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: Hi there,

I currently own Freehold Royalties and was thinking to sell and switch to either WCP or RRX. I follow your BE portfolio and noticed that WCP is owned in it but not RRX - but RRX has been spoken of with quite high positivity. Which of the two would you own at this current time and do you think switching FRU into WCP or RRX would be a better way to play energy?

Thanks!
Read Answer Asked by Michael on April 18, 2016
Q: I have a lot of bank stocks that I have been accumulated with the dividend
reinvestment plan over the last 30 years. I do not want to sell them because it would trigger a large capital gain, besides it is adding up to a lot of dividends, with I will use in my retirement. Yes, Yes I know that I am overweight in that sector. I want to protect myself on a down turn, and don't pike the puts , because the premiums are so high.I was thinking about the huv etf, I don't fully understand it, is there "time decay" as there is with leveraged etfs.Do you think that this product will suite my goals, and or do you have any other idea's that would protect me on the downside?

thank-you and have a nice day
Read Answer Asked by auftar on April 18, 2016
Q: I have held CKI for some time at a cost of $12 per share. It pays a good dividend but has had no growth. CKI has never been reviewed in 5i.Please provide your comments on that company. Should I continue to hold it for growth/income?
Read Answer Asked by George on April 18, 2016
Q: In the tech space I own OTC, ESL, CSU, SYZ, GiB, SH and TNC.

I'd like to add to them with some new cash. Are there any you wouldn't add to right now? And in what order would you add?
Read Answer Asked by Carla on April 18, 2016
Q: I request your opinion on National Oilwell Varco (NOV.us). I have been holding NOV. Didn’t cut my losses . Just as the behavioral science fellows correctly say, I held on to NOV, BHI, and many other oil-related 'enterprises'. I dreamt of fabulous wealth gushing from this black gold. I have now been rudely awakened from slumber. Oil is not, after all, the black gold one thought. Gold remains yellow and elusive, while oil is apparently plentiful. In your opinion , based on your experience, instinct and the data on your Bloomberg , are oil service companies more likely than not to rise in value by end of year ? Is NOV’s dividend safe... or did the Doha Club just pull the rug under us?

I will nurse my many painful wounds as I await your thoughtful response, O Wise One (I am bowing). and thank you for creating 5i and making it available to us.
Best wishes
AO:ls
New York, 12919
Read Answer Asked by Adam on April 18, 2016
Q: I am sitting on the sidelines with well over 6 figures intended for the oil patch. However, I have decided to wait a little longer based on current prices and/or conditions. In the interim I was contemplating parking funds into GUD based primarily on your very positive opinion of the CEO as well as the companies excellent Balance Sheet notwithstanding the current stock price which is currently flat from last year at this time. Your comments are appreciated. Thank you.
Read Answer Asked by Robert on April 18, 2016
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!