Investment Q&A

Q: My question is about HBND, the new bond covered call ETF, which is yet to appear in your menu. It seems like a very nice alternative to a plain vanilla bond ETF, due to the high distributions, and general safety of covered call writing, but your opinion would be much valued. I realize it is new, therefore no history to track, and no doubt still quite small, but i wonder about the safety and erosion of the share price.
Thanks

Q: Hi, between these 2 stocks who have recently reported not so enviable quarters (and knowing they could go even go lower from here before they settle a bit)....are they both a show me story now? Is there more conviction in one or the other ...or would you put new money elsewhere? I currently own about 2% of each.
It seems both of their recent 1/4 releases were surprises to most of us. Not very credible management to not have seen this coming, IMHO.

Cheers,
Steve

Q: Is it time to buy energy stocks? If so, what 2-3 holdings do you suggest? In the past I've successfully owned TVE, WCP and SGY. for growth. I currently own CNQ and have held it for years as an income stock. Thanks.

Q: I am a long-term buy & hold type of investor. There are 3 companies in my portfolio with renewable energy assets--AQN, BEPC, NPI-- with percent weightings in my portfolio of 0.7%, 0.9%, and 0.8%, respectively (2.4% in total). I have an unrealized loss with AQN of ~$40,000, and so was thinking of crystallizing the loss-- temporarily shifting the proceeds to BEPC--with a plan to re-buy AQN in >30 days. HOWEVER, given that AQN is planning to divest its renewable energy assets (correct?) and given that I have lots of other utility exposure (FTS, EMA, with these 2 securities totaling 3.5% portfolio weighting), perhaps it would be better to just keep the proceeds from the AQN sale in BEPC (and perhaps also upping the NPI holding somewhat), and not bother re-buying AQN in >30 days time. With the general caveat that you are hesitant to give "personalized" advice, how would you handle this type of situation?

Ted

Q: We have 30% allocated in our registered accounts for fixed. (currently 10% each for CBO, ZAG and XBB) Are these the best options for today and the next year(s)? Also see XLB recommended recently and wondering if we should be adding or replacing any of the above?
Appreciate your opinion
Thanks Doug

Q: What sector allocation % would you recommend that one maintain today in a "balanced" portfolio?

Q: Hi Team,
I am down on NBLY big time and would like to get your thoughts if it is a buy, hold or sell and your rationale please.
Good work guys, as always.
H

Q: Currently, investment focus is on those companies that are developing technologies centered on AI. Can you speculate on what companies or sectors that will be the next wave to attract investment by being enabled by these new technologies.

Carl

Q: Would rather hold BKNG or CROX right now?
Thanks

Q: I won’t be able to attend Chris White’s webinar on Sept 26 due to work obligations. Is it possible to record this webinar for those that can’t attend?
Thanks

Q: Looking to add each in equal weights. What % combined of total portfolio would you be comfortable with these names?

Q: hi,
looking through the 5i model income portfolio, these entities are all down in share price. for an investor looking for income and growth (both capital appreciation and dividend growth to keep up with inflation over long term ), are all these a buy today? any a sell? any others in the income portfolio you are more interested in today?
cheers, chris

Q: Help me understand something about DND.

As per your write up in the Q&A's you were not impressed with DND's latest report.

The market was not impressed with DND's latest report (down appr. 30%)

Why ten would a 5 star analyst with CIBC, Sephanie Price with a 59% success rate ever rank DND a strong buy over the next year with her raising the target from $25 to $28?

You may not/ probably not know her but what do you think she knows that the rest of us don't? Just asking as she is such a well reputed analyst.

Thanks


Sheldon

Q: What is the reason for the sharp drop in price,on above average volume?I can not find any recent news which might explain this but it seems someone knows something as indicated by the volume.
What are your thoughts on this company now...Buy/Hold/Sell?

Q: I am looking at individual bonds from an investment perspective. Bank bonds for example have excellent credit ratings but still have great yields.
So: as an individual investor I don’t mind preparing to carry these to maturity given the yields. But I am also interested to know: if their value goes up in the future, how difficult is it to sell individual bonds at their market value and does it simply replicate the process of stock selling?

Q: Hi 5i Team - In an answer to a recent question re Illumine you mentioned that many other advertising companies are doing better and posting improved guidance. Could you provide the names of a few of these along with what would be your top two or three picks in this field. Thanks.

Q: Good morning,

The price of uranium and subsequently CCJ is on a roll this year. Do you think they both have more room to run and things continue to look rosy for the foreseeable future…or?

Thanks!

Q: Good long term hold ?

Or good time to take profits?

General outlook on uranium market as we approach year end

Q: Would like to get your view on ETFs that use covered call options to enhance returns. As interest rates plateau and eventually begin to fall is there anything 'in general' that we can expect from these ETFs? Will the share price increase, like bonds, to bring yields more inline with expectations or is the share price more influenced by the underlying share prices of the stocks held in the ETFs?

Q: Hi
I am sorry to have to ask another question about the recent WTS issue of CSU.
I currently own 7 * $100 Unsecured SUB FLTG RT SI with a date of Mar 31 2040 and with a cost of $765 and a MV $955. I also CSU.RT of 40 with MV @ .75 and recently received notification of WTS of 40 at no value. My question is what must I do by Sept 29 if hang onto my current debentures will they lose value ? do I have to do something with the 40 CSU.RT that I have or the 40 WTS just issued. Should I just sell the current debentures on the open market. Totally confused by this despite reading all the recent questions and answers on your website.
Thanks
Kathy