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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: Thank you for recommending AOK for my RRSP USD. Do you have a similar USD recommendation with more international exposure that has similar investment goals? Thanks. Peter
Read Answer Asked by Peter on April 23, 2019
Q: With talk about banning huawei, should I be concerned in owning any telco stocks for the next 12 months. Maybe an opurtunity to buy on a dip if it happens. No idea what effect it could have financialy on these companies other then investor reaction on the stock price
Read Answer Asked by Tim on April 23, 2019
Q: I am looking to increase my Utilities sector to 10% ;currently have BEP.UN at 5% and FTS at 3%. I just reviewed both companies 2018 Annual Reports and noted FTS 's Revenue Growth ,Earnings and ROE are all lower relative to 2017 whereas BEP.UN(although a smaller company ) increased in all areas relative to 2017. With this information I am not inclined to invest further in FTS and in fact I am wondering if I should take profit from my Fortis (in RRSP) and then diversify in a third utlity. Second question -what other utility would you recommend at this time? Thank you for your time.
Read Answer Asked by Elizabeth on April 23, 2019
Q: My wife currently holds two BMO Equity Growth ETFs, series A and T6. According to their info sheet, it states they have management fees of about 1.4 % and MER of 1.71%. Are both those fees payable, or is the mgmt fee included in the MER
Thanks
Read Answer Asked by steve on April 23, 2019
Q: Do you have any plans for a trip in the near future?
Read Answer Asked by Dawn on April 23, 2019
Q: I want to buy some growth stocks but strong so that I don't need to check every day
growth may be low but ok Including US stocks which I know is not your specialty but
has proven much much better than Canadian stocks
Read Answer Asked by Nizar on April 23, 2019
Q: Good day 5i and happy Easter to all.my current allocation to global equity is 25%of which 7% is mpcf and 18% xdg..I am retired with a divided and growth profile.do you like mpcf as a so called way to have an alternative weight to portfolio or as I am considering dropping it in favour of more yield and add to xdg? And also do you think xdg offers good value at 21$ or would you wait for a pull back? Your input geatly appreciated.tks Larry
Read Answer Asked by Larry on April 23, 2019
Q: The tax treatment of these ETFs (and typical of others) is difficult to determine. Dividends are withheld from these ETFs but are applied to the book value of the stock. We still pay for the dividend as income (with tax credits) but when the stock is sold, the capital gains are reduced by the amount added to the book value. Capital gains are taxed at 50%. Does it matter if we hold these in a RRIF or personal account? I'm retired and total dividend income is below $50k.
Read Answer Asked by Greg on April 22, 2019
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