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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 have USA stocks with a value of 120K with Canadian Broker.
Do I need to fill out Form T1135 and if yes which box do you think it applies to me.

As per simplified reporting method
I need to check boxes that apply to me
Funds Held outside Canada
Shares of non-resident corporation (other than foreign affiliates)
Indebtedness owed by non-resident
Interest in non-resident trusts.

Thanks for your help.
Read Answer Asked by Hector on April 19, 2017
Q: Hi, I have the above stock in non registered account. As of today I lost $4000 US , bought it at 102 and now $67 $ US. What do you recommend? Sell it and claim loss or wait till it recover or add more to it. I added to it when it became $70 US. But it seems it is not doing well. I appreciate your ultimate decision on it or if there is any US solid stocks that you recommend. Thanks
Read Answer Asked by Adam on April 19, 2017
Q: Hi, So, another good little company gets swallowed up, what would you do know, sell now, and if so any suggestions as to what to buy to replace what was to be a long term hold, or just hold the cash until something juicy comes along, like freshi?
Read Answer Asked by Greg on April 18, 2017
Q: I noticed that you had been recommending VEE for emerging market exposure, but recently have been recommending EEM. Could you comment upon the respective merits of these two funds.
Thank you.
Read Answer Asked by Peter on April 18, 2017
Q: hello 5i:
a question of a technical nature. I hold Telus and BCE, not quite full positions. In our area, Telus has just upgraded to the 4G network; yet, I read that both AT&T, and Verizon, are upgrading to 5G networks. Will this put Telus behind the curve, and will shares suffer as a result? Are any of the Canadian companies upgrading to 5G networks, or is this even relevant (ie, they'll play catch-up and it won't matter?)
thanks
Paul L
Read Answer Asked by Paul on April 18, 2017