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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: If I own US equities (eg. AAPL) and/or US-based ETFs (eg. VIG), but no other US-based property/assets and do not have any other connection to the US otherwise (eg. real property, employment, Green card, etc.), would I be liable for US estate taxes if my total estate is over $5 million US at my passing, or only if my US-based assets exceed $5 million US? If so, would the tax only apply to my US-based assets, or my entire estate?

If I am liable, is it advisable to try to exit all US positions prior to my passing? How do others handle this situation?

Does the answer change if I have a balance outstanding in an old US retirement account [eg. 403(b) and/or 457(b)] and/or chequing account?

Thank you.
Read Answer Asked by Walter on December 02, 2019
Q: Hi Peter & Crew,
Your thoughts on this SPDR Portfolio Total Stock Market ETF for a LIRA account for at least a10 year hold, or another US listed total stock market ETF that might be better.
Thanks. Ivan
Read Answer Asked by Ivan on December 02, 2019
Q: Hi,

I am looking at these companies for a registered account, for total return. I know that they are risky, so I will invest accordingly.

Which, if any, of these companies di you think have a strong risk/reward ratio? Which of them, if any, would you avoid?

TVK.TO, $STC.V, $XBC.V, $AEP.V, $MVP.V, $LTE.V, $URL.C, $IPA.V

Thanks,
Ishay
Read Answer Asked by ishay on December 02, 2019
Q: Are you or any of the members aware of a website that will calculate the current value of stock investment whereby you enter the original investment amount at a specific date many years ( decades ) ago and it calculates the current value, also taking into account the reinvestment of all dividends. "Long run data" was my go to source but the site is no longer operable.

Thank you

Paul
Read Answer Asked by paul on December 02, 2019
Q: You recently noted Boston Pizza as being "ok for high risk" portion of income portfolio. Looking at their dividend history I see they cut it in 2011 from 11 c to 8 c and never got back to 11 c until 2016. With the payout ratio as extreme as it is, does this not seem very likely there will be another reduction to the dividend soon.

Thank you

Paul
Read Answer Asked by paul on December 02, 2019
Q: I noticed when comparing both stocks (TDwaterhouse data base),
TOU : EPS =1.65, div/year = 0.48, P/E=7.6, P/CF =2.6
WCP : EPS =0.13, div/year= 0.34, P/E=32 , P/CF =3.2
If both have lots of cash flow, why WCP has much higher P/E than TOU ?, What is WCP doing with its cash ?, Is capex, paying debt, shares buy backs any of the reasons to explain their main difference in earnings? Can I assume that TOU has a better balance sheet and therefore is safer ? Thanks
Read Answer Asked by Alejandro (Alex) on December 02, 2019
Q: On Oct 31,U made a new 2% of BAM.a to the BE port.@ some $72.83 .U various comments stated that it is a can.co paying its Div.in US''''''$ so eligible for Div.tax credit. U prefer it in TSFA over RSP/RIF due to its growth. My 2 questions.If in TSFA,then I presume that I will not get benefit of Div tax credit? 2)Should I buy in TSFA or Investment a/c.Txs for u usual great services & advices
Read Answer Asked by Peter on December 02, 2019
Q: I am as of today down 15% with vet.with a 12% yield. My thought is that if I do not really need the tax loss and would be quite happy with a 6% yield . Can you offer an opinion on if a div. Cut is in the works that vet .with it's track record and balance sheet does not need to cut div. By more than 50% TKS. Larry
Read Answer Asked by Larry on November 29, 2019
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