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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 held these stocks for one and a half to two and a half years. CCH was purchased at .25 and makes up 2.5% of my portfolio while WEF has doubled and makes up 3.5%. The rest of the portfolio is conservative mostly Income and dividend stocks. My problem is when to take a profit and move on or hold and take a longer view. What would you suggest?
Thanks to All
Read Answer Asked by Warren on August 16, 2017
Q: I blew it with all 5 of these holdings (i.e. I'm in the red). I am getting impatient with them and am feeling compelled to bail. Which (if any) of them would you hold on to? Which of them would you ditch first?
Read Answer Asked by DAVE on August 16, 2017
Q: Thank you for your excellent service. The best piece of advice that you have given is not to add to loosing positions. Due to that advice both ITC (1.5% of portfolio) and CRH (0.6% of portfolio) contribute little to my overall portfolio of 34 stocks. Would you sell in a clean up trade or top them up to 2.5% weighting. My portfolio mirrors your balanced portfolio and is well diversified.
Read Answer Asked by Paul on August 16, 2017
Q: Peter and His Wonder Team
What did you think of there Q.Report...rather weak? I have owned this stock for several years waiting for the turn around after there merger. I am under water...I am patient and thought of giving them more time...a few more quarters...thus holding. Or do you think I am just a dreamer and it would be better to take a tax loss and move on?
Dr.Ernest Rivait
Read Answer Asked by Ernest on August 15, 2017