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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: Hello
Could you please tell me how drips get taxed?
Since they pay in stock, does the value of the stock received get treated as dividend income on a T5? Is the only difference being the dividends are paid in stock and often purchased at a discount?
Or is it a formula where the ACB gets adjusted and the benefit is in the form of a capital gain once the shares are sold?
Thanks
Read Answer Asked by Carlo on March 05, 2018
Q: I have some money to add to 2 of the listed companies. Please rank them according to safer growth prospects (with your rationale).
Much appreciated as usual. RAM
Read Answer Asked by Ray on March 05, 2018
Q: Your sudden sell recommendation on abt totally shocked me.
Your thesis has always has been to invest over the longer term.
This stock was your favorite not to long ago and now all of a sudden management is lousy and you have no confidence in abt anymore.
Other people you tell to wait a couple more months ,see if things turn around.
My question,did you ever talk to management?did you visit their offices?
You mention it as a take over candidate....which companies could take this over?
Are their growth prospects taken longer then expected,or is it not expected at all?
Is the dididend safe?

Read Answer Asked by Josh on March 05, 2018
Q: i have roughly more than 100 thousand investment room in rrsp resp and TFSA. i am thinking buy some reit or stock?

pls help me>

appreciate.
Read Answer Asked by liang on March 05, 2018
Q: My question is regarding someone with a substantial US portfolio who wants to invest in some Canadian companies. He is thinking of investing in a few Canadian growth Tech companies and a couple of blue chip ETF's. Can I please have your thoughts on this and some recommendations? Thank you.
Read Answer Asked by Lois on March 05, 2018
Q: Hi 5i staff, I Think this would be a good income investment , however I am really confused regarding the Mer.
Redwood shows 1.50 Mer on their site, You show 1.76 , Morningstar shows 1.76, TD direct shows Mer @ 1.76, but also shows Actual management fee @2.25.
Is there an answer as to why all the discrepancy.
Another Question, Why would anyone pay the high Mer for the mutual fund version when the sam product is available as an ETF with a .75 Mer
Best Regards
Read Answer Asked by l on March 05, 2018
Q: Hello Peter and Team,
I am looking to deploy some cash in young persons TFSA, so the time horizon is long. Could you suggest as a couple of good long term stocks that are presenting a buying opportunity at the moment? Or perhaps just your favorite couple of names (maybe the best stocks never go "on sale"). Or would you hold some cash and wait for a possible further correction before buying?
Thanks for your great service!
Read Answer Asked by Ed on March 05, 2018
Q: Hi there,

I read an article in The Toronto Star this weekend by Gordon Pape. He mentioned a company called Harvest Portfolio Group and referenced the performance of a few of the ETFs they run. I was interested in your take on their Tech Achievers Growth & Income ETF. How would you compare this against something like a ZQQ/XQQ/HXQ and which would you suggest in owning?

Thanks!
Read Answer Asked by Michael on March 05, 2018
Q: I am seeking to invest the proceeds of a business sale for target returns of inflation + 4% and wishing to increase competence in self directed investing. 25% is marked for bond funds, 35% is earmarked for dividend stock, 25% for Equity ETFs, 7.5% t-bills and 7.5% highly speculative stocks . Do you feel that an allocation of 25% into bonds is too heavy given the probable rise in future interest rates? What funds would you recommend with low mgmt fees and reasonable performance?
Read Answer Asked by Wendy on March 05, 2018
Q: I own BNS, and TD, and would like to add one more Canadian Bank. Which other bank has the highest US exposure. Which other bank has the best dividend growth, and lastly which one would you recommend for a 3rd position.
Thanks
Read Answer Asked by Darcy on March 05, 2018
Q: Earnings release looked fine to me, thus I stepped in on the pull back to now hold a 7% position. Divi is next week, which I will take and I expect ET to move back up into its regular trading range based on this earnings release. When that happens I will sell off half of my current position. Question, what do you think of earnings release and my short term strategy?
Read Answer Asked by Harry on March 05, 2018
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