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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 am retired and my portfolio is defensive with an emphasis on income. I bought KBL in 2012 at 29.12 based on your research. I sold off some in 2016 to rebalance my portfolio. While I have done very well overall with this stock, its performance over the last two years has been poor and I am considering eliminating it from my portfolio. Should I reconsider? I don't mind being patient but do not want to wait and watch any holding become a long term yield trap.
Read Answer Asked by George on February 21, 2018
Q: Hi 5i,
Which aerospace/defence stock would you pick for growth in the next few years?

TIA

Read Answer Asked by Wayne on February 21, 2018
Q: Hello Peter and Team,

Thanks for another year of market out performance.

I am thinking of cleaning up both RRX and HWO (which are in an non-registered account) and taking the capital losses, and consolidating the money in WCP. Can you give me the pros and cons of this switch?

Thanks for all you do.

Wes
Read Answer Asked by Wes on February 21, 2018
Q: I have to sell some oil and gas companies to generate losses to offset some gains.I will be selling ARX,BNE,CPG,SPE,SU and WCP.
I wish to stay in the sector,so please recommend several companies to replace the above companies for the 30 day period (or perhaps an ETF).
Which of the companies being sold would you recommend buying back after the 30 days?
Read Answer Asked by George on February 21, 2018
Q: Just an observation after following some frustrated posts the last few days. Members have the opportunity to add RHT today at what appears to be within $.04 of where you added to the portfolio. You guys definitely moved the market on it but this should be a lesson to subscribers to take your advice but be patient with it and wait for the right time to add to their own portfolio rather than rush to join the herd if there is an initial run up.
Read Answer Asked by Tim on February 21, 2018
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