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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: My wife currently holds two BMO Equity Growth ETFs, series A and T6. According to their info sheet, it states they have management fees of about 1.4 % and MER of 1.71%. Are both those fees payable, or is the mgmt fee included in the MER
Thanks
Read Answer Asked by steve on April 23, 2019
Q: Do you have any plans for a trip in the near future?
Read Answer Asked by Dawn on April 23, 2019
Q: Preferreds declined in Nov-Dec and haven't come back. With interest rate peaking or flattening, is there any chance CPD or HPR will come back?
Read Answer Asked by John on April 23, 2019
Q: I want to buy some growth stocks but strong so that I don't need to check every day
growth may be low but ok Including US stocks which I know is not your specialty but
has proven much much better than Canadian stocks
Read Answer Asked by Nizar on April 23, 2019
Q: Good day 5i and happy Easter to all.my current allocation to global equity is 25%of which 7% is mpcf and 18% xdg..I am retired with a divided and growth profile.do you like mpcf as a so called way to have an alternative weight to portfolio or as I am considering dropping it in favour of more yield and add to xdg? And also do you think xdg offers good value at 21$ or would you wait for a pull back? Your input geatly appreciated.tks Larry
Read Answer Asked by Larry on April 23, 2019
Q: The tax treatment of these ETFs (and typical of others) is difficult to determine. Dividends are withheld from these ETFs but are applied to the book value of the stock. We still pay for the dividend as income (with tax credits) but when the stock is sold, the capital gains are reduced by the amount added to the book value. Capital gains are taxed at 50%. Does it matter if we hold these in a RRIF or personal account? I'm retired and total dividend income is below $50k.
Read Answer Asked by Greg on April 22, 2019
Q: Hello, I’m interested in buying a 3 % position in nfi. I’m holding back because it was a $60 a share stock not that long ago. I keep thinking if I bought at $50 i would be upset ,because as a dividend stock that pays 4+% it should have some stability with that dividend, assuming nothing is wrong with the company. I have read on your question platform that you do not think anything is that wrong with nfi.
Question is is it a good time to buy with a decent time frame, or stay away, as it seems to be acting like a small cap oil company with no dividend?
Read Answer Asked by Brad on April 22, 2019
Q: I would like to start a watch list for US health care companies that have been hit this year but are good for the longer term.
Thank You, Peter
Read Answer Asked by Peter on April 22, 2019
Q: I understand that you are not tax experts but this is regarding reporting a superficial loss on the tax return. I understand that a loss cannot be claimed if it’s a superficial loss. How does this get reported on Schedule 3? Do I set the ACB the same as the proceeds of disposition resulting in $0 gain/loss or is there a more appropriate method? I also started a thread on the Forums section. Thanks
Read Answer Asked by Richard on April 22, 2019
Q: Are there ETF's out there that employ both Active and Passive investing under one roof, or do I have to buy one active and one passive to create my allocation to both strategies ?

Read Answer Asked by darcy on April 22, 2019
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