Investment Q&A

Q: Regarding Ivan's Mar. 28 question about these ADR's: They are all UK domiciled corporations, and the UK has no tax on dividends. Therefore there is no dividend withholding tax, even in a non-registered account. This is one of the reasons I prefer to hold ADR's of UK-headquartered stocks for foreign content - I currently can't make use of the foreign tax credit. (BTI is another one.)

Q: If you have to choose one of those three names to represent an entry into the O&G sector, which one would be your pick? Thanks.

Q: thoughts on quarter

Q: This is a comment more than a question. I find having a lot of US stocks in my portfolio dampens down the volatility. On bad days in the market the flight to safety strengthens the US dollar against the loonie and in good days the exchange rate goes against me the other way and reduces the contribution of my US equities. Over time I find my return is about the same but I sleep better on the way.

Q: Regardless of sector/ size, which order would you begin long term positions in these companies? Thanks

Q: In a recent response to a question you said that the payout ratio for NWH.UN exceeds 100%. Is this a reason to sell?

Q: What ETF funds you would recommend

Q: Can you recommend an ETF for green energy minerals?
Thank You

Q: Further to my question about the Omega 1 engine; what automobile company do you think is the most likely to adopt this new technology?

Q: I know the drop in gross profits this quarter was an unwelcome surprise - down 20% after earnings release. Management calls it atypical issuesThe question is, do you think this is a bump in the road or is it a chronic issue in the business plan. They seem to have huge back log, they map out very bright future revenues... what are red flags here? Is this a buying opportunity?

Q: I am reviewing Piedmont Lithium for a possible purchase. Would you please give me your top 3 or 4 North American lithium stocks in order of upside potential for a 5 yesr hold?

With appreciation,
Ed

Q: Our grand-daughter, age 19, needs help with investing mid 6 figures $$, with funds not needed for 10 years or more. She is seeking guidance from her parents and grandparents with this. We would appreciate if you could provide appropriate suggestions and some direction.

Thank you for helpful service.

Cyril

Q: i was told tve is going to be in a taxable position end of year and that will mean they will have to pay taxes and as such cash flow will be reduced by approx 15% or what ever the tax rate will be. can you confirm this?

Q: I am a recently retired 60 year-old investor who has a DB pension, fairly large RRSP, and wish to hold off CPP until age 70 for maximum benefit.
So based on the above, even with some income-splitting, tax-wise I am going to get taken to the cleaners once I hit my 70's. I am planning to withdraw some RRSP money over the next 10 years in an attempt to lessen the hit.

Generally I am a dividend investor, but the dreaded dividend gross-up does further damage to my situation with regards to the OAS claw-back. I am wondering if I should be adding more of the growth type companies instead (eg. BAM, CSU, FSV) instead of adding to my dividend-paying stocks.

I know you are not tax experts and don't expect any specific advice, but do you have a general opinion on a retiree balancing their mainly dividend portfolio with some growth? I always thought dividends were taxed better than capital gains, but that gross-up is the enemy here.

Q: Hi Guys
Can you comment on their Quarterly results
Thanks

Q: What is your view of the international/Kurdistan oil company Forza Petroleum Ltd? Do you see FORZ as a good growth stock in the current high oil price environment?

Thanks

Q: Good morning,

I added these at the very low point of energy. 5% equal weight of my portfolio, now it becomes 20% ish. I am looking to cutting down by half. Should I keep the pipelines ENB & PPL & VET and cut the rest or just reduce across equal weight. Your thought is very much appreciated.

Thanks again!

Q: Morning 5i,
Is the recent very sharp drop in VMC due to one investor pulling the plug and dumping a large volume of shares, or is there more to it than that? I haven't been able to find any news that would explain the one day drop of around 50% and wonder what might have caused it.
And although I don't hold many shares, I also wonder if I should follow suit and put the money to work elsewhere, or if you think this recent decline might be temporary and it might work itself back up to at least the $4 range.? Thanks!
Peter

Q: I'm with investors edge

My monthly statements summarize my dividends in an income summary, however distribution/dividends from dir.un + hcal do not show up in the summary, rather in the monthly activities, which makes tracking income a PITA.

Is this a common practice?

What am I missing?

Thanks as always

Q: Hello 5i team,

Need an opinion on resizing my healthcare investment.

I hold GILD, ABBV, PFE in our portfolio; ABBV & PFE are doing well while GILD is barely breaking even. Your thought in replacing GILD with JNJ or go to IHI - a medical devices ETF.

Thank you !