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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: Please provide me with a list of solid Canadian stocks (such as the Brookfield group) in which I may receive dividends/distribution in US dollars.
Is the income converted to CDN for income tax purposes (by me, the co. or RevCan) ?
I assume there will not be any withholding tax as they would be CDN companies?
Would I be charged a commission by anyone, i.e. the company or Scotia iTrade?
Anything else I need to know?
Thanks
Derek
Read Answer Asked by Derek on April 04, 2018
Q: 11:56 AM 4/3/2018
I own RY, CM, BNS, and some TD, and they comprise nearly 20% of my income-oriented portfolio. It is often suggested that I should own shares in one or more insurance companies, but I think the big banks are already in the insurance business so I believe I am already am invested in the insurance sector.
Would you think I need to buy some SLF?
Could you please give me an estimate of what proportion is in insurance business in each of the big banks.
Thank you............. Paul K
Read Answer Asked by Paul on April 04, 2018
Q: I sold half my holdings in MOMO and now have a third position. It is rather volatile. I read parts of its filings and checked metrics including PEG, ROE, growth forecast &c. The Thompson Reuters report on the company MOMO a 10 overall. I assume a 7 to 8--- I deduct for Chinese accounting --- BUT is MOMO as an ADR not subject to US Final Reporting rules? I would appreciate your opinion as that would incorporate data you from Bloomberg. Do you think the risk-reward is justifiable? Specifically, does MOMO have good cash flow and is it free from excess debt?
Read Answer Asked by Adam on April 04, 2018
Q: Hi 5iResearch Team,

Just wondering if there is a site(sites) one can go to for short positions on both Canadian and US equities.

Cheers,
Read Answer Asked by Harry on April 04, 2018
Q: I recently sold ENB.PR.V which trades in the TSX . It is a USD pref that pays its dividend in USD. My question: do you have a list of USD denominated prefs that trade on the TSX? ( not including ENB issues)
As an aside to any body else with these sort of holdings in a taxable account: Be mindful of the T-5s these things generate. It is easy to miss the USD part, and enter( or download as of recent) the data into your software as CAD$. I did that, and CRA was not happy.
Thanks as always for your interesting perspective.
Tim
Read Answer Asked by Tim on April 04, 2018
Q: Hello,

In your opinion, why does the TSX continue to underperform compared to the majority of markets around the world? What do we need to do to fix this?

Regards,

Robert
Read Answer Asked by Robert on April 04, 2018
Q: I own 245 shares of REF.UN that I have held in a brokerage account for some time. They recommend that I sell for $50.00 now, and they would only charge 1/2 the commission. I understand that if the deal goes through I can take the option to sell at $53.75 with no charges. In your expert opinion, what are the chances of the deal falling through? If this happens the shares would likely fall back to the $42.00 range.
I do not want the CHP.UN shares, but I would like to sell all of the REF.UN shares.
I am wondering if the broker just wants her commission. PLease give me your expert opinion. Sell now or wait?
Read Answer Asked by Shirley on April 04, 2018
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