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: I'm not sure if this has been previously asked.I have 4 accounts with Scotia itrade. In their acct. summaries they don't have a field for current allocation percentages. I'd like to set up a similar format to your Balanced,Income and Growth portfolios reports.I assume your program is propitiatory.Are you aware of other similar programs available to avoid doing it manually?.
Read Answer Asked by Henry on February 16, 2017
Q: Been following your site from the beginning. Really enjoying and learning.
Got in SIS at 6 still hanging on
Any other stocks small cap that you see right now low under the radar with some potential. Thanks.
Read Answer Asked by Barry on February 16, 2017
Q: The good news: I bought Shopify in August '16 @ $51.
The bad news: Didn't buy enough!
The question: With the stock at $79.31 and the RSI at 87 (gasp)is adding more at this point just a bit crazy? What I am really doing is holding your feet to the fire on the notion of buying stocks that are running i.e. where is the break point when valuations and emotions are running too high and it's prudent to step back?

Thanks for your thoughts.
Read Answer Asked by Kim on February 16, 2017
Q: this is a general question on options but could pertain to my holding of a fair number of $20 mar 17 call options on DH corp. So what happens when a companies shares are halted and remain halted thru an option expiry date? I assume there would also be no trading in the options either. what options would an option holder have in say a case like this with my holding of dh calls well into the money. In this case I would assume it would be halted due to an offer but also in a different case it could be a bad situation which could cause the stock to drop. would the option expiry date be moved forward to date when the halt was removed?
thanks Tom your article on ala was timely as I was just about to buy it and bought the ala.r instead, thank you.
Read Answer Asked by Tom on February 16, 2017
Q: Hello 5i Team, I would like your views on averaging up on stocks. I was reading in your blog the article about Averaging up on a stock. Yet I hear many professional say to take some off the table when you have some winners. Why not keep your winners and avg up instead? I like to wait for a 10% gain from my last purchase price and see some momentum before I avg up. Can I get your criteria or trigger point before you avg up on stock. Is your criteria different for a blue chip such as a bank than a growth stock such as a tech company?
Thanks for your service
Read Answer Asked by pietro on February 16, 2017
Q: Confused on what you mean held for income, you replied to Tabho that mrg.un was doing well and to held for income, does this mean you expect little in growth? I have a large portfolio and try to get a 10% return per year, I have only held the above REIT'S as my REIT holdings over the past couple of years and have to say they have been acting more like growth stocks, and outperforming many of your growth picks which i own. So can you say that a plus 30% return per year and can also be an income and a growth stock. Sorry for the RANT!

GREAT SERVICE! THANKS AGAIN
Read Answer Asked by eugene on February 15, 2017
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!