skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I use covered calls on a small number of US stocks to generate monthly cash flow and I am wondering what you recommend when coming up to an earnings report. Typically I use short duration calls of 1 month.

Is it better to wait for the report or ignore that and write a one month call that would straddle the earnings report? The other possibility, of course, would be to write a very short option to expire just before the earnings report.

I am looking at LMT at the moment but this is more of a "What factors would you consider in deciding in this kind of situation?"

Many thanks

Mike
Read Answer Asked by michael on January 12, 2022
Q: How do we as investors gauge "capitulation" in the markets. Would you say we are getting close in certain sectors i.e. technology. Thanks for your insight.
Read Answer Asked by Greg on January 12, 2022
Q: Not a question...just a compliment. Sent in a question maybe an hour ago (max 2 hours). Just opened up my email and received your reply 30 minutes ago. I know you start work very early, to try to get loads of questions answered before the market opens, but obviously someone is also burning the midnight oil as well...thanks....love this service...Steve
Read Answer Asked by Stephen on January 12, 2022
Q: If I buy a stock in my registered account < 30 days BEFORE I sell the same stock in my unregistered (Cash) account, is it still applicable for tax loss or is it considered superficial?
Read Answer Asked by David on January 12, 2022
Q: These 7 losers are a 3% drain on my otherwise successful portfolio. They currently make up about 3% of portfolio total. Are any worth keeping for med to long term or should I put that money to better use? I’m not asking for details on each just if any jump out as possible big winners. Thanks.
Read Answer Asked by John on January 12, 2022
Q: Follow your balanced portfolio. Have money to top up a few stocks in portfolio. Please rank in order I should add money to.CCL ATD ATZ ENB TD AEM CSU BYD SU.
Also looking for dividend income your picks between fortis, BCE,or telus.
Thanks Steve
Read Answer Asked by Stephen on January 12, 2022
Q: I am looking to buy 1 or 2 of these stocks . could you rank in order for upside from current levels and moat.
Thanks
Read Answer Asked by Dave on January 11, 2022
Q: Retired, dividend-income investor, with a reasonably diversified portfolio. I remember a question a while back (months, maybe even > a year?) about asset allocation, but I can't find it even after a lengthy search.

It had to do with how many stocks-ETFs, MFs one needed for a reasonably diversified portfolio, but in the context of the size of the portfolio as it grew over time.

For example, I hold 2 legacy dividend-income MFs (10% of portfolio), 7 ETFs (40%), 15 stocks (50%), ignoring the fixed income portion of my portfolio => a total of 24 equity positions. I am a firm believer in a concentrated portfolio and vary my allocation to meet my targeted allocations both by sector and security (allowing for my definition of comfort level or risk).

Your answer to the earlier question was that as one's portfolio grew over time, one might consider increasing the number of equity positions. I can't remember where the rough breakpoints were that one should consider adding additional positions.

Q#1 = acknowledging that you can't provide personal guidance, would the current asset allocation be suitable for a total portfolio of approximately $1-2 million?

Q#2 = roughly where should a person consider increasing their # positions? $3 million....$4MM?

Thanks for your help...much appreciated...Steve

Read Answer Asked by Stephen on January 11, 2022
Q: Hi,

I know sometime ago there was an article about "asset location" by you or a guest writer either here or in CMS? Can you direct me to the appropriate link?
There was some "confusion" amongst the members of our investment group which stocks/ETFs are best held is what account!! TFSA/RRSP/Non Registered/ RESP etc.,
The most tax efficient way one can allocate the stocks/ETFs.

Much appreciated.
Mano
Read Answer Asked by Savalai on January 11, 2022
Q: you stated that PINS is looking very attractive right now.Why do you think this is?How is their balance sheet?
Which companies would you think could take them out?
Would you be a buyer here?
Please give me some compelling reasons.
Any companies you prefer better in the US tech sector?
Read Answer Asked by Josh on January 11, 2022
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!