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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 received a notice of the certification and settlement of the Concordia class action.
They have $5,294.365.61 less legal fees. They state: "Qualified shares disposed of on or before the 10th trading day after the public correction (Aug. 25, 2016)". I myself along with a lot of 5i people (who sold on or about that date) sold my shares on August 18 (settlement date). The rules of this are very convoluted. It doesn't look like I qualify. If I did, I would have to send the information to you to have it interpreted. Hope you can shed some light on this. Thanks Dennis
Read Answer Asked by Dennis on January 15, 2019
Q: I currently have zero exposure to the Communications sector. Do you recommend having at least one company from this sector in one's portfolio, even it it already has other dividend-paying companies (BEP.un, SLF, CSH.un, etc)? What is your favourite Canadian company in this sector, and why? Do you suggest staying with a Canadian company to address this sector in one's portfolio, or would a US Communications company be a better option? Thanks in advance.
Read Answer Asked by Jonathan on January 14, 2019
Q: How would you rate and rank these technology stocks as to growth and investment potential for 3 to 5 years?
Thank you, as always, excellent advice!
Read Answer Asked by Sigrid on January 14, 2019
Q: Does the following make sense, or is there a flaw I'm missing? For a beginning RRSP with 35 yrs to retirement: 50% VGRO and 50% equal amts TD, EMA, PBH, BEP.UN? ( to increase Cdn exposure and to make a little more conservative)
Thank you.
Read Answer Asked by M.S. on January 14, 2019
Q: This momentum ETF, with a 5-star ranking (Morningstar), seems to provide a good selection of US stocks, with an excellent rate of return. Would you agree?
Is there a similar ETF structure for the Cdn market?
Thank you, Team!
Read Answer Asked by Sigrid on January 14, 2019
Q: I'm looking to add to the above 3 as I'm not over-weight. Is now a reasonable time or do you have concerns with any of these.

Thanks,
Robert
Read Answer Asked by Robert on January 14, 2019
Q: Hi, is the distributions received from these stocks classified as dividend or R.O.C. ? What is your thoughts or can you suggest some good stocks that payout roc as I have a high income from dividends. I understand that roc lowers book value and in turn can increase capital gain. Thx Jack.
Read Answer Asked by Jack on January 14, 2019
Q: We are often counselled to hold US dividend-yielding securities in an RRSP, since there are no withholding taxes (as opposed to a TFSA). However, let's say I hold a Canadian-domiciled ETF that holds US dividend yielding stocks, for example, ZDY. The ETF automatically withholds foreign tax (eg. in 2017, ZDY paid 0.140134/unit in foreign tax), that also cannot be claimed on a Canadian tax return, so isn't this just as disadvantageous as holding this same ETF in a TFSA?

Read Answer Asked by Walter on January 14, 2019
Q: Ecn's preferred shares, ECN.PR.A, are down $5.00 or so since their issue last year, pay over 8% & their issuer ECN seems to be doing well. Is this quite a risky investment with a dividend of 8% percent for someone seeking yield? Is it fear of rising interest causing the drop or is there a problem with ECN that I'm unaware of? Thanks as always for your sage advice.
Dave
Read Answer Asked by Dave on January 14, 2019
Q: I have 59K (38k in TFSA, 21k in Trading account). I am thinking to follow the balanced equity portfolio, so approx. $2250 each name. Time frame is less than 5 years. Two questions: Do you support this idea? If so, which names to purchase in each account? Thanks very much.
Read Answer Asked by daniel on January 14, 2019
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