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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 want to invest in a new TFSA for a 67 year old female who is starting retirement. They have ample income from various sources so the TFSA is pure growth over 5 to 10 years.

Would you agree to split the 52 k in SIS, SHOP, KXS, GUD, TOY, GSY, BYD.UN & ZCL each at an equal weighting around 12%? In this scenario do you agree with a larger than the traditional 5% weighing per equity? I know your team has endorsed a more concentrated approach at times. Going forward she will add 1 new equity annually at the full $5,500 assuming that continues.

Thanks in advance, very happy with your service!
Greg.
Read Answer Asked by Greg on March 06, 2017
Q: Hi Guys,

Please rank these in order for selling.

thanks,

Jim
Read Answer Asked by jim on March 06, 2017
Q: I have three accounts at my broker as follows: Canadian equities and American equities in my margin account (non-registered); Fixed income including bonds, bond ETFs, bond mutual funds, preferred shares, convertible debentures, REITs, international mutual funds, and Canadian equities (all are income producing and generally have a yield in excess of 3%) and RESP for my children. For diversification purposes you have said no one investment should make up no more than 5% of your portfolio. In my case I would consider RESPs a separate entity and unique investment strategy.For the sake of diversification would you combine the RRSP account and margin account together? I have investments in my margin account which exceed 5% of the margin account holdings which should necessitate a sale for diversification purposes. The result may differ if they are part of the combined margin and RRSP account. I eagerly await your reply. Thank you
Read Answer Asked by Robert on March 06, 2017
Q: Hi there,

I have traded these in the past with good results. I am wondering if there is an entry point on either that you would consider to be too good to pass up. It could be for a trade with 10% upside or long term hold but I would appreciate if you could share the price point at which you would consider it a must add.

Thanks
Read Answer Asked by Tim on March 06, 2017
Q: Hi folks, I hold few speculative shares of Twitter at $27sh and been holding long time. After last Q and another misfire by Dorsey, analysts have ratings from sell to buy, with Targets ranging from $9 to $25. Can I get your opinion on the company & stock going forward,and,whether it is still worth holding (probably looking for buyout), or take my loss and move on, thanks as always, jb
Read Answer Asked by John on March 06, 2017
Q: Hi Team

Certain companies such as BEP, AQN pay dividends in 'US" dollars. What is the significance to me?

Is there a foreign holding tax on the dividend ? (like for an american equity)


does my taxation change, is there an advantage to holding it an RRSP versus non registered account.

I am with BMO investorline and I think they pay it out converted back to canadian dollars, is that the financial industry way or is it possible to keep it in us dollars ?

thank you

Ernie
Read Answer Asked by Ernest on March 06, 2017
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