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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: Hi 5i,

The CEO of CIGI recently purchased $17M dollars worth of stock. Is this significant relative to his holdings? Would you consider this a very strong vote of confidence for this stock by the CEO? What do you think an attractive purchase price would be for the stock assuming you think it is a good long term investment? thanks
Read Answer Asked by Ian on May 18, 2022
Q: I seek your help in clarifying how one calculates capital gains in the following circumstances:
1- Say you have shares in a Canadian company whose shares are inter-listed, and you hold shares on both the Canadian and the US side. Assume the shares have differing costs. You sell PART of the said shares that you hold on the US side. Do you estimate the average cost in C$ of ALL your shares for purposes of “adjusted cost base” ? I have assumed yes.

2- This is a different question, and not necessarily related to 1 above.
Say you have shares a Canadian company, say CNQ. Say you bought CNQ in your accounts at two different and unrelated brokerages, for example iTRADE and at RBC-DI. Your CNQ shares are now held at each of these online brokers. Assume the CNQ shares referred to here are held in taxable accounts. You may also have CNQ in tax-deferred accounts, but I have assumed transactions in tax-deferred accounts are not relevant to this question.

Thus, you bought CNQ shares at different times and at different costs. You may also have bought CNQ on both the US$ side and the C$ side. When you sell part of your shares held in your TAXABLE account at iTRADE , is your adjusted cost base the average of ALL your purchases on CNQ in ALL your taxable accounts i.e. both iTRADE and RBC-DI ?

Read Answer Asked by Adam on May 18, 2022
Q: is there any information about flow through shares. Where can I get information regarding tax benefits. Does 5i think they could be useful to investors or are they to risky. Is there an ETF . Thanks 5i
Read Answer Asked by Guy on May 17, 2022
Q: Hi 5i team,

Given recently many tech companies share price meltdown, I keep asking myself that are we going through 2000 dot com bobbles again? Could you please walk us through current situations your lens? If people have time to hold tech names for 3 to 5 years, will they be rewarded?
Read Answer Asked by Lin on May 17, 2022
Q: Telecomm seems to be performing well, relatively speaking. How would you rank these telecoms for growth, dividend safety and inflation-resistance, in general? Are there other telecoms you prefer? THANKS!
Read Answer Asked by David on May 17, 2022
Q: Hi

Would it make sense to sell MG and buy ATZ. Both are consumer cyclical stocks
I am thinking ATZ has a better short term outlook.
Thank you for your time.
Sincerely
Mike
Read Answer Asked by Mike on May 17, 2022
Q: Hi group p

Please explain in simple terms what Harvesting tax loses and proxy mean when selling stocks at a loss

Second question please give me your top 3 picks (in preferential order) c/w short explanation for following sectors ....Consumer staples, Energy ,
Materials, Real estate, Health care, Commodities, Financials

Thank you for your help





staples,
Read Answer Asked by Terence on May 17, 2022
Q: PPR recently sent out a proxy vote. Upon signing into the website, I changed the “Appointee” to me. It stated: You or your designate must attend the meeting for your vote to be counted.” This is the first time I’ve seen such a requirement. I disagree with the statement. Last year with Covid a lot of companies wanted their shareholders to stay away from meetings, yet their votes counted. Now PPR is withholding a shareholders vote, due to mandatory attendance. Would they have a company bylaw to allow this and Is it setting a precedence?
Read Answer Asked by M on May 17, 2022
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