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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 apologize for dragging on the T1135 subject, but I'm a bit confused by your response to Henry's example of the VALUE of his initial $50K investment rising above $100K at anytime of the year.

You said "Yes, in this case you would need to fill out form 1135. The requirement is if foreign assets are greater than $100,000 at any time during the taxation year."

I'm confused because I'm under the impression that if the total COST of the security is above $100K anytime of the year it would then become a requirement. If Henry bought at JNJ $50K and then held on indefinitely without purchasing any more shares he would not have this requirement regardless of whether or not the market value increased beyond $100K. I thought the key word is COST.

Am I missing something here? Thanks for your help.
Read Answer Asked by James on August 21, 2014
Q: Hi Peter and Team, I would appreciate your current thoughts on Northern Property Real Estate Investment Trust (NPR.UN) for long-term income in a well diversified portfolio. Many thanks. Michael
Read Answer Asked by Michael on August 20, 2014
Q: GCG.a
Hi- what do you think of Guardian Capital? It seems cheap compared to others in the space and seemed to have a good earnings report.
Thanks
Read Answer Asked by Pat on August 20, 2014
Q: If someone could start to invest in one or two Dividend Reinvestment Program(DRIP) which would one would you suggest?
Thanks
Dolores
Read Answer Asked on August 20, 2014
Q: Concerning Tricon (TCN). You commented on an earlier question that the housing market in the US was strengthening and that Canadian lumber companies were showing increases from this. I also noticed that a large home builder in the US, Pulte Homes, has shown recent strength as well. My question is why Tricon stock does not seem to be participating in this rebound. Are their projects still too far off or perhaps the rental market not improving. Really appreciate your insights.

Paul F.
Read Answer Asked by Paul on August 20, 2014
Q: PRC - is doing a stock consolidation; 10 shares become 1; I am a share-holder and do not understand; will $1,000.00 worth of stock become worth $100.00 - that would explain the selling, but seems crazy; please advise.
Read Answer Asked by Valerie on August 20, 2014
Q: HLP as a share owner - am I correct that there is no option but to take cash; it seems we are not offered shares in the US REIt; and, if so, why not just sell now - I self-invest so have no advisor to handle a tender.
Read Answer Asked by Valerie on August 20, 2014
Q: Hi sorry guys.Re form 1115 (or whatever) I read your link; now I'm really confused. The amount is based on cost. So, if I bought shares of JNJ say for $50K and its value goes to $100K, I don,t need to file the form. Yes? What happens the following year when the value starts above $100K? Thanks Henry
Read Answer Asked by Henry on August 20, 2014
Q: Hi Peter, WIN Wi-LAN has moved steadily up over the last month since it's low. Given the non sale of the company and some changes to the business model do you see stability or further volatility?
Thank you.
Read Answer Asked by Martin on August 20, 2014
Q: Can I get your opinion on Corby please.

Thank You
Craig
Read Answer Asked by Craig on August 20, 2014