Q: Further to Dave's question regarding the Raytheon spin-outs, once the CRA has granted them eligible under 86.1, they are not taxable until one ultimately sells them. But to elect to use the 86.1, you must file a letter with the CRA (done typically with your taxes, after you have received documentation from the company showing that this dividend (spin-out) was received, and that you are exercising this right under 86.1, to defer the tax due, until sold. Just google how to claim 86.1 cra eligibility, or taxtips.ca also has information on how to claim this eligibility. But most definitely, I believe that if you've received a T3 or T5 or similar, showing the spin-out dividend companies, you cannot ignore it, you must inform the CRA of your intention to defer.
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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: I had a limit order in to buy some RTN but because of the United Technologies merger today it was cancelled overnight. RTN now trades under RTX. Would you recommend buying either UTX or RTX (or neither?)at this time and if so at what price ?
Many thanks as always
Many thanks as always
- Costco Wholesale Corporation (COST)
- Gilead Sciences Inc. (GILD)
- Alphabet Inc. (GOOG)
- Microsoft Corporation (MSFT)
- QUALCOMM Incorporated (QCOM)
- Starbucks Corporation (SBUX)
- Honeywell International Inc. (HON)
- Raytheon Company (RTN)
- Visa Inc. (V)
- Verizon Communications Inc. (VZ)
- Atlassian Corporation (TEAM)
- Vanguard Dividend Appreciation FTF (VIG)
- S&P 500 ETF TRUST ETF (SPY)
- INVESCO QQQ Trust (QQQ)
- Vanguard Total Stock Market ETF (VTI)
- Roku Inc. (ROKU)
- SPDR Dow Jones Industrial Average ETF (DIA)
Q: Hello,
I am currently waiting out this deep downturn in the market. At some point the market will start recovering. I have followed your recommendations in the Portfolio Tracking and Analysis tool.
If you had $500,000 sitting in cash which you want to deploy once the market turns around, which sectors would you look towards investing in for the eventual upward trend? Would you be able to provide your favourite stocks /ETFS which you would use to cover the sectors you think will be first to recover?
Thanks for all your help.
I am currently waiting out this deep downturn in the market. At some point the market will start recovering. I have followed your recommendations in the Portfolio Tracking and Analysis tool.
If you had $500,000 sitting in cash which you want to deploy once the market turns around, which sectors would you look towards investing in for the eventual upward trend? Would you be able to provide your favourite stocks /ETFS which you would use to cover the sectors you think will be first to recover?
Thanks for all your help.
Q: The merger is to occur in the second half of this year. RTN would receive 2.3 shares of UTX, after this company’s Otis and Carrier spin-off. Considering the current reduction in both stock values, would a Raytheon or UTX stock purchase be more favorable at this time?
- Park Lawn Corporation (PLC)
- The Walt Disney Company (DIS)
- Mastercard Incorporated (MA)
- Raytheon Company (RTN)
- Stryker Corporation (SYK)
- Visa Inc. (V)
- Air Canada Voting and Variable Voting Shares (AC)
- BRP Inc. Subordinate Voting Shares (DOO)
- goeasy Ltd. (GSY)
- Exchange Income Corporation (EIF)
- iShares Core S&P 500 Index ETF (CAD-Hedged) (XSP)
- SPDR S&P Bank ETF (KBE)
- Brookfield Property Partners L.P. (BPY)
- RBC Canadian Bank Yield Index ETF (RBNK)
- Brookfield Asset Management Inc Class A Limited (BAM)
- Brookfield Infrastructure Partners LP Limited Partnership Units (BIP)
- Boyd Group Services Inc. (BYD)
Q: Given the current environment, which do you foresee having a good recovery from today's lows. How would you rank these companies listed to purchase today to deploy some cash. Which would you rank this list for risk from high to low. (not considering sector allocation.
Do you have any other recommendations outside of this list that you think might have more potential?
Do you have any other recommendations outside of this list that you think might have more potential?
- Cisco Systems Inc. (CSCO)
- Gilead Sciences Inc. (GILD)
- Microsoft Corporation (MSFT)
- QUALCOMM Incorporated (QCOM)
- Pfizer Inc. (PFE)
- Raytheon Company (RTN)
- Verizon Communications Inc. (VZ)
Q: Goodmorning 5l team,
Thank you very much for your response to my earlier question regarding selling cocered calls. You mention focusing on dividend paying stocks in your current strategy. Is it possible to have a list of which companies you may be looking at currently for this should strategy?
Thanks
Thank you very much for your response to my earlier question regarding selling cocered calls. You mention focusing on dividend paying stocks in your current strategy. Is it possible to have a list of which companies you may be looking at currently for this should strategy?
Thanks
- Microsoft Corporation (MSFT)
- Starbucks Corporation (SBUX)
- Raytheon Company (RTN)
- Constellation Software Inc. (CSU)
- WSP Global Inc. (WSP)
- BRP Inc. Subordinate Voting Shares (DOO)
- Great Canadian Gaming Corporation (GC)
- Atlassian Corporation (TEAM)
Q: Assuming this downtrend will bottom at some point, and eventually recover, in your opinion, which three sectors offer the best chance of minimum damage in any downturn, and the best chance to recover sooner rather than later in an upturn. Could you name and rank (best first), 3 dividend stocks in each sector that you feel will survive the downturn and lead the way in recovering in each of the three sectors. Thank you. Warren
Q: i have held this company for a while,is it better to replace it with rtn or lmt , or some better one, thanks
- Costco Wholesale Corporation (COST)
- Microsoft Corporation (MSFT)
- The Walt Disney Company (DIS)
- Raytheon Company (RTN)
Q: Morning guys:
Would you guys buy this great name right now? I just bought visa and MasterCard , what other 3 us blue chips would you look at for being on sale?
Would you guys buy this great name right now? I just bought visa and MasterCard , what other 3 us blue chips would you look at for being on sale?
- Amazon.com Inc. (AMZN)
- Costco Wholesale Corporation (COST)
- Alphabet Inc. (GOOG)
- Starbucks Corporation (SBUX)
- Raytheon Company (RTN)
- Alimentation Couche-Tard Inc. (ATD)
- Atlassian Corporation (TEAM)
- Boyd Group Services Inc. (BYD)
Q: In light of current market actions and the now widely anticipated economic recession, I am looking for your thoughts on stocks you would buy for long term (10 plus years) and/or forever holds -- Canadian and U.S. names please. I am investing for retirement (within 5 years) but also for our heirs. We have built a portfolio of sleep at night holdings over the past 25 years and just looking to tweak the portfolio. Although we do not like to see these kinds of volatile markets, we also do not get freaked out by them. We have ample cash or near cash always in hand to combat such actions -- something you learn through experience! Thanking you in advance for your answer.
- Costco Wholesale Corporation (COST)
- Alphabet Inc. (GOOG)
- Microsoft Corporation (MSFT)
- QUALCOMM Incorporated (QCOM)
- Raytheon Company (RTN)
- Verizon Communications Inc. (VZ)
- Atlassian Corporation (TEAM)
Q: I’m looking deploy some cash. I read your report on which Canadian stocks to look at but can you recommend 3-4 American stocks to start picking away at?
- Honeywell International Inc. (HON)
- Lockheed Martin Corporation (LMT)
- Raytheon Company (RTN)
- ATS Corporation (ATS)
Q: I am underweight in industrials. Currently have a partial position in ATA. Would you recommend adding to this position and then adding a US equity such as RTN? Are there others you would consider instead?
Thanks!
Thanks!
Q: Hello Team
Looking for your top 3 picks for US industrials. What would you recommend and why? Would you buy these stocks now? Thanks for your insight.
Looking for your top 3 picks for US industrials. What would you recommend and why? Would you buy these stocks now? Thanks for your insight.
- Adobe Inc. (ADBE)
- Costco Wholesale Corporation (COST)
- Microsoft Corporation (MSFT)
- Starbucks Corporation (SBUX)
- Raytheon Company (RTN)
- Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA)
- Tencent Holdings Ltd. ADR (TCEHY)
- Alteryx Inc. Class A (AYX)
Q: Hello: I sold BABA and cut TCEHY holdings in half last week in a bit of a panic and would now like to know of any US stocks you might suggest to replace these two. I already own GOOGLE.
Thanks. Lesley
Thanks. Lesley
- Apple Inc. (AAPL)
- Costco Wholesale Corporation (COST)
- NVIDIA Corporation (NVDA)
- Starbucks Corporation (SBUX)
- Raytheon Company (RTN)
- Walmart Inc. (WMT)
- Atlassian Corporation (TEAM)
- Alteryx Inc. Class A (AYX)
Q: You provided a CDN wishlist in today's comments to get us started. Thank you. Could we please get the US equivalent?
Thank you.
Thank you.
- FLIR Systems Inc. (FLIR)
- Honeywell International Inc. (HON)
- Lockheed Martin Corporation (LMT)
- Roper Technologies Inc. (ROP)
- Raytheon Company (RTN)
- Raytheon Technologies (UTX)
- Xylem Inc. New (XYL)
Q: Currently have CNR, CAE, WSP and SIS in my Industrial Sector of my portfolio - I would like to add a couple of US names to compliment these - can you recommend some names that I can take a look at ?
Thanks
Thanks
Q: Hi Team,
I know that 5I prefers LHX over LMT. Which has a better growth profile between RTN and LHX and which would you choose. I thank you in advance. Sam
I know that 5I prefers LHX over LMT. Which has a better growth profile between RTN and LHX and which would you choose. I thank you in advance. Sam
- Raytheon Company (RTN)
- iShares U.S. Aerospace & Defense ETF (ITA)
- SPDR S&P Aerospace & Defense ETF (XAR)
Q: regarding the RTN/ITA question an option is the equal-weight SPDR ETF XAR...Boeing is about 4-5% weight
Q: I hold units of ITA and was thinking of switching these to RTN. However BOE represents 19.88% of ITA and its troubles have already affected ITA's price. Given that, would it be better to simply stay with ITA?
Q: hello 5i
I currently hold CCL.b, Stantec, CAE and 3M in industrials. I'm looking for 2 or 3 US industrial growth suggestions as replacements for 3M.
thank you
I currently hold CCL.b, Stantec, CAE and 3M in industrials. I'm looking for 2 or 3 US industrial growth suggestions as replacements for 3M.
thank you