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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’m a little bit underwater in EXE, KMI and ALY and wondering what to do. I could keep on waiting patiently but the opportunity cost is bothering me. Should I buy more of each to lower my cost basis and then sell? I kind of think the first two were mistakes and of the three I was hoping to keep ALY, but I’d like to know what you think of the prospects for each one (maybe just a few quick thoughts). Thanks a lot.
Read Answer Asked by Brian on May 14, 2018
Q: HI PETER, I have all these 4 and all are down from buy price ( in varying %), Do you recommend adding new money to this sector. If so, which would be preferred? Would you suggest keeping all 4 or can be consolidated to 3 . Please rank best first. \thanks
Read Answer Asked by RUPINDER on May 14, 2018
Q: Hello 5i,
In the interest of understanding fully what i am buying, could you tell me how floating rate bond funds manage to float? When i look at the informarion for FLOT, for instance, i notice that the maturity dates vary from one month to five years, if i remember correctly. An etf like xsb doesn't seem to be a lot different. Is it because Floating rates are heavily weighted to the very short term, even though they do as well go out to five years?
Thanks for all the great work
Read Answer Asked by joseph on May 14, 2018
Q: Could I have your take on the latest quarterly report on these 2 companies. TPK looks to have some ok growth with decent opportunities ahead with a new plant in the future and the closing down of a couple of competing facilities. It also pays a decent div while you wait. Would you consider a 2% (overall) position an ok part of a basket of small caps . I hold AX.un as an income stock along with quite a few stocks in your income portfolio. This Q looked like a bit of a miss, is it still worth holding in your opinion?

Thanks Tom
Read Answer Asked by Tom on May 14, 2018