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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 am considering a switch from Corby Spirit & Wine to Diageo. I realize I am losing the dividend tax credit, a bit of yield, and taking on some currency risk, but gaining international exposure, size, and presumably growth potential. One concern is Diageo's volatility as compared to Corby. Any comments on this idea would be appreciated.
Read Answer Asked by Stephen on October 09, 2014
Q: hello- Do you have any thoughts on Aegion in the US- they are at a 2 year low - is their business similar to our Shawcor, which is still
holding up here in Canada?
Thanks
Read Answer Asked by Pat on October 09, 2014
Q: Do you know anything about this US company? It was a pounding recommendation of Cramer's which seems like I have held forever. Broke my own rules and am down 35 per cent. I have often heard that you if you are not comfortable averaging down on a company you own then you should just sell and move on. I thought it was a good company with all the conversion of gas stations to natural gas.
Read Answer Asked by Helen on October 09, 2014
Q: I`m looking for some exposure to US stocks that offer a minimum of 4% div (US), with some room for growth. I was thinking of adding GE, understandably with a longer horizon, and two more stocks, preferably in small to mid-cap. If you differ with GE, could you suggest an alternative? thank you Peter and Team.
Rick.
Read Answer Asked by Rick on October 08, 2014
Q: your thoughts going forward with this company


thanks
Read Answer Asked by eddie on October 07, 2014
Q: Hi Peter and crew, please give me your thoughts on APP. There is a stir in the air re; this stock.

Thanks Mo
Read Answer Asked by Maurice on October 06, 2014
Q: Hello Peter and team,

I am looking to get some exposure to the US market via an ETF in a non-registered account. My criteria is that the ETF must pay a dividend and have some growth potential; this is for a 3+ year hold, medium risk investor. Searching through the Q&As it looks like your favourite US ETFs would be SPY, IWO and VIG. Based on the current market environment which is your favourite ETF that will meet my criteria today?

Can you remind me about the withholding tax issue? Is it worth the hassle of the withholding tax, or is it better to get a Canadian $ hedged ETF instead (and which one)?

If I buy before the end of the year, will I get a large taxable distribution (e.g. IWO in Dec 2012)? Is it better to wait until January to buy? Many years ago I bought a mutual fund in a non-registered account in November, and got stung by a large tax bill when they paid out the distribution in December even though I was not in the mutual fund for most of the year. I don’t want to repeat that, and I am not sure if ETFs work that way as well.


Paul J.
Read Answer Asked by Paul on October 06, 2014
Q: Trinity has dropped from 52 week high of 50 to 41, i know you liked it in the past do you still recommend. Dave
Read Answer Asked by david on October 06, 2014
Q: Peter and team:
What do you think of xlk as a broad brush play on the technology sector? Is there a Canadian equivalent? (either Canadian companies or American companies in can. funds). Could you briefly touch on how etf's are handled vs. pure stocks @ tax time?

Thanks for such a great service!

Phil
Read Answer Asked by Phil on October 06, 2014
Q: I have been under water with this fund since 09, it pays a good dividend but will there be an improvement now that Bill Gross is gone? Thanks, Jack
Read Answer Asked by Jack on October 06, 2014
Q: I have some US cash to invest. VZ was a BNN top pick the other day. I am also interested in COST. I would appreciate your opinion.

Thank you as always
Craig
Read Answer Asked by Craig on October 06, 2014
Q: Good morning 5i, in April you liked the high yield sector; has your opinion changed or is this still a hold. Thank you
Read Answer Asked by Alayne on October 06, 2014
Q: Hello 5i,
Ensco PLC (ESV) is getting beaten down badly, will they be able to keep the dividend going. Will they bounce back with the price of oil?
Thanks,
Read Answer Asked by Mark on October 03, 2014
Q: Hi,
What do you think about those recent IPO on the us market :
FEYE, MKTO, FIVE, PBPB, NDLS,
Thank you
Francois
Read Answer Asked by Francois on October 03, 2014
Q: MFC Industrial (MIL in the US) : stock in free fall. Unfortunately I have it. Do you think best to cut loss and run?
Thank you for this incredibly good service!
Adam
Read Answer Asked by Adam on October 03, 2014
Q: Greetings,

i am looking for your views on unilever versus Bristol-meyers. both of these have corrected significantly and am looking to add to my US holdings. I need a steady stream of US income in the future so trying to build a nice, steady group of dividend payers that i can hold for a long period of time.

Cheers and thanks for all your great advice.
Read Answer Asked by kelly on October 02, 2014
Q: The U.S. gov't is being lobbied by the rail and oil companies to delay the railcar upgrade deadline and the TRN price has dived. TRN is said to have a huge order backlog. Do you think the co. is oversold here?
Read Answer Asked by Ken on October 02, 2014
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