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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: How would you rate these for holding in the SMID Growth section of a portfolio (A couple may not be SMID, which means they just may not be forever keepers for me) - I hold all except SNPS and NOW, which I've been watching, and I’m thinking of consolidating into 6-8 positions, but could keep more. I'm considering 3-4 for shorter-term growth, 1-3 years, 3-4 for longer-term growth, 5-10 years. Please order from most conviction to least with a preference to Shorter (S) or longer(L) or either (E). Thanks!
SNPS, NOW, GLXY, KSI, FOUR, ROAD, CLBT, CRM, HPS.A, VHI, GENI, SRAD
Read Answer Asked by Kim on June 02, 2025
Q: Hi Peter…Any red flags with GOT’s latest private placement? Are the “Broker Warrants” a deal sweetener? I presume the Broker will want to peddle the warrants to the major shareholders at some point in the future…maybe when the warrants are “in-the-money”. Any thoughts you have would be appreciated.
Regards,
Jim
Read Answer Asked by James on June 02, 2025
Q: Would you be invested in a covered call bank ETF or a non covered call bank ETF for the next year or two?
Read Answer Asked by Mike on June 02, 2025
Q: Hello Folks:
Unfortunately we have lost approx. close to 30% of our EMAX investment in the last few months. The current dividend is 16%; up from 13% upon purchase.
Should we accept this loss, move on or wait? Are there superior choices for this stock (we did primarily consider it an income investment, although a little growth potential would be okay). A goodly proportion of our investments are in energy; how do you view this sector and it's outlook?

Thank you for your most terrific service!!!!
brian

Read Answer Asked by Brian on June 02, 2025
Q: What do u think about having a Euro investment account in order to invest in overseas companies and what's the best way to do that?
Read Answer Asked by John on June 02, 2025
Q: Hello 5i,
Is there an exceptional amount of ROC for NXF.B and if so is it meaningfully detrimental to an investment in this. I enjoy the distribution but I do not want it to bite me in the butt when I finally sell. I have nine such cover call ETF's ( HDIV, HHLE, HMAX, HYLD, NXF.B, QMAX, SMAX, UMAX, ZWH.U) out of 48 positions making up 11% of the portfolio of mostly blue chip solid dividend payers. Am I heading for a disaster when I sell in a 5 to 8 year time frame? 79 year old value investor enjoying dividends.
Stanley
Read Answer Asked by STANLEY on June 02, 2025
Q: I have and RESP account for my kids. My son is scheduled to start university in the fall. So I have a couple of questions.

1) can I contribute to his RESP while he goes to school to capitalize on market gains and,

2) is there a preferred strategy for withdrawing the funds.

Thanks

Dave
Read Answer Asked by David on June 02, 2025
Q: Regarding TFSA.

Are you allowed to withdraw say $20,000 in December '25 and deposit $27,000 in January '26 ?

Thank you
Read Answer Asked by JACK on June 02, 2025
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