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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: Hi Gang.. For a swing or position trader in a winning trade and where the stock is now rising parabolically what’s the best way to exit the trade to optimize one’s gain ? Is it scaling out or selling all at once ? If scaling out then what is the best scaling method and if selling all then what’s the best method for determining the exit point ?

Thank You
Anthony
Read Answer Asked by Anthony on February 15, 2017
Q: My question is regarding the effect of (1) an increase in capital gains tax (2) an increase in taxes on dividends, by our new government. If the first happens, wouldn't money leave higher growth TSX stocks? I am not suggesting that an "exodus" would happen, but certainly a percentage of the holders would reconsider the validity of putting their cash at risk if the government retains (let's say) 25% more tax for the capital gains no? Now, if the second happens, wouldn't 3-4% dividend stocks attract less buyers? Why own a dividend stock with little growth if the government taxes it almost the same as income (for higher income brackets it would be the case)? Other members who are friends of mine have the same question. A blog about this would be awesome. Thank you!
Read Answer Asked by Matt on February 15, 2017
Q: Good Morning
Firstly, thank you for guiding me towards TNC. Although the premium offered is disappointing I will still book a 50% profit in my TFSA on a company that was nowhere on my radar without 5i. I've narrowed down my replacement to either OTEK or PHO. do you prefer one over the other?
Thank you for your continued guidance
Read Answer Asked by Marty on February 15, 2017
Q: RE: "short attack"
Everyday a quarter of US adults with internet access trade as retail and professional investors make it 54 million and probably 6 millions in Canada. For DIY like me they are all my competition.
"THE" market is probably one of the most expensive of the last 100 years, so finding money to make is pretty dam hard and certainly exponentially more than 2009 or 2012 when Peter started 5I.
So retail have a choice to pause for a while, but professional traders have to come home everyday with more money in their pocket that when they started or they will be, at one point fired.
And then there is HF, the most disturbing newbee on the block, accounting for 72% of all orders on all markets.
On top of this any game has become fair game. No punishment, no rule!
So get used to more fake news more volatility (for those worried about 5% drops..) or follow Peter portfolios.
For those DiY that have time to read, I suggest "Dark pools the rise of the machine traders..."
Read Answer Asked by claude on February 15, 2017