Investment Q&A

Q: Morning 5i Team,

I have s simple question regrading tax treatment of interest expenses.

Let's say I borrow money to purchase dividend paying stocks. How should I handle the interest so paid on such a loan? Do I simply write it off in the year the expenses are incurred or do I add the cumulated interest charges to the adjusted cost base of the stock when I sell.

Your help is much appreciated.
H

Q: TMX share price has had a bit of a run up lately, and I think from a review of past answers must now be pretty close to the high end of its historical valuation range? Do you have any concerns about it getting ahead of itself at this point or do you think the fundamentals are supporting this upward momentum? Appreciate your insight as always.

Q: I have a TFSA account, and would like to add more for investment. I am very happy the current performance and would like to look for those well sleep Canadian’s stock. Any suggestion?

Q: I have some USD cash from selling USD tech stocks. I still hold quite a few US tech stocks.
I would like to purchase some non-tech US companies for a long-term 5+ year hold.
Can you please recommend good non-tech US companies for me to consider buying?

Q: Hi Team,
PRL appears to be breaking out recently. If looking to add to a position here is now the time? Also, would you advise selling Ats and switching into PRL with the funds? Ats has been a drag for a long time now in my portfolio .

Thanks ,
Shane

Q: Would appreciate your assessment of their Q4 and full year results that were released on 27 June.

Thanks as always.

Q: Do you think now is a good time to buy Visa? Or do you think there is more downside given the recent Supreme Court ruling on the antitrust litigation?

Q: I've made the mistake in the past of selling a full position too early or holding too long. Now I'm trimming positions / rebalancing when appropriate. With some gains I want to make sure I'm diversified, is it a bad idea to throw gains into an S&P500 index or something to ensure gains over the long term. I'm 32 so many more years in the market.

Q: Would you sell Brookfield Infrastructure? If yes, is there a name you would replace it with?

Q: a number of questions related to the Slate family of companies.
1) What is the relationship to each other, and the purpose of the different Slate ticker symbols?
2) For SGR.un, are they impacted or could problems at SOT.un spill over to them?
3) For SGR.un their payout ratio is very high. i) have they shown forward finacials that imply this will come down? ii) if not do you have any data which suggests the dividend could be at risk? I am thinking of investing just for the dividend, and hope that the principal will simply hold where it is. Thanks

Q: What, if any, are the tax and dividend implications of having CDRs in a registered and a non- registered account?

Q: I'm certain that our family's cellphone experiences are not unique. Even though we own BCE in our combined portfolios, and our rationale for continuing to hold it was that the dividends would pay for the monthly bill, but enough is enough! Without warning, Bell Mobility increased the monthly fee by $4.00 for a very basic plan. (We are seniors who rarely need data since we rely on WiFi.) Our other cellphone had been on Virgin (owned by Bell) who did the same thing, although they did 'warn' us about the impending $4.00 per month increase. After researching options, we opted to switch to Freedom Mobile, since the price was a lot less, and the basic plans were much better than we had with Bell Mobility and Virgin. My point is this: BCE will, in my opinion, continue to languish due to their predatory price gouging. Yes, it's an oligopoly, but Freedom is rapidly increasing their customer base, while I suspect that Bell/Virgin will continue to lose customers.

Thanks for all you're doing for the retail investors, and Happy Canada Day to everyone at 5i and our fellow members.

Q: iTrade, In my RRSP/TFSA/Margin accounts, If I transfer US securities on my CAD side to my USD side, are there any charges?, I'm thinking not, since they are just moving it (journaling).
Can you please clarify it for me.

Q: Good day! Is there any adverse news about Shopify ? The stock is down by 4% this morning.
Thanks

Q: What do you think of Oliveda International Inc. OLVI? Growth is spectacular, beta is negative?

Q: Hi Everyone at 5i!

With all the political complications in France right now, do you foresee any problems with TTE? It is a France based oiled gas company. I feel that the stocks in France may get a bit of a drubbing depending on the election results. I have a nice profit right now. Your thoughts??Hold?? Sell??

Cheers,
Tamara

Q: What are your thoughts on their June 6th report?
Seems the revenue is up and can't hurt getting the Florida Panthers contract.
Thanks and Happy Canada Day
Paul

Q: Thoughts on XDG?

Q: Good morning team, sorry, I should have been more specific in my last question. I’d like to purchase XLB and HDIV in either my tfsa and/or cash account. The goal is to produce income. Which account(s) are best suited for these ETFs? Too add to that, how do you feel about HDIV with about a 10% weighting?

Q: Would you agree that CSU is currently undervalued by 27% as indicated by the latest Wall Street Journal report?

Thx