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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'm seeing A LOT of red (-30%). I am 25% cash. My portfolio is heavily weighted in 5i growth favourites that come up in questions. Should I go shopping and for what?

Also, what should I have done in anticipation of a rising rate environment? I almost shifted entirely to money market in June but didn't want to pay the transaction fees on a whim of trying to time the market.
Read Answer Asked by Patrick on December 27, 2018
Q: With Bank of Canada suggesting this week that interest rates will likely not rise, but with the US Fed just suggesting likely two more rate increases, what do you think of buying Canadian Dividend Paying stocks right now? I think they are generally seen as positive when interest rates stabilize, but will Canadian dividend company stocks tend to decline in sympathy with US dividend stocks? For Canadian dividend stocks (3%+) what do you see as attractive next year - i.e. ones less affected by trade wars, lack of oil supply options, possible real estate bubbles, inter-provincial disputes, possible NAFTA turbulence!!!!!
Read Answer Asked by Kel on December 27, 2018
Q: Would you rather add to brookfield renewable or start a position in superior plus ?

Also, would you prefer Corby or Andrew Peller ? or neither at the moment and quickly explain why ?

Looking at 10 yr. holding period. Thank you !

Thank you !

Read Answer Asked by Pierre on December 27, 2018
Q: season’s greetings and thanks for your good work which I’ve been following for the last year. My wife and I are retired, income investors and recently sold out of ALA ( tax loss selling). We want to return the proceeds to the energy sector and am wondering which company or companies you would recommend for best dividend, company security perspectives. We have a little SU at the moment and it looks steady but the dividends are a bit low for our liking. thanks very much.
Read Answer Asked by alex on December 27, 2018
Q: Options - Do you recommend use of puts and calls? If so, do you have a book or article(s) that could recommend?
Read Answer Asked by David on December 27, 2018
Q: I own all these company in a non-registered account. At the present I am losing money on all of them. These are all strong companies with good to excellent balance sheets. I know that 5i do not want to sell companies that are strong and that have reported a bad quarter. I could sell these a get a tax loss and receive approximately a bit less than a $1000 in tax refund and buy them back in a month or buy other company in the same sector? What should I do?
Read Answer Asked by Paul on December 21, 2018
Q: I am still spooked out about the markets and sold all my stock positions yesterday. I now have a significant amount of cash and would like to deploy it the Bond Market which I think is a safer place at this time. Would appreciate any recommendations you might have as to how to invest the money. With thanks, Bill
Read Answer Asked by William J on December 21, 2018
Q: I have a substantial holding percentage wise of my portfolio in AW.UN. What are the factors that are resulting in the dramatic recent slip of share price? I realize interest rates and general investor sediment but is the dividend secure are they facing a debt crisis? Am I missing something? would you buy at these levels?
Read Answer Asked by David on December 21, 2018
Q: I am pretty sure you have answered this before but I could not find anything with the search option, so here goes.

Brookfield companies have a complex structure and I was wondering in which category exactly their distributions fall with regards to taxation. For example I read that sometimes distributions from shares of BIP held in a TFSA were subject to the 15% witholding tax, while some other times they were not.

Could you please clarify the situation and also state your prefered account in which to hold BEP, BIP and BAM? I have them on my radar, so I want to make sure I maximize returns when the time comes to own them.

Thank you very much as always.
Read Answer Asked by Pierre-Charles on December 19, 2018
Q: I have a loss on Power Corporation.
I intend to sell the stock to take the capital loss.
Can you recommend a replacement?
Of course I like dividend and growth! But I could live with a smaller dividend and some growth,
65 an retired.
Thanks!
Read Answer Asked by Serge on December 19, 2018
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