skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hello,
As per Morningstar’s equity style box the 5i portfolio stocks fall under following categories.
BE:- Large = 8, medium = 9 , small = 9,
value = 5, blend = 5, growth = 16
Inc:- Large = 4, Medium = 4, small = 11,
value = 9, blend =6, growth = 4
Is that the strategy you have implemented for the 5i portfolios. Are the classifications accurate in terms of value,blend and growth.

Thanks for all the good work
Read Answer Asked by Ninad on July 13, 2018
Q: Hi Peter/Ryan,

I am currently invested in various etfs under my wife and my registered accounts.
1) I would like to make BE portfolio as my core portfolio with about 20 stocks in it. Which stocks should I exclude and also please recommend 5 to 10 stocks from the Income portfolio
2) Should I split the portfolio holdings between my wife and my registered accounts to reduce the transaction costs or it is a good strategy to keep the same holdings as a separate portfolio in our accounts. We have an investment timeframe of 15+ years.

Thanks
Read Answer Asked by Ninad on July 13, 2018
Q: Today Gsy had a press release that indicated it was going to issue more unsecured debt for corporate purposes..
It also released a hint of what its earnings release on August 7 will contain.
Positive numbers.
The stock moved up 2 dollars
Question: is it common for a company to issue a " hint" of its earnings almost a month prior to the official release .i have only seen this before when a company was under a short attack
Read Answer Asked by Leon on July 13, 2018
Q: A recent BNN interview appeared to suggest that ecn had or was becoming a facilitator of finance rather than engaging in direct exposure to the finance obligations, collecting fees for arranging the engagement, and the TD notes on this Co indicate that it is becoming an originator and asset manager, which to me seems to indicate a similar strategy. Would this not make ecn more economically sensitive to the sectors it participated in and less affected by the passage of interest rates and how would this affect your appraisal of ECN?
Read Answer Asked by Mike on July 12, 2018
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!