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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 is the clawback level applied to oas pensions for 2019 taxes?
Read Answer Asked by Ronald on December 30, 2019
Q: I want to top us my TFSA and would appreciate you sharing your top 5 favourite Canadian stocks.

Thank you so much and wishing you an awesome holiday season

Donna
Read Answer Asked by Donna on December 30, 2019
Q: When is the first day i can sell a stock for a capital gain that will register in 2020 for tax purposes.
Read Answer Asked by don on December 30, 2019
Q: Hi 5i,

Looking for your top 7 Canadian Blue Chip Income stocks that meet the following filter criteria:
- Non cyclical
- Strong balance sheets
- Strong cash flows
- Dividend growth

Thanks,
Chris M.

A very Merry Chritmas to you and your families.
Read Answer Asked by Christopher on December 30, 2019
Q: Good morning,
I currently hold ZWE in my TFSA and I have two questions as follows:

a. Given that there is a witholding tax on ZWE when held in a TFSA, I was wondering if it would not be better to simply sell ZWE and buy it back in my RSP instead. I note that in one of your responses to a similar question, you recommended that ZWE be held in a Non Registered account. Not sure that I understand the rational for this over holding ZWE in an RRSP. Your thoughts on this would be appreciated.
b. Do you think that it is wise to invest in Europe, UK in particular at this time and if so, would you recommend a change from ZWE to another ETF with a better growth opportunity and if so which one?
Thank you and Merry Christmas to the 5i team.
Read Answer Asked by Francesco on December 30, 2019
Q: Hi,
Can you please let me know your opinion on this ? I know this has been beaten down and this may not fit in your investment style. However based on the cash in hand and net assets do you think it's trading less than it's book value , ignoring other factors such as law suits, possible re-instatement of the licence, etc. Thanks
Read Answer Asked by Dineth on December 30, 2019
Q: Hello 5i, I have a small position in the above listed stocks. I am down about 10%. Would you suggest that I keep them or take my losses and move on.? I appreciate your comments.
Carlo
Read Answer Asked by Carlo on December 30, 2019
Q: I use the BTSX system in two of my portfolios. Its soon time to adjust for the new year. I have held PWF for a number of years due to its higher yield over POW.
I understand PWF will be merging with POW-any idea when?
Will that mean no more PWF? Will all shares be now be POW at the lower yield?
Will there be a premium for PWF shares?
Would you suggest a switch if there are still going to be two companies? Why?
Thanks
Jeff

Read Answer Asked by JEFF on December 30, 2019
Q: I know you don't follow many US co. but wondered if you might have anything on this co.Thank for your great service and happy and prosperous New Year. Jim
Read Answer Asked by jim on December 30, 2019