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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: Just an additional answer to those who are interested in ADR'S as a way to diversify. Re costs, yes there are some. Eg, in my registered account, on my BP dividend, I get charged a fee on each dividend payout. Equates to 1.5% of the amount paid. I take it this is the local institutions custody and processing fee. Yet to see on UL but will likely be similar
Read Answer Asked by Harry on March 29, 2022
Q: The above companies have all fallen below 1.5% of my portfolio and I am looking to do some cleaning up. Could I get an add/sell/hold recommendation on them please?
Thank you
Read Answer Asked by Neil on March 29, 2022
Q: Electrification Theme: My question is about the "picks and shovels" in the electrical equipment market to support EVs, modern energy grids, storage and distributed power. What stocks would you recommend with a short rationale and, if possible, entry price.
Thank you
Read Answer Asked by sam on March 29, 2022
Q: I have a taxation question.If I borrow $10k to buy a dividend paying stock, and subsequently sell the sock at $9k to buy a more promising stock,can I still claim the interest on the 10k loan?
Read Answer Asked by Allen on March 29, 2022
Q: Hi 5i
There are some tenured investors behind the answers at 5i so I wonder how the question of taxation is view.

I have always considered taxation something to avoid where possible (buy and hold) and have worked to find strategies to delay taxation (Registered accounts).

How should taxation fit in the thinking of a long term investor trying to grow wealth and cash flow to enjoy life?

It obviously matters. But in the long run except to keep activity low, there seems to be little an investor can do about it.

Dave
Read Answer Asked by David on March 29, 2022
Q: Could you please help me understand the dividend yield that is calculated for ZIM. Your company profile shows its last price at $72.34 with a dividend of 17.00 and a yield of 94.001. It seems that is calculated assuming that dividend is paid for the next 3 quarters i.e., (17.00 x 4)/72.34 = 94.001%. Seems pretty (too) good to me BUT before the 17.00 dividend they paid 2.50 in December (as near as I can tell with my limited tools). Do you think it is reasonable to assume that ZIM will pay 17.00 in the next 3 quarters? Do you like the stock? Thanks again. Dan
Read Answer Asked by Danny-boy on March 29, 2022
Q: I currently own TSM and am down a bit as are many of the tech stocks this year. This company had a very good earnings report and provided very positive forward guidance in their last ER report. As well they have a large moat as one of the leading foundries in the world. In short there isn't much not to like in my opinion. However, there always seems to be some question as to when, not if, China will attempt to move on Taiwan similar to Russia and the Ukraine which would have a profound impact on TSM as a world leading semi company given the propensity of the Chinese government to heavily regulate companies in their jurisdiction. Also if TSM became a Chinese company there is also debate as to delisting Chinese stocks on the US stock exchanges if they don't meet the SEC reporting requirements. All speculative at this point I understand.

I am wondering about your thoughts on whether a company like Micron (MU) in the US might be a safer alternative given the current direction of the US government to produce products at home like semiconductors, and the potential for government assistance as well. I also own Nvidia so are they too similar to MU and I should add to NVDA on pullbacks or put some in both?

Read Answer Asked by Kevin on March 29, 2022
Q: Regarding Ivan's Mar. 28 question about these ADR's: They are all UK domiciled corporations, and the UK has no tax on dividends. Therefore there is no dividend withholding tax, even in a non-registered account. This is one of the reasons I prefer to hold ADR's of UK-headquartered stocks for foreign content - I currently can't make use of the foreign tax credit. (BTI is another one.)
Read Answer Asked by chris on March 29, 2022
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