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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 understand that you are not tax professionals and if you can't answer my questions that's ok. I also know it is hard to answer accurately without knowing all my information and details. First question is is interest paid in a margin account tax deductible?

Second question is more complicated. My wife works for Abbott and gets stock options. She pays 2% of her pay and company matches 3% of her pay for a total of 5 percent. Her portion comes off her check and the companies portion shows up on T4 as earnings. When do we pay tax on this? Only when we sale? I understand that we have to claim the dividends as earnings through out the year. To add further confusion Abbott split and now she owns approximately 300 shares of Abbvie and Abbott. How does a split effect taxes?

As I stated this may be complicated and I will take any general answers or advice.
Read Answer Asked by Jimmy on February 07, 2014
Q: Do you generay favor and recommend dripping a stock or etf?
With 4-5% yield on some stocks or ETFs, dripping can make an impact over a few years
Read Answer Asked by Behrouz on February 07, 2014
Q: Peter: I'd appreciate your thoughts about Destiny Media Technologies (DSY). Thanks.
Read Answer Asked by Norman on February 07, 2014
Q: What is the outlook for SHERRITT INTERNATIONAL CORPORATION (S) and how would you play this stock seasonally if you recommend a purchase?
Read Answer Asked by Ben on February 07, 2014
Q: Thank you so very much for your answer to my question re zinc producers. I have decided to take a wait and see as TV doesn't make money, nor does CZN and I try to be an investor, not a speculator. TCK certainly does have some good fundamentals, at least to my neophyte eyes. But a major part of their operations is coal, which has been on a downtrend since July of '11 and show no signs of abating. TCK.A looks to be trying to base and may present a "buy" signal soon.
Read Answer Asked by Fred on February 07, 2014
Q: Can you give me your overall assessment of Klondex KDX. Thanks. Maureen
Read Answer Asked by Maureen on February 07, 2014
Q: PBH: I was having drinks with a neighbour last week and he mentioned that he has a very large position in this company (15%)through his company (pr. equity usually owns 100%) which they bought over a year ago. Told me that PBH had made a few good acquisitions to complement their product offering- high debt, low ROE, extremely high pay-out ratio & over valued? Do you agree with my asssessment?
Read Answer Asked by James on February 07, 2014
Q: I currently hold Athabasca Minerals (ABM) and am considering adding to my position. What are your thoughts on this company and the direction it may be heading in 2014 and beyond? Thx.
Read Answer Asked by Mark on February 07, 2014
Q: Peter, I wanted to say I agree so much with Pauls question of Feb. 5. I think you are helping a lot of GIC refuges, such as myself.When Gics dropped years ago we slowly stepped into the market with Pembina, IPL, K bro, Cinaplex Rio Can, Keyera. All were paying between 8 and 10 percent dividends at that time. It seemed no one wanted them. Well of course hind sight is 20 20 but as they say the rest is history.. I believe so many of us are looking for the next one of these stocks. They seem very few and far between today. I, like Paul, will not invest in anything that does not pay 5%.Banks, although o.k. have been one of our poorest performers over the years. That is why I think high dividend payers are soooo important. Yes a person takes a hit on the odd one ie. ATP and YELLOW but what we are looking for, I believe is the next K bro or IPL or ect. ect. That is for you to decide. I know it is not as easy now but some gems must still be there. That is what is so valuable to me. Thanks Ken
Read Answer Asked by Ken on February 07, 2014
Q: Hello Peter and Co.
I'd like to own an energy infrastructure name that would benefit from an expected increase in LNG related activity
Thanks,
Tony
Read Answer Asked by Antoine on February 07, 2014
Q: Hi Peter, can I have your opinion on High Artic Energy. (HWO)
Thanks, Jerry
Read Answer Asked by Jerry on February 07, 2014
Q: Dear Amazing 5i Team:
If you were starting a tax free account today with $40,000, what would you buy? Thanks.
Lorraine
Read Answer Asked by Dr Lorraine on February 07, 2014
Q: Is Evertz Technologies (TSX: ET) a good buy at the moment for a long term hold?
Read Answer Asked by Eugene on February 07, 2014
Q: Hello,

My portfolio has become Biotech heavy, I own 6, ACAD,CLDX,DND,HALO,GILD & SCMP. I would like to drop 1 to diversify better. I've narrowed it down to either CLDX or SCMP. CLDX has been issuing shares to raise cash, but may have a niche, developing their lung cancer vaccine. SCMP is much smaller but their Balance Sheet is very strong and they have a global partnership with Takeda. Which one would you drop? Or do you think it would it be better to take profit on either ACAD,DND,HALO or GILD.
I'm confused on which option to take.

Thanks so much,
Read Answer Asked by Sunita on February 07, 2014
Q: It looks to me like the industrial metals could be ready for a pop. Aluminum is on an upward swing and zinc has higher highs and higher lows. Copper is in a triangle pattern on the weekly charts so school's still out on that. But my question is, are there any zinc producers you like for a small position?
Read Answer Asked by Fred on February 07, 2014
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