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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: Good morning! I have a question on investing knowledge in general, and the companies mentioned above are what I will use as my personal example... because Iíve read from the team at 5i that it doesnít make much sense to hold out on a loss. Please by all means correct me if I am wrong, example: I bought into SU,(I am -28%) and QST, (I am -60%). XBC (I am -59%). This doesnít bother me nor does it cause me any financial suffering to hold, and I know there is no magical answer... does a young man ride it out and just wait patiently? I love SU AND QST before the pandemic and still enjoy their presence in my portfolio but here I ask myself this, am I missing gaining opportunity in the markets? My money is sitting negative, slowly, slowly coming back, where a I could suffer the loss and get to work else where? Thank you!

Read Answer Asked by Dylan on May 11, 2021

Q: Am I missing any major sectors with these stock investments?
Where should I focus if I would like to ensure a diverse portfolio?
Are there any stocks that I should dump?

Read Answer Asked by grace on April 27, 2021

Q: I intend crystallizing a loss on CNQ and was trying to decide on buying a company in roughly the same business so that I stay in the market segment. SU might be the obvious choice but have some already. Can you suggest some alternatives from the those noted or others, preferably with a divided.
Btw I find the dividend updates very useful.
Thanks

Read Answer Asked by angus on October 19, 2020

Q: Sir: I find myself still Down over 40% on SU, FIH.U, MTB, UMPQ and UAL and down over 20% on the others in spite of the recent strong market. So 1. Add to.? 2 sell.? Or 3 Hold.? Thanks for your great insight and valuable advice..........Jim

Read Answer Asked by James on September 10, 2020