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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 contemplating a switch from Rockwell Automation into Eaton. It seems like I would be moving into a better asset. But am I making the classic mistake of selling a name that has nothing but bad news baked into its stock for a stock that has perfection baked into its price? Does Rockwell getting 'less bad' have more upside than Eaton 'keeping on' and I am making a bad switch? Thoughts?
Read Answer Asked by Martin on February 05, 2024
Q: Once read "stock prices take the stairs up, elevator on the way down", and have seen more than a few cases of this over many years watching the market closely. I'm about to leave on a trip where I will at times be off grid and am considering some stop losses for some stocks that have seemed to take the elevator up, not sure what mode they will use to come down, perhaps nuclear, ha. Looking for some advice in how to use stop losses for super high flyers that I have doubles, triples and better. How would you protect your "loved ones" if you were going off grid?
Read Answer Asked by Charles on February 05, 2024
Q: 1. What percentage do you advise allocating to discretionary sector.
2. Included are non-US names because of pricing power/ controlled supply. If I missed any from your favs, please add to the list.
3. Recently you answered my question on industrial stocks based on
a) core [large, defensive names]
b) high growth regardless of size
c) recent strength and positive momentum.
Applying that to my list of discretionary stocks, please rank in each category (1-3, with 1 strongest)
Thanks
Sam

Read Answer Asked by sam on February 05, 2024
Q: Can you kindly recommend any sites tracking RSI for individual stocks and whether you feel this is a good input into the decision making process of when deciding to buy an oversold stock?

Also, I notice there are timeframes for RSI (weekly, monthly etc) so how does the timeframe inform the result and help a decision to purchase an oversold stock?

Thanks as always for your guidance!
Read Answer Asked by Cathy on February 05, 2024
Q: I just noticed that SMH dramatically outperformed SOXX (1 year, 2 years) and i hold the latter. Perhaps b/c the former holds 19% in NVIDIA stock and ASML shows up as a holding. Why is that ? Do they have a different investment strategy?
Now i fear if i switch the trend may reverse. OR the switch is the right strategy here?
OR sell half SOXX and buy SMH looks like a right move.
So i guess this is more of a commentary: investor needs to pay attention to ETFs as well.
Read Answer Asked by JR on February 05, 2024
Q: Why are the renewable energy companies performing so poorly for so long (more than two years going by BEP.UN, BLX and INE, for example)? With all governments around the world all pushing for clean energy and yet these companies' SP performance are not reflected in the TSX? Thanks.
Read Answer Asked by Victor on February 05, 2024
Q: Everyone, recently the US senate held a hearing with the largest social media companies and the politicians gave an earful from motivated politicians. Knowing that legislation takes years and the original legislation will get watered down. Will the political motivation for change (and maybe legislation) have any effect on the companies stock price in the short term? Clayton
Read Answer Asked by Clayton on February 05, 2024
Q: Hi guys at 5 i's

I know that nat gas prices are in the doldrums and if this mild winter continues nat gas is not going to get much of a bid. But Tourmaline TOU is getting down into the mid $50 again and the last year or more whenever it gets back down there it usually doesn't take long to go back to the mid $60's. I own a core position in TOU because of the dividends and the chance that if nat gas goes up for some reason (problems in exporting LNG from Qatar/freaky cold weather, etc.) that TOU will rock upwards. Still I am tempted to trade some additional shares of TOU. I was doing that with ARX but sold out of ARX in the $21.50 range not long ago and I am waiting for a under $20 share price on ARX to get back in. Where do you think TOU might bottom out if nat gas stays low all year because I can't see it going much below the mid $45 range.
Read Answer Asked by Paul on February 05, 2024
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