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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: Hi team - I know you don't cover Novo Nordisk. I'm trying to find the dividend tax consequences holding this ADR in an RRSP. I have no success finding out what agreement we have with the Danish government. Are you able to help?

Is there any concern about competition for this company? Will margins suffer?

Jim
Read Answer Asked by James on October 11, 2016
Q: What's your advice for a younger investor with regards to TFSAs and RRSPs versus non-registered accounts? Should we direct all our savings to registered accounts until we max out our contributions and then direct excess to non-registered accounts? Is there a case to be made for the tax-loss advantages of non-registered accounts before looking at RRSPs? I see TFSAs as a more liquid savings account and an RRSP as much less so. Thanks.
Read Answer Asked by Jordan on October 11, 2016
Q: Is United Health (UNH.us) one to sell given the unusual political volatility? My question was also prompted by my renewed awareness that I may have over-allocated funds to bio-tech companies, and older-line pharmaceutical companies listed in the US and Europe. UNH is neither bio-tech nor pharma, but would it be safe from the ongoing and apparently increasing Congressional frustration with the entire industry.How would the abolition of the Advanced Health Care Act affect UNH? I am fine riding out the political yelling, so long as you think UNH still has a good future, with dividend growth and some price appreciation.
Read Answer Asked by Adam on October 11, 2016
Q: Hello,

The following 5 companies are on my buy list to complete my portfolio:

PBH
TOY
NFI
BCE
CAR.UN

I have room for two in my TFSA, two in my non-registered and one in my RRSP. How should I divide the above 5 stocks into these accounts?

My plan is to buy on pullbacks. But I'm thinking about buying CAR.UN now because it has already pulled back on the mortgage news. Does this make sense?
Read Answer Asked by Carla on October 11, 2016
Q: Hi Peter and team,my holdings down 10~20%,should I hold or sell ?any chance of bounce back in the next 6 months ?
Read Answer Asked by Sunny on October 11, 2016
Q: I have been quite patient with Husky Energy (HSE) having bought in 2011 and earlier. The reward for my patience has been a drop in value of 36% excluding dividends. Since the stock is up about 16% YTD, is it a good time to sell the stock (RRSP) and replace it with something else. In my RRSP I have too much oil already so would like a recommendation outside of oil and gas. I am retired and relatively conservative but don't need a return for 5+ years. Also I am prepared to keep HSE if it's the best thing to do.
Read Answer Asked by ED on October 11, 2016
Q: ABT has lost 15% of its value in the last 2 months. Any reason for the drop? Would you buy more (up to your maximum allocation)?
Read Answer Asked by Douglas on October 11, 2016
Q: Thanks for the blog "Who gets impacted by a carbon tax?".
While Saskatchewan and Alberta show the highest per capita impact in your analysis, isn't it energy users who will pay the bill? With the largest populations, won't a considerable part of the cost be borne by Ontario and Quebec drivers, particularly drivers of the least fuel efficient vehicles?
Also, do you happen to know how a carbon tax impacted countries that implemented it years ago? Thanks for any references you have on this. Edward
Read Answer Asked by Edward on October 11, 2016
Q: Hello Peter and 5i Team,
Could I have your assessment on the impact, if any, of the carbon tax on High Arctic Energy?
What would your thoughts be towards HWO, moving forward in general, for a 3 -5 year hold?
Can you suggest any other stocks /companies that would have an edge over their competition in light of the impending carbon tax?
Thank you kindly,
Rick
Read Answer Asked by Rick on October 11, 2016
Q: What do you think about taking a 5% position in Bird at this time. Although its share price is down, it has consistently paid an attractive dividend since 2011 (0.66/year), rising to 0.76/year in 2014 where it has remained. Its second quarter results were disappointing due to Alberta wildfires, but isn't this a good entry point as Fort McMurray reconstruction ramps up?
Read Answer Asked by Jean on October 11, 2016
Q: I have about 10% cash right now. Normally I prefer to be fully invested because I like the steady dividends. My investing style is somewhere between your income portfolio & balanced portfolio and the portfolio is reasonable balanced. I don't need to take anything from my investments now but I will in a couple of years.

It "feels" like sitting on a bit of cash makes sense right now in the short term and maybe take advantage of tax loss season or other buying opportunities (seems like a lot of those recently).

Your thoughts?
Read Answer Asked by Gordon on October 11, 2016
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