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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: According to my record keeping over the past year, these stocks were spoken of favorable by you in the Q & A section of your site:

COR, JPM, SIMO, SBUX, QCOM, NDAQ, EBIX, AMZN, ITRI, IWO, PI, NVDA, ARLZ (NASDAQ, NYSE)

Looking out to 2017 do you still feel favorably about these stocks?

If not which ones you cull?

Also, are there any US stocks you would add to this list, whose growth prospects you really like over the next year or two?

Thanks in advance.

Sheldon
Read Answer Asked by Sheldon on December 28, 2016
Q: No question today. Just wanted to thank Peter, Ryan and the entire 5i staff the best of the season and all the best for 2017. The support you have given to me this past year has been invaluable, and I assure you, much appreciated! As a retired teacher, I think all public school students should be exposed to your service before they graduate from high school. Not sure how this could be achieved, just know it has huge potential to improve their lives. Just a thought.
Read Answer Asked by Les on December 28, 2016
Q: You have one very greatfull customer here as I had to take over kuz my so-called advisor was buying very high commission products and losing money on top of that. Had to grab the bull by the horns and wasn’t to sure of what I was doing but reading your comments everyday helped to build confidence. With a 7 figure portfolio it was very intense.
I am moving slowly in 5i stocks mostly income generating.12.7% total return this year!!

Very happy holidays to the team and families!
Read Answer Asked by Denis on December 26, 2016
Q: 1. When using technical aides to assist with buying,selling and setting stop losses on ones positions does this time of xmas/ New Years period affect the use of charts,etc as volumes seem to be down some what during this period?

2. Out of curiosity when comparing ones performance of their portfolio against bench marks such as the TSX, Income Funds and/or ETF's,etc.and you are withdrawing 5-6 percent from your portfolio yet these bench marks do not appear to have withdrawals , how would one put the withdrawals in the equation? Or am I comparing apples to oranges?
Read Answer Asked by James on December 23, 2016
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