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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: From a technical standpoint RRX had broken down a while ago. MACD earlier in April, RSI just recently in official oversold territory and the Williams Percent range in the sell category roughly around the same time as MACD. I remember holding "quality" oil stocks as oil drifted from $100 to much lower, as many other did. What do the pros do with "quality" stocks in a poor sector? And with a poor forcast for oil prices at least now?
In RRX at just under $10. Right now its less than a %2 in portfolio.
Read Answer Asked by Randy on May 03, 2017
Q: Dear 5i
My son has $6000 to invest and prefers solid earnings growth companies . He does not need the money anytime soon . What stocks would you suggest at this time .
I suggested no more than 5% in any one stock but this would not be much per stock with this amount of money . How many stocks should he have and what would you consider a full position under this scenario ?
Thanks
Bill C.
Read Answer Asked by Bill on May 03, 2017
Q: My son is diligently saving to purchase a house and currently is taking advantage of the benefits of a TFSA. I have mentioned that he should also consider opening an RRSP to take advantage of their home buyers plan. He can contribute an extra $15k and get an additional 35% tax refund. He has about a 4-5 year time horizon before he needs the money. Is this sound advice? Can you recommend what stocks he should consider?
Thank you
Read Answer Asked by Marty on May 03, 2017
Q: I have emulated the Balanced Equity portfolio as much as possible but the proportions don't max exactly. PBH and KXS are not yet at the 6% level (close) so I did not re-balance. Trust this in line with your thinking.

BTW...April numbers in my three trading accounts are: +1.54, +3.1 and +2.14. And my TFSA, begun in January, 2015, is almost doubled. Thanks for your genius. I tend to think of all three accounts as a single portfolio but iTrade can't combine them.
Read Answer Asked by Fred on May 03, 2017
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