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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: This is not a question, but an experience I'd like to share.

I have subscribed to Peter's covered call selling for many years. For instance I had a September expiry $30 CC on CCXI that gave me a $1.50 credit. So, the stock was selling at 24 and the CC strike was 30 and the credit for selling the call was 1.5. So potentially I could make a max profit of 7.50. Not bad I thought.

Then I woke up this am and was confronted with this:

https://www.tipranks.com/news/press-releases/amgen-to-acquire-chemocentryx-for-4-billion-in-cash

Be prepared for that eventuality if you use the CC strategy. Even though it happens much less frequently then desired it does hurt the greed part of our ego. No doubt about that.

Sheldon
Read Answer Asked by Sheldon on August 05, 2022
Q: Hi Peter
I have in my portfolio Spark and Immunoprecise which are both down are they worth holding
Kolibri Global and Southern energy are winners Do you think there is more upside to these stocks .
Thank you
Howard
Read Answer Asked by Howard on August 05, 2022
Q: In our concentrated portfolio of 20 stocks we hold the above industrials (total weighting 22%) and have been happy. GIC “missed” earnings today and is down today. Could you review its earnings and let us know if there are any red flags? Also would you see a better US industrial stock to fit into our portfolio? We are up 50% from where we bought GIC so there would be some tax considerations in selling…

THANKS for all your work.
Read Answer Asked by Paul on August 05, 2022
Q: Any idea why Telus shares can’t be owned by non-residents of Canada? My broker informed me that my T.TO shares will be converted to “Non-Canadian” shares which don’t trade. I can switch back to regular shares only when I want to sell them. I’ve never run into this before and have been non-resident >10 years.
I prefer Telus over BCE but should I just switch over to BCE?
Read Answer Asked by Eric on August 04, 2022
Q: Hi I am still looking for Growth opportunity PLUS INCOME ( main criteria).

Also looking to diversify. Currently I own no European stocks.

Can I have your thoughts on BEUR : mer 0.9% and yield @ 6.4%

Or is there a better opportunity out there.

Thanks.
Read Answer Asked by Donald on August 04, 2022
Q: On Aug 2/22 there was an answer regarding RRIF mandatory withdrawals rather than sell a stock. It mentioned Withdrawal in kind & transfer stock to cash account., Are there any tax implications. Could you provide example of a stock trade. What if your are losing money on stock can this still be done ????
Read Answer Asked by Guy on August 04, 2022
Q: What are 5i’s thoughts and analysis on $CAD vs $USD?

The Financial Post article below highlights forecasts of 5% upside (loonie towards .80c usd). What do you expect? Time-frame, certainty in closing the gap, etc.

https://financialpost.com/executive/executive-summary/posthaste-why-the-canadian-dollar-isnt-done-yet

Would now/months from now be a good time to convert some $USD to $CAD (i.e. moving over US equity index/stocks in USD to the same holdings in $CAD).
Read Answer Asked by Stefano on August 04, 2022
Q: BNN's Lightspeed earnings headline featured the $100M loss without mentioning the adjusted loss is $15.6M and better than expected.. Not impressed with their negative recap.
The stock is down 13% at one pm - is this short selling or anxiety about the headlines? They doubled their sales and have a billion in the bank! I'm a buyer!
Read Answer Asked by Steven on August 04, 2022
Q: I'm liking Information Services Corp. dividend and it seems their earnings look pretty good as well. I'm guessing not a huge growth potential, but wondering about thoughts of company in possible recession and dividend security.
VCM seems to be on a positive trend, thoughts on this company as a potential addition at this time.
Thanks
Read Answer Asked by Colleen on August 04, 2022
Q: I have held S&P Global for about a year and of course like the recent market this stock is lagging. I would like to hold on but I understand the recent earnings were not stellar. Your comments on the recent quarter as well as your overall thoughts on this holding would be much appreciated. I would like to hold for the long term. Thank You.
Read Answer Asked by Brian on August 04, 2022
Q: Would you endorse a switch from PEY to BIR at this time? Which has greater share price appreciation potential assuming gas prices remain stable to increasing? Would it be worth foregoing PEY's dividend for better outlook with BIR. Thx
Read Answer Asked by Tony on August 04, 2022
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