for A&W that the TMX site reported would be released on the morning of July 24 by newswire. I can find nothing. What is this 'newswire' and how does one access it?