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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: My sister and I have joint power of attorney for my mother. My father passed away in 2015, leaving a sizeable estate that includes bamk accounts and investments at TD Bank. I am used to managing all my banking and investments electronically. My sister is so concerned about cyber security breaches that she does not want any of my parent's banking or investment transactions to be done electronically. I would appreciate your comments.
Read Answer Asked by Linda on December 30, 2016
Q: I am going to be purchasing all stocks in the balanced equity portfolio in the next few days. Would you recommend equal weights to begin with or mirror the current weightings?
Are there any companies you would wait for a bit of a pullback before buying.
Do you still prefer WCP over RRX? I am guessing maybe for stability and dividend?
Are you planning on making changes to the portfolio anytime soon. Thanks very much.
Read Answer Asked by Andrew on December 30, 2016
Q: Hi Peter, unfortunately some of us are limited with the amount of cash we can invest in the market, so when you want to buy a company like CCL for example and you can only afford 2 or 3 shares is it worth buying or should you buy more shares of a less expensive company. Is buying more at a cheaper level better than buying less at a higher level. Thanks, Nick
Read Answer Asked by Nick on December 29, 2016
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
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