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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: i bought BCE almost 10 years ago after the flaherty income trust debacle. i have not added to the position and it now makes up a small percentage of my portfolio (less than 2%). going forward i struggle to see where BCE will get growth from. I was thinking of selling BCE and buying more BEP.UN. It would bring BEP.UN up to a full 5% weight. To me BEP.UN would provide a little more capital growth along with a higher dividend. These are both held in a registered account. Thoughts?
Read Answer Asked by Richard on October 04, 2017
Q: Hi Peter and Staff
I have a very small weighting in oil and gas and would like to increase it slightly with 1 more name. The two that I own so far are PEY and VET . If I will own 3 for a long term hold ,total return, dividends and capital gains, are those two fine to be 2 of the 3.
If so, please recommend one of the following with your reasoning to add. If you would drop PEY or VET in order to have 2 of the ones listed below, please advise

CNQ,FUR,RRX,SU,TOG or WCP

Thanks for all you do
Dennis

Read Answer Asked by Dennis on October 04, 2017
Q: There is a lot of noise about how expensive stock markets are and that we are overdue for a significant correction, particularly in the US. But if I look at my US stock, P/E's are very reasonable (see AAPL), and less than ten in some cases (see GILD).
What gives?

Read Answer Asked by Rick on October 04, 2017
Q: I am a relatively new investor and want to understand how the tax loss function works. I have a few questions.

What is the standard taxation rate for capital gains?

How is the tax loss calculated? Is it based on the average cost of purchases or the last purchase or some other formula

I am assuming that you can buy back any stock that you have sold for a tax loss after 30 days. Am I right?

I look forward to your answers
Read Answer Asked by Bob on October 04, 2017
Q: My son is returning to studies and investing what he earned as buy and hold for 4-5 years. He put two-thirds in balanced mutual funds with Canada, US and International exposure and now wants to invest the remaining one-third in individual Canadian stocks. He has enough for 4-5 names and already invested in Enbridge. What would you suggest as solid names for the remaining four given his time frame? Thanks.
Read Answer Asked by Christian on October 04, 2017
Q: Hi, CCMP Capital Advisors, the major shareholder and the initial private equity investor group is divesting its full shareholding (13 mln shares +15% over allotment, if exercised ) through a secondary offering for $18.50 a share. Does this move reflect on the future prospects of Jamieson? Are there any the major shareholders/insiders, after this sale? What is your current opinion on this company ? After watching the share price do well, since the initial offering in July, I bought a position yesterday at the open. Thanks for your insight.
Read Answer Asked by rajeev on October 04, 2017
Q: Are there tax implications with holding HXS in a TFSA given that the dividends are not distributed? I have no US holdings, and in my (latish) retirement, I've decided I could use some US exposure. Would it be a suitable single ETF to hold? I could hold it in my non registered account if that would be better, or if you can suggest another suitable ETF that could go in the TFSA, that'd be great. Many thanks.
Read Answer Asked by M.S. on October 03, 2017
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