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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: 1) Even Stephen Poloz, Governor of the Bank of Canada, has set aside the issue of NAFTA claiming there remains uncertainty until he knows more about the nature of the risk, he will not focus of that topic. The much greater risk to Canada will be the US Tax Reform. Will Canadians also shift business to the States because it will save 50% in taxes. So, the tax reform is a far bigger issue than NAFTA. How would a Canadian company's move to the US affect me as a shareholder?

2) It appears the flight from income taxed states, especially California, to Texas and Florida particularly, will continue. Seven U.S. states currently don’t have an income tax: Alaska, Florida, Nevada, South Dakota, Texas, Washington, and Wyoming. Residents of New Hampshire and Tennessee also, though they may pay tax on dividends and income from investments. I understand that four states, Minnesota, Alaska, Connecticut, and New Jersey, and the District of Columbia levy corporate income tax rates of 9% or higher. These are the States that may see the withdraw of many corporate headquarters. Six states, North Carolina, North Dakota, Colorado, Mississippi, South Carolina, and Utah, have top rates at or below 5%. Is there any benefit long term to investing in companies headquartered in non taxed States?
Read Answer Asked by LARRY on December 29, 2017
Q: Hi Peter and everyone at 5i,
Regarding Teresa's question about copper earlier today, here's an article from the Financial Post that illustrates copper's role in the potential for an electric vehicle sales uptick expected by the author:
http://business.financialpost.com/commodities/mining/can-electric-cars-power-the-next-commodity-supercycle
Thanks to everyone at 5i for providing such a valuable and profitable service to members, and a happy, healthy, and safe New Year to all in the 5i community!

Read Answer Asked by Jerry on December 29, 2017
Q: In updating my investment spreadsheets I was surprised to see that I had somehow missed a decrease in D.UN's yearly dividend from $1.50 to $1.00. It appears to have happened in the second half of the year but the company's website is no help - the last post on the front page is from 2016. I find this very strange. I have searched high and low and can't find a press release. Can you shed any light?

Thank you.
Read Answer Asked by Kim on December 29, 2017
Q: I believe there is not much opportunity in the the technology and health sectors in Canada, so have invested in USA to gain exposure to those sectors. Are there any other sectors where investing in USA be preferable to maintain proper diversification by sector?
Read Answer Asked by Robert on December 29, 2017
Q: HI there 5i
Along with portfolio reviews, does 5i have financial advisor services?
Read Answer Asked by Barry on December 28, 2017
Q: After market closed on Dec 22,GWR announced a standstill agreement with Levine Investments,W Levine & A Cohn.Please advise briefly what is this agreement & its impact on GW.GWR did drop 0.36 (3.05%)today.Your brief opinion on GWR. It is a very thin trader & thinking of selling now @ some 12% gain.Thanks for your usual great services & opinions.
Read Answer Asked by Peter on December 28, 2017
Q: It has been almost two years since your last thoughts on this very interesting company.
Can you please provide an updated opinion. I am thinking of taking an initial position in my TFSA.
It has recently spiked on some heavy volume on no news that I am aware of.
Thanks for all the many profitable ideas in 2017.
Wishing everybody at 5i a very happy and healthy 2018!
Read Answer Asked by Thomas on December 28, 2017