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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: Hi Team,
I own Shopify and Knight as my two main growth holdings. SHOP has blown the doors off and I am willing to be patient with GUD. As a possible re-balancing move, I am considering trimming SHOP and looking for a third growth company. I know you've suggested several alternatives in the Q&A before, but I am looking for a similarly high-quality selection. I already own OTEX and want to avoid the energy sector. Can you please name the top three Canadian growth stocks that you would suggest for further consideration as long-term holds that are not on the Venture exchange? Perhaps Kinaxis as one? Many thanks, Michael
Read Answer Asked by Michael on August 31, 2017
Q: Hi. I have a question about Altagas. When the company converts the receipts to common shares next year, investors will only benefit if ALA is higher than what a person paid for ALA.R. Recently, I found the common share price has been drifting lower and lower than the receipt. At this point, what's the benefit of buying ALA.R? Currently, ALA common shares receive a higher dividend %. I'm thinking to buy ALA or ALA.R for income. Which one should I choose, or are there any others that you would recommend? Thanks for your guidance. Have a great day.

Read Answer Asked by Esther on August 31, 2017
Q: Hi Peter: I currently hold ZWH in my rrsp and as it is the only U.S. exposure that I have, am wondering what you else you would suggest as a compliment to it. ZWH currently is 6 % of my overall portfolio. I am looking for something of a moderate risk to hold for 3-5 years or longer.

Thanks, David
Read Answer Asked by david on August 31, 2017
Q: Good Morning: In my non-registered account I hold a number of equities on the Cdn. side of the portfolio that pay their dividends in USD. I am thinking about moving some or all of these over to the US side as a means of capturing some USD income. I am not particularly concerned about currency impact believing that over the long term the ups and downs will average out given the current vs historic USD/CAD relationship. My question here is simply whether or not there is some aspect of this move that I have not considered -- e.g. tax implications, buy/sell issues, etc. As always, thanks for your opinion.
Read Answer Asked by Donald on August 31, 2017
Q: Curious to know your take on recent weakness? Just market jitters and short term profit taking? Or, would investors be concerned about the company splitting in two and not wanting to be around for that event? Any backdrop on companies splitting in two being positive or not....I've seen some positive evidence but is such a company specific thing...
Thanks
T
Read Answer Asked by Trevor on August 31, 2017
Q: I have plenty of dividend income and am now interested in adding stocks or ETFs which pay distributions as RoC. Would you have a list of tax effective equities? And what are your views of using stocks/ETFs with a high Return of Capital as a means of improving the tax effectiveness of portfolios? I have heard experts on BNN who are not in favor of RoC but I tend not to agree since my biggest expense is tax.
Read Answer Asked by BRYAN on August 31, 2017
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