Q: I am thinking of buying some of Baytex`s Series C 6.625% debenture 2022, thoughts? I can't seem to find a symbol for it, can you help?
Thanks,
Ted
Thanks,
Ted
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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: should i keep the stock
Q: Hello all,
This is further to the question regarding BIP.UN and tax reporting. I have had this equity for several years and it is always, without exception, the last tax form I receive. As of yet, this year's (2016) has still not arrived.
Having said that, it is a very small problem. Annoying, yes, but nothing more.
So, some final points:
1. It is probably not tax-advantageous to keep in a taxable account in the first place. (That was the only room I had available when I chose to purchase it - my bad.)
2. Kept in a TFSA, RRSP or other tax-efficient entity I don't believe the tax issues apply so if you have, or can make room, put BIP.UN (this would apply to BEP.UN as well, I imagine) in one of those vehicles.
3. We are in the process of moving our BIP.UN into our TFSA's each year until it is all in TFSA's, thus our tax issues become smaller each year until they will finally go away.
4. BIP.UN has been a stellar performer in our portfolios both in terms of dividend cash flow and capital appreciation - it would take something really dramatic for us to part with it. I guess it would be one of our "core" holdings.
All the best!
Cheers,
Mike
This is further to the question regarding BIP.UN and tax reporting. I have had this equity for several years and it is always, without exception, the last tax form I receive. As of yet, this year's (2016) has still not arrived.
Having said that, it is a very small problem. Annoying, yes, but nothing more.
So, some final points:
1. It is probably not tax-advantageous to keep in a taxable account in the first place. (That was the only room I had available when I chose to purchase it - my bad.)
2. Kept in a TFSA, RRSP or other tax-efficient entity I don't believe the tax issues apply so if you have, or can make room, put BIP.UN (this would apply to BEP.UN as well, I imagine) in one of those vehicles.
3. We are in the process of moving our BIP.UN into our TFSA's each year until it is all in TFSA's, thus our tax issues become smaller each year until they will finally go away.
4. BIP.UN has been a stellar performer in our portfolios both in terms of dividend cash flow and capital appreciation - it would take something really dramatic for us to part with it. I guess it would be one of our "core" holdings.
All the best!
Cheers,
Mike
Q: Re: Ian's earlier question - I have held both for several years in taxable accounts and have never had any issues getting the tax forms (T5013) on time. Complexity comes from the fact that the Distributions are not "Dividends" but include elements of Foreign Income, Interest, Return of Capital as well as Eligible Divs.....so tax hit is different than a dividend that qualifies for the DTC. This changes each year and and the T5013 lays all this out quite clearly. If you would like to get a breakdown of the elements of each historical distribution - there is also good summary on each of the firms websites. I am a very happy shareholder of both!
Q: Which of these two do u suggest
Q: TSX appears to list these both as utilities - is that also your sector classification ?
I have small positions of both in my RIF and have some cash to deploy. Is there one you would prefer over the other or would you split between the two? Many thanks.
I have small positions of both in my RIF and have some cash to deploy. Is there one you would prefer over the other or would you split between the two? Many thanks.
Q: Hi, am I correct in assuming that since ENB did a secondary (vs. Treasury) offering of ENF shares that it is not dilutive to ENF's shares outstanding, EPS or dividends? Also since ENB plans to do more ENF secondary offerings going forward might this overhang ENF's future share performance? Thanks.
Q: WHAT ARE YOUR THOUGHTS RE PURCHASING THIS STOCK?
Q: BLUE RIBBON INCOME RBN.UN has been touted as a well run income fund however its performance has indicated otherwise due to its heavy weighting in energy...I own 25% of the same stocks that this fund has in it..What would good a good replacement for this one? thank you..
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Global X Active Ultra-Short Term Investment Grade Bond ETF (HFR)
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June 2020 Corporate Bond Trust Class T units (CBT.UN)
Q: You were not enthused with this issue when it did an IPO on November 1,2016. Have you changed you view? If not what would you recommend as a good place to park cash.
The cash balance usually $100K would fluctuate; but would never go to Zero.
