Investment Q&A

Q: In response to James,
A LIF is essentially a RRIF, so if James is 65 years of age before the end of the year, his RRIF withdrawal in that year would qualify as "eligible pension income" that can be split with his spouse on his tax return

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Read Answer Asked by Christopher on February 14, 2014

Q: Re James question about splitting income from a LIF...the following is from CRA's website:

What is eligible pension income?
Eligible pension income is generally the total of the following amounts received by the pensioner in the year (these amounts also qualify for the pension income amount):

the taxable part of life annuity payments from a superannuation or pension fund or plan; and
if they are received as a result of the death of a spouse or common-law partner, or if the pensioner is 65 years of age or older at the end of the year:
annuity and registered retirement income fund (including life income fund) payments; and
registered retirement savings plan (RRSP) annuity payments.

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Read Answer Asked by Scot on February 14, 2014

• Petromanas Energy (PMI)
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Q: hello 5i:
Philip Morris, PM on the NYSE, is listed by Morningstar as having a P/B value of -17.1. Can you tell me how that's possible with a company like this, and could you expand a bit and give me your take on the stock at current prices.
thanks
Paul

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Read Answer Asked by Paul on February 14, 2014

Q: I believe that there is a place for physical gold in today's markets. Gold has been a loser for the last couple of years, but I do believe it'll come back at some point.

What is your stance on this? And what are you looking for as an investor to know when the tides have turned and gold is on an uptrend?

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Read Answer Asked by Eugene on February 14, 2014

• Surge Energy Inc. (SGY)
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Q: SGY.Your comment.A buy?8.32% div.Thanks Peter

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Read Answer Asked by Peter on February 14, 2014

Q: Hi Guys,
What do you think of EasyHome's latest move to become a mortgage broker? Also with DHX's latest results which appear quite good, would you add here?

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Read Answer Asked by Peter on February 14, 2014

• Great-West Lifeco Inc. (GWO)
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Q: Hi Peter & team,
I have 1,000 shares of GWO in my cash account portfolio since
June 2007,it went down quite often but never went up much from
my cost of $31.50 also dividends are still the same as when I bought them. Do you have any idea for replacement? I have SunLife, TD and NA as well. Thank you.
M.N

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Read Answer Asked by Motoi on February 14, 2014

Q: Hi

What are your thoughts on Goldcors earnings?

Thanks
Hersh

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Read Answer Asked by Hersh on February 14, 2014

Q: I am 65 years old now, I have a Life Income Fund that I got from converting a Direct Contribution Pension I earned from a large Canadian company, do you know or any of your readers know if I can split this income with my wife?

Also could I have your opinion of Birus Gold and Sea Drgon Energy?

Very pleased with your service and recently reviewed for another 2 years.

Jim

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Read Answer Asked by James on February 14, 2014

Q: Hi Peter,
Regarding EQI; do you know when the #'s are to be released? Are they delayed until the annual & Special meeting?

Any advice for holders of EQI?

Thanks,

J.

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Read Answer Asked by JAIME on February 14, 2014

Q: Hi, i am considering vsc and cbo for income is there any over lap between these two etfs would you recommend using both? or would one be better off with pimco monthly income fund series f.{mer .86} thanks

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Read Answer Asked by tim on February 14, 2014

Q: Just a comment. Just saw Peters video answer to timely question. A nice touch. Well done.

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Read Answer Asked by David on February 14, 2014

• Manulife Financial Corporation (MFC)
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Q: Is Manual life and Baytex are good buys?

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Read Answer Asked by Saroj on February 14, 2014

• Constellation Software Inc. (CSU)
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Q: Re whether CSU may split to make it more accessible to retail investors, TD Waterhouse on line has had no problems buying the stock for me in very small amounts with a broker fee of 9.99 per order.

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Read Answer Asked by Curtis on February 14, 2014

• Constellation Software Inc. (CSU)
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Q: Hello 5i
I have a small amount of $6000 left to invest in what I believe to be a balanced portfolio. I am trying to decide between vrx & csu although the higher stock cost vs the small amount of money seems silly. Would you pick either of these for growth or would there be a better choice for this amount of cash.

Thank you as alway
Craig

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Read Answer Asked by Craig on February 14, 2014

Q: WAG's price moved very dramatically the last few days. Can you offer a reason why?
Thanks very much.

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Read Answer Asked by Molly on February 14, 2014

Q: Peter Any comments on STB results yesterday
Stan

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Read Answer Asked by Stan on February 14, 2014

• TELUS Corporation (T)
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Q: Could you recommend 3 stocks for TFSA investing - short or long term - growth, dividend and small cap.
Thank you.

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Read Answer Asked by George on February 14, 2014

• Constellation Software Inc. (CSU)
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Q: Good morning:

Is there any chance of CSU doing a split to make the shares more affordable for the retail investor?

Thank you

Mike

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Read Answer Asked by Mike on February 14, 2014

• Canaccord Genuity Group Inc. (CF)
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Q: What is your current opinion and 1 year target price on Canaccord Genuity? Thank You.

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Read Answer Asked by george on February 14, 2014