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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: Hi Peter/Ryan and team:
Two questions if you would be so kind to consider.
I have read numerous times your or members use of the term 'half position' Could you explain in layman's terms what is a half position and what is a full position. Maybe an example would clear it up for me.
Question #2 is about A&W's declared dividend.
"A&W Revenue Royalties Income Fund (the Fund) (TSX symbol AW.UN) today declared a cash distribution of 13.3 cents per trust unit for the period April 1 to April 30, 2017. The distribution will be paid to unitholders of record at the close of business on May 15, 2017, and will be payable on May 31, 2017. This distribution will be taxed as a non-eligible dividend, as the source of funds to pay the distribution is a dividend from A&W Trade Marks Inc." What and why is it they state the distribution will be taxed as a non-eligible dividend. Will this then be taxed like interest? If held in a Non-Registered account will this still be taxed at the preferred dividend rate, assuming a T3 slip is issued? Thanks again for all your answers to the many questions you receive. Ken ... :-)
Read Answer Asked by Ken on May 11, 2017
Q: I will have no other income in retirement and am looking to build a non-registered portfolio of dividend stocks for retirement as per an article you shared : http://business.financialpost.com/personal-finance/you-can-earn-50k-in-tax-free-dividends-but-theres-a-catch-you-cant-have-a-job. What would be a list of candidates good for a long-term hold where I just collect the dividend to live off? Thanks.
Read Answer Asked by A on May 11, 2017
Q: Hello I5, I would appreciate your help selecting or suggesting a couple Indian based equities, your assessment of the above ETFs. Also your opinion of the funds above,the difference between the ser.F and Ser.D, which one would you pick?
Many thanks, P.S. I have submitted a request w.r.t the above and was ignored in your resent reply. J.A.P. Burlington
Read Answer Asked by Joseph on May 11, 2017
Q: I am dn 24% BIR (RIF), up 8% KEL (RIF), dn 18% VII (taxable acct), up 30% SPB (taxable acct). Should I consider buying FRU and if so which of the above should I sell to purchase? Or just hang in and do nothing. Thank you.
Read Answer Asked by Maureen on May 11, 2017
Q: I have a nice profit in DOL, would be taxable if I sold.

I still do not have any transport stks in my portfolio, should I sell Dol and move the proceeds into one of the above or a combination of the above mentioned.
Thank you for your insight.
Read Answer Asked by Maureen on May 11, 2017
Q: I am looking for an ETF to replace my maturing corporate bonds as part of my fixed income portfolio. I am thinking of buying HAB. I also currently own HFR which I bought last year. Any thoughts on HAB or do you you suggest something else to provide reasonably stable returns.
Read Answer Asked by David on May 11, 2017
Q: What do you think is the potential impact of the following? Thanks.

SHAREHOLDER ALERT: Brower Piven Commences An Investigation Into The Proposed Sale Of Span-America Medical Systems, Inc. And Encourages Investors To Contact The Firm For Additional Information

Details: http://www.businesswire.com/news/home/20170510006321/en/SHAREHOLDER-ALERT-Brower-Piven-Commences-Investigation-Proposed
Read Answer Asked by Robert on May 11, 2017
Q: Further to Andrew's question re EIF, I attended their annual meeting in Winnipeg this morning. Part of the earning miss is that the company serviced 12 aircraft over the winter, when business is slower, rather than space the work throughout the year. This impacted the last quarter's earnings, but the company predicts earnings will improve in the next two quarters.
Read Answer Asked by Patricia on May 11, 2017
Q: Hi Team,
I believe the short interest in Shopify is now about 4.77% of the US float. Do you have any guidance on when the short interest can become large enough that the stock could become the victim of a short attack? I also know that SHOP has a fair bit of cash on hand and no debt, which may help protect it. Any thoughts you have about how a short interest in SHOP, or more generally any company, might become debilitating for a stock's price would be appreciated.
Thank you, Michael
Read Answer Asked by Michael on May 11, 2017
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