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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 thinking of diversifying my income portfolio and would appreciate if you could comment on the merits of the above and which one you would recommend.

Thanks

Wayne
Read Answer Asked by Wayne on July 20, 2016
Q: I'm not aware of the nature of the A&W distribution, but a non-eligible dividend is not taxed the same as interest as indicated in the Q&A earlier today. The following link will provide the precise tax rates for Ontario (other provinces also available on that website) at different levels of income:

http://www.taxtips.ca/taxrates/on.htm

Read Answer Asked by Christopher on July 13, 2016
Q: I just noticed that the distribution for this fund is considered as a "non-eligible" dividend because the payments come from A&W Trade Marks. I think this means it does not receive the more favourable dividend tax treatment. So, is it taxed more like interest (i.e. at the highest rate) or is there still some benefit from it being a dividend?

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on July 13, 2016
Q: In your write on NPI you said "there are other 5% yielders with less leverage". Can you tell me who they are.

Thank you as always
Craig
Read Answer Asked by Craig on June 28, 2016
Q: I am retired and have several dividend stocks. I'm a recent member to 5i research and am looking at adding AW.UN and ECI from your income portfolio. They have increased in price since you put them in the portfolio. Is it still advisable to purchase them at the current price or could you suggest a maximum price point for purchase? I plan to hold them for a few years.
Read Answer Asked by Sharon on June 28, 2016
Q: I am trying to decide on one of three stocks for income and a bit of growth. How would you rank Boston Pizza (bpf.un), A & W (aw.un), and Pizza, Pizza (pza)?
Read Answer Asked by Lloyd on May 30, 2016
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