skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

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 have a diversified portfolio across all sectors. I recently sold most of my big losers like CXR and PHM etc. I'm now left with the following three losers: MG, ECN/EFN and AD.

I just don't know what to do with these. I'm down about 25% in each. I regret not selling CXR once it was down 25% and instead took a 75% loss and don't want to be in that position again. Should I sell any of these? MG seems to be the best company of the three, but it hasn't recovered this year like other stocks (at least not from where I bought) and now with Trump in there are a lot of fears about the auto sector, and I'm worried it will keep going downhill as NAFTA discussions begin. Anyways, I'm interested in what you think I should do with these three companies.
Read Answer Asked by Carla on November 14, 2016
Q: Hi team,

Based on the U.S. election result and the change in tone in Washington towards a more pro growth and pro inflation scenario, can you recommend some CDN and U.S. cyclical stocks that could do well in this environment? I'm looking to trim defensive and interest rate sensitive stocks and establish positions in more cyclical industries.

Thank you,
Jason
Read Answer Asked by Jason on November 14, 2016
Q: I see that a number of very interest-sensitive vehicles are still included in your income portfolio such as CPD, XHY and BEP.un and a few others.
Given what happened last week and right now with interest rates should we be lightening our position on these types of investments? Put another way, is it your call that medium and long rates will keep on going up?
Read Answer Asked by Robin on November 14, 2016