Investment Q&A

Q: The MSCI announced today that it was quadrupling the proportion of mainland shares in its global benchmarks. Do you feel that now is a good time to invest in a China ETF? If yes, what ETF would you recommend for a TFSA, and for a non-registered account?

Thank you as always for your excellent advice.

Q: I seem to never take profits in my non-registered account. I currently have an unrealized gain of +69.48% on OTEX. Do you think it's wise to take all or some profits? (I do have losses in 2018.) If I sell OTEX, what is are some good growth stocks with solid financials and good growth prospects. (I happily own CSU in may TFSA.)

Q: Do you know a vanguard value ETF in the us that could be a good buy at present Thanks for your help Bob

Q: I bought LB primarily for its attractive dividend, understanding that capital gains were unlikely. However, it continues to miss earnings estimates, is under attack by short sellers, and has major labour relations problems. Is the dividend relatively secure? Or time to cut and run?

Q: SDX will be delisted from the Venture Exchange and remain on the AIM. When this sort of event occurs what happens to shareholders who want to stay invested? Is there typically a mechanism that transfers their holdings to the remaining exchange or do they have to sell on one exchange and buy on the other?

Q: Hi Peter and Staff

Down 3.5% today and do not see any news - volume up dramatically over normal daily volume .
Any news you see or any idea who were big sellers?
Thanks for all you do
Dennis

Q: What is your opinion on this deal about Gozit Israel Global REIT reducing they are ownership on FCR from 33% to 9%? Management is saying that they are buying the asset below NAV, and that the deal will lower payout ratio? I would like to participate on this deal? Thanks

Q: Hi 5Ii,
I have some cash to invest in my RSP . What are your thought on this fund? 5+ yr holding, am 62 yrs old? Gives me some diversification.
The cost is however 20,0000, I currently manage my own portfolio just looking to manage less.
Or better to Purchase similar ETF funds?
Any suggestions much appreciated.?
THANKS,
Scott

Q: Any thoughts you can offer on this small but growing UK company?

Q: In light of the recent price increase and news, do you think there may still be some growth potential in the company and that dividend is sustainable. If not, what other companies might you recommend in the sector?

Q: A person diligently saves and invests, and is now in retirement. He has a diversified portfolio. He has maxed out TFSA contributions every year. He has a few hundred thousand in an RRSP, which holds good solid US dividend paying stocks. He also has a few hundred thousand in a non-registered account containing a diversified mix of good Canadian dividend paying stocks. He doesn't have a company pension. He does receive CPP and OAS.

He decides to open a RRIF account early (before age 71) and begin taking at least the minimum annual RRIF withdrawals. He wants to take the withdrawals as "in kind" transfers. (He may sell some stocks to raise the cash to pay the withholding tax, if necessary.) He doesn't need the withdrawal amounts as cash to live on so he wants to keep the withdrawal amounts invested in the stock market, hence the in-kind transfers.

The question is: what to do with the terrific US companies in the RRSP that will be converted to a RRIF, and will slowly need to be withdrawn? To transfer the US stocks in-kind to the non-registered account, means that the US dividend income will now be classified as ordinary income, which will be taxed at a higher rate, and there will be a US withholding tax of 15% on the US dividend income. Is one of the options to keep only low or no dividend paying growth stocks in the non-registered account?

It doesn’t seem to entirely make sense to sell the US stocks and start buying more Canadian stocks. If this were done, eventually the portfolio would become too concentrated in Canadian stocks.

What is the best and most tax efficient strategy for this senior?

Q: What do you think of Torstar after the last earnings report, the stock had a nice move up to $1.00 range. Does their 56% in VerticalScope provide some hidden value that is not reflected in the stock price since they paid $200 million for it 4 yrs ago?
Thanks,
George

Q: Interested in your thoughts on Liberty Gold as an investment. The company has a number of projects in the U.S. But is also has two projects in Turkey. Does the political situation in Turkey have any potential impacts on its projects there. How does Liberty compare as an investment to other juniors like Victoria Gold for example.
Thanks as always.

Q: I know that no one is making any money on this corpse of a stock.
But to share my success with it, I wanted to let readers now that it can be a very consistent and profitable trade vs investment.

Over the past 16 months I have purchased GUD between 7.5 and 7.7 and sold in the mid to hi $8 range.
Just opened my most recent long yesterday at 7.60.

FWIW.

Sheldon

Q: Hi- results seemed very good - your analysis please

Q: I have a lot of cash, and wish to park some of it for div, I have VET, 32% down, would it be a safe to place 2% of total, to earn some divis?
Can you recommend some toher palce for my USD cash?
Art

Q: When is ATD.B expected to report? Thank you.

Q: Hello,
I'd like to know your opinion on this newly launched ETF. It seems a better alternative to a bond ETF if held in a non-registered account. I couldn't find what the implied yield is likely to be. Do you have any idea? What are the main drawbacks to such an ETF?

Thanks

Q: I'm looking for a conservative etf to get US exposure. What do you think of RWU? Would you prefer it's hedged version?

Q: Your opinion for this company please. Keep, sell or buy more after today's earnings announcement.