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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: re: Moez's Jun 29/2021 article on "Canadian Stocks that pay US dividends: Could you confirm your understanding to be that in order to receive in US dollars, the US $ dividend that these Cdn Stocks issue, that the Cdn stocks must be journaled over to an equivalent US$ account (eg Cdn $ TFSA to US$ TFSA, or Cdn $ RRIF to US$ RRIF)? My brokerage says this is what must be done and that they will not charge any currency exchange premium on this). And, if that is done for Cdn stocks held in either a TFSA (US $ )account or a RRIF (US$) account that there will be no US tax withheld on dividends ?
Many thanks in advance for clarifying .
Read Answer Asked by Alexandra on August 03, 2021
Q: Any reasons that 5i can see that would account for the large difference in 10 year and 5 year in the performance of these companies that operate in similar industry. Companies outside of Canada have dramtically outperformed

10 year # including Div AON 470 MMC478 MFC 105 GWO 135 SLF 235

AON and MMC are 2 long term holdings in MAW120 and I am thinking of selling SLF and adding to MAW120
Read Answer Asked by blake on August 03, 2021
Q: Hello Peter and Team, I’m hoping you (or some of my fellow members) might be able to shed light on a problem I’m having. I set up my self-directed accounts at BMO Investorline to permit both CAD and USD. I recently discovered that despite that, my Canadian holdings that pay their dividends in USD (e.g., Magna) have unilaterally been converted by BMO into CAD (to their profit of course). I have been trying to get an explanation from BMO for six months. Their responses have ranged from ignoring me, to non-answers, to a promised written response that never arrived. Their ‘practice’ seems to be that if I purchased a stock in a particular currency, they will credit the dividends to my account in that currency (converting if necessary) even though I didn’t ask for that to be done and don’t want to pay for such unwanted FX services. As I was unable to find anything in any of my BMO account agreements that dictates this practice, I was told they would point it out and advise me in writing “next week”. That was six weeks ago. I feel I’m being ‘skimmed’ improperly. Any comments? Are others having this problem? Thank you!
Read Answer Asked by James on August 03, 2021
Q: Hello 5iteam: what is your take on a Seeking Alfa article today. Options markets point to a bear market.Seems to hold a lot of water to me.Secondly would you prefer Otex at 52 week high over Engh well below. Tks.Larry
Read Answer Asked by Larry on August 03, 2021
Q: I am a subscriber to my 3 grandchildren's RESP accts. What happens when I die. Who can continue to supervise the accounts and make contributions? Thanks
Read Answer Asked by george on August 03, 2021
Q: Hi 5i,
Would you please provide an explanation of the announcement July 23 by Brookfield Global Infrastructure of establishing an At The Market Equity Program. They don't say how the cash raised will be used. Is this to raise money for the fund to invest in more infrastructure assets? It seems timely right now given so many advisors are suggesting to invest in infrastructure. Your thoughts please. Thanks
Read Answer Asked by Gordon on August 03, 2021
Q: I have owned ENGH for several years in a non-registered account. Sitting on significant capital gains. Would you endorse a portfolio change to sell ENGH in order to buy TIXT for a long-term hold. In other words, do you like TIXT enough to take a capital gains hit in order to buy it? The TIXT conference call was impressive.

Thanks.
Read Answer Asked by Joel on August 03, 2021
Q: Seems the "cold war" with China is about to heat up, what with Biden and other nations about to try and corral China. At the same time, China is putting restrictions on it's own national companies listed on foreign stock exchanges. Then there is GOOS and QSR wanting to expand into China and their respective P/E multiples reflect this expected growth. With this changing and rather negative context, is it time to selling positions in GOOS and QSR?......Tom
Read Answer Asked by Tom on August 03, 2021
Q: Dear 5i
I have the kind of investment problem (if you can call it that) with one of my stocks in my unregistered account . TFII has gained 170% ( thanks to your recommendation ) and represents about 10% within that particular account . Typically you recommend rebalancing a stock once it gets over 10% . I am reluctant to sell any portion of the stock as i`m not keen on paying taxes on the capital gains but at the same time don`t want to feel like i`m gambling somewhat by leaving the full amount in the account of this stock . What would you suggest ??
Thanks
Bill C
Read Answer Asked by Bill on August 03, 2021
Q: Hello, I presently have kinaxis (35 sh), LSPD (420 sh), TFII (130 sh) and Well (1650 sh) in my
TFSA.
Which of the above would you add to or would you have another stock in mind? Have $9000 to invest. Thanks so much.
Read Answer Asked by Lorraine on August 03, 2021
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