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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: "oK" is not exactly a ringing endorsement for SLF. Is there another name in the space, other than MFC, that you think is a better hold for a conservative investor, or should I just hang in there? thanks,
Read Answer Asked by M.S. on May 11, 2017
Q: Hey Peter and Co.:
I own the following stocks:
BNS, CCL.B, CNR, CGX, CSU, KXS, GUD, MG, MX, NFI, PPL, PBH, SIS, TOY, SJ, T, WSP, ZCL, VET, BCE, ENGH, TD.

I'm looking for a growth stock to add to my TFSA. I bought SIS for my TFSA last year and it's gone up nearly 100%, so thank you for that! What would you recommend here?
Thanks for all of your great advice over the years. cheers
Andy
Read Answer Asked by Andrew on May 11, 2017
Q: Just an observation, wouldn't be better if (at least for the companies covered, and maybe for the ones mostly asked by members) when results are available or something unusual happens to a company to provide an overview of the situation? I think this will cut on the clutter and having many people asking about the same thing and probably more important save you time and for us to have timely information.

Publish at your discretion.

Thanks
M
Read Answer Asked by Marios on May 11, 2017
Q: Hi Peter, Ryan & Co.
I've been holding Keyera for over 5 years, mostly for the income. They announced a 6% dividend increase yesterday, along with quarterly earnings. Can you please comment on the latest quarterly results wrt volumes, cash flow, and whether KEY can continue to increase its dividend by 5-6% per year looking forward?
Many thanks,
Brian
Read Answer Asked by Brian on May 11, 2017
Q: Hello,

JNJ is considered a healthcare stock but PG is consumer goods. Doesn't a lot of their revenue come from similar product lines?
Is JNJ healthcare because they market directly to health professionals?

As always, thanks for the great service.

Cheers
Tony
Read Answer Asked by Tony on May 11, 2017
Q: Hi Peter/Ryan and team:
Two questions if you would be so kind to consider.
I have read numerous times your or members use of the term 'half position' Could you explain in layman's terms what is a half position and what is a full position. Maybe an example would clear it up for me.
Question #2 is about A&W's declared dividend.
"A&W Revenue Royalties Income Fund (the Fund) (TSX symbol AW.UN) today declared a cash distribution of 13.3 cents per trust unit for the period April 1 to April 30, 2017. The distribution will be paid to unitholders of record at the close of business on May 15, 2017, and will be payable on May 31, 2017. This distribution will be taxed as a non-eligible dividend, as the source of funds to pay the distribution is a dividend from A&W Trade Marks Inc." What and why is it they state the distribution will be taxed as a non-eligible dividend. Will this then be taxed like interest? If held in a Non-Registered account will this still be taxed at the preferred dividend rate, assuming a T3 slip is issued? Thanks again for all your answers to the many questions you receive. Ken ... :-)
Read Answer Asked by Ken on May 11, 2017
Q: I will have no other income in retirement and am looking to build a non-registered portfolio of dividend stocks for retirement as per an article you shared : http://business.financialpost.com/personal-finance/you-can-earn-50k-in-tax-free-dividends-but-theres-a-catch-you-cant-have-a-job. What would be a list of candidates good for a long-term hold where I just collect the dividend to live off? Thanks.
Read Answer Asked by A on May 11, 2017
Q: Hello I5, I would appreciate your help selecting or suggesting a couple Indian based equities, your assessment of the above ETFs. Also your opinion of the funds above,the difference between the ser.F and Ser.D, which one would you pick?
Many thanks, P.S. I have submitted a request w.r.t the above and was ignored in your resent reply. J.A.P. Burlington
Read Answer Asked by Joseph on May 11, 2017
Q: I am dn 24% BIR (RIF), up 8% KEL (RIF), dn 18% VII (taxable acct), up 30% SPB (taxable acct). Should I consider buying FRU and if so which of the above should I sell to purchase? Or just hang in and do nothing. Thank you.
Read Answer Asked by Maureen on May 11, 2017
Q: I have a nice profit in DOL, would be taxable if I sold.

I still do not have any transport stks in my portfolio, should I sell Dol and move the proceeds into one of the above or a combination of the above mentioned.
Thank you for your insight.
Read Answer Asked by Maureen on May 11, 2017
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