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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 have a question about my TFSA - is there decreased value to own US-traded income stocks in a TFSA? If I'm obliged to pay non-resident withholding tax, doesn't that partially defeat the benefit of my TFSA? In particular, I've read with interest the 5i researchers' (the "5iR") position that ENB is generally favoured over PPL presently. Would the 5iR's position change if the holding were in a TFSA? Is the withholding tax a material concern?
Thank you in advance for your advice,
IK.
Read Answer Asked by Ian on September 22, 2020
Q: CCL used to be a high flyer. not now . did something change.
if i want to replace it would ITPgood .it has an attractive yield and a manager had it as his top pick on BNN.
if not any suggestion
Read Answer Asked by thambirajah on September 21, 2020
Q: Why is the market not liking these two companies? Both established large cap companies, limited growth but why so unloved if interest rates will remain low for years to come? I have to admit I’m staying away from these two due to terrible price momentum. Both have lost money if held the past 5 years.
Read Answer Asked by Albert on September 18, 2020
Q: I am looking for a couple of suggestions for US stocks that would be similar conservative and yield as Fortis on the Canadian side
Read Answer Asked by Terry on September 18, 2020
Q: TD model portfolios removed all the energy and pipeline positions from their portfolios .
Do you think we have reached peak energy Is it a prudent move to remove all pipelines from my portfolio
I am a retired investor and depend on the pipeline dividends for my daily living expenses Your answer would be greatly appreciated
Paul W



Read Answer Asked by Paul on September 18, 2020
Q: I realized that my Portfolio does not have any individual holdings in Utilities. Some of the ETFs I am holding do, but I don't have any individual utilities. Can you recommend some of your favourites?

Thanks
Read Answer Asked by Michael on September 17, 2020
Q: I have been considering investing in JNJ but am concerned about its legal issues. These are highlighted in the most recent annual financial statements but are not mentioned in the subsequent quarterly releases other than to say that the company does not give guidance because it cannot predict the outcomes of legal matters. This indicates that they believe the issues are material.
Can you provide your thoughts about the company and the risks that the legal issues present.
Thanks for your advice.
Ian
Read Answer Asked by Ian on September 16, 2020
Q: In response to Roy's question on Sept 11 you stated in part "earnings are expected to bounce in 2021 by up to 50%". I couldn't find any specific information supporting that position in the MD&A accompanying recent annual & quarterly results, other than management's generic confidence in increasing revenues once the pandemic impacts are over (whenever that is!) Have you any other specific information?
Read Answer Asked by Lotar on September 16, 2020
Q: Hi 5i
In order to adjust utilities weighting up in my portfolio could you suggest a couple of each of Canadian and US please?
Thanks
Mike
Read Answer Asked by mike on September 15, 2020
Q: I am looking at putting some of my unused secured line of credit to work and invest in some dividend paying stocks. For context only, not much leverage about equal to 20% of my current portfolio, over 10 year time horizon and comfortable with the risks.

I am looking to see what companies you would suggest looking at. I keep circling back to companies like car.un or RBC. thank you
Read Answer Asked by David on September 15, 2020
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