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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: Top 5 picks for a Smith Maneuver portfolio of dividend paying stocks for someone in their late 30's?
Read Answer Asked by Jamie on March 06, 2020
Q: Hi 5i, Another question about your model ETF portfolio.
This one is about VE-T and VEE-T.
They trade on the Toronto exchange, Does that make them like Canadian ETFs?
I mean, are their dividends eligible for the tax credit? Or are they fully taxed, just like US
ETFs?
Many thanks. Shan
Read Answer Asked by Shanthi on March 06, 2020
Q: Comment on results released by MMX,AD,PKI & ROXG
Read Answer Asked by Roy on March 06, 2020
Q: On the question Mar. 5 by James about Canadian companies and US dividends, I called my broker and discussed my dividends remaining in US currency, he said that I would have to transfer the Canadian stocks to my US side of the account and then the dividends would be paid in US money and then if I wanted to sell the stock I could sell it in US money or they would move it back to the Canadian side. With the Norbert Gambit situation, I thought you could only transfer Canadian stocks that were also listed on the US side. The stock I transferred AQN (Algonquin Power) I didn't think was listed on the US side too. I have other stocks in the same situation but I don't think a lot of them are dual listed. Should I go ahead and transfer the other ones over or I am not getting the right information from the broker? Thanks Dennis
Read Answer Asked by Dennis on March 06, 2020
Q: An investing strategy question for a TFSA where growth is the primary concern, the investing horizon is 5+ years and I’m comfortable with risk. About 18 months ago, market turmoil resulted in me going all to cash in my TFSA. I have since returned to growth stocks and have learned to better weather the volitility that comes with them. Today I’m wrestling with the same capital preservation vs ride it out scenario as many investors. My question is what advice would you provide given my growth objectives. I’m considering selling CSU and GSY simply because I have nice profits, while keeping PHO because I’m down 30% and would rather not sell at a discount. Does this make sense or am I selling 2 winners and keeping a loser that might drop much further as the economy slows? Is selling PHO the better capital preservation move? BTW, I’m open to not selling anything in this market as you frequently advise the best move is sometimes no move. I guess I’m wondering what your thought process would be in scenarios such as this. Thank you for all of your guidance, at times like this it’s invaluable!
Read Answer Asked by Warren on March 06, 2020
Q: An exchange question: is it common for buy or sell orders that are not multiples of 100 to be bypassed?

I recently had a purchase order for 150 shares say at $10.01. 100 shares will filled at $10.01, the stock then dropped to $10.00, but my order was not filled. I.E. some other order was filled for $10.00. Annoying! RBC said this was a function of the exchanges.

Is there a logical explanation?

Thanks.
Read Answer Asked by Robert on March 06, 2020
Q: I know you really like BNS but with TD at a 52 weeks low, would you pick it over BNS for a long term holding. (Building a position for dividend income)

Also, can you explain me if there is an advantage to own 2 full positions of banks vs 1 of bank and 1 of SLF (knowing that its your top insurance company pick)
Read Answer Asked by Olivier on March 06, 2020
Q: What do you think of Alaris quarterly report?

The numbers for 2019 look to be exceptional, however, the problems in Q1 2020 and what they might imply are difficult to ascertain. Your opinion please.

Also they expect a 10% increase in distributions. Is that distributions to them or distributions to shareholders?
Read Answer Asked by arnold on March 06, 2020
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