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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: There are a number of Canadian based NASDAQ100 and S&P500 ETF's. Which NASDAQ100 and S&P500 ETF would you prefer, or would be "best", for a TFSA account, and why? Would investing within an RRSP or in a non-registered account alter your selections and if so, why would that be? Thanks.
Read Answer Asked by Bruce on February 09, 2024
Q: Back on 1/20/2024, you thought that these companies (partnerships) would not have withholding tax in the states. I've since received communication from my broker that I have to arrange for a U.S. Taxpayer Identification Number (TIN). They didn't indicate which holdings, but I do own these two companies. Has the company updated their advice? Thanks.
Read Answer Asked by Brad on February 09, 2024
Q: Can I ask you to do a “mental screen” for a few mid-cap Cdn companies that pay over a 3% dividend while having the potential for above average growth in the medium to longer term? Please omit SIS, PBH, EIF and NWC (already owned) and leave out anything in the energy sector. I’m assuming not much in the small cap space would meet the div. criteria and not much in the large cap space meets the growth criteria, but if you think anything there is compelling please include as well. Thank you.
Read Answer Asked by Stephen R. on February 09, 2024
Q: I own AMD but not NVDA. I believe that NVDA has a better growth profile and was thinking of a straight-up switch. I hold AMD in an RRSP account so there wouldn't be any tax consequences. Does this make sense?
Read Answer Asked by Brendan on February 09, 2024
Q: I have invested in a combination of your growth and balanced funds for 7 full years. Besides my profound enjoyment in following my investments, I ask myself if my 8.5% compounded return over these 7 years is satisfactory. A difficult answer I'm sure; I'm simply wondering if some form of longer term mix of ETF's or S&P 500 is more rewarding financially and forsaking my investment enjoyment. Your comment would be appreciated.
Read Answer Asked by Claus on February 09, 2024
Q: I have held both of these stocks for a long time but beginning to feel that they will not be doing much for a while. Can you see either returning to growth this year?
Thank You
Peter
Read Answer Asked by Peter on February 09, 2024
Q: If you wanted to replace CVD in a portfolio that resembles the income portfolio, would you reinvest in the other current securities or would you replace it with another security? Secondly, what would would you consider replacing it with that would give you better tax treatment, for one who is relying on the portfolio almost entirely for retirement income?
Read Answer Asked by Kelly on February 09, 2024
Q: Hi 5i,
is there a free web site where one can view how the #shares for both CDN and US stocks have historically changed over time?
Read Answer Asked by Ian on February 09, 2024
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