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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 need to increase my weighting in the "Technology" space and currently own equal weightings of AVO, MDA, OTC, SYZ and WSP. With $50K to spend, would you buy a new company (I am thinking DH Corp or whatever div paying company you recommend) OR would you just increase your stake in one or more of these currently owned companies. I know you have WSP and DH as "Industrials" but can it not be argued that they are "Tech"?
Read Answer Asked by Sandy on September 07, 2016
Q: I am trying to balance out my portfolio sector weightings and am having trouble classifying where these 3 companies should go. I have all 3 of them as "Manufacturing and/or Industrial" whereas you have BOS and MG as "Consumer Cyclicals" and BDI as "Energy". Can it be argued that these are Industrials or should I just stick with your sector classifications?
Read Answer Asked by Sandy on September 07, 2016
Q: Peter and His Wonder Team
This is a question about RSP and RIF accounts. What happens when you sell a stock for profit in these accounts. Do you have to declare the profit immediately on this years tax return? Or do you just pay the tax when you withdraw money from the account... when you must withdraw a certain percentage every year after 65years of age. In other words your profits can just accumulate in the account and taxes are assessed when you withdraw funds out of the account itself?
Dr.Ernest Rivait
Read Answer Asked by Ernest on September 07, 2016
Q: Do you know the % of insider ownership of ABT shares. For small companies I like to have that information but couldn't find it on a company presentation. Thanks
Read Answer Asked by Jerome on September 06, 2016