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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: Follow up question: as a guideline, with a "rock solid" defined benefit pension, what percentage, overall, of a $200,000 RRSP portfolio should be allocated to fixed income? Of the 4 funds you suggested, as a guideline, what percentage of the overall allocation go into each fund? Retirement 2-3 years away.
Read Answer Asked by Donald on October 20, 2017
Q: Good morning - Is it time to start easing back into the materials sector? I currently have no holdings in that sector. If your are positive on the sector what stock(s) would you recommend. Thanks
Read Answer Asked by gary on October 20, 2017
Q: Thank you for your comments to the person with the Federal Government defined benefit pension. I am in the same position and I have always regarded my pension as my fixed income component and my investments are 100% equity. In terms of income, my fixed income component pension is over 50% of my income which exceeds the usually recommended 60-40 equity/fixed income split. Most public investment advice is geared to people with no pension, in my opinion.
Read Answer Asked by Earl on October 20, 2017
Q: On the company website for FC, I see a note that "dividends are treated as interest income for income tax purposes under the Canadian Income Tax Act."
I own some shares in FC and I acquired them expecting that the dividends paid would be taxed as dividends (Oops! Now I know differently). How then is it that a dividend can be treated as anything other than a dividend and what is the reasoning for a firm paying a dividend that gets taxed as interest? Why not call it what it is...interest? Thanks.
Read Answer Asked by Rob on October 20, 2017
Q: Hello 5i,

Can you provide an opinion of the potential of this little company please? As a tiny, pre-revenue? company I expect they aren't even close to being on your radar but it's the concept and/or target industry niche that has me questioning whether there is potential and worthy of monitoring them for a while.
Thank you
Mike
Read Answer Asked by mike on October 20, 2017
Q: Peter and His Wonder Team
GCL just reported a 3rd Q. miss and the stock has crashed 25%. Please give your assessment of this company...especially there financial strength...debt vs. cash on hand. Do you think they qualify as a contrarian play or are the risks just too high. Also since the 4th Q. appears poor do you think they are vulnerable to tax loss selling?
Thanks for your consistent excellence...
Dr.Ernest Rivait
Read Answer Asked by Ernest on October 20, 2017
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