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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: Would appreciate your view on this etf as a long term hold for some relative safety and income using US dollars. Secondly what would you suggest as a Canadian dollar version of this etf holding a similar array of US large caps with a similar yield and low mer - would you recommend these for purchase or another pair instead - finally would you suggest averaging in for a fairly aggressive portfolio percentage (as high as 20%) or just buy and hold given the holdings -all the best - Ken
Read Answer Asked by Ken on September 19, 2019
Q: It is my understanding that ZST.L does not pay out any interest or dividends but rather reinvests them. If that is the case, when one eventually sells their holdings would the gain in share price be treated as a capital gain instead of interest or dividends?
Looking at both PSA and ZST.L, apart from the face one pays out regularly and the other does not, does one stand out as a better place to park some cash to you?
Read Answer Asked by Joe on September 19, 2019
Q: Hi Peter & 5i,
I have these US ETF's in an RRSP, is there any duplication here, if so, could you suggest an alternative. As always
I do appreciate your input.
Thanks
Ivan
Read Answer Asked by Ivan on September 19, 2019
Q: Good morning gang
I am thinking of tax loss but also that that these may? fall more with tax loss season approaching. I am down on VET - 50%, SYZ - 14%, PBH - 15%, and SIS 17% in on of my non Registered accounts. (as of today Sep 18). Which, if not all would you sell and which would you buy back in 30 plus days ( or more depending on tax loss time and the depth of selling)
Thanks for all you do to keep me on track
Read Answer Asked by El-ann on September 19, 2019
Q: It was reported that during the month of August, Adam Gray, a director, invested over $34 million into New Flyer at an average price of $26.78. This is a rather significant investment and while the stock is up about 10% since then, I may have thought that an investment of this size would have had a greater impact. Am I underestimating the rise of 10% or is there something more at work here that is keeping the share pcrie down? I have always thought that insider buying was one fo the strongest buy signals you could get.

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on September 19, 2019
Q: In a question from Gord yesterday you suggested INO.UN as REIT that would provide investment in Germany and France. It is a small cap with a very high yield which leads me to request your assessment on the risk assessment of this company. Is the company higher risk, given it's small size and investment in Europe. Also, how safe is the dividend at it's current lofty level?
Read Answer Asked by Dennis on September 19, 2019
Q: FDX just reported some weak numbers. I own some shares in the company. The stock will be down today substantially based on their first quarter earnings miss and weak forecast. Would you continue to hold the shares here or switch to another company with better growth prospects. Could you please provide some rationale for your position. Thanks.
Read Answer Asked by John on September 19, 2019
Q: It has been noted that AD is fighting CRA on their taxes for the last ten years and that a potential tax reform problem with the US is present as per the statement below in the MD&A for Q2 2019.

“In December of 2018 the U.S. Treasury issued proposed regulations which provided administrative guidance and clarified certain aspects of U.S. Tax Reform. The proposed regulations are complex and comprehensive, and considerable uncertainty continues to exist until the final regulations are released, which is expected to occur later in 2019. As these proposed regulations have not been enacted as at June 30, 2019, their impact has not been reflected in income tax expense. However, if the proposed regulations are enacted as currently drafted, certain provisions could be effective commencing January 1, 2019. Based on the Corporation’s current capital structure, the resulting increase to income tax expense of the Company for the period ended, June 30, 2019 would be an increase of approximately $5.5 million.”

Are you aware of any cash provisions the company made for this?

Would appreciate your analysis on both these potential tax implications.

As always much appreciated
Thank-you
Read Answer Asked by Alex on September 19, 2019
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