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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 have held MRT.UN in a RIF for a number of years, but it has dropped 20% in value in that time and although I appreciate the 7%+ yield, it is just languishing there with what seems very little prospect of growth. It does seem to have stopped dropping in value though.

On the other hand, DIR.UN has been on a bit of a tear in the last 3 months and also offers a high dividend. I am considering switching to DIR.UN, but wonder if this rally is played out and if it's likely to maintain its value or slump under profit taking. I'm a bit wary of switching from a loss position in one stock to buying high and losing more on the next one.

Do you have any thoughts on making this switch?
Read Answer Asked by John on May 09, 2018
Q: Hello Team 5i,

Our current weight on DRG.UN has shot up to 7.6%. It's the only holding we have at this elevated weight, so not a huge danger to the whole portfolio. I would prefer to keep my winners but price is quite a bit above 200 day line suggesting pullback to mean and I wonder if I should sell some and take profits? Any words of wisdom from your team greatly appreciated.

Regards
Read Answer Asked by Arzoo on May 02, 2018
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