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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, i’am down approximately 30%, and 50%+ on wcp. At 30% I take a look to see if it is worth holding on or just switching.
My question is would you sell any of these 4 stocks or just hang-on? Also could you give 1 or 2 alternative replacement for each ?
Thanks
Read Answer Asked by Brad on March 05, 2019
Q: Hi,
I would like to read more or get some information on how to
establish strategies to minimize my tax burden and
optimize the disbursement of my investments. Any suggestions on where to start?
Read Answer Asked by Serge on March 05, 2019
Q: If the upcoming federal budget changes the capital gains inclusion rate, would the new inclusion rate apply retroactively to realizations made before the budget announcement in the current tax year? Thank you.
Read Answer Asked by Marco on March 05, 2019
Q: This may be out of your realm of expertise but I've been following this co. for a while as it had announced a plan to do a non dilutive financing using an asset backed crypto token. It seems to be working as their latest financials show nearly $10 million in their accounts. I believe they have approx 61 million shares. Is it common for a micro cap to trade below cash value? I believe cash alone would make it worth around .16 ish. Would you be able to look into it. Thx
Read Answer Asked by Todd on March 05, 2019
Q: I am a recent subscriber to your ETF newsletter. I find it very informative. Thank-you.
I have read with great interest your articles about tax efficiency of ETFs. I have two questions: (1) If a US ETF is held in a non-registered account, I understand that there is a 15% withholding tax on dividends. However, is this withholding tax not deducted from Canadian taxes payable? If a person is in, say a 40-50% tax bracket, how big an issue is this on an after-tax basis?; and (2) Where can I find out the tax impacts for each ETF before I consider making a purchase?

Thank you again for all of your excellent advice.
Read Answer Asked by Dale on March 05, 2019
Q: For a position as part of an investors high risk allocation, would you consider MAXR? Seems to be back to previous lows after the earnings numbers. I am looking at a short term trade. Do you think most of the downside is priced in at this point? Do you think it is better to own the stock or buy calls (say July or further) for more limited downside risk? Thank you!
Read Answer Asked by Marco on March 05, 2019
Q: Hi there,
i inherited this preferred and it is trading at a significant discount to other MS preferreds. It is difficult to wade through the online information to compare the features of this preferred versus others all paying a higher dividend. CAn you clarify why this one might be trading at such a discount.
Read Answer Asked by kelly on March 05, 2019
Q: Our 32 year old daughter has $30k for initial positions in her TFSA. She’s looking for balance + growth with a timeframe of 3-5 years. Could you suggest some of your preferred companies at the present time.
Read Answer Asked by Warren on March 05, 2019
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