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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: What are the best alternatives for investing conservatively in large cap LNG , without investing directly in a U.S. situs asset ? There are very significant U.S. estate tax issues for high net worth Canadians with U.S. situs assets . A Canadian sponsored ETF with U.S. holdings or a large cap conservative Canadian company would avoid the estate tax issue .
Read Answer Asked by michael on May 25, 2022
Q: Hi,
I'm wondering about the new issue for convertible debentures from PBH - is this a good deal, given the interest rate, vs just buying the stock? I notice that the first interest payment won't be until Mar 2023, so a long time for the cash to sit idle. However the conversion price of 160.25 seems pretty good, given the stock closed today at 100.17. If the deal is a worthy one, then is it best to try to buy the new issue, or wait until after it closes to see how it settles? As always, your advice is much appreciated!
Dawn

Read Answer Asked by Dawn on May 25, 2022
Q: Hello
I am looking to buy a GIC. BMO investorline has the following 1-year term non-cashable GICs available at ~3.3% from Equitable Bank, RFA Bank, Haventree Bank, and Shinhan Bank Canada. I have never heard of these banks. Are they safe? Is there anything I should be concerned about? is there one over the other that you would go with?
thanks
Read Answer Asked by Mary on May 25, 2022
Q: Hi,
David recently asked about a USD Income Portfolio. If he’s a Canadian resident, would you include USD payers from Canadian domiciled companies like AQN, BAM.A, MG, QSR, NTR, AEM, and others so that the dividend tax credit adds torque to the income net net?
I’ve been contemplating that as a strategy so want to make sure I’m not overthinking it. Thanks.
Read Answer Asked by Carlo on May 25, 2022
Q: Hi All at 5i!!! DND has always been a confusing stock for me. I held it for a while and it got a vast amount of negative sentiment from the market , so I sold it. I have read a lot of conflicting opinions on it. So here I am seeking out your opinion. The straight goods....is it a good, stable stock to hold, well positioned for good future growth? Or are it’s prospects nebulous , dependent on (metaphorically speaking ) many stars aligning??? Looking forward to your reply, Cheers, Tamara
Read Answer Asked by Tamara on May 24, 2022
Q: Hi Peter, Ryan, and Team,

Two questions; please deduct credits accordingly.

Question 1 - I plan to sell one ETF (HXS) and two stocks (SJ & TCN) for a tax loss and then buy them back after 30 days. Please suggest proxies for each that I could buy as a replacement for the 30 days. These are held in a margin account.

Question 2 - I own WCP in my RRIF, and find that its volatility is harder for me to handle than I had thought. (Its beta is 3.26). Now that I'm in the black with it, I was thinking of two alternatives; selling WCP and adding to an existing profitable position in TOU (beta = 1.62), or starting a new position in XOM (beta = 1.07). XOM would increase my US exposure which needs to be increased, according to Portfolio Analytics. What's your take on this strategy?

Alternative ideas for each question would be welcome, and as always, thanks for your insight.
Read Answer Asked by Jerry on May 24, 2022
Q: Hello, What would be your top 3 picks for Consumer Cyclical and Consumer Staples?
Thanks, Lavern
Read Answer Asked by Lavern on May 24, 2022
Q: Two questions on NPK: firstly what is your view of today's press release regarding it's planned domicile move to Singapore? Secondly, I have substantial capital gains in this stock since I bought it several years ago and currently hold it in a non-registered account. What are the tax implications, other than taxable capital gains, if I sell it and rebuy a portion of it in my tax-sheltered accounts within 30 days? Geoff
Read Answer Asked by Geoffrey on May 24, 2022
Q: Would appreciate your view of Erik Nuttall's latest article in the National Post (5/17).
Also - your favorite Canadian Oil and Gas stocks.
Thanks
Read Answer Asked by Gary on May 24, 2022
Q: My partner is invested in the Mawer International Equity Fund which is down 17.5% YTD. It holds 70% of its portfolio in European companies. Should she divest now as it appears the European economy could get much worse.
Read Answer Asked by John on May 24, 2022
Q: Discovered this Long Term Care Properties company in the US with monthly dividends of 6%. Do you think this is a stock worth holding to have exposure to US health care? And is dividend sustainable as it seems to have a large payout from my novice analysis. Appreciate your expert analysis very much.

Read Answer Asked by Dr Lorraine on May 24, 2022
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