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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 was listening to a guest on BNN market call tonight Mar 3/17 and the guest stated that REIT's should be held outside of a TFSA as the income is return of capital and is tax differed. Is that correct that when you dispose of the individual REIT in your TFSA that you will be taxed on the investment as capital Gains.I thought all gains and income on any type of investment excluding US holdings in a TFSA are tax free. I intend to do monthly withdrawls from my distributions from my REITS, Dividends and ETF's monthly in my retirement and thought all these withdrawls would be tax free as well as any sale of the stock/REIT/ETF position.
Could you give me your opinion.
Thanks
Read Answer Asked by Michael on March 10, 2017
Q: What do you think of taking a position in FAH.U as part of a global diversification plan? It would be part of a portfolio go along with India, Europe and US etf's.
Read Answer Asked by David on March 10, 2017
Q: Hi Gang, Looking to add a company or two so what order would you put the above in for growth looking out 12 months. I already own SIS, TNC and SHOP.

Thanks
Anthony
Read Answer Asked by Anthony on March 10, 2017
Q: Hi 5i,
I have ORACLE stock in a Basic Securities Account with Morgan Stanley (I used to work for Oracle Corp. in Canada), and now I want to move the stocks and/or funds from the US to Canada, and I have some questions:

Are there any tax implications for me to move the investments from the US to Canada, either on the US side, the Canadian side, or both?

Are there different tax implications if I move the investments as stock-in-kind, vs cashing them out in the US and moving cash?

Thanks
Read Answer Asked by Fernando on March 10, 2017
Q: Greetings 5i Team:

If you had to choose one of these companies to add new money to without regard to anything but expected growth over a 3-5 year time frame which would you choose and if you could please provide a brief rationale?

Thank you
Read Answer Asked by Stephen R. on March 10, 2017
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