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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 am about to withdraw "funds" from the RRIF for the fist time. The RRIF has positions in both a balanced portfolio and an income portfolio. I intend to withdraw positions in kind and pay the withholding taxes from the cash on hand in the RRIF. And I am wondering, what positions to withdraw, like balanced or income and also those with price momentum or drifted lower recently.
There are balanced positions like CSU that is at or near a 52 week high and then there is TOY that recently declined from its high. On the other hand, there is an income position like BCE that has declined from its high and also ECI that might be considered a buy now.
What would you suggest are the factors that
I should be considering in make my choice? .......Thanks.....Tom
Read Answer Asked by Tom on March 19, 2018
Q: My son wants to start a TFSA. I have suggested he begin with 5 stocks. Has about 57.K to invest. How do you feel about the number of stocks and the ones listed ? Many Thanks
Read Answer Asked by David on March 19, 2018
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: 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
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