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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: Peter, I had a half position in QST and I am down 52%, so it now represents a very small portion of my portfolio. Reading through recent questions, it appears as though I should sell and replace with ? As it is such a small percentage I can easily add it to any sector and it will not change the overall weighting. Overall, my 5i portfolio is up more than 60% in two years! I can't thank you enough.
Read Answer Asked by stephen on May 04, 2015
Q: Hi Guys,
A quick clarification on QST, I thought that the EPA in the USA mandated the new stringent environmental regulations for 2015? In other words I was under the impression that O&G companies had to curtail emissions this year and therefore falling oil prices shouldn't have a negative impact on their business if companies are forced by law to implement emission controls this year. Thank-you
Read Answer Asked by Chris on February 04, 2015
Q: I am looking at setting up an educational fund for our 1 year old grandson with an initial
5k investment. Are there any tax implications when an RESP is set up by a grandparent and if so, would an investment account in trust be more appropriate?
Either way, which holdings would you suggest I start with.

Thanks for taking the agony out of some these decisions!
Read Answer Asked by Rose on October 29, 2014
Q: Hi,

Due to the recent capitulation in small cap stocks, I am concerned about DEE and QST which have been cut in half. My average price on DEE is 4.25 and that on QST is 4.35. Unfortunately, I have more than the required portfolio weight in these two stocks and I am not able to double up because of the already high weighting. What do you suggest and what impact woould the next one or two years have on these two stocks.
Read Answer Asked by Imtiaz on October 15, 2014