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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: Hi Peter and Team,

In our combined portfolio, we hold the following Industrials: BAD, EIF, KBL, NFI, SIS, and STN. In this group, we're frustrated with EIF and are just breaking when considering its healthy dividend. I like your idea of "forever" stocks and note that CNR is your pick in this sector. My questions are: Given that all of the above (with the exception of EIF) are performing well, would you be OK with replacing EIF with CNR, or perhaps you have a better suggestion? Are there too many Industrials in our portfolio and is it time to exit one or more of the group?

As always, your advice is greatly appreciated and valued.
Read Answer Asked by Jerry on October 13, 2017
Q: Good morning 5i,

I've held RX for a while and have been frustrated by its performance for some time. Thankfully the stock has been on the move up for the last 9 months. Today it finally reached my break even price and I'm strongly inclined to walk away with my original investment. Could you please provide your thoughts on the company, its current prospects, and if you would continue to ride the momentum or look to greener pastures?

Thank you again for your valuable advice!
Read Answer Asked by Tristan on October 13, 2017
Q: I opened a self-directed RESP for my new born. Do you suggest starting with ETF's or specific stocks? If ETF's or stock, what do you suggest is a good starting investment and dollar amount for ETF or stock given that we have at least 18 years before needing the funds. If ETF's first at what point do we start investing in specific companies? I guess I'm also trying to get an idea of how to build my sons RESP portfolio.

Thanks.
Read Answer Asked by Jacquelyn on October 13, 2017
Q: Hi,
I am new to your website and service but find it great so far. I have not seen any discussion of stop loss orders. I use them on occasion to protect profits and cut losses, but sometimes with misgivings. Sometimes they save me money from a deteriorating position that I might otherwise be ambivalent about selling. Sometimes I just get stopped out and have to buy back higher. I am always trimming and adding and hence may be viewed more of a trader than a long-term investor, but that is my style. C'est la vie! Anyway, do you use stop losses in your portfolio management or do they not fit your approach to the market?
thanks
dave
Read Answer Asked by Dave on October 13, 2017
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