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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: Hi,
Few weeks ago I bought a small position in TMDX at $130. As the stock got closer to earnings, I sold some naked puts at $105, collected a nice premium and expecting that if it dropped after earnings, I could pick up some more 20% lower which I'm happy to do. With the larger stock drop after earnings down to $85 now, I'm thinking about my options. I'll most likely be assigned the shares at $105, which expire in 2 weeks.

As you have mentioned in many comments, I think these results are temporary headwinds and long term I'm still bullish. I'm tempted to 1) sell another put at around $70-75 and if the stock drops there, I'm happy to buy more. If it rises, I just keep the premium and reduce my cost base. Or 2) I was thinking I could buy the stock here and sell a covered call at around $95-100? Any other ideas you would implement here if this were you? what would YOU do if this were you? Thank you!
Read Answer Asked by Keith on October 31, 2024
Q: My AW.UN shares were exchanged 1:1 for AW Newco.

As this was an "exchange" should my broker be showing a capital gain?

If there is indeed a capital gain what is the share price that should be used?

My broker, TD, has calculated my capital gain based on a share value of $43.08 and used this price as my average cost base for Newco.

How do you suggest I approach TD on this? Is there somewhere where I can conclusively go to get this information to provide them? Banks aren't keen on admitting their errors...

Thanks
Read Answer Asked by Cory on October 31, 2024
Q: In the last decade I have always owned a number of REITS as part of the conservative/dividend portion of my portfolio, but I have gradually sold them off the last few years as interest rates rose and performance tumbled. My question: can you recommend any REITS from across their spectrum that feature a solid dividend - hopefully 4% + - and gradual stock appreciation. I'm not looking for smoke bombs and lasers price appreciation! Thank you.
Read Answer Asked by Kim on October 31, 2024
Q: Record(?) or near-record free cash flow of $760M, $2B in additional buybacks announced. Bought back ~$750M of stock since Feb 2024 (~2% of shares outstanding). Gold currently ~$300/oz higher than their average selling price in Q3 of $2518. Surely slightly higher costs aren't that important in the context of the gold price being so strong and the large buybacks.

The old adage is to date the mining companies and marry the royalty companies. Is now a good entry to start dating Newmont?
Read Answer Asked by Marco on October 31, 2024
Q: AMD shares fell over 15%, apparently due to the company issuing forecasts that were noticeably lower than analysts’’ expectations. I bought AMD close to highs and have a substantial loss in a non-registered account. I thought I could harvest the very large tax loss and buy back after 30 days. However, given the company’s respectable record, wide moat (good products that are expected to stay in demand) shares could easily surge in a month or two in amounts higher than any tax-deduction benefit one might realize. I would appreciate your views on the short-term likelihood of AMD shares making a quick recovery. Due to my own biases, I am likely mis-calculating the risk-reward equation.

AMD’s financial results were good vs. estimates. Management gave credible answers and logical comments in the earnings call (although Lisa Su , CEO, did give self-contradictory remarks in media interviews). Although AMD is far behind NVDA , would you agree that its research and development is such that it will produce, after 2025, chips that will compete extremely well? Wishful thinking on my part ? The above is a leading question, so I would appreciate your thoughts independent of my preconceptions. :ao:sab
Read Answer Asked by Adam on October 31, 2024
Q: Hello,

New to investing and I have about 20K to invest to start...wondering how you would recommend to best distribute that? Looking for long term investments. Ok with some risk.
Read Answer Asked by Scott on October 31, 2024
Q: Hi Peter...I have some cash in my TFSA and I'm considering buying either SHOP or DSG. I like SHOP but I just don't think the large amount of stock based compensation is shareholder friendly. I'm going to spend about $80,000 CAD so I want stock liquidity. I do have a lot of IT companies (NVDA, CSU, LUM, TOI, COHR). Do you think either DSG or SHOP would strengthen my IT grouping? Also do you think I am being unreasonable about SHOP and its stock based compensation? CSU, where the executives have to buy stock in the open market, being so shareholder friendly makes me hesitant with SHOP. Any comments you have would be appreciated.
Thanks,
Jim
Read Answer Asked by James on October 31, 2024
Q: How do you see the Cdn and US market sectors reacting to a Democratic or Republican win.
Read Answer Asked by Rick and Chris on October 31, 2024
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