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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: Boyd Group Income Fund is planning to convert from an income trust to a corporation. The conversion will be on a taxable basis. I am holding Boyd in my Margin, RIF and TSFA
accounts. Presumably there will be no tax consequences for RIF and TSFA holdings.
However, how will my Margin account be affected and what
is your advice. Thanks.
Klaus
Read Answer Asked by Klaus on October 21, 2019
Q: it seems to me that a good place to have bond ETF is in an RRSP. do you agree? currently I have about have of my wife's RRSP in VSC and the rest is in cash right now. i was thinking that I would place the remainder in another bond ETF with low management fee and with perhaps a more aggressive posture. Does this make sense and what other bond ETF would you recommend? thanks.
Read Answer Asked by Stuart on October 21, 2019
Q: Portfolio Analytics indicates that I am overweight technology and underweight financials. My position in CSU needs to be trimmed, perhaps, and I would like to know if BAM would be an equivalently good company for me to add with the funds from trimming CSU. When I review the questions on BAM your answers indicate that BAM is one of the best in Canada, a "must own" company, yet it is not in any of the portfolios. I've made a fairly firm promise to myself to follow the portfolios, but I might break it in this case. I'd like your comparison of BAM and CSU: management, balance sheet, history, outlook, etc., etc. Otherwise maybe I should just live with a 10% position in Constellation Software.
As always, thanks for your valued opinion.
Read Answer Asked by Gordon on October 21, 2019
Q: Hi, In a Q&A in The Globe and Mail, Friday, John Heinzel explained that BYD.un units conversion to common shares will result in taxable gain (if held in non-regd accounts) as if units are sold at market price by the holders, on the conversion date. Is it true? Thanks to 5i, most of us have owned this remarkable company for years and enjoyed huge price appreciation. Is there any way or means, in your view, to avert or minimize this large capital gains event ? Thanks
Read Answer Asked by rajeev on October 20, 2019
Q: GIL is on my add to holdings at next opportunity to align with the 5i portfolio. Is today the day to do it with the drop? I assume this is greatly Trump China trade related so who knows how it will go. CAE and BYD.un are also on my buy at next opportunity list would you prefer one of those...
Read Answer Asked by Tom on October 18, 2019
Q: My ETF portfolio is 30% SPY, 20% VIG, 10 IWO ( 50% USA exposure), 20 VE and 20% VEE. You seem to have switched to recommending VSP and VUN as your USA ETF. What are the advantages of VSP/VUN over SPY. VSP and SPY have similar mers, VUN is a bit higher at 0,16. I assume I started buying SPY on 5i recommendation at some point in the past... Balanced portfolio follower, nearing retirement so shifting more towards income/div aristocrats over pure growth plays.
Read Answer Asked by Tom on October 18, 2019
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