Investment Q&A

Q: Good morning 5i
I would like your advice on a covered call options strategy. To date I have been selling covered call options on stocks I already own, such as Nvidia, Meta, Google, Shopify, etc. I sell mostly three week to monthly expiry dates. I usual tend to buy back and roll out if the market price surpasses my strike price. ( which I have been doing more frequently, recently).

All of these stocks have very high embedded capital gains and i wouldn’t want to pay the tax if called away. So far buying back and rolling out has worked well, though.

But, I am looking at other strategies, such as buying two or three good stocks, such as amd , palientir, etc specifically to sell call options. Here being called away is not a problem, as one would have little capital gains tax and , say in the case of amd, wouldn’t miss losing it, since I hold Nvidia.

Another possibility is to sell call options on a relatively volatile etf, such as QQQ.

I highly appreciate your advice, as I do in all investing questions

Q: What would be your American and Ca. company for growth?

Q: Would you please (crystal ball required) provide me with 5 Canadian 5 USA stocks , any sector, to hold for the next 30 years, comes to mind stocks like MSFT JPM AMZN COST TSLA , the stocks I'm looking has potential for sustained growth, innovation, and resilience in the face of economic changes. Of course 30 years is a long time and anything can happen.
thank you

Q: Are there US stocks that fall under the buying opportunity for 3-5 years compared to a Long term hold ( > 5 years ). Or vice versa.

Can you please suggest 5 for each? Do you prefer US or CND equities these days, and why?

Thanks

Q: Hi 5i Team - First a general question on the topic of AI. Is agentic AI the sequel to generative AI and from an investment point of view are companies that are developing or involved with agentic AI ones we should be looking at now. Specifically is UiPath one to invest in along this theme and do you have any suggestions for other ones that may be equal to or better than UiPath. Thanks.

Q: Dear Peter et al:

I request you to take off your fundamental analyst hat and put on your options trader hat!
If I were to write (Sell) cash secured puts, which of these companies do you fancy. Will keep July 25th exp as a constant. I usually keep the delta between 15-25. But I know this changes rapidly. On a side note do you give importance to implied volatility?

Feel free to add symbols that YOU fancy for such a trade if you don't like my symbols!!
Many thanks in advance. Happy Canada Day!

Q: I've recently come across this ETF on the NEO exchange. It has a collection of US stocks, boasts a 35% annual return, and has an unusually high MER. Could you give me your opinion on it, please? It's not listed on your site.

Q: I am helping my grandson to start his portfolio, can you suggest about two stocks in each of the 10 categories to get him started.
Thank you for all your help.
Dorothy

Q: Subject: Investment Advice Request for US RRSP Holdings

Good afternoon,

I have some US dollars available for investment, and I currently hold the following four stocks in my US RRSP.

Could you please advise which of these you would consider the most attractive investment opportunity at this time?

I'm also open to any other recommendations you believe are worth considering.

Thank you in advance for your insights,

Martin

Q: BN is sitting at 7.5%, AXON - BKNG are 5% and the rest are 3% positions totaling approx. 83% of my stock assets. I have some 1-2% positions in my cash account (GSY, ATZ, PRL, CLBT, HPS.a, BNS,SU, TMDX, TVK and CNQ. I'm heavy tech, financials and industrials going into H2 2025. Would you add to, remove or change anything is this was your account (assuming you're 52 and plan to retire in 8 years). Not looking for a person allocation but rather if it was you, what might you be looking to adjust, if anything. Note I have no utilities currently. Thanks and have a great weekend.

Q: Role play. You're you giving yourself advice:

Assuming the market is going to puke all over itself today, what are you buying and how long are you waiting to pull the trigger on it?

Everything is long term hold.

Thanks
H

Q: Could you please recommend five moderately conservative stocks that you believe will prove to have been a sensible buy 5 to 10 years down the road.

Q: Hello 5!

Respecting how different these two are, if you could only buy one for a 5 year hold for growth with some stability in these turbulent times which would you prefer?
Thanks for all you do - it’s appreciated!

Q: Hi,

I have a Lump sum and I have close to an equal 25/25/25/25% split for these etfs/company. because i am in my low 40s i want to make sure i get my growth somewhat better in my younger years. Do you think this would be acceptable or should i be leaning more towards a xeqt/vfv split?

Q: My question is regarding RESPs.. Is it preferred to hold Canadian or US securities? Or doesn’t matter ?

Your favourite CND and US stocks for a long term hold in this account. Thanks

Q: I have a couple holdings that are giving me question for keeping.

I have a cost base of 20 on Sentinel and altho there was some positive stock movement a few months back the stock is currently showing little sign of moving higher. I know they are in Cyber Security. Is it worth holding and where would you suggest the funds could be better deployed if its a Sell?

In the case of SNN my cost is 24 but based on the longer term chart i'm not certain there is alot of confidence in the management when comparing to better performing Medical Device companies like Stryker. Would this be a Sell and redeployment of Cash into Intuitive Surgical?

Q: How involved is Magna with robotaxis produced by Waymo?

Thx

Q: In less than a year, Waymo has increased its weekly ride volume from 10,000 in August 2023 to more than 250,000 today. According to California Public Utilities Commission filings, the company's momentum has accelerated sharply, with March 2025 alone showing a 27% jump in paid rides after months of slower growth. Do you think it could become a big part of Google in the coming years ? They seems to have the lead compare to the competitors like tesla, uber ...

Q: What are your top 5 stocks in North America with no consideration of portfolio mix 1 being the best?

Q: I enjoy all the questions that pass through. I’m not into day trading but certainly add a couple swing trades in as a boost as well as selling calls.

With the question you answered about Canadian companies for day trading would you please provide a few US names that would fit your criteria.

Thank you.