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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: Good morning,

I just sold a US stock in my Non Registered US$ account that was paying dividends in US $ and was subject to a withholding tax.

I'm now considering the purchase of ENB for a solid and good dividend and would appreciate your thoughts on the following:

Q1. Is there any advantage of purchasing ENB in my Can$ Non Registered account over purchasing ENB in my US$ Non Registered account.

Q2. If I buy ENB in my US$ Non Registered account, on the US stock exchange, would ENB:US dividends be taxed as income and subject to a withholding tax?

I thank you and look forward to hearing your sage advice.
Read Answer Asked by Francesco on January 12, 2022
Q: Peter and Team. Happy New Year to you all. In December I engaged in some tax loss selling to lower my previous taxable gains on the above noted stocks. The 30 days has passed and I now plan to repurchase some of them to hold for 2 years or so. Can you please rank which of these you consider are the best to re-purchase in my non registered account. Are there any in this list which you suggest I should forgot about. Thanks for your great advise.
Read Answer Asked by Peter on January 12, 2022
Q: I have ERF, LSPD, LSPK, NVEI and WELL in my TFSA. I would like to add one or two more equities to my holdings. What other Canadian stocks only should I consider. Please rank in order of purchase and provide three or four names. Thanks
Read Answer Asked by David on January 12, 2022
Q: Is the Buffett Indicator of any value today. Meaning if it goes above 180% should you rethink your momentum stocks and reduce margin? Buffett indicates that above 200% is dangerous and 120% is now normal. Have these numbers been adjusted in recent years due to quantitative easing and now that the feds have reduced quantitative easing should they be tightened? What do you feel the new normal range is with the feds hawkish change? I know timing the market is never good, but I think reducing margin and removing the gasoline at times should be considered.
Read Answer Asked by Terry on January 12, 2022
Q: For energy exposure, would you have a preference for CAD or US companies.

I am considering XLE vs XEG. Which would you prefer? Would a combination of both be preferable ? Im open to other ETFbs suggestions.

Thank you.
Read Answer Asked by Karim on January 12, 2022
Q: Hi Peter and 5i Team
I have held QSR in a RIF and am considering replacing it with KEG or AW. Both have more attractive dividends and seem to be performing better in the present environment. Could you rank in order of preference based on present valuation and future returns. Thanks for all you do.

Read Answer Asked by Gary on January 12, 2022
Q: The company issued guidance for 2022 and 2023. This stock seems undervalued and I don't see any analyst coverage. What company would be a good comparable company?
Read Answer Asked by Murray on January 12, 2022
Q: I use covered calls on a small number of US stocks to generate monthly cash flow and I am wondering what you recommend when coming up to an earnings report. Typically I use short duration calls of 1 month.

Is it better to wait for the report or ignore that and write a one month call that would straddle the earnings report? The other possibility, of course, would be to write a very short option to expire just before the earnings report.

I am looking at LMT at the moment but this is more of a "What factors would you consider in deciding in this kind of situation?"

Many thanks

Mike
Read Answer Asked by michael on January 12, 2022
Q: How do we as investors gauge "capitulation" in the markets. Would you say we are getting close in certain sectors i.e. technology. Thanks for your insight.
Read Answer Asked by Greg on January 12, 2022
Q: Not a question...just a compliment. Sent in a question maybe an hour ago (max 2 hours). Just opened up my email and received your reply 30 minutes ago. I know you start work very early, to try to get loads of questions answered before the market opens, but obviously someone is also burning the midnight oil as well...thanks....love this service...Steve
Read Answer Asked by Stephen on January 12, 2022
Q: If I buy a stock in my registered account < 30 days BEFORE I sell the same stock in my unregistered (Cash) account, is it still applicable for tax loss or is it considered superficial?
Read Answer Asked by David on January 12, 2022
Q: These 7 losers are a 3% drain on my otherwise successful portfolio. They currently make up about 3% of portfolio total. Are any worth keeping for med to long term or should I put that money to better use? I’m not asking for details on each just if any jump out as possible big winners. Thanks.
Read Answer Asked by John on January 12, 2022
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