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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: Other than ENB. what other Canadian stocks could be effected by the MLP ruling and to what degree. also if and when would this come into effect.
Read Answer Asked by colleen on March 19, 2018
Q: I'd like to understand the taxing of distributions/Dividends better

For example CAD dividends receive the dividend tax credit. But other distributions are taxed as interest, others maybe capital gains? like AW income fund. REITs etc

Could you outline the different types of taxation that can happen for cash paid out from a publicly traded canadian security, AND how to distinguish what type of distribution a certain security makes.
Read Answer Asked by Kuldar on March 19, 2018
Q: With re balancing in my cash account I have a capital gain of $25,000 in 2018. If I were to sell my CGX, ENB and GUD I would have a loss of $14,000. My thinking is that this loss would offset the capital gains.

I intend to re buy these 3 stocks after the 30 day period,

Does this make sense?

Thank you

Sincerely

Mike

Read Answer Asked by Mike on March 19, 2018
Q: I need to add some ETF's for yield, what would be a coupe you recommend at the moment?
Read Answer Asked by Craig on March 19, 2018
Q: Your top recommendation for an oil and gas producer in Canada from Tou,VII,Arx,Vet.
Looking for best growth recovery.
Read Answer Asked by Peter on March 19, 2018
Q: Hi 5i, In a previous Q/A you said "covered call ETFs can underperform in a bull market" can you please elaborate on this?.
Would you please rate: ZWU XUT ZWC (best first)
I own ZWU, but down 10%.
Thanks
Read Answer Asked by Fernando on March 19, 2018
Q: Hi Peter, bought more GUD today and have a quick curiosity question on what they do with all the cash reserves while they wait. It looks like ~$788M vs 142.8M shares = ~$5.52/share. I'm assuming that with that magnitude of funds they'd get a pretty decent rate/month; but is that what they do ? Also, what size ($) of company would/could they target with the amount of cash they have ? And, is the thought that any purchase would be NA based or does that matter ? Thanks.
Read Answer Asked by Paul on March 19, 2018
Q: Recently i placed a stop loss on one of my holdings. BAD news and the first trade of the morning was 20 per cent below my stop loss Needless to say, I did not get taken out. I was stuck at the current trading price at that time Is there any way to prevent this from happening? Hope Ive explained myself properly Thanks
Read Answer Asked by terrance on March 19, 2018
Q: Gentlemen,
In the case of a recession or bear market, how covered call or buy-write ETFs will act on capital & income ?
Thanks
Best regards.
Read Answer Asked by Djamel on March 19, 2018
Q: Hi, TOY is a constituent of 5i Portfolios for a long time and it would also be fair to believe that this company is owned by a large number of 5i members. Recent bankruptcy of Toys r' us us cast a gloomy shadow on all toy manufactures and caused a huge uncertainty as to what is the near and long term impact and how each company is handling it. Your recent comments have addressed members' concerns to a good extent. But, is it possible for your team to do an analysis of the situation with specific reference to TOY, covering issues like, non-receipt of receivables, loss of sales, alternate marketing channels and company's relationship and past experience with them, near and long term anticipated impact on profitability. Also how is it likely to influence the growth projections in Canada, US and international markets. If it is possible to seek some clarity from the company, it would be really helpful. Toys r'us Canadian operations, reportedly have been agreed to be bought by a group. How does it impact ( positive or no impact) Spin Master.

Also based on your analysis and T/A, do you see more pressure on stock in near term and at what level you consider it to be a Screaming Buy. Thank you so much !!!
Read Answer Asked by rajeev on March 19, 2018
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