Q: BUYING PROTECTION: WHEN to buy? WHAT TO BUY?
From time to time (especially today on CNBC) I am hearing Traders talk about buying protection with volatility in the US at ~16 .... vs much higher last week.
I assume this advice is also linked to the fact that US markets have just finished a “best ever” kind of bounce after last weeks debacle.
Does 5i agree with that strategy?
Would you be inclined to do this automatically when VOL drops to a specific level? If so, what level?
What ETF(s) would you suggest since playing options is not my game?
Would there be a rule of thumb as to how long to hold that “protection” in place?
Q: I realize that you have not been a cheerleader for this company, but wondered what you think of it after the recent (May 2019) acquisition? They are saying it is immediately accretive to AFFO on a per share basis. Another interesting note is their use of the existing management team. I am considering it to add some "USA" flavour to my healthcare full position in Sienna. Would you like it for a full position, or perhaps 50%, or …?
Q: I have been suffering with this stock for a long time and even with the dividend I am under water a great deal.There seems to be some buy recommendations but the stock still on its way down.I realize that the oil-gas market is not good but other stocks in this space are doing much better.Do you belive there is any chance of a dividend cut in the near future and would you sell now and move on.
Thank you
Al
Q: Hello Peter, with pullback in oil, are you optimistic about buying some / starting a position in the sector from trading perspective. Me thinking some dividend paying stocks ( paid till wait). Which one you would suggest - ARX, VET, IPL, PEY, ENB. Thanks
Just some follow up questions on these two etfs. Neither has done well over the last several years in terms of growth, so i suspect one buys these for income only. If so, wouldn't one just buy the one with highest dividend? if you had to pick only one preferred ETF which one would it be and if not one of these 2 which one and why?
Q: Which companies do you prefer for a long term hold from the list of names provided and why ? Also could you list them in order of preference. ( deduct as many credits required )
Q: Reko just released very good 3rd quarter results. The company has a solid Book Value(no goodwill) at $7.20 with no debt except for mortgage debt on their properties.
They finally showed revenue growth driven by their automation division. They are generating close to $1 per share annually in cash flow. As a microcap investment do you consider this company undervalued with significant upside potential?
Q: Mornin'
I'm thinking about taking a hit on TSGI (in at over $32) and buying LSPD based on the logic of LSPD having much more upside momentum in the near term. What do you think?