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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: From a technical standpoint RRX had broken down a while ago. MACD earlier in April, RSI just recently in official oversold territory and the Williams Percent range in the sell category roughly around the same time as MACD. I remember holding "quality" oil stocks as oil drifted from $100 to much lower, as many other did. What do the pros do with "quality" stocks in a poor sector? And with a poor forcast for oil prices at least now?
In RRX at just under $10. Right now its less than a %2 in portfolio.
Read Answer Asked by Randy on May 03, 2017
Q: hello 5i:
I'm looking at a possible upgrade for our portfolio, as almost all energy names are down (and substantially), to date. Please rank the following, best to worst, using dividend, safety and growth in that order as criteria. This is a long term hold, so > 3 years. And would ALA be a better fit in the Utilities sector than energy?
thanks
Paul L
Read Answer Asked by Paul on May 01, 2017
Q: Hello 5i
I hold the above 4 companies in a taxable account that are down approx. 25%. I would like to sell to take a tax loss against future capital gains, and repurchase after 30 days. What might you suggest deploying the funds into in the mean time to still keep the sector allocation?
Thank you
Les
Read Answer Asked by Les on May 01, 2017
Q: I am holding XEG in my RRSP, it's down 28% for me since I bought it. Paying just over 0.6% mer for a losing position. It is currently 4% of my holdings. Wanted to know if I should sell and buy 2-3 positions that pays a dividend and has some growth potential. I also hold ZDV(20% holding) and VIG(3.5% holding) so not sure if I should sell and add to ZDV, VIG, or add individual names. My only other energy name is HWO (small position 1.5%). I'm also open to USA securities and ETF's, your thoughts and recommendations will be appreciated.
Read Answer Asked by Nino on May 01, 2017
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