Q: A new issue @ $ 11.75. A senior looking a small position for long term and diversification. Your thoughts.
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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: Would you be able to provide me with your view on PUK - Prudential PLC
Thanks,
Terry
Thanks,
Terry
Q: Hi 5i Team,
Ever since Donald Trump announced his candidacy for the job of U.S. President, he has repeatedly made disparaging remarks about China. I'm starting to wonder if all this trash talk might not cause investors to dispose of any holdings they might have in Chinese companies.
I currently own shares in Alibaba but I fear that they might follow the same pattern as Boeing and Northrop Grumman did in the aftermath of negative tweets by the President-Elect in recent weeks.
Do you see this as a likely possibility? Should I sell as a precaution?
Robert
Ever since Donald Trump announced his candidacy for the job of U.S. President, he has repeatedly made disparaging remarks about China. I'm starting to wonder if all this trash talk might not cause investors to dispose of any holdings they might have in Chinese companies.
I currently own shares in Alibaba but I fear that they might follow the same pattern as Boeing and Northrop Grumman did in the aftermath of negative tweets by the President-Elect in recent weeks.
Do you see this as a likely possibility? Should I sell as a precaution?
Robert
Q: Hello Team,
I was reading a recomendation on ING-N recently which seemed favourable.
It indicated that ING was well capitalized, had a yield of 5.5%, a PE of 10 and that it was vallued at less than tangible book value,sounds ok to me.
I get that it is not something you would normally follow but any comments/insight would be appreciated. That is bescause your feedback is always balanced and astute!
thanks so much.
I was reading a recomendation on ING-N recently which seemed favourable.
It indicated that ING was well capitalized, had a yield of 5.5%, a PE of 10 and that it was vallued at less than tangible book value,sounds ok to me.
I get that it is not something you would normally follow but any comments/insight would be appreciated. That is bescause your feedback is always balanced and astute!
thanks so much.
Q: Is acwx a good all in one etf to get international exposure outside north America or should a portfolio go with separate etfs for different regions like fez, vwo,etc?
Q: Holding modest amount of funds in trust for kids w/5 year time frame. What do you think of Bayer today as lynchpin holding for US funds? Is there a difference tax wise for dividends vs US company like PFE? Thanks as always for the great service!
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CI First Asset European Bank ETF (FHB $7.14)
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iShares MSCI Europe Financial Sector Index Fund (EUFN $37.35)
Q: Do you know of an etf that invest European banks or global banks ex-us
Q: In response to another subscriber's question you said you "...would be more comfortable with Nestle. It trades at 19X earnings, with a 3.4% dividend. Debt is high, but so is free cash flow. Solid earnings growth is also expected from the company. It does not have a great record of beating earnings estimates, but overall we think it would also be fine as a consumer sector investment."
Nestle trades as NSRGY on the pink sheets. What would be the tax treatment if I bought and held this in my RRIF account? My understanding is that Swiss withholding taxes would be deducted at source and the after tax yield would be much less than 3.4%.
Nestle trades as NSRGY on the pink sheets. What would be the tax treatment if I bought and held this in my RRIF account? My understanding is that Swiss withholding taxes would be deducted at source and the after tax yield would be much less than 3.4%.
Q: I recently received Coty shares for my PG shares and since it will take time for Coty to bring benefits of merger with PG brands I am lookiung at switching 50% of my Coty shares for Nestle or UL. The funds are help in a RIF and my time line is two years. Please advise.
Hamish
Hamish
Q: Good day folks,always thank-you for your wisdom,i'm 72 and i follow your income portfolio,therefore withing some exceptions all my retirements RSSP-TSFA are basically close to the 5I Income,in order to diversify a bit toward the world emerging bond markets,I would like to have your opinion on EMB.
ThankYou
Dan
ThankYou
Dan
Q: Re: Comment by Denis
Unilever trades under two primary symbols: UL and UN.
UL is traded on the London exchange and there are no withholding taxes. (but some minor administrative fee).
UN is also Unilever, but is traded in Amsterdam and there is Dutch witholding tax.
Hence for an RRSP or TFSA, one should always buy UL. As for a non-registered account, if the withholding tax on UN does not exceed 15% (the max foreign dividend tax credit offered by the CRA to individuals, to the best of my knowledge), it doesn't make any difference whether you purchase UL or UN.
Unilever trades under two primary symbols: UL and UN.
UL is traded on the London exchange and there are no withholding taxes. (but some minor administrative fee).
UN is also Unilever, but is traded in Amsterdam and there is Dutch witholding tax.
Hence for an RRSP or TFSA, one should always buy UL. As for a non-registered account, if the withholding tax on UN does not exceed 15% (the max foreign dividend tax credit offered by the CRA to individuals, to the best of my knowledge), it doesn't make any difference whether you purchase UL or UN.
Q: UL Unilever
company does not come up. I own UL adr and there is no withholding taxes only minor administration fees on TD webbroker.105.93 dividend, 1.50 adm fee.
just a comment.
company does not come up. I own UL adr and there is no withholding taxes only minor administration fees on TD webbroker.105.93 dividend, 1.50 adm fee.
just a comment.
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BMO International Dividend ETF (ZDI $31.50)
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Mawer International Equity Fund Series A (MAW102 $95.19)
Q: I currently hold MAW102 Mawer Int'l Equity in my RRSP and am contemplating a switch to ZDI which has a distribution yield of
4.9%.My purpose is to generate more cash within the RSP.Your thoughts are appreciated. Joe
4.9%.My purpose is to generate more cash within the RSP.Your thoughts are appreciated. Joe
Q: what are your thoughts for ing groep nv for the next year. thank you.
Q: see eric reguly article ROB magazine last saturday re "socially committed corporation"
It is currently close to a 52 week low
Please advise re pros/cons buying now for tfsa; can i buy this directly on the european exchange or must i buy as Adr ; it seems to have 2 listings i.e. UN and UL
Many thanks
It is currently close to a 52 week low
Please advise re pros/cons buying now for tfsa; can i buy this directly on the european exchange or must i buy as Adr ; it seems to have 2 listings i.e. UN and UL
Many thanks
Q: I am interested in a small position in zef and I am wondering what a rising U.S. dollar might have on this etf. Would you recommend this etf for an allocation in an rrsp for income? Thanx.
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BP p.l.c. (BP $46.44)
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Royal Dutch Shell PLC American Depositary Shares (Each representing two Class B) (RDS.B)
Q: I'm looking for a long term high dividend paying company. Which do you prefer at this time? Thanks!
Q: Can I have your thoughts on ZDI or an alternative you suggest. Yield and holdings look good. Also, what do you suggest as a foreign stock holding percentage for a portfolio not including US stocks. Looking to add foreign dividends and exposure with existing incoming Canadian dividends from portfolio. Does ZDI hold the stocks directly or through another ETF, I want to get as close as I can to the ownership of the stocks through the ETF avoiding any unnecessary extra fees.
Q: I appreciate your opinion and advise about Novartis.Thank you.Ebrahim
Q: What are your thoughts relative to this stock. Have some US cash to invest - approx $10,000? Looking for decent dividend and future growth. If not this stock, what other stock would you suggest.