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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: Hello 5i
I hold the above 4 companies in a taxable account that are down approx. 25%. I would like to sell to take a tax loss against future capital gains, and repurchase after 30 days. What might you suggest deploying the funds into in the mean time to still keep the sector allocation?
Thank you
Les
Read Answer Asked by Les on May 01, 2017
Q: I am holding XEG in my RRSP, it's down 28% for me since I bought it. Paying just over 0.6% mer for a losing position. It is currently 4% of my holdings. Wanted to know if I should sell and buy 2-3 positions that pays a dividend and has some growth potential. I also hold ZDV(20% holding) and VIG(3.5% holding) so not sure if I should sell and add to ZDV, VIG, or add individual names. My only other energy name is HWO (small position 1.5%). I'm also open to USA securities and ETF's, your thoughts and recommendations will be appreciated.
Read Answer Asked by Nino on May 01, 2017
Q: Considering returning to oil to take a full position. I have full position on utilities,finance,IT,Consumer, Is going to oil a good idea? Which of the above would you or combination would you suggest for an initial input of $50-70K.
Your service is much appreciated,
Read Answer Asked by Pierre on December 05, 2016
Q: Hi 5i,
I just read an article explaining how oil exploration has been at its lowest point in 60 years for the last 2-3 years. With demand forecasted to continue growing it would stand to reason that this will lead to a shortage and price increase. Beyond broad market etfs, I don't have any energy exposure. What would you recommend as a good long term way to get this sector into my portfolio?

Thanks!
Read Answer Asked by david on August 31, 2016
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