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Investment Q&A

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Q: Any news if they will trade on the canadian exchange. I am interested in holding this gambling/sports book stock as I think government fiscal pressures will generally be a boon for the industry. I am not interested in holding an british company and their foreign tax implications. Any suggestions when to sell and where I should be able to have this same play on the toronto exchange if they don't cross list. I am grateful for your informative service.
ps can you re check that you have my proper email address. I see you answered my previous question but did not email to advised as you used to.
Read Answer Asked by Mike on October 21, 2019
Q: Hi, my question is about proper percentage allocation of stocks, ETF’s and investment funds. At this moment my wife and I have a holistic approach of the family investments. We have assets spread out between RRSP’s, TFSA’s, Investment accounts, Stock options from my employer and Defined contribution pension plan (Investment funds). We also have a revenue building with 3 apartments that represents 40% of total family assets. We don’t include this in our holistic approach because we live in one of the apartments. So, my question does not include the real estate asset.
The allocation in investments is:
1. 40% in investment funds, mostly in the Defined contribution pension plan,
2. 15% in the VGRO ETF
3. 45% in 20 stocks.
The way we are looking at it is for example; Constellation Software is at 5.07% of the total family investments. Obviously, the percentage would more than double that if we look at its waiting just with in the stocks we hold. At the low end we have CAE at 1.00% of the total family investments. So, is this a proper way of looking at it? Should we be analysing our allocation differently? Is the holistic approach the way to go ?
Read Answer Asked by André on October 21, 2019
Q: OTEX dropped $2.07 today to $51.60 on huge vol of 1.1m(av 604k)of which 877k is sell transactions.After market close,it denies rumoured acquisition of Micro Focus.Ever since reaching a $58.65 H in July,it declined & trade in a range of some $55- $50.It reports on Oct 31.Any news on the drop.What are the expectations of Rev & Eps for coming Q.Is this a good time tostart a position? Thanks for u usual great services & views
Read Answer Asked by Peter on October 21, 2019
Q: Boyd Group Income Fund is planning to convert from an income trust to a corporation. The conversion will be on a taxable basis. I am holding Boyd in my Margin, RIF and TSFA
accounts. Presumably there will be no tax consequences for RIF and TSFA holdings.
However, how will my Margin account be affected and what
is your advice. Thanks.
Klaus
Read Answer Asked by Klaus on October 21, 2019
Q: it seems to me that a good place to have bond ETF is in an RRSP. do you agree? currently I have about have of my wife's RRSP in VSC and the rest is in cash right now. i was thinking that I would place the remainder in another bond ETF with low management fee and with perhaps a more aggressive posture. Does this make sense and what other bond ETF would you recommend? thanks.
Read Answer Asked by Stuart on October 21, 2019
Q: Portfolio Analytics indicates that I am overweight technology and underweight financials. My position in CSU needs to be trimmed, perhaps, and I would like to know if BAM would be an equivalently good company for me to add with the funds from trimming CSU. When I review the questions on BAM your answers indicate that BAM is one of the best in Canada, a "must own" company, yet it is not in any of the portfolios. I've made a fairly firm promise to myself to follow the portfolios, but I might break it in this case. I'd like your comparison of BAM and CSU: management, balance sheet, history, outlook, etc., etc. Otherwise maybe I should just live with a 10% position in Constellation Software.
As always, thanks for your valued opinion.
Read Answer Asked by Gordon on October 21, 2019
Q: Hi, In a Q&A in The Globe and Mail, Friday, John Heinzel explained that BYD.un units conversion to common shares will result in taxable gain (if held in non-regd accounts) as if units are sold at market price by the holders, on the conversion date. Is it true? Thanks to 5i, most of us have owned this remarkable company for years and enjoyed huge price appreciation. Is there any way or means, in your view, to avert or minimize this large capital gains event ? Thanks
Read Answer Asked by rajeev on October 20, 2019
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