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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: What are your thoughts on the insurance companies in Canada versus US in general. Interest rates seem to affect the performance of the insurers and with the US on track for at least some small increase in rates in the not too far off future, I wondering if switching from Manulife (my current holding) to a US insurer (Aflac perhaps) in a registered account makes sense.
Read Answer Asked by Todd on September 15, 2016
Q: I have just read a BMIS explainer on the PG sale to Coty. They offer an Option 99 for a PG shareholder to do NOTHING. My read of this is if you want to participate in this transaction you must tender some of your PG shares to enter a convoluted process to determine what you receive. My take on Option 99 is if you don't opt to tender any PG shares, you are effectively letting PG mgt to look after your residual value from this Tx.
Is this a correct conclusion? Is there any material value for a small PG holder to participate in this auction?

Tnaks as alway for your advice.
Ernie
Read Answer Asked by Ernie on September 15, 2016
Q: Hi,

I'm looking for an RRSP investment for my wife. What we have right now is a TD US INDEX fund. Chose this one because it has low MER and tracks the S&P 500. Can you give us other index funds that you can recommend be it US or Canadian with good performance?

Thanks,

Sunday
Read Answer Asked by sunday on September 15, 2016
Q: 5i

Appreciate your comments in regard to the next USA President. What do you beleive the markets in general will do and what will happen with commodities, oil, gas and gold if Hillary gets elected or
if Trump gets elected. Some pundants Are saying gold will soar if Trump wins and markets will drop 20%. If Hillary wins then markets will be volatile as people do not trust the establishment.

Wayne
Read Answer Asked by Wayne on September 15, 2016
Q: Hello 5i: Can you provide me with two Canadian ETFs equivalent to VIG and IWO.
I believe the foreign exchange rate + 15% withholding tax (clipped at source) + CAD dollar uptrend (It could happen), are sufficient reasons not to go US-bound
Thanks
Read Answer Asked by Fernando on September 15, 2016
Q: Hi 5i,
What would you do with First Solar given the factors behind its recent plummeting? Is it an outright sell? I can afford to take a 3-5 year view with it, if it makes sense to do so. I am down substantially on the position but it is in a registered account so there is no tax loss angle to it. Nominally I think of the holding as part of a relatively small speculative pool within my portfolio so there are no real sector balancing consequences one way or another. Grateful for any thoughts. Thanks!
Read Answer Asked by Lance on September 15, 2016
Q: Good morning Team
What do you think of Birkshire Hathaway? It is about $148.97 as of end of day Monday.I do need some Financial and I have some U.S.$ to deploy. I cannot find much on 5i site. Sorry for yet another US question
Thanks for your guidance on this
Read Answer Asked by El-ann on September 14, 2016
Q: I have a question about 552
Hi Peter,
Can shareholders of the cheaper B stock attend the annual general meeting and if yes do you need to own a minimum number of shares. Given the pullback today would it makes sense to buy? Thanks as always.
Looking forward to seeing you and the team at the money show this week in Toronto.
Maggie
Read Answer Asked by Maggie on September 14, 2016
Q: On 12.July 2016 I sold from my US margin acc. CBM (US) with $2,190 profit (capital gain).
Later on 5th. of August I bought CBM again an sold it on 22.Aug. with $929 loss.
My question is:can I claim in my 2016 tax return this loss of $929 against profit of $2,190 from previously sold on 12.July CBM.

Thanks Andrew
Read Answer Asked by Andrzej on September 12, 2016
Q: Your current opinion on these 2 companies in the US for a buy and hold investor? They have a good track record on dividends, the payout ratio's are not out of control and obviously a proven long term track record. On the more aggressive side, what is your opinion of HCP ?
Read Answer Asked by Tim on September 12, 2016
Q: Like most avid investors, I look forward to reading Mr. Buffett's annual shareholder letter he writes as Chairman of Berkshire Hathaway. While I admire the man and his philosophies, I've been pensive about being a shareholder. For someone with a 10+ year timeframe, is Berkshire Hathaway a good investment or is it risky now that Mr. Buffett is likely to be replaced by his successor?
Read Answer Asked by Eugene on September 12, 2016
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