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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: 6:21 AM 4/26/2018
I own in excess of $100K in a combination of BEP.UN and BIP.UN bought on the TSX in Canadian Dollars in cash accounts at both TDWaterhouse and at Scotia McLeod. This year TDWaterhouse issued a statement of Foreign Ownership. Scotia McLeod did not. My accountant phoned Scotia McLeod and Scotia said they are both Canadian Companies so are not considered to be foreign so a T1135 form is not required. Can you clarify this issue please
Thank you........ Paul K
Read Answer Asked by Paul on April 26, 2018
Q: Hello 5i Team,

My question is regarding the iShares Core MSCI Canadian Quality Dividend ETF. It hasn’t been around for very long and with less than 2 dozen holdings, it’s a rather concentrated fund. What do you think of MSCI’s quality screen? Would this be an appropriate core holding in a Canadian income portfolio?

Additionally, for funds with short histories such as XDIV, how much consideration would you give to the calculated historical performance of the underlying index published by companies such as MSCI, WisdomTree, etc. Are they a reliable tool in evaluating new funds?

Thank you!
Read Answer Asked by Olivier on April 26, 2018
Q: I guess I didnt make myself clear on an earlier question. I am looking for a US ETF that I can buy with canadian dollars, but unhedged. Preferably in the broad market, Technology, Financial and Health or a combination of all. I do not have a US account with my online brokerage.
Thanks again your service is supurb!
Read Answer Asked by Shirley on April 26, 2018
Q: Follow up to my previous question...

You mentioned WCN has more economic sensitivity than people think.

Does that mean economic sensitivity as a positive (example, business will improve as the economy improves; or economic sensitivity as a negative cuz rising interest rates will hurt WCN's balance sheet?

Thanks.
Read Answer Asked by john on April 26, 2018
Q: Needless to say, as a shareholder since the 1980's, I was less than pleased to see the LEON family trust battles as front page news in Saturday's Fin Post. I suppose this sort of issue was inevitable, but it should really have no effect on day to day operations, correct? It's a "quiet" stock to begin with and now I know why the share price has been languishing, but it just enhances my DRIP's.
Read Answer Asked by Daniel on April 26, 2018
Q: Hi All everyone at 5i!
If you were to pick a source of good business and stock information available to the retail investor, what would it be ( besides 5i of course)! Cheers, Tamara
Read Answer Asked by Tamara on April 26, 2018
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