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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 am thinking of rebalancing my Dividend growth portfolios by selling some of my over weighted bank winners and buying some of my laggards and lower positions. Could you please rank these potential laggards for acquisition into a mainly dividend growth portfolio, the candidates are SIS, SYZ, PUR, AGT, CGX, AQN, SPB & DHX. Please let me know if you are really strong for any of these stocks or would really suggest avoiding any of these companies. Thank you again for your great service.
ps KHW looks like a real winner, thank you.
Read Answer Asked by Mike on February 16, 2017
Q: I am trying to identify the best E-Commerce to buy now for solid growth. You commented 6 months ago on Stamps.com (stmp-q). How have your views evolved since then on this company and how would you compare it to Priceline (pcln-q), Mercado Libre (meli-q), Netflix (nflx-q)and Alibaba (baba-q) ?
Very grateful for your views,

Jacques
Read Answer Asked by Jacques on February 16, 2017
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: If I where to pull the trigger on one which would you prefer at this time and why. I know you like both maybe for different reasons ? VET had a good run in the past year PEY has not but it is moving today ? Hold SU,WCP,IPL for 6% of pf.
Thanks for the insight !
Read Answer Asked by Denis on February 16, 2017
Q: I planned on taking a full position in PBH this week but have been contemplating switching to SHOP with its growth potential. Disregarding sector allocation which of the two would you buy today if you could only buy one?
Read Answer Asked by Adam 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
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