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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: Is there a way to hold the S&P index in an ADR or some other instrument that would turn the investment into a Canadian capital gain. (maybe I am just wishing) Could you explain how an ADR works. Thank you for your valuable assistance.
mike
Read Answer Asked by Mike on January 28, 2020
Q: Hello Iam looking for your thoughts on QTRH. I have owned this in my TSFA for sometime now currently at a loss. From todays value I would need a double to break even, I am happy to sit and collect the dividend as this account is long term but do you think this company can get moving again or should I sell and put the proceeds into say ATD.B or PLC or?? Thanks
Read Answer Asked by Kolbi on January 28, 2020
Q: Comment on Kevin's question about the minimum withdrawal from a USD RIF. I don't know the answer but I believe they would use the FX on Dec. 31/Jan. 1 and not on the date of withdrawal. That would set the amount for the year and most brokerages will have a spot on your account page where they tell you that amount for the year. My withdrawal amounts show up automatically on Jan. 2.
Read Answer Asked by Earl on January 28, 2020
Q: Portfolio analytics suggest that I lighten my financial stocks, which of these 3 banks do you recommend that I sell.
Thanks
Nancy
Read Answer Asked by Nancy on January 28, 2020
Q: I am concerned about the concentration of FAANG stocks in the S&P 500 index. My understanding is that the concentration of the top 10 holdings in the S&P is near historic highs.

Do you feel this is a real risk? Would you recommend switching from a market capitalization ETF (e.g. VFV) to an equal weight ETF (e.g. EQL)?

Your advice is most appreciated. Thank-you

Read Answer Asked by Dale on January 28, 2020
Q: I hold both The stars group and cineplex and would like to continue with these type of positions to gambling and cineplex type exposure to gaming and entertainment. Is there any possibility for these companies will continue to list on the tsx. I don't want a British stock is my only option to take the buyout.
If so how would you play these buy outs : hold until the buyout or sell now. Also do I need to tell my broker I wish to tender or will it just happen? Thank you again for your insightful assistance. mike
Read Answer Asked by Mike on January 28, 2020
Q: Can you name 8 companies with good balance sheets that I can buy long term bonds in. I may go out up to 25years.
Read Answer Asked by Mark on January 28, 2020
Q: I have positions in each of these ETF's inside my RRSP. Am I paying witholding taxes on any of them? If so - What is the tax treatment if I held them in my TFSA? Also what would the tax treatment be for each if held in my non-registered account?
Read Answer Asked by Reg on January 28, 2020
Q: Not sure if this question is in your bailiwick but here goes. I turned 71 last year and converted my 2 RRSPs to RIFs in October. I now have to make at least minimum withdrawals starting this year. I know how to handle my first (Canadian $) RIF - 5.28% of its Dec 31 2019 value. I cannot however find any information about minimum withdrawal calculation for my second (U.S. $) RIF. For example, what US $ to Can $ conversion rates do I use ?Can you help ?
Read Answer Asked by Kevin on January 28, 2020
Q: Great program Could you list 5 gold miners that have started a mine or will be starting a mine in the next year?
Read Answer Asked by Lynn on January 28, 2020
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