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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: Can you provide a price target based on the new balance sheet value per share as a result of the air canada offer? They own some other assets like Cardalitycs and the $500M areomexical points program. But I'm confused about where pension obligations and working capital cash will go if Air Canada buys aeroplan and takes on the redemption liability.

Much thanks
Read Answer Asked by Wayne on July 25, 2018
Q: In order to get us exposure, I currently hold a number of individual canadian companies with us operations, e.g. aqn, td, bpy.un and etfs txf and zwu. In addition, I hold about 10% of my portfolio in zwh. I am not unhappy with the latter, but am considering reducing the 10% exposure with something other than a covered call approach. What would you consider appropriate, preferably hedged, to pair with zwh to achieve a more balanced approach to the us portion of my portfolio.

Thanks for the great service.
David
Read Answer Asked by david on July 25, 2018
Q: Hello 5i team,
I'm thinking in investing in Preferred shares; to that end and for starters, I examined the CPD chart from 2008 to date.
I noticed that the share value dropped by 25% in the 2008-09 recession; I can understand that. But it also dropped by 25% in 2015; could you please enlighten me as to why?
Could you please explain the pros & cons of investing in a preferred ETF versus in particular preferred shares?
Thanks,
Antoine
Read Answer Asked by Antoine on July 25, 2018
Q: First, as a new investor, I have learned much from subscribing to your service. It is well worth the subscription fee. I appreciate you guys keeping the answers and advice simple and to the point. Keep it up!

I bought into NFI at a worst possible time as I'm down 17% as of today. I've stuck with them based on research here and elsewhere. Given that, I'm debating using another portfolio to obtain a position in NFI to help recoup losses as now may be a good time to invest. The same thing happened to me with RHT where I had a large loss but I later obtained a position of RHT in another portfolio and so far have a gain where I could really benefit from future growth. However, looking back at previous Balanced Growth portfolios, allocation for NFI is decreasing. Is this due to decreasing confidence with a possible end objective of ditching NFI? Monthly allocation for RHT has been relatively stable so I was more comfortable with my above plan.

Thanks
Read Answer Asked by Brad on July 25, 2018
Q: I'd like to add some U.S. and emerging markets exposure into my TSFA. Could you please recommend a couple of ETF's (or other investment options) that would help me accomplish this. Thanks

Dave
Read Answer Asked by David on July 25, 2018
Q: Hi group please explain in simple terms how dividends are taxed both in the US and Canada . Your answer needs to cover cash and registered accounts . I have significant gains in my cash account in the US and do not fully understand the tax implication's Thanks fro all you do for us
Read Answer Asked by Terence on July 25, 2018
Q: Hello 5i I haven't seen a sector percentage recommendation since last Dec. Could you please provide some guidance based on our current political and economic situation.
Thanks T.
Read Answer Asked by Terrance on July 25, 2018
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