Thanks Team
The cash balance usually $100K would fluctuate; but would never go to Zero.
Thanks Team
Q: Your thoughts on this stock for long term RRSP hold.
Thanks
Cec
Thanks
Cec
Q: hello 5i:
2 questions.
I am interested in the fund above, and the question asked by Robert yesterday. One thing I can't quite understand: how is the fund generating a (greater than) 6% return. How is the fund able to do this with present interest rates? Through leverage?
Could you give me your opinion on the CEF WEC (Western Asset Premier Bond Fund), and would you consider this a viable holding in a TFSA?
thanks
Paul
2 questions.
I am interested in the fund above, and the question asked by Robert yesterday. One thing I can't quite understand: how is the fund generating a (greater than) 6% return. How is the fund able to do this with present interest rates? Through leverage?
Could you give me your opinion on the CEF WEC (Western Asset Premier Bond Fund), and would you consider this a viable holding in a TFSA?
thanks
Paul
Q: I understand you’re not keen on the split corps and I have read all the DFN commentary, that aside what are your thoughts and do you have metrics for FFN?
Q: I was wondering what you thoughts were on Freshii vs A&W in terms of valuation metrics and which you would prefer. Thanks
Q: The sell of on Tue. Mar. 28 seems to be rather extreme, A fellow investor pointed out "looking at the ENB chart (US chart) it looks ugly to me like its ready to take a dive (head and shoulders formation) ; the way I'm seeing it is if ENB looks bearish then ENF is probably going to take a dive as well which brings me back to the same question, why did ENF sell off so bad. The chart is here: https://tvc-invdn-com.akamaized.net/data/tvc_4a2816752f087df5dc33999672d10282.png
Would you please provide your comments and analysis.
Would you please provide your comments and analysis.
Q: We have considered adding the PIMCO Monthly Income Fund - F to diversify our fixed income outside of ETFs. What are your thoughts on the fund? If you like the fund, how would you integrate it into a Moderate Aggressive portfolio currently using ETFs (CPD, XHY, ZAG, and CBO) for fixed income exposure? Any insights are appreciated.
Q: Can you please advise if this is good ETF for Dynamic iShares Active Global Dividend ETF. I am looking for growth and dividend increase ETF in Global Market. Would you suggest ETF or is there any similar ETF. I currently own one Europe XEF EFT 2%.
Do DXG pay a monthly dividend or quarterly and dividend amount.
I currently own most of the stocks in Model Portfolio
Thanks for the great service.
Do DXG pay a monthly dividend or quarterly and dividend amount.
I currently own most of the stocks in Model Portfolio
Thanks for the great service.
Q: Can you comment on the latest quarter.
Q: What is your opinion on this ETF? Pros? Cons? Is it best to hold it in a registered account or TFSA?
"I’ve started to buy one of the newest additions to the BMO ETF lineup - BMO Canadian High Dividend Covered Call (ZWC-T) strategy. It’s expected yield is around 6 per cent and it has less risk than the overall index. It holds a basket of some of the best quality dividend payers in Canada with a yield enhancement from a 50-per-cent covered call overlay."
It was mentioned in this article:
http://www.theglobeandmail.com/globe-investor/funds-and-etfs/etfs/larry-berman-its-time-to-get-defensive-after-a-troubling-budget/article34414534/
"I’ve started to buy one of the newest additions to the BMO ETF lineup - BMO Canadian High Dividend Covered Call (ZWC-T) strategy. It’s expected yield is around 6 per cent and it has less risk than the overall index. It holds a basket of some of the best quality dividend payers in Canada with a yield enhancement from a 50-per-cent covered call overlay."
It was mentioned in this article:
http://www.theglobeandmail.com/globe-investor/funds-and-etfs/etfs/larry-berman-its-time-to-get-defensive-after-a-troubling-budget/article34414534/
Q: Good morning,what can you tell me about this company it has a 11% dividend which is normally the kiss of death how safe is the dividend and can you explain to me what they do and would you recommend it for a 2-3 year hold.