Q: Hello. What does the 5I team think of the merger of the two? TCW is taking on $40M in debt. Does this move add value to TCW or is it a stretch for them?
Thank You
Thank You
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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: In my search for the best option available to hold cash I came across a company called Oaken Financial. They currently offer 1.5% interest in an unrestricted savings account. Do you know this company and would you recommend I use them to hold cash?
Q: Do you know of any co.s that might be in amaya's radar for possible takeover? Thanks again for your fantastic service.I've been investing for over 50 years and your service and help is by far the best I have ever received at very modest fee.Jim
Q: Bill was asking about CXI. Technically, something to note is that on the weekly chart, the price is above its rising long-term moving average (200 weeks moving average). Also notice that in January 2016, the price also tested this moving average and 8 months later, was up 50%. If draw-down worries you, you could consider buying half your positions closer to the long-term trend-line. Hope that helps.
Q: CXI has hit a 52 week low.What factors are causing this?What would you do with this stock? Thank you. Anne
Q: I am contemplating moving my cash holdings from my Big Five Bank savings account to EQ Bank, to take advantage of the higher interest rate offered by EQ. Are there any risks in doing so, that I should be aware of? The EQ rate is higher 2% vs 1.2%, but I would not make this switch if there is any increased risk of any kind. Thank you.
Q: I'm looking for an ETF that invests in the EU countries as a whole. Are you familiar with any?
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Vanguard Canadian Short-Term Bond Index ETF (VSB)
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CI 1-5 Year Laddered Government Strip Bond Index ETF (BXF)
Q: Currently, all of my fixed income (>$100000) allocation is in VSB, all in non-registered accounts. Should I switch to BXF for tax efficiency, or stick with VSB given it's lower MER (0.11 vs 0.2)? For my fixed income allocation, safety, capital preservation, and liquidity are primary considerations; yield is a secondary consideration.
Q: Is there a Lithium ETF available and would this be a smart way to play this commodity at this time?
Q: Hi Team 5i!
I am building a portfolio using the Balanced Equity portfolio as the centrepiece of the portfolio and ultimately am looking to hold a 30 Fixed Income/70 Equity mandate with about 70% of the equity mandate allocated to Canada. What products should I use to fill out the Fixed Income and US/International equity positions? Ian
I am building a portfolio using the Balanced Equity portfolio as the centrepiece of the portfolio and ultimately am looking to hold a 30 Fixed Income/70 Equity mandate with about 70% of the equity mandate allocated to Canada. What products should I use to fill out the Fixed Income and US/International equity positions? Ian
Q: If I renew my membership now with the ETF promo how does that affect my existing membership M y membership doesn't come up until August.
Q: Which would be your first choice, if any, to move to a full position from a half(-ish) position at today's prices?
ZCL, XTC, SIS, PHO, GPS, CXI, TOY
Thank you.
ZCL, XTC, SIS, PHO, GPS, CXI, TOY
Thank you.
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Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
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SmartCentres Real Estate Investment Trust (SRU.UN)
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Allied Properties Real Estate Investment Trust (AP.UN)
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Cominar Real Estate Investment Trust (CUF.UN)
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Pure Industrial Real Estate Trust (AAR.UN)
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Granite Real Estate Investment Trust (GRT.UN)
Q: I would like to reduce the number of REITs in my portfolio but strike a nice balance in industrial, residential, commercial and perhaps care homes. My present holdings include CUF.UN, AP.UN, CAR.UN, GRT.UN, AAR.UN and SRU.UN. Which of these would you eliminate and what might you add?
Q: This is to bring to the attention of those who use TD webroker. The T5008 that was sent by TD to Revenue Canada(RC) reported the full proceed of disposition without subtracting the commission. There are two issues here:
- If you are using the trading summary as an input to your tax program, the net proceed will not match the net proceed that is reported to RC which is particularly important if you have a large number of trade.
- If you are using a tax program with Auto-fill and you don't report the commission as "expenses related to the transaction then you will be paying higher capital gain than you should.
- If you are using the trading summary as an input to your tax program, the net proceed will not match the net proceed that is reported to RC which is particularly important if you have a large number of trade.
- If you are using a tax program with Auto-fill and you don't report the commission as "expenses related to the transaction then you will be paying higher capital gain than you should.
Q: You haven't commented on AGT since the conference call, but judging by your prior remarks, their earnings report was decent enough. So I'm wondering: why the big slap-down following the report?
Q: Saw George's question regarding US dividend withholding tax rate, just a reminder, don't forget to complete the W8BEN form and submit to your financial institution, once completed, the form is good for 3 years and need to be renewed before expiry. With the form on file, the US withholding tax is 15%, otherwise, it will be 30%.
Q: What happens to US dividends received in a RRSP? Is the 30% withdrawal tax applied?
Q: I'm sure you have questions about what's up with CXI. Any thoughts? Would you buy more today?
Q: After the acquisition, the stock has went down about 25%, would recommend to book loss or hold? or buy more?
Q: I have been a member for a couple of years and you have been my "go to advisers" .
Thanks to you, I have built this non reg account.
In the non registered account I have the following approximate holdings:
5%--FTS;IPL;H;MFC;SU;STN;PWF;BAM.A;
7%--BEP.UN;CTC.A
13%--CCL.B;ENB
I have $40,000 in cash. Retired with a pension and medium term(hopefully) horizon.
Reading your Q&A, I should rebalance CCL.B and ENB to 5-7%
Additional ideas for the rebalanced cash and the remaining $40 thousand.
Many thanks for the usual, calm, balanced, patient answers.
Paul
Thanks to you, I have built this non reg account.
In the non registered account I have the following approximate holdings:
5%--FTS;IPL;H;MFC;SU;STN;PWF;BAM.A;
7%--BEP.UN;CTC.A
13%--CCL.B;ENB
I have $40,000 in cash. Retired with a pension and medium term(hopefully) horizon.
Reading your Q&A, I should rebalance CCL.B and ENB to 5-7%
Additional ideas for the rebalanced cash and the remaining $40 thousand.
Many thanks for the usual, calm, balanced, patient answers.
Paul