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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: So, PTG just did a share consolidation. If I have this right, in the process they whacked their dividend by about 75%! Am I correct in this? I did not find anything on the net adding this rather pertinent piece of information- if I am correct.

Does any of this suggest much better performance or should I just get rid of it .... and buy SHOP?

Thanks. And once again .... very Merry Christmas to the 5I Team.

BTW- in typical classy 5i style I admire your initiative with the year end questionnaire.

No wonder 5i is So Great!!!
Read Answer Asked by Donald on December 22, 2016
Q: My question is about year end taxes for capital gains or losses. If I sell a stock on say Dec 28, is it considered a gain/loss for the 2016 tax year or 2017 tax year? The "settlement date" always appears to be three trading days after the sale date. I am guessing the "settlement date" is the date that is used for tax gains/losses - is that correct? Is there a specific date in 2016 when the gains/losses are considered to be in 2017 - Dec 28?
Read Answer Asked by David on December 21, 2016
Q: Greetings 5i team: Could you please comment on the above stocks with respect to their current versus historical valuations? I guess I am trying to gauge the extent(if at all)their share price is being "propped up" by their yield. I think I know the sectors that are considered most vulnerable to interest rate increases, but do any companies jump to mind that could be more negatively affected than their peers, particularly if rates rose faster than the market anticipates or for the wrong reasons, i.e. inflation versus economic growth? Thank you and best wishes,
Read Answer Asked by Stephen R. on December 21, 2016
Q: Hello 5i and we wish all the best in the holidays for you.
We plan to buy a tech stock. We are retired and conservative, although with a certain percentage of some safer growth stocks.

We are impressed that Warren Buffett ventured into the tech field by buying Apple and wonder whether we should follow suit.

But we are also looking at Google and are wondering whether it may have a better future.

We would appreciate your thoughts on which one you think might be the best buy right now.
thanks
Read Answer Asked by joseph on December 21, 2016
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