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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. I continue to see positive comments from 5i about growth potential for GSY. I would like to add it my financial sector but that would require selling one of my current financial stocks in order to maintain the assigned weight. Of the stocks listed can you put in order the stocks you might sell to a\quire GSY. Alternatively, does it make sense to keep the current stocks, which are all doing well and for the most part paying dividends and just add GSY, changing the weightng of the portfolio?
Read Answer Asked by Robert on June 30, 2021
Q: I'm heavy in financial stocks and would like to reduce the number of holdings. In what order from best to least would you rank these companies for a long term hold. I'd like to mention that this question function is a tremendous feature. Thanks for the excellent and speedy answers to my previous questions. I feel very supported.
Read Answer Asked by Robert on May 12, 2021
Q: I was going to use the proceeds of the sale on KWH.UN and purchase SBC. (Brompton Split Banc).
Is SBC more risky than KWH? How would you rate SBC? Is
now a time to buy into LSPD as it seems to have settled down after the IPO?

Wayne
Read Answer Asked by Wayne on March 22, 2019