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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 bought opening positions in these three names a few months ago. I am down on all three and they now each represent less than 1%. I'd like to consolidate by eliminating one. Which one would you sell? Which one of the two remaining ones would you boost with the proceeds today?
Read Answer Asked by Christian on July 26, 2021
Q: Good Morning Peter, Ryan, and 5i Team.
My question is regarding position weightings. I have trimmed TFII once since I have owned it but it continues to run and now represents about 8% of the account it is in. (Thank you so much for the original recommendation) I have owned CSU since $88 (Thanks again) and trimmed it along the way as well. After the last time I trimmed CSU I vowed to never trim it again unless Mark Leonard sells out or the wheels really fall off. How do you approach position weightings when the trend is your friend ? Thank you for your ongoing help. DL
Read Answer Asked by Dennis on July 26, 2021
Q: Hi everyone and thank you for your good service.

I own both stocks. 200 of IUSG and now with the split of NVDA, I own 52 shares.

Both are up 65 % in my portfolio.

Should I sell 100 shares of IUSG to buy 48 shares of NVDA? I had a good experience with stock splitting in the pass with Tesla and I was wondering if it worth the trade.

What do you think?

Martin
Read Answer Asked by Martin on July 26, 2021
Q: Can you please tell me the best book to read to learn about Japanese candles. Thank you. Bob
Read Answer Asked by cecile on July 26, 2021
Q: Modest amount of funds in trust for teenagers. Plan to sell Alteryx at small loss. What would you suggest for USD purchase please? I was looking @ VTRS. Not keen on debt levels but will it provide downside protection in this volatile market? Time horizon 1.5 years. Could you also please identify growth oriented names. VEEV already owned. Also ETF ideas to look @ please. Please deduct question credits as appropriate.
Read Answer Asked by Joel on July 26, 2021
Q: Thanks 5i for your valuable inputs. I owe KHC for about past 4 to 5 years and am down about 50%. For a long term hold with appetite for risk would you recommend to hold and ride it out or suggest something better in the same sector.

Thanks as usual
Read Answer Asked by Nimish on July 26, 2021
Q: I have done very well with each of these stocks. The news from China is a concern. I know you are not experts in Chinese stocks, but I would like to hear your opinion on whether to sell or hold.
Read Answer Asked by Elaine or Gerry on July 26, 2021
Q: If you were adding a dividend producing ETF to a pipeline, insurance and bank-focused portfolio (North American bias), which ETF would you use for:
a) dividend/total return
b) diversification?
Read Answer Asked by David on July 26, 2021
Q: I figured if this name was safe enough for Charlie Munger and Mohinsh Pabrai, that it would be safe enough for me. However, I always get week knees when I start to lose money. My guess is that China will not want to kill a golden goose like Baba and Im therefore hoping to look past the noise about CCP regulation which seems to be driving down the price of Chinese stocks indiscriminately. I know you do not closely follow overseas stocks but do you suggest I hold this name or move on to North American names which do not face the same regulatory dangers. I’m only down $7 at the moment. Thank you.

Jason
Read Answer Asked by Jason on July 26, 2021
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