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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: Other than ENB. what other Canadian stocks could be effected by the MLP ruling and to what degree. also if and when would this come into effect.
Read Answer Asked by colleen on March 19, 2018
Q: I'd like to understand the taxing of distributions/Dividends better

For example CAD dividends receive the dividend tax credit. But other distributions are taxed as interest, others maybe capital gains? like AW income fund. REITs etc

Could you outline the different types of taxation that can happen for cash paid out from a publicly traded canadian security, AND how to distinguish what type of distribution a certain security makes.
Read Answer Asked by Kuldar on March 19, 2018
Q: I read in a previous post that you favored HPR and ZPR over CPD (Sept 18, 2017) because of the rate reset. I am currently adding to my fixed income and would it be a good strategy to add 50 / 50 ZPR and CPD for the preferred portion ?
(I also own a larger position in CBO).

Also, do you recommend adding a convertible bond etf (CVD or other) for diversification purposes ? Thank you for your comments.

Read Answer Asked by Pierre on March 16, 2018
Q: I'm confused about this stock. BMO Investorline shows it's undervalued, and has an estimated 17% EPS growth forecast. But, they also show a +10% increase in revenues, and a -74% decrease in EPS in 2017. And then there's their business model: "provides electricity, natural gas and solar products to residential and commercial customers through an innovative brand strategy and multi-channel marketing approach". Are these the people behind locking in unsuspecting customers in binding contracts that promise to lower their utility rates, but actually end up costing them more? Your comments on their business and financials would be appreciated.
Read Answer Asked by Helen on March 16, 2018
Q: Please let us know what you find out about ENB as far as it being involved with master limited partnerships. My quick search tells me Enbridge is a normal corporation rather than an MLP. Enbridge Energy Partners, EEP, is an MLP. My information concerns the U.S. stocks. I don't know if there would be different considerations for Canadian shares of ENB. Thank you for your ongoing information, education, and guidance.
Read Answer Asked by Jerry on March 16, 2018
Q: In my portfolio I selected CLF for a significant amount of the fixed income portion of my accounts (in both RRSP and non reg accounts). A the time (almost 2 years ago) I thought it would be the safest since it is a government bond index. However, am down by almost 6% since purchasing. My priority for fixed income is to not lose capital. Do you have another suggestion? Perhaps GICs make more sense? Are there worries in the market regarding Canadian government debt (i.e considering escalating debt levels at the federal level as well as some provinces - like Ontario and Alberta).
Read Answer Asked by BRYAN on March 16, 2018
Q: Good morning. Looking to add a few stocks (services, financial, utilities) for 5+yr hold with growth and income. EFN, AD & ENB are my front runners, respectively. Could you suggest one other alternative to each of those three that you would recommend? especially interested in your opinion on EFN today with their earnings news. And what is EFN payout ratio? great service thx. I am 35 years of age with higher-risk tolerance.
Read Answer Asked by Gordon on March 15, 2018
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