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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: Peter and Team,

I hold basically the balanced equity portfolio with CSW.A,KBL,and L added plus a portfolio I've been building to US/International. In the US/International portfolio I currently hold XYL, SBUX, V, JNJ, and VXUS. I was considering selling some or all of L and CSW.A to add some more international names and was thinking initially of GE and PFE. These changes would be made within an RRSP (the entire portfolio is spread over TFSAs, RRSPs, and RESP).

What are your thoughts on such a move? I should point out that L is less than 1% weighting and CSW.A is approximately 3% of total equity exposure.

Are there other US/International names I should focus on?

Thanks,

Marc
Read Answer Asked by Marc on January 16, 2017
Q: I need about $15,000 in cash. I hold larger amounts about equal in Coca Cola, General Electric, Microsoft and Sysco (which has dropped significantly in the last week) Which would you suggest I should cash in?
Thanks Jd
Read Answer Asked by John on October 26, 2016
Q: GE seems to be divesting its low margin businesses and becoming more of an industrial company again. I would expect a smaller and more profitable GE going forward. It's PE is below the general market and pays a good dividend. Is this a pound the table buy considering its fundatmentals and growth profile?
Read Answer Asked by Albert on October 01, 2014
Q: GE... while being a holder of GE right now with the recent down turn may not have much appeal, this is a quality well diversified company which should be able to take advantage of any US recovery over the next few years. My questions are at what price do when think would be a good entry point or, do you think an investor should wait until April when quarterly results will be published?

Thank You 5i family
Read Answer Asked by Gord on February 26, 2014
Q: Not a question but a remark in regard to a question to you today about GE. I was watching BNN today and Andrew Bell said that GE is cutting back on GE Financial. He said if it was a bank it would be the 5th largest in the USA. GE is reportedly cutting back on the financial business in order to concentrate on the industrial business.
Gary
Read Answer Asked by Gary on July 19, 2013
Q: GE in USA. I have held for four years-raised dividend three times I believe? Stock has still not recovered to anywhere past glory. Should I buy more (very sdmall aprt of USD portfolio) for capital appreciation and dividend increase when global economy picks up. I realize this could take a while.
Read Answer Asked by James on December 14, 2012
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