skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I currently hold PEGI at a small loss. It was picked by our advisor when we had one. I'm now managing the account and am less familiar with it so am considering selling and replacing with Crius, which at least I have 5i to support me with.

Both have their risks...what are your thoughts on the switch?

Cam.
Read Answer Asked by Cameron on March 20, 2018
Q: Still hunting for income without taking on too much risk.

Both BIF.UN and PEG have yields in the 8% range.

I would appreciate your comments regarding adding these to a portfolio that contains most of all three of the 5i Portfolios, and is reasonably well balanced despite being underweight in utilities.

Thank you.
Read Answer Asked by Donald on January 18, 2017
Q: I saw your recent response indicating this was ok for income. In looking at this company it appears to be US based (even though it does trade in Toronto)..so if we are using a non-registered account the dividends would not be eligible for the dividend tax credit and the investment would be considered foreign for reporting purposes...perhaps one of your members that has received dividends could confirm this? thanks!
Read Answer Asked by Ed on August 29, 2016
Q: Re Pegi and Peg here in Canada - it appears they are a US based company listed here in Canada - the 2015 and 2016 "dividends" were considered non-taxable return of capital for US tax purposes (per info from the company website). Would you or any reader know what the tax treatment would be for Canadian tax purposes of a US ROC distribution?
Read Answer Asked by Ed on July 18, 2016
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!