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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: Hello,

I am gradually adding companies to my portfolio when the funds become available. My question is, should I also be selling portions of my stocks that are doing well to fund my next purchase? Or should I only do this if one stock has taken off and created a significant overweighting? I guess what I'm trying to decide is if it is more important to quickly diversify or to let time do its thing and patiently add companies when able.

Thanks,
Al
Read Answer Asked by Alex on March 15, 2017
Q: I have enjoyed quite a runup in my holding of CRH and am thinking of taking some of my profits (slightly overweight now) and adding to my position in BAD where I am slightly below my average price. Why has BAD dropped so significantly recently and would you consider this a good entry point or sit tight with CRH.
Read Answer Asked by Bruce on March 15, 2017
Q: Hello 5i,
I want to buy two stocks to balance my portfolio which is overweight in Consumer, Financial and Health Care. In my watch list I have the following stocks.
Materials: MX
Industrials: ECI, EIF, KWH.UN
IT: ENGH, SYZ
Telecom: T
Utilities: BEP.UN
Which two stocks (sectors) would you buy at the present time? If (when) there is a correction, which sectors are more likely be on “sale”?
Thanks!
Read Answer Asked by Jean-Bernard on March 15, 2017
Q: Even with their new banking licence Currency exchange Corp's stock seems to not be able to gain any traction. Would you consider it worthwhile to sell Currency exchange Corp and replace it with Goeasy ? Goeasy would pay me to wait while CXI gets their stuff together. I think they are both in the same sector. Would the switch strengthen my portfolio.
Read Answer Asked by Leonard on March 15, 2017
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