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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: If I sold shares on Nov 22 (settlement date Nov 24) and realized a capital loss can I buy the shares back on Dec 21 as the settlement date is after Dec 24th?
Read Answer Asked by stephen on December 20, 2017
Q: Good morning and Merry Chrstmas 5i. Your past comments on Pure indicate that you believe there is a very low % of a better offer. I would tend to agree accept for the current price of the shares being so close to the offer price. Shares have traded above 8.90 since the offer and today shares hit 8.99. Obviously a buyer at that price would have to believe there is more at play here. Has your view changed based on this?
Read Answer Asked by Robert on December 20, 2017
Q: Hi Peter and team,
Recent PR from IPL regarding the 3.5 B project is confirmed, Market doesn't like it with SP down 7% in two days, at least for short term reaction. interesting, PPL's December Corp Update Ppt, showing " Pembina is proposing development of a world-scale, integrated PDH/PP facility in Alberta's Industrial Heartland " Here is the question, :
Is the same project (PP/PDH facility) or different ones ?
If the same one then IPL decided to go ahead, would PPL take it off from its to do list ?
As PPL's 2018 Budget doesn't show any major spending on PDH/PP project and still showing in progressing... no final decisions... .
Thanks
Read Answer Asked by LEI on December 20, 2017
Q: Hi 5i team!
I want you to know how much I appreciate the excellent service you provided for us. As a small and first time investor ( I joined you service a year ago and it took me some months to deploy both my wife and mine- very very hard earned TFSA savings -). With the help of you guys via the wonderful client base who are quick to hit button to ask questions and they didn’t give me a chance to as ask one (mark me down for one question for reading this), I’m investing with confidence. Our consolidated portfolio is performing very well with a lots of ++ and less --) including a good move with PUR.TO with 120% gain since I bought it. Merry Christmas and happy holidays,
Sincerely,
hb. Ottawa
Read Answer Asked by Ben on December 20, 2017
Q: This is a follow up to a recently answered a question about the p/e on CSU but pertains to other companies as well.

When calculating this valuation metric, is the share price in Canadian Dollars and the earnings in US dollars? Or is there an adjustment made to have the same currency in both numerator and denominator? If the currency is not adjusted then the p/e would be artificially inflated by 30% or so.
Read Answer Asked by Joel on December 20, 2017
Q: For new money being invested in 2018 and assuming the US passes tax cuts/reform what percentage of one's portfolio would you allot to 1)Canada, 2)US and 3)Global/International?
Also considering roughly 10 sectors what 3-4 sectors would you focus on and could you give a large, mid-small cap stock for each.
Thanks kindly - Merry Christmas 5i and the best in 2018!
Read Answer Asked by George on December 20, 2017
Q: I am looking to move some cash after a year end portfolio clean up. I am considering 25% in each of VSC and VSB, 25% in PMIF, 25% in XHY. Would you recommend different ETFs and/or % allocations?

Thanks for you dedication
Merry Christmas to all.
Read Answer Asked by Warren on December 20, 2017
Q: In order to build some exposure to the U.S. Market I am considering investing 30% in VUN, 30% in VGG and the rest in VGG. Would you consider any changes to the above selections and allocations?

Thanks to the team
Merry Christmas to all.
Read Answer Asked by Warren on December 20, 2017
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