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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: I was disturbed by a recent question about US estate tax and the fact that a Canadian Citizen residing in Canada is still subject to US Estate taxes if they hold US properties or US stocks or ETF's upon their death. I hold many US stocks. I also hold Canadian stocks on the US side of my brokerage account (ie AQN, BAM.A, MX, OTC etc_ in order to collect the dividends in US dollars. Are these Canadian equities being held in US dollars considered to be US investments when calculating US Estate Tax? I also hold a considerable amount of US dollars in the these accounts, is US currency considered to be US property as well?
Read Answer Asked by Scott on November 02, 2021
Q: Could you give me your opinion on Centrus Energy, LEU.NYSE, a smaller uranium play that seems to be doing rather well, if you can believe the share price.

Thanks
Read Answer Asked by Greg on November 02, 2021
Q: Could you please compare these energy stocks and advise if you have a preference between the 4 of these with an explanation. For a 1 to 2 year hold.
Thanks so much.
Read Answer Asked by Lorraine on November 02, 2021
Q: What are the similarities and differences between the TD Canadian Index fund (e series) and XIU? The TD fund is based on the Solactive Canada Broad Market Index. XIU is based on the S&P/TSX 60 Index. After reviewing materials I'm not sure of the similarities and differences. Please explain.

Thank you for your ongoing excellent commentary on questions. I review questions and answers daily. It's a little after one year after signing up, and I am a much, much better investor because of your service.
Read Answer Asked by Robert on November 02, 2021
Q: Re Comments from Richard on Oct27 about proceeds of WPT buyout. From what I read the special dividend is meant for US/foreign holders not canadians. I expected capital gain only. Could you clarify? Thanks.

Read Answer Asked by Denise on November 02, 2021
Q: Please rank the following companies based on future growth in 5-10 years and overall confidence.
Also which companies have the widest moats or even monopolies?
Thanks
Read Answer Asked by Ben on November 02, 2021
Q: This is a small cap Canadian oil company that has production in Thailand. This week they announced a $0.40/sh. return of capital along with the intention to sell their remaining production holdings. That would likely be returned to shareholders as well. The Thai wells are very profitable right now due to high oil prices in a great geographic location and they are reporting historically high production levels.
My question: What are your thoughts of the recent announcements/how accretive do you think they are?
Read Answer Asked by DAVE on November 02, 2021
Q: Hello and thanks for all you do.
Just wonder what your thoughts are on this ETF as a way to hedge against prolonged inflation/stagflation?
Read Answer Asked by Brad on November 02, 2021
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