Q: Hi, I am considering buying the dip into some covered-call tech funds. I was looking at a roughly equal investment in ZWT and QQCL. I'm aware of the limited upside potential of these funds but am buying for income with some capital gain (ZWT). I'd appreciate your thoughts on the possible pitfalls inherent in these CC funds. 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: Terravest stock seems to be getting its traction back, with a new 52 weeks high today, after a sustained period of drawdown, following the equity raise. Could you please help understand some reasons for investors' renewed interest, Also, do you expect this momentum to continue into earnings and thereafter?
Thank You
Thank You
Q: LMN seems to be falling slightly out of favour in your rankings, do you still consider it a good buy and hold inside a TFSA if I can get on at approx $36.00, any Idea when 2nd quarter financials will be released by them? Thanks.
Q: What is your opinion of this ETF for a current buy? It would seem that defence spending is not going down for the forseeable future. Thank you. Cheers
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Purpose High Interest Savings Fund (PSA)
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Global X High Interest Savings ETF (CASH)
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Global X 0-3 Month U.S. T-Bill ETF (UBIL.U)
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Global X 0-3 Month T-Bill ETF (CBIL)
Q: I am holding a lot of cash in anticipation of buying a condo in the next 6 months. My main concern is capital preservation. What is safer: short term bonds or HISAs? Assuming a significant decrease in interest rates during the next 6-8 months, would short term bonds offer a greater total return than HISAs?
Thanks!
Thanks!
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BMO Aggregate Bond Index ETF (ZAG)
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iShares Convertible Bond Index ETF (CVD)
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iShares Core Canadian Long Term Bond Index ETF (XLB)
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Pender Corporate Bond Fund Class F (PGF510)
Q: I have these bond funds: PGF510, CVC, ZAG, XLB, along with mostly GIC's in my fixed income side of portfolio. Do these Bond funds pay interest the same as the GIC's or do they pay Dividends so I would get the Dividend Tax credit? All are in my margin account. Would any of these be worth adding to now that they have gone up somewhat? Thanks so much!
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Vanguard FTSE Emerging Markets ETF (VWO)
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Global X Intl Developed Markets Equity Index Corporate Class ETF (HXDM)
Q: Although I realize you are not tax experts, I have a general question about holding ETF’s in an an open account. My understanding is that Canadian-listed ETF’s are exempt from the T1135 filing. So I believe HXDM, even though an International ETF, could be held in a non-registered account without any filing requirement. Is my assumption correct?
On the other hand, any ETF could be held within an RRSP without filing (eg. VWO).
On the other hand, any ETF could be held within an RRSP without filing (eg. VWO).
Q: What is your current opinion of RDVT (i.e. Red Violet)?
Q: How do you feel about this energy storage etf that is quite new and looking into the future?
Thanks Again
Thanks Again
Q: AMD is down quite a bit. Is it worth holding onto at this uncertain time? Comments on its prospects haven’t been positive.
Q: Current thoughts on SYZ and what does the market expect this quarter?
Thx
Thx
Q: Please comment on their new acquisition. Does that make this company more attractive in the long run. The stock has doubled since then. Thanks
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Crocs Inc. (CROX)
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Aspen Aerogels Inc. (ASPN)
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SPS Commerce Inc. (SPSC)
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Vertex Inc (VERX)
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TransMedics Group Inc. (TMDX)
Q: "We could see the mega-cap names move sideways relative to small and mid-caps in the near-term and intermediate-term, but we would not be willing to try to time this, as the probabilities from history and current valuations are on our side."
If someone were trimming mega-cap names to raise cash and capitalize on the potential for small and mid-cap names to outperform please name your top 5 Canadian and US companies that would be the first you put this cash into.
If someone were trimming mega-cap names to raise cash and capitalize on the potential for small and mid-cap names to outperform please name your top 5 Canadian and US companies that would be the first you put this cash into.
Q: I hold ALB and am down 50% in both a registered and non registered account. What are your views on ALB and lithium. Is it time to move on? If so what companies in the material sector do you suggest as a replacement. Thanks again Peter
Q: The stock is down $17 from its recent high. Do others investors see cracks in the armor and recognize the cycle of the business?
Thx
Thx
Q: I have small positions in Fortis and Emera and i am looking to consolidate to one position. Which would you pick?
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Northland Power Inc. (NPI)
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Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
Q: I am looking to consolidate two small positions to one...Which would you pick and why?
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Suncor Energy Inc. (SU)
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Enbridge Inc. (ENB)
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Canadian Natural Resources Limited (CNQ)
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TC Energy Corporation (TRP)
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Pembina Pipeline Corporation (PPL)
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Keyera Corp. (KEY)
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Parkland Corporation (PKI)
Q: Good morning Gentlemen: Looking out 2-3 years, could U rank the above companies from most prefer (5) to least prefer (1)?
Secondly, If Trump get elected, Which of these companies will be affected negatively because of protectionism, if at all. Thank you
Secondly, If Trump get elected, Which of these companies will be affected negatively because of protectionism, if at all. Thank you
Q: Cipher Pharma made a major acquisition today that they say will double their sales and profits. The new products acquired are also superior to the existing treatment, which has 71% of the USA market, so lots of room there for growth, plus they plan to get approval in Canada and make a deal for ex-North America sales. They also have their drug for toenail fungus, a big market, set to produce final results in about 6 months, with sales expected starting in 2026. This looks like a good growth stock to me, trading at a cheap valuation, given the profit from the new products, and I am wondering what your take is on the acquisition and the stock.
Q: Your thoughts please on replacing NTR with SJ for a material position.
Thx
Thx