Investment Q&A

Q: Is there any hope for CXR to recover ? Are there companies may be interested in to buy it out or do you think I should sell and move on.

Kuldip

Q: Do these securities qualify for the dividend tax credit in a non registered plan? Thanks

Q: Peter and His Wonder Team
This is a question about RSP and RIF accounts. What happens when you sell a stock for profit in these accounts. Do you have to declare the profit immediately on this years tax return? Or do you just pay the tax when you withdraw money from the account... when you must withdraw a certain percentage every year after 65years of age. In other words your profits can just accumulate in the account and taxes are assessed when you withdraw funds out of the account itself?
Dr.Ernest Rivait

Q: Do you know the % of insider ownership of ABT shares. For small companies I like to have that information but couldn't find it on a company presentation. Thanks

Q: Thinking about starting a position in this one.Would you endorse this?
Do you like what you see?

Q: I have a balanced million dollar portfolio holding as many as 30 equities at a time. Currently I would like to hold all positions however hesitate to do so because of your stated advice that 20 to 25 holdings is optimal. My question is two parts:
1. Am I correct that that is your position, and if so, why?
2. If I were to liquidate five or more of my positions, which for one reason or another at this time I would like to hold all, how might I decide which to liquidate and which to hold? Thanks for the great service, Daniel

Q: Hi,

Just as a follow up to David's question today about building a simple index etf portfolio. I noticed you did not recommend any ex North America exposure. I thought the mantra was 1/3 equity Canada 1/3 u.s and 1/3 outside NA.

Thank you!

Q: Despite your recent comment that Knight is likely in no hurry to invest it's $600M plus
cash, the share price is on a roll and hitting 52 week highs. Is this excitement over the former Paladin executive joining the team, mitigating any health risk that Mr. Goodman may encounter or just enthusiasm for their big bank account pre-election anticipating the possible emergence of bargains depending on who wins? Thanks.

Q: In your latest article in the Financial Post "5 Things To Worry Investors", you mention seeing some stocks jump on earnings releases even though revenue and profit were lower than last year. Which stocks in the Balance equity portfolio would fit this description?

Q: Can you tell me the current P/E and the historical sector PE of each one?

DIS
CRM
WBA
GOOG
RTN
KMB
HSY

Thank you, Shane

Q: ABT: recommended in latest 5i email: I read the description of it's business and it was like reading a foreign language - I am not a technology person at all and do not buy companies I do not understand; so, please educate me.TTM PE 23, FPE 270, make no or very little money, ROE 0, CF .23, and pays a healthy dividend. I currently hold no technology other than DH if it qualifies?

Q: I will have to withdraw RIF funds in fall of 2017. Have approximately 10% of RIF in cash at the moment and am considering the etf VGH. Would like your input as to whether this is a good time to buy or if you have a different suggestion. Also, have telcoms and utilities. Is it time to sell them?
Thanks for your help

Q: I hold ENB,FTS,WSP in my RRSP. Should I keep FTS and/or WSP or diversify into other sectors.
If so which companies would you recommend that have a dividend.

Thank you Peter

Q: Hi team: there is a prediction that it will be a cold winter, it could benefit the above gas stocks which I have in a half position, how would you rank the above in terms of 1)safety and 2) potential upside ? Thanks Micahel
the stocks I have interests are: Altagas, Toumaline, arc energy, peyto and keyera (Ala, Tou, Arx, Pey, Key), thanks team
Michael

Q: Would you please give your analysis of Clearwater and High Liner regarding growth,debt level,dividend growth,etc.and which you would recommend for a 1 to 2 year hold and why. Thanx.

Q: Hi,
Could you recommend the best and simplest way to build a well balanced portfolio for a passive long term investor? Would it be etfs? If so could you recommend the ones you think (possibly 3-5)? They would be held in a TFSA and added to annually to maximize tfsa room and DRIPS would be used whenever possible.

Thanks!

Q: What are your thoughts on INTC today? Its growth prospects and what you like or don't like about INTC. Also, where would you rank INTC compared with other large tech companies (to form a one of the tech investments in a portfolio diversified across all sectors)? Thanks!

Q: Is there an ETF I can buy if I believe Canadian dollar will weaken against US in near future and vice versa.

Q: Today Enbridge Inc. (ENB) announced they are purchasing Spectra Energy Corp (SE) in an all stock deal.

I own Enbridge in my non-registered account (in order to take advantage of Canadian Dividend Tax Credit) and I own Spectra in my US $ RRSP (in order to minimize taxes on US dividends which are treated like interest income).

I want to participate in both the Canadian and US energy infrastructure (pipeline, midstream processing) market.

My question is what can I replace Spectra Energy in my RRSP with? I own Kinder Morgan (underwater), Oneok (above water) and recently sold off Williams (too much drama) in the RRSP account.

Am I better off to sell Spectra now or wait for the Enbridge merger and then sell off the Enbridge or even keep Enbridge in my RRSP as a US holding. Or do I increase my holding(s) in Kinder Morgan or Oneok?

Thanks for the excellent service.

Q: You noted that Cipher "is in a bit of a proxy battle and we like John Mull, a 37% owner trying to improve the company." But isn't Mr. Mull effectively seeking to take control of the company - which presents the risk of it being taken private at no significant premium to shareholders?