skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi Peter,
If a capital gain occurs on a sale of an US stock (also listed under an US exchange) held in my non-registered account, would it be taxed as ordinary income at whatever my marginal tax rate is or taxed as capital gains rate, where ½ of the gain is taxed at 50%?
Thank you,
Roger
Read Answer Asked by Roger on November 25, 2022
Q: Looking for an industrial stock to pair with WSP. CNR has lower volatility, but a higher p/e compared to TFII. I am older looking for total return close to 10%. Would welcome other suggestions. Thank you
Read Answer Asked by Richard on November 24, 2022
Q: My question is about the safety of CDRs. Is there any added risk (I recognize they are relatively new) in buying a CDR vs just buying the relevant security. My example is that of United Health (UNH.US). It is listed in US, and also a CDR in Canada. I would prefer to buy CDR as I have more available CAD than USD.
Read Answer Asked by Bob on November 24, 2022
Q: It is tax loss time, I must sell some of my teck losers. Could you place in order from the ones that must be sold vs those that hold a lot of merit. Thank you for all that you do, Cheers, Geoff
Read Answer Asked by Geoff on November 24, 2022
Q: Is the end of a recession the beginning of a new business cycle, typically what industries lead after, if your guessing this one is not typical, what sectors might suprise investors?
Read Answer Asked by Charles on November 24, 2022
Q: If you currently had about 50% cash in your portfolio;

- how would you suggest investing the balance and over what time period?

i.e. 30% cash now, 30% in 2 months etc

Thank you for your input.
Read Answer Asked by Dick on November 24, 2022
Q: Hello 5i
In one of the recent questions it was said that you do not like covered call etf’s. I didn’t know that was the case. Maybe it isn’t, even i don’t know. I have concentrated my covered calls on American companies that i own. Also many uncovered puts. I have concentrated on the US because the premiums are much higher than on Canadian stocks. I have quite a few Canadian stocks, however. And i hate to see them languishing and unproductive. I have therefore been thinking of a way to make some money on them. The premiums are so low that it doesn’t seem to be worth the effort. But, covered call etf’s would be easier. I don’t know much about them, however. I wonder whether you might provide some information and some pros and cons. Whether you like the idea or not.
Thanks for the excellent service.
Read Answer Asked by joseph on November 24, 2022
Q: I have a small RRSP account that is half in TXF.TO and half in US cash. I will not need access to this account for at least ten years. Overall, my portfolio is very diversified. But I am trying to decide what to do with this account. I was thinking 1) about putting the US cash into VOO 2) and/or selling TXF.TO and only holding VOO. My other thought was 3) putting the US cash into a US REIT or 4) a US ETF paying a good distribution. Would you have any thoughts? And if you think a US REIT or US ETF would be a good idea, could you provide a few suggestions? Thanks.
Read Answer Asked by Kim on November 24, 2022
Q: I hear podcasters mentioning that you can buy some US high quality corporate bonds that are yielding 10-11%. Do you know of any, or anything remotely similar? Thank you.
Read Answer Asked by Toge on November 24, 2022
Q: Hi Gent, For balancing purposes I’m looking for taxe efficient bond ETF for non register account. Looking for short term bond ETF and international exposure.

Thx

Luc
Read Answer Asked by Luc on November 24, 2022