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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: Hi,
I’m thinking of doing some tax loss selling. Can you suggest proxies for the following companies: Roku, Trade Desk, Twilio, Unity Software and Zoom Video.

Would you also be able to suggest an ETF that would serve as a proxie for all of them? I’m thinking of a high-growth-stock ETF like the SPYG.

Thanks
Read Answer Asked by Camille on June 20, 2022
Q: Good day,

I am looking for a good (over-priced) US stock to for a Put spread - one where the premium (implied volatility) is reasonable. I had a Put spread on TSLA, but got out of it when they announced the spilt (as those options, post-split, go to the liquidity wasteland). Thanks

ps. I would prefer a US stock, but if that is not doable, then CDN will do. Thx
Read Answer Asked by Michael on June 17, 2022
Q: I sold TTD and AMZN to realize a tax loss more than 30 days ago and I know that I can buy them back today with no issues. I bought ROKU and SHOP respectively as proxies a week later with the proceeds. They are both down (I guess things don't always work out!). The first question is can I sell both of these and claim a tax loss despite my not having owned them for 30 days?

Secondly, I am assuming you would recommend buying AMZN back (not that you don't like SHOP) but would you still re-purchase TTD? Does APPS offer a potentially better return? Or might you stay the course with ROKU? It appears to me that these companies are similar businesses.

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on June 17, 2022
Q: In what order would you buy them today for 3 years?

On separate note, I am wondering when 5I started and how long I am member.
It was exciting ride over many years and without your help I would not survive.


Thank you for great service.
Milan
Read Answer Asked by Milan on June 17, 2022
Q: Hi 5i. I'm not sure if anyone has ever posed you a question about any of these companies, all of which have substantial operations in Canada.

Obviously, the expectation of continued interest rate hikes will have a strong negative effect on these companies' business this year. Taking a step back, though, do you see much to separate them as investments? For instance, is any of them materially more indebted than the others? Any thoughts you might have would be welcome.
Read Answer Asked by William on June 16, 2022
Q: I have had both of the above for quite some time.
In this environment with supply chain and overall disruption what is your analysis of these two stocks going forward.
Also NUE where would yo see this going over the year.
Thanks very much. Happy Fathers Day to you who are Dads.
Read Answer Asked by Maureen on June 16, 2022
Q: Hi Guys,

Which 20 lower risk stocks would you recommend to build out a $2,000,000 portfolio that will produce $ 80,000 in dividend income?

Would you want to spread out the risk and be in many sectors and stay only in Canada to take advantage of the dividend tax credit laws?

How much of the div is taxed if it’s a U.S stock compared to a Canadian stock?

Thank you for all your help & great services

Nick
Read Answer Asked by Nick on June 16, 2022
Q: MU was a sell according to https://seekingalpha.com/article/4518385-micron-demand-and-pricing-declines-on-the-way?mailingid=28065169&messageid=must_reads&serial=28065169.372026&utm_campaign=Must%2BRead%2BJune%2B15%2C%2B2022&utm_content=seeking_alpha&utm_medium=email&utm_source=seeking_alpha&utm_term=must_reads
Time to sell or do you think there is more upside?
Read Answer Asked by Steven on June 16, 2022
Q: These large behemoths have been decimated in varying degrees. Would you please rank them and would you buy now for a long hold on what seems like a huge sale on quality leaders? Thanks.
Read Answer Asked by Steven on June 15, 2022
Q: Are there 2 or 3 Canadian & 2 or 3 US stocks you would be interested in buying in the current downturn?

Would you buy now or wait until???

Thank you.
Read Answer Asked by Ross on June 15, 2022
Q: Star Bulk Carriers (SBLK)( Dividend approx. 23%) and Golden Ocean Group( GOGL)(Dividend approx 13.8%) were mentioned in Seeking Alpha newsletter recently with regards to Attractive Dividend Stocks...

- 1. What are your thoughts on the 2 companies individually ?

- 2. What are your thoughts on the dividend offered ? EVEN if they cut their dividend in half ??

- 3. They Both have multiple Buy Ratings from what I see in my personal research...

- 4. Would you consider One or Both a Buy or Not ?

Thanks,
M
Read Answer Asked by michael on June 15, 2022
Q: No one escapes higher interest that will be with us for a while until inflation abades..As all companies refinance their debt loads , investors tend to shun highly leveraged firms..it almost killed baytex and a few others...what companies/sectors should we avoid?are tech s highly leverage d?and lastly, do we run to high cash flow companies? Many thanks
Read Answer Asked by adam on June 15, 2022
Q: HI Gang,

You have commented recently that APPS will require patience and is a HOLD at this point. Could you please give some insight as to why you think its a hold? I am down 60% on it and have a time frame of 2-3 years. Could you comment on what to potentially expect in the next 2-3 years. (always respecting you don't have a crystal ball)
Thanks for all your work and guidance in this tough climate!
Read Answer Asked by Wes on June 15, 2022
Q: Greetings,

Considering how popular Cruising is, I was very surprised to see the last time anyone has asked about RCL seems to have been last July!

1. Are they a risky sector?
2. Surely older demographic will gravitate more to Cruising?
3. Which Cruise ship company has the best potential?
4. Is there an aging demography themed ETF?
5. RCL - Buy sell or Hold?

Thanks!




Read Answer Asked by Arzoo on June 15, 2022
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