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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: I'm interested in hearing your opinion on selling covered calls as an "extra money" strategy... I'm looking at the financial sector, but maybe stocks like BCE, MDA, JNJ, AVO, ATD.B, HCL, BEP.UN, GIB.A, MG, STN, TRP
I realize that stocks can be taken away, thereby creating the need to repurchase good companies at higher prices, but if they aren't taken away, it's "free money" for the option proceeds.
Comments???
Read Answer Asked by Brenda on November 25, 2013
Q: My Canadian Energy Services Technology Group (CEU) shares have increased by 8.5X since their purchase in 2007 excluding dividends. The company now constitutes 11.6% of my cash portfolio. In the recent Webinar you were suggesting not selling good companies just because of value increases but I notice at the same time that the 5I model portfolio has rebalanced. Following the rebalancing theme, my thinking is to reduce my shares of CEU and increase my shares in POT (currently 4% of my portfolio) and Goldcorp (currently 2.2% of my portfolio). All three companies have decent dividends. Does this make sense to you or should I continue to let CEU run. Thank you
Read Answer Asked by ED on November 25, 2013
Q: re. Sphere 3D Corp. (ANY-V)

I hold a small, entry level position in this security. What do think of their software tech ... is it a major step forward or simply a modest/incremental change to what currently exists? Who is their competition?

Thanks for your insights.

Owen Neal
Drumheller, Alberta
Read Answer Asked by Owen on November 25, 2013
Q: re. small cap info tech stocks

I'm in the process of adding another tech stock to my small cap portfolio ... considering QHR Corp (QHR-V), BSM Wireless (GPS-V) and C-Comm Satellite (CMI-V). Which stock would you prefer and why?

Thanks for your efforts on my behalf and other retail investors. Your insights are invaluable.

Owen Neal
Drumheller, Alberta
Read Answer Asked by Owen on November 25, 2013
Q: Good afternoon gentlemen.Just wanted to get your evaluation on SPY and does their new technology and contract give it a lot of upside. Anything else you could add on the company would be appreciated.
Read Answer Asked by Douglas on November 25, 2013
Q: Would you ever consider providing A,B,C,D portfolios with 5 or 10 stocks in each to appeal to a range of investors.( I.e. widows and orphans thru borderline gamblers)? Thanx
Read Answer Asked by Robert on November 25, 2013
Q: re SYZ.....do you have any idea when next earnings report will be out ?
Read Answer Asked by tony on November 25, 2013
Q: Hi

WIN seems to be doing the right things.
Today signed another license agreement.
Could this stock be worth quite a bit more than the market is currently pricing it at?
Thanks
Hersh
Read Answer Asked by Hersh on November 25, 2013
Q: Dear Peter and crew. I did make a mistake, it was Norbord and Direct cash that I wanted your opinion on.Thank you for your patience and your answers, Ken
Read Answer Asked by Ken on November 25, 2013
Q: I am finally profitable on my IGM : I wish to sell this but "stay financial" . Where would the greatest upside be ?... BNS , HCG , or something else ? ... I need income .
Read Answer Asked by Thomas on November 25, 2013
Q: my question is regarding YGR-Yangarra , can you comment on their latest financial results.what does a current shareholder do ? i noticed some more insider buying very recently. what don't you like about this stock ? thanx norm
Read Answer Asked by NORM on November 25, 2013
Q: What you guys think of tng.v The volume as picked up lately, and some promotors are saying that they could be the netflix of video game. It's it just a bum and dump or is there real merit to there technology?
Read Answer Asked by yanick on November 25, 2013
Q: Peter I am thinking of taking a 5% position in RNW any thoughts?
Stan
Read Answer Asked by Stan on November 25, 2013
Q: Thank you for the great service. What are your thoughts on Cargojet?
Thanks Tom
Read Answer Asked by Tom on November 25, 2013
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