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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: I have followed 5i research since 2013 and used the model portfolios to tremendous advantage resulting in more that doubling the capital in my portfolio. I have been all Canadian from the beginning having fear of the US stocks. (and still do) However I am wondering if its time to dip into the US and International markets. Do you think it is appropriate at this time and how would you approach this. I could just transfer some stocks to a US account. I am a retired growth/income investor. By the way I followed many talking heads on BNN before 2013 and none impressed me more than Peter. That is why I took the plunge into the 5i Research philosophy. Many thanks Peter.
Read Answer Asked by Martin on July 06, 2018
Q: Hi Peter, Ryan with all the tariff talks, if it ends up not working well for everyone and there is a trade war among countries how would a recession affect stocks. Thanks, Nick
Read Answer Asked by Nick on July 06, 2018
Q: I understand that US companies are not your focus but am looking for some advice on these companies. I hold the above companies in the US side of my RSP account and am wondering about holding both JPM and BAC. Would you recommend dropping one of these US banks and if so which one? If yes, what would you replace it with?

Thanks Ken
Read Answer Asked by Ken on July 06, 2018
Q: I own these three US traded companies. my question is are they all bankrupt and should I be gifting them to my online brokers TD, to clean up my portfolio. mlkkf,rbeif,guesf
Read Answer Asked by Dave on July 06, 2018
Q: DOO is in the 5iR growth portfolio...and if I was to add it to my growth portfolio in the near term, what weighting would you suggest?
For ZZZ, would be included in a balanced portfolio or income portfolio as current yield in 2.3% and with forecasted growth? And if I was to add it to my balanced or income portfolio in the near term, what weighting would you suggest? ......Thanks....Tom
Read Answer Asked by Tom on July 06, 2018
Q: Well again getting into a mining stock is killing my portfolio. I bought TV ONLY ABOUT THREE WEEKS AGO AT $1.11 only to see it now at .81. Down almost five grand in that short a period of time. Very frustrating. I don’t want to hold for three years HOPING to get back to even. If YOU owned running a portfolio would you take the rest of the money that is left and RUN somewhere else. It is in my RRSP so no tax implication.
Read Answer Asked by Helen on July 06, 2018
Q: I have 4 stocks on my US watch list and even when the market is underperforming they always outperform the Market. One of them TRHC I asked you about awhile ago and you said it was a good growth story. I should have acted on it then. The other 3 are SRPT, NTLA and FNKO. Which one do you think would be the best taking risk into consideration and which one is the worst taking risk into consideration? Thank you. Dennis an old Sprott Growth Fund holder.
Read Answer Asked by Dennis on July 06, 2018
Q: Hi All, I have a 30 yr old son who is very bullish on cryptocurrency. He is quite excited about a new product, similar to "acorn" which I believe operates as a trading platform in the form of a downloadable app., and allows trade, buy, sell crypto with ease. I think I know your answer, but what do you think of investing in this idea? Is there an existing platform?
2nd question - What can you tell me about Clovyr? Does it trade on the TSX or DOW?
Thank you! The 5i team has helped me invest wisely over the years, and sleep well at night. I appreciate your research and members questions.
Read Answer Asked by Donna on July 06, 2018
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