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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: Not a question, just an observation. Evergrande is in the (mainstream) news again this AM Dec 9. Blackrock is being reported as being the second-largest institutional holder of Evergrande shares, and I wondered what impact there might be on my portfolio specifically as regards my holdings in XAW. In looking on Blackrock's site for XAW's holdings, I found that out of total XAW holdings of $3.8 billion, Evergrande accounts for a mere $21 thousand, less than 0.01%.
I haven't looked at other iShares ETF's, but as far as XAW is concerned -- I'm not worried.
Read Answer Asked by Lotar on December 09, 2021
Q: Since inception, across all the portfolios, was any healthcare company that was sold with a profit?
Read Answer Asked by Marios on December 09, 2021
Q: Nubank (NU Stock) IPO. Could I get your opinion if this would be a good investment?

Thank you.
Read Answer Asked by Ross on December 09, 2021
Q: Good morning,
Tax loss selling season has arrived and looking at my non registered portfolio I see that PKI is significantly below my purchase price and while I still like PKI for the long term, it is a candidate for tax loss selling this year. I would appreciate your thoughts on:
Q1. Selling PKI and replacing this holding with ATD
Q2. Selling PKI and purchasing ATD as a proxy until I'm able to repurchase PKI in 30 days.
Q3. Recommending another stock or ETF to purchase following the sale of PKI
I thank you and look forward to your thoughts and sage advice.
Read Answer Asked by Francesco on December 09, 2021
Q: I agree with Joel about the passive response from Canadian companies and sometimes you need to give the antagonist a bloody nose otherwise they will never stop doing this. These shorters need our shares to short and the institutions are only allowed to lend those out from a margin account, so I believe. I do wonder if in fact that is the case.
The only way you can be sure that your shares are secure in your regular account is if you hold those shares physically as stock certificates. Who does that today in this electronic age?

The regulators need to do much more in preventing this rape of our portfolios happening.

If nothing is done, no stock will be safe, this will continue, people will still panic and the long term objective of realizing your nest egg will take a lot longer as these attacks can technicaly damage the stock.

I have been a customer of 5i since 2013 and am in a position that I am very comfortable with my portfolio today thanks to your help. I very rarely need to ask a question and therefore I am happy to donate 3/4 of my 168 question credits.

Keep up the good work

Peter
Read Answer Asked by Peter on December 09, 2021
Q: Not a question, just my thoughts.
I understand the need for people to question companies business practices etc. but I think that there should be (monetary) repercussions to the SHORT REPORT authors if they have no facts to prove their thesis. Seems that when a report comes out making accusations of fraud, the affected business is deemed guilty until it can prove it's innocence. Meanwhile, the short seller walks away laughing with a pile of money. Individuals have rights if they are personally attacked and have legal recourse when they are slandered. Why are businesses treated differently?
Comments?
Read Answer Asked by Rudy on December 09, 2021
Q: Hi! I have a question about my ETF portfolio. I currently own XIC, XEF and XEC and I'd like exposure to the U.S. market (S&P) and NASDAQ. Should I do this in my Canadian account through a Canadian ETF that tracks the U.S. indices or in U.S. dollars in a U.S. account like the IVV. I'd prefer to do it in CDN dollars. Are there major advantages or disadvantages to either option?

Thanks,
Jason
Read Answer Asked by Jason on December 09, 2021
Q: Hi 5i,

I received the tender notice from my broker today:

...Appleseed Merger Sub LLC is offering to purchase any and all outstanding shares of common stock, par value USD$0.01 per share, of CoreSite Realty Corporation at a price per Share of USD$170.00 without interest and subject to any applicable withholding taxes, net to the seller in cash.

Terms:
Option 1: Cash (USD) (See Important Notes)
To receive USD $ 170.00 in cash, without interest and less any applicable withholding taxes per share of CoreSite Realty Corporation tendered.
Option 99: Do Nothing (Default)
Holder to retain Security.

A few question I'm hoping you can answer:
1. When is the transaction expected to close?
2. If I do nothing it says I retain the security? What does that mean?
3. I am very sad to see the stock get taken over? What would be a good replacement for it? There aren't that many names in the same space. Would the replacements have the same growth potential?

TIA!

Wayne
Read Answer Asked by Wayne on December 09, 2021