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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: Tax treatment of spousal trusts. Can income in a spousal trust be taxed in the trust using the graduated tax levels or must all income be taxed in the hands of the beneficiaries at their marginal tax level. Hope this is not too far off topic. Thanks.
Read Answer Asked by John on February 14, 2014
Q: Hi 5i,

Your thoughts on Air Canada at it's current level? Is this a buying a great buying opportunity? Would you wait for the stock to stabilize, or would you buy a position at current levels?
Read Answer Asked by Sasha on February 14, 2014
Q: On February the 3rd, I bought SUM as it was trending higher for the past year. Since then, it has been down every day and I finally had gotten out of it once it was down 18%. What would you think causes this to happen? It is not the first time it has happened to me.
Thank you,
Dennis
Read Answer Asked by Dennis on February 14, 2014
Q: Would appreciate your thoughts on results just out for DHX Media.
Thanks
John
Read Answer Asked by John on February 14, 2014
Q: Hello 5i team,
You have rated THI B+ in the fall of 2012. I am however watching the stock price break the 200 day m.a. for the last week or so; what would be the catalyst that would drive it back up?
Thanks,
Tony
Read Answer Asked by Antoine on February 14, 2014
Q: Re question on life income fund, after you turn 65 in canada all income from lif and rif can be split with your wife.dave
Read Answer Asked by david on February 14, 2014
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
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.
Read Answer Asked by Scot 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?
Read Answer Asked by Eugene 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?
Read Answer Asked by Peter on February 14, 2014
Q: Hi

What are your thoughts on Goldcors earnings?

Thanks
Hersh
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
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.
Read Answer Asked by JAIME on February 14, 2014
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