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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,

Are any of these companies likely to be affected by Trumps border tax? Also, could you rate your favourites of the above companies. I'm a medium risk investor.
Read Answer Asked by Graeme on January 30, 2017
Q: I am just about to set up my portfolio. I am following your balanced equity portfolio. Most will be put into TFSA. I have to select about 6 to go in non registered. Obviously these would be the ones I would expect lower returns. Which ones should I select? I plan to keep not touch these investments for 8 years.
T Steve
Read Answer Asked by Stephen on January 30, 2017
Q: Hi 5i team, I have a general question on companies being removed or added to the different s&p tsx indexes. On Jan 23 a number of companies were added and many deleted (gte and exe among them), so my question is with these being very large indexes with many eft's and mutual funds holding them, is there actually a lot more buying or selling of these particular stocks by these funds or funds copying them. and if so do they have much lead time before the actual replacement date (jan 23) and would you see more adjustments continuing after the date possibly affecting normal trading of such companies.

thanks Tom
Read Answer Asked by Tom on January 30, 2017
Q: I would find it very useful in future when you update the balanced or income portfolio with a dividend paying recommendation to include in your update whether the dividend paid is eligible for the dividend tax credit or if not, is it more suitable for an RRSP.

On that note is KWH eligible for the dividend tax credit or is it more suitable for and RRSP>

Thanks

Sheldon
Read Answer Asked by Sheldon on January 30, 2017
Q: Good day,

I am thinking the US market could be in store for pullback (5-10%): With that in mind, I am raising a little cash, and am looking to get into a Put position - do you have any US companies that are over priced and have started to break down (from a technical standpoint). I prefer the US as option market is more liquid, but if you don't have any there, a Cdn company would do. Thanks.
Read Answer Asked by Michael on January 30, 2017
Q: 3 months ago I purchased full positions in engh, kbl, gil and sj as value plays looking for growth. My thought is to give the companies 2 years to get back on track. Do you still consider these good companies and do you think they will become good stocks within my 2 years time frame? Thank you
Read Answer Asked by Richard on January 30, 2017
Q: Technology is 15% of my equity portfolio. It is made up of KXS, TNC and OTC at 27% each and ENGH at 19% of the technology component. BTW thanks so much for recommending these. ENGH is "resting" after an amazing run up to about Jan/16. I suspect it will start to move up again if I remain patient. So just asking, would you change anything here?
Read Answer Asked by Danny-boy on January 30, 2017
Q: Not to question your decision on ADW but my situation is as follows. If I sell ADW the capital gains would be such that an old boy like me would get totally clawed back on CPP not to mention the tax burden. I understand you had a good run with ADW and if the share price dropped in the next few months it would not be good for the Income Portfolio. You mentioned that for an Income Portfolio the dividend didn't justify the holding yet you bought ADW into the portfolio several months ago for the same dividend. Perhaps it should have gone into another portfolio. At any rate the question is this: Is there a different approach based on age and capital value when it comes to planning. Should I sell and take the CPP hit regardless or should I look at this in a different light? Thanks again for your valuable service. Perhaps you should include an "old boy section" for guys like me (LOL) Cheers
Read Answer Asked by roland on January 30, 2017
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