Q: Hi Peter and team. For the most part, I am a buy and hold investor with a very long time horizon especially for dividend-paying stocks. However, I also use a buy-write strategy where I write covered calls on stocks. For example, I am considering doing this with AAPL $135 calls expiring in July (07/17/15) that last traded at $4.46. So, if buy 100 shares stock and write 1 call, three month upside (after transaction fees) about $900 for a $13000 investment (7%) Any thoughts or advice on this? (E.g. what time frame for calls would you suggest? Any "art" of selecting the best delta?) Thanks for great service!
Q: About a year ago your position on FAP was negative for several reasons (high management fee plus currency risk) and you suggested BCE, WCP, ENF, or COS would be suitable to replacements in one's portfolio. I do own the company and must admit the dividend is what's kept me invested. Do you still feel negatively towards FAP and it so, would you maintain your list of replacements or change/add to them in any way. As always, thanks for your guidance.
Q: After reading your column in Saturday's National Post my eyes wandered to
the right, a beginner's guide to Alternative Investing. What do you think of the article
and what funds would you recommend? Would you recommend any ETF exchange
Traded alternative funds by Purpose Investments Inc.? I like most investors have avoided this this type of investing because we really do not understand it.
Thanks to all.
Q: I'm having difficulty trying to classify stocks (eg consumer discretionary, materials,consumer staples, industrials) for seasonality. Is there a site that classifies Canadian stocks?Thanks for your input
Q: Plan to sell bellatrix to realize a tax loss.To maintain exposure to this sector,looking at rmp or bankers as similar risk companies.Which would you choose or do you have another recommendation?Thank you.
Q: Peter and Team:
I currently hold SYZ and OTC (each about 3%) in a sector balanced growth portfolio. What are your thoughts about adding or switching with GIB.A. Is it fair to say these represent small, mid and large cap companies in this sector, and how would you rate the three for a 5 year plus hold? Do "valuations" really have much meaning in comparisons like this?
I'm considering adding to either CSU or ESL which are current holdings or purchasing GIB.A as a new holding. All things being equal in terms of portfolio allocation, which would you recommend, or is there another name you see as a better purchase in the technology space at this time.
Q: Hello Peter and team
I am starting to build the growth portfolio and the only 2 names I already own are CXI and DHX, what would be the next 2 names you would suggest adding, these 2 would be held in TFSA thanks to the new limit.
Thanks for all you help, amazing service for the do it yourself investor.
When I first started to subscribe I decided to take not of some of the US stocks you mentioned and thought highly of, as I was in need of some US ideas for that side of my port.
The ideas I recorded that you suggested to certain subscribers were MTSN/PSEM/OREX.
Since March 1 MTSN is down 30%, PSEM is down 20% and OREX is down 13%.
What is your thoughts on these 3 stocks after these tumbles. What happened to them and why? Would you still buy them, hold them if you own them, or sell if you own them?
I know you don't offer detailed coverage on these three but I would appreciate your answers as you seem to be familiar with them.
Q: Do you know of an app. or spreadsheet to track contributions, withdrawals and contribution room remaining for the year. Simple I know, but also tricky.
With this new deal and their latest Quarter release, what are your thoughts on Parkit Enterprise. Yes, they are still a small company, so there is risk there.
Q: Hello 5i.
I would like to compare apples to apples. For example I'm comparing BCE to the TSX60 over a period of 5yrs. In TDwaterhouse I look at the graph for BCE for 5yrs and it shows a 55% increase. When I compare it to the TSX60 capped Index it shows BCE at 80% and the index at 25%. Why the difference of 55% and 80%? What goes into calculating the value of BCE over this time frame. Is it the appreciation of the stock price plus the compounded dividend reinvested? Is it the same for the index? Also is it the same for mutual funds?