Investment Q&A

Q: Goldman Sachs just initiated coverage with a "sell". Thoughts? A little harsh? Or GS sees something in the last quarter that triggered the decision?

Carl

Q: I will need to sell one or a combination of several of these stocks for my RRIF withdrawal. EIF (gain )has been good to me over the years , SPB ( loss ) hopefully Certarus acquisition will help , BEPC ( loss ), spinout , full portfolio position of BEP.UN .

Would you sell a full position of one of these or split between the 3 ( or 2 ) . How would you proceed ? Thanks Derek

Q: Could you please compare and contrast CPH and VHI? Looking for key differences or attributes. Is one better than the other, or if starting a new position, would you just allocate funds 50/50?

Q: Good morning,

Perhaps I am over-thinking this, and I know there have been a lot of BCE-related questions recently. But I am starting to hear more regarding potential retaliatory measures by the Federal Government and the CRTC in response to BCE's recent layoffs, station closings and general expenditure cuts.

I wonder if you share this view, and if so, have a view as to what might be possible. Personally I find it somewhat "distressing" and distasteful that this is happening, as any retaliation will clearly impact longer-term price directionality and have significant dividend repercussions.

Thanks as always.

Q: Hi 5i
Nuvei sp surging today, is there buyout news to account for this.
thx

Q: Any lithium stocks you prefer?

Q: I have been getting monthly rrif withdrawals. I learned that I could do In kind withdrawals. I would think a yearly lump sum in kind withdrawal to a tfsa thereby saving the tax on the accumulated interest would be better. Of course most of this would be short term stable investments.

Second related question. I can do this but have to use the same firm which charges an annual fee of .95% with class F shares for funds ,ETFs are ok no stocks. This would take up most of my TFSA allotment? Is this a wise decision.?

Thanks for your advice. Tom

Q: SMCI has raised cash twice in the last 6 months, arguably much more cash than they really need which has increased speculation about possible acquