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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: You recently mentioned that "the spin out of Topicus is a dividend-in-kind. Shareholders will receive 1.85 shares of Topicus for each share of CSU held. The price of CSU will drop a bit on the ex dividend date to reflect the value of the new shares to be received." From a tax perspective, what does this mean? Is the entire BV of the Topicus shares that are spun out treated as a dividend and benefit from the cnd dividend tax credit and the BV of the CSU shares drops by the same amount?
Read Answer Asked by Scott on October 21, 2020
Q: Further to my question on Oct 20 regarding switching from stocks to a more passive investing into ETF's that someone with little knowledge of investing could manage. I was wondering why you did not mention ETF's such as ZEB-banks, ZUT-utilities, ZIN-industrials, telecoms, bonds etc that would cover the different market segments. The dividends appear to be within the 4% range. Based on this would you recommend this type of etf and if so which etfs would you recommend for each of the Canadian market segments. Do you have any concerns re this strategy.
Thanks
D
Read Answer Asked by Wayne on October 21, 2020
Q: Hi group what the heck is going on with W - its earnings are not being reported until Nov 3 yey it dropped 9% today - what the chances of info getting out ahead of earnings?- it sure smells fishy I know you do not follow US that close but could you comment on today trading I am still up but am nervous that the results on the 3rd are not going to meet expectations Appreciate your thoughts
Read Answer Asked by Terence on October 21, 2020
Q: Hi,
CB2 Insights Inc (CBII:CNX) has a very good run lately. Is it a good stock to own for long term?
Read Answer Asked by vipin on October 21, 2020
Q: I have a non-registered account(all dividend)that I hold twenty positions with 50/50 US/Canada split. With My TFSA/RRSP being maxed, what tax considerations to I need to be aware of?
Read Answer Asked by William on October 21, 2020
Q: To avoid dividend withholding tax in an RRSP, the best solution from a tax perspective is to hold US ETFs that hold securities directly, such as VTI. This was your answer to my first question. Is there any downside for a Canadian RRSP investor to own a US listed ETF such as VOO? Thanks again.

Answer:
From a tax perspective, no.
Further question to this conversation. Is there any downside to a Canadian RRSP investor owning a US listed ETF from any other perspective than taxation? Any downside from any perspective. Thanks.
Read Answer Asked by Terry on October 21, 2020
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