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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: This stock has had a great run but its latest results, which seemed to be pretty solid, didn't move the stock. Do you think most of the growth is pretty much wrung out of it now and that it should be viewed as largely an income stock? The main reason for my question is that I am currently more interested in a stock that combines both growth and income such as FEZ or BEP.(sector not important)

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on October 21, 2016
Q: Hi guys, I have had a good run in A&W, seems like the momentum is slowing, anything to be concerned about here? When is the next qtr beig annouced what are the expectations? Also bonus question, how does the A&W root beer fit into this company? do they make money off the soft drinK, is the soft drikl revenue material?

thanks

Kuldar
Read Answer Asked by Kuldar on September 29, 2016
Q: I own these 2 stocks in equal amounts in my TFSA which equate to 6% of my total portfolio-the rest in RSP which comprises of mainly banks, utilities ,REITs and infrastructure stocks along with AD,SPB,VSN,WEF and PKI. Am looking for a dividend paying small cap stock with 4% yield with growth prospects to add to TFSA. Any ideas? Thanks
Derek
Read Answer Asked by Derek on August 26, 2016
Q: In a recent member's question regarding a conservative portfolio construction you said that there are good consumer discretionary companies that are growing income and dividends. Which ones in Canada and the US would you recommend other than the auto related ones? Many thanks for the great service.
Read Answer Asked by Derek on August 18, 2016
Q: I am thinking of diversifying my income portfolio and would appreciate if you could comment on the merits of the above and which one you would recommend.

Thanks

Wayne
Read Answer Asked by Wayne on July 20, 2016
Q: I'm not aware of the nature of the A&W distribution, but a non-eligible dividend is not taxed the same as interest as indicated in the Q&A earlier today. The following link will provide the precise tax rates for Ontario (other provinces also available on that website) at different levels of income:

http://www.taxtips.ca/taxrates/on.htm

Read Answer Asked by Christopher on July 13, 2016
Q: I just noticed that the distribution for this fund is considered as a "non-eligible" dividend because the payments come from A&W Trade Marks. I think this means it does not receive the more favourable dividend tax treatment. So, is it taxed more like interest (i.e. at the highest rate) or is there still some benefit from it being a dividend?

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on July 13, 2016
Q: In your write on NPI you said "there are other 5% yielders with less leverage". Can you tell me who they are.

Thank you as always
Craig
Read Answer Asked by Craig on June 28, 2016
Q: I am retired and have several dividend stocks. I'm a recent member to 5i research and am looking at adding AW.UN and ECI from your income portfolio. They have increased in price since you put them in the portfolio. Is it still advisable to purchase them at the current price or could you suggest a maximum price point for purchase? I plan to hold them for a few years.
Read Answer Asked by Sharon on June 28, 2016
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