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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: Peter, our one true source of help in this investment purgatory, thank you for your response to David yesterday regarding covered calls. Moving forward, could you please provide us with some companies that you use in this endeavor?

Merry Christmas, everyone!
Read Answer Asked by Ray on December 30, 2024
Q: Which would you recommend, investment account or TFSA.
Read Answer Asked by James on December 22, 2024
Q: At 71, I'm getting a little scared of the Market (Wednesday), and I'm 100% in equities mostly Tech. I'll keep the Mag 7 but want to sell the rest and move to safety in these Large Mgt. Firms. Please LMK if you agree with my strategy and can you kindly Rank them? Thanks!
Read Answer Asked by Austin on December 22, 2024
Q: Happy holidays…. Tax loss selling….. proxy for TLT, VDE, EMXC, OXY, PICK, LLY, NXT, ZBH, AMD, -Thanks
Read Answer Asked by James on December 22, 2024
Q: If as Satya Nadella says we are moving from being chip constrained to power constrained, what are the best stocks to play this theme? Would you look to data center power and cooling innovators or renewable energy and storage companies or something else?
Read Answer Asked by Gregory on December 21, 2024
Q: If you have to create new balance portfolio that includes CDR and CDN stocks.. Which 20 to 25 stocks portfolio would you recommend that includes both.


Thanks for the great service
Read Answer Asked by Hector on December 21, 2024
Q: RGTI What are your thoughts on this company, would you buy?
Read Answer Asked by Brian on December 21, 2024
Q: Hi Team,
UNH is one that rarely seems to selloff. With my experience it’s often a good time to buy quality names when they are on sale. Does it look like UNH is at a good buy level today? Today it’s bouncing a little after many days of selling off.
Next part of the question. I would be looking at trimming a little of either Gsy or Nvda to purchase UNH if I choose to go ahead with the trade . Which would you prefer to trim today? Both Gsy and Nvda are equally overweight for me and in a non registered account with capital gains incurred if I sell. However I have enough built up tax losses at the moment to offset the sale. I hate to sell either one of Gsy or Nvda but with the weightings it makes most sense in my portfolio . Does this trade make sense to you?

Thanks,
Shane
Read Answer Asked by Shane on December 20, 2024