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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: The share price of PPL has dropped five straight days totaling almost 5% heading into the Q1 result release on May 2.

Are you aware of any rumbling out there? PPL is my largest holding and I have planned to trim it down after the Q1 results and now I want to wait and see until May 2. Is this a wise strategy? Don't want to sell when prices are in a mini free fall. Thanks.
Read Answer Asked by Victor on May 01, 2019
Q: With the advent of electricity storage, what equities or sectors do you see impacted? What might be good bets? (And not so good?)
https://www.politico.com/magazine/story/2019/04/29/trump-wrong-about-wind-power-electricity-battery-storage-226755
Read Answer Asked by Mark on May 01, 2019
Q: I have about a 2% position in AQN. I am thinking about bringing it to a full position(4%) or taking a 2% position in either NPI or CPX. What would be your recommendation and why.

Thanks Ken
Read Answer Asked by Ken on May 01, 2019
Q: I enrolled in Portfolio analytics and found that your system does not recognize several of my holdings:
ishares msci switzerland etf
ishares msci netherlands etf
ishares msci japan etf
MAWER INTERNATIONAL EQUITY FUND 102 NL
MD BOND FUND MDM010
MD DIVIDEND GROWTH FUND MDM400
How can I include these holdings in my portfolio Analytics and do you have any comments on them. My inclination is to get rid of the fee based mutual funds and find something cheaper and with a better record
Thanks
Read Answer Asked by Henry on May 01, 2019
Q: Hello Sages,

Between PHO and COV which one do like for a double first and which one gets bought out first?

As well I took a position on ATS on the way down, and it has finally churned higher. If I were to sell, would you wait until after the quarterly release or let it go now. No rush, and no need for the cash, just making a trade.

Thanks,

KC
Read Answer Asked by Kelly on May 01, 2019
Q: I currently own Cott on the US exchange and my PA states that I need to decrease my consumer cyclical and need to increase healthcare .I curently own TMO and thought I would sell Cott and buy more TMO as my weight in TMO is not very high. I would have a capital gain on Cott that I have to pay but in the longer term do think this is a good move?
Thanks

Read Answer Asked on April 30, 2019
Q: I have a self-directed RSP trading account in my name and will soon be converting it to a RIFF. My wife is the younger (63yrs) so I would like to use the lower required withdrawal rate as the schedule dictates for her age. To do this would this mean that we would need the RSP/RIFF in both our names - or could I leave it in just my name?
THX
Ralph.....
Read Answer Asked by RALPH on April 30, 2019
Q: I am a bit light on Financial companies; 12% of my portfolio I want to go up to 15%. I own TD, BNS, SLF and GSY in about equal amounts. Do you have any suggestions to add another financial company. I am retired and do not want to add a high risk company.
Read Answer Asked by David on April 30, 2019
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