Q: Hubby and I are getting close to retirement. Would you be comfortable with your entire portfolio at Questrade? Or WeathSimple? The free trading is really attractive. Or would you suggest having some at a brokerage at one of the big banks, for more security? Thanks.
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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: What are your thoughts on the class action securities lawsuits filed against NVO, and on class action securities lawsuits in general? Specifically related to NVO, I understand there are two lawsuits alleging that NVO misled investors, one linked to the ~18% stock price drop on December 20, 2024, and a more recent claim linked to the ~21% drop on July 29, 2025. What are the typical chances of receiving a recovery, what might the recovery amount be (% of losses), and how long do these lawsuits usually take to resolve? As an NVO shareholder, should I sign up for the more recent lawsuit, if eligible?
Q: You have been extremely kind to help us with US Stocks and we have extremely benefited from it, but would prefer answer to Canadian stocks
First as sometimes there are too many US stocks answered and I read all before getting into Canadian Stocks.(
First as sometimes there are too many US stocks answered and I read all before getting into Canadian Stocks.(
Q: Hi, I have a general question about portfolio management and overall positioning. I have a pretty good overall diversified portfolio with quality names that are often discussed here, though I don't really hold any names in utilities or materials. I'm early 40's and generally on the growth side of investing. My highest sectors are tech (27%), Financials (19%), Industrials (14%), Cyclicals (9%) and Energy (8%). My lowest sectors are Staples (5%), Health care (5%), and Communications (4%). Crypto is at 4%. REITS zero as my house is paid off.
How often should we re-position sector allocation in a year for our portfolio? Is it once or twice a year? Quarterly? I'm not talking about big sector changes but small adjustments such as trimming tech and adding to other sectors. Some of these market rotations happen quickly in the market. Its not a question of IF a correction will happen, but more WHEN and how to be prepared for it. What is the best way to capture upside vs downside protection? What are some key metrics to look at in our individual names? Gains have been good the last few years and I've been around to experience many crashes over the last 25 years since University and have learned a lot about holding quality long term compounders. Thank you!
How often should we re-position sector allocation in a year for our portfolio? Is it once or twice a year? Quarterly? I'm not talking about big sector changes but small adjustments such as trimming tech and adding to other sectors. Some of these market rotations happen quickly in the market. Its not a question of IF a correction will happen, but more WHEN and how to be prepared for it. What is the best way to capture upside vs downside protection? What are some key metrics to look at in our individual names? Gains have been good the last few years and I've been around to experience many crashes over the last 25 years since University and have learned a lot about holding quality long term compounders. Thank you!
Q: Everyone, I do not day trade but I was interested in learning more about this type of investing but I am not sure we’re to start. Would you recommend a book or magazine or blog that I could learn from. Clayton
Q: With rich valuations in the market and inflation poised to move higher on tariff deals, what would be your asset mix to preserve capital while seeking a modest total return of around 4%?
Q: What happens to out of the money call and put options on PKI after the takeover?
Q: When I look at what the insiders are doing on a company which is available on some sites, with the stocks they hold, I see:
Sell post exercise?
Exercise?
Sell;
Award?
Which of these should be concerning? Could you please explain the terminology of the ones above with a question mark.
Thank you.
Sell post exercise?
Exercise?
Sell;
Award?
Which of these should be concerning? Could you please explain the terminology of the ones above with a question mark.
Thank you.
Q: As 5I research noted the 5 reasons to be worried about markets. Are there at least a few good reasons to be a bit optimistic. I tend to be overly optimistic for too long sometimes.
Q: Hi, when looking at what sectors your companies fit in, what source do you use and why are there many different sites that give different sectors? For example, Dollarama. I see that you have it as cons cyclical in your portfolio, as well as does Koyfin. But when I look at yahoo, tmx, morning star, and globe and mail, they have it listed as cons staples? Which trusted source should we go with when allocating %'s to our sectors because it could throw off our sector allocations if not allocated properly. Thanks!
Q: At what price point does CPRT become a compelling buy? A month ago you said it was still too expensive to consider, it has dropped nearly 5% since. Would you step in here?
Also, I am very pleased with my subscription upgrade to include analytics. Can you please provide more clarity about your monthly stock selections? Are they meant to be ideas for a trade or for a buy and hold? It would be helpful if you could specify that for each pick.
Thank you
Also, I am very pleased with my subscription upgrade to include analytics. Can you please provide more clarity about your monthly stock selections? Are they meant to be ideas for a trade or for a buy and hold? It would be helpful if you could specify that for each pick.
Thank you
Q: A class action has been authorized against National Bank Financial Inc., RBC Direct Investing Inc., TD Waterhouse Canada Inc., Desjardins Securities Inc., CIBC Investors Services Inc. and Questrade Inc. seeking the reimbursement of currency conversion fees collected from clients
What would be in your opinion the expected gains for your average retail investor and the cost/benefit of the claim? It looks like marginal but I do not have a lot of experience in those class action suit.
What would be in your opinion the expected gains for your average retail investor and the cost/benefit of the claim? It looks like marginal but I do not have a lot of experience in those class action suit.
Q: Hi, could you please explain the thought process for why you aren't big on average down?
Q: Could you tell me what’s the cost or fees when you buy a CDR and are their variables on the fees such as possibly how long you hold the stock or total cost…Thanks
Q: Peter; On a stop loss order , if you have a stop at ,say X, and it opens below X, is your order still activated? Thanks.
Rod
Rod
Q: robo-advisor investments to save on fees. robo-advised accounts.
What's your opinion on these?
Would you recommend any?
Thank you.
What's your opinion on these?
Would you recommend any?
Thank you.
Q: I notice lots of your answers for why a stock is good is because of "momentum". I guess this isn't a fundamental, so what is it? It seems even if stock A is cheaper and is similar to stock B, you will suggest stock B even if it is more expensive but has momentum.
Q: Everyone, I have made a few dud investment decisions, such as waiting too long to sell Valient and Lightspeed. If you are in that position what metric(s) do you use to say - it’s time to move on. Clayton
Q: Everyone, if you had to list five (or more) stats / data / verbiage that would convince you to buy a stock what would they be? Clayton
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Meta Platforms Inc. (META $733.51)
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Alphabet Inc. (GOOG $242.21)
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NVIDIA Corporation (NVDA $192.57)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $229.88)
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Advanced Micro Devices Inc. (AMD $232.89)
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Palantir Technologies Inc. (PLTR $185.47)
Q: Good morning 5i
I would like your advice on a covered call options strategy. To date I have been selling covered call options on stocks I already own, such as Nvidia, Meta, Google, Shopify, etc. I sell mostly three week to monthly expiry dates. I usual tend to buy back and roll out if the market price surpasses my strike price. ( which I have been doing more frequently, recently).
All of these stocks have very high embedded capital gains and i wouldn’t want to pay the tax if called away. So far buying back and rolling out has worked well, though.
But, I am looking at other strategies, such as buying two or three good stocks, such as amd , palientir, etc specifically to sell call options. Here being called away is not a problem, as one would have little capital gains tax and , say in the case of amd, wouldn’t miss losing it, since I hold Nvidia.
Another possibility is to sell call options on a relatively volatile etf, such as QQQ.
I highly appreciate your advice, as I do in all investing questions
I would like your advice on a covered call options strategy. To date I have been selling covered call options on stocks I already own, such as Nvidia, Meta, Google, Shopify, etc. I sell mostly three week to monthly expiry dates. I usual tend to buy back and roll out if the market price surpasses my strike price. ( which I have been doing more frequently, recently).
All of these stocks have very high embedded capital gains and i wouldn’t want to pay the tax if called away. So far buying back and rolling out has worked well, though.
But, I am looking at other strategies, such as buying two or three good stocks, such as amd , palientir, etc specifically to sell call options. Here being called away is not a problem, as one would have little capital gains tax and , say in the case of amd, wouldn’t miss losing it, since I hold Nvidia.
Another possibility is to sell call options on a relatively volatile etf, such as QQQ.
I highly appreciate your advice, as I do in all investing questions