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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: One of my holdings of call options represents all of the contracts at the same strike price, expiry, etc., shown as open interest. It's easily understandable how there can be an offer to buy displayed, but how is
the price for an offer to sell (which is also shown) determined since
there is no sell order from me outstanding?
Thank you in advance.
Read Answer Asked by Howard on March 24, 2020
Q: BIP.UN and BAM.A are down 47-48% over the last month (BEP.UN down 41%), and have been quite volatile intraday. The whole market is getting hit, but would have expected these to be a "little" more defensive. Why would that be? Are there any particular COVID related concerns for these stocks/business models?
Any concern for the dividend? Or is this a good time to add to these positions? Time horizon is long term

Thanks for the great service
Read Answer Asked by Jeffrey on March 24, 2020
Q: I have a diversified US dollar portfolio, hold US stocks, and with the increasing in the US$, I have a 40% FX gain. I want to continue to hold the US stocks but also lock in the FX gain. To lock it in, I take it that a hedge would be required. Please suggest ways I could do this, including the "instruments". I am asking you this because I assume it is a good idea, aka action to take.
With the COVID-19 related decline in the stock market, I now clearly understanding the reasons and impact of diversifying in other currencies other than just Canadian $s...thanks for hammer it home to me.......Tom
Read Answer Asked by Tom on March 24, 2020
Q: I'm thinking of switching etf's, selling VGG and buying VSP to take advantage of tax loss selling (VGG) and also buying into a CAN dollar hedged fund as the CAN dollar has taken a beating lately and should rebound looking forward, appreciate your professional opinion? Thank you!
Read Answer Asked by Pat on March 24, 2020
Q: I'm thinking of switching etf's, selling VGG and buying VSP to take advantage of tax loss selling (VGG) and also buying into a CAN dollar hedged fund as the CAN dollar has taken a beating lately and should rebound looking forward, appreciate your professional opinion? Thank you!
Read Answer Asked by Pat on March 24, 2020
Q: Want to get your opinion of what’s happening in the market today? Fear of missing out rally? Did you expect stimulus package in U.S. to create this much optimism when the virus is still spreading like wildfire in places like New York?
Read Answer Asked by Curtis on March 24, 2020
Q: How would you rank these bond funds. I sold FTB and bought PMIF but it is not performing well. Bond funds have not performed well due to the drop in interest rates. I am retired in my late 70’s.
Read Answer Asked by Donald on March 24, 2020
Q: Hi guys, I am looking for small and mid-cap companies with a great balance sheet and high likelihood of sustaining their dividends. Would Evertz and Corby fit the bill? Also, any others that you like for that criteria? Thanks Rob
Read Answer Asked by Robert on March 24, 2020
Q: Do you think we've seen the bottom now that the USA is close to a stimulus deal (as of writing today). I was wondering whether that stimulus announcement will be the last bit of good news for awhile. I'm trying to decide whether to wait for further lows which seems to be what everyone was calling for or whether to go in with a part position now. Your thoughts today on the stimulus deal and what may be to come would be appreciated. Thank you.
Read Answer Asked by Jason on March 24, 2020
Q: My average price on COV is $4.97, so ... I'm down 78% as of this morning. I was thinking of dumping it, finally, and topping up my position in GUD with the proceeds -- unless you feel there is some evidence that this stock will come back to life. It never was a big holding -- but it seems to me the cash would be better used elsewhere. I'd like to stay in a healthcare growth position. GUD is presently 2.5% of portfolio.
Read Answer Asked by Sylvia on March 24, 2020
Q: Many high quality bond ETFs are trading at substantial discounts to their NAV. How can this be as the ETF should be representing the value of the underlying bonds? Are bonds being sold so fast that the market makers just can not keep-up with the pace? If XCB and XRB return to their NAV value this could be a buying opportunity? Thanks Ron
Read Answer Asked by Ronald on March 24, 2020
Q: Gordon Pape suggesting selling marginal companies in this environment and claim the loss. Which of the above if any would you consider marginal?
Thanks
Jeff
Read Answer Asked by JEFF on March 24, 2020
Q: I have always believed in the long term value of lumber, hence my interest in this name that i have been in and out in past. I guess the question the market is now reflecting on is about the company's financial capacity to sustain debt payment, or stay afloat.
They are inherently designed to go through different cycles, and reduce operations, but would you think they can survive worst case scenario based on their debt ratios, and would you see value here even if dividend is probably going to be cut?
Read Answer Asked by Daniel on March 24, 2020
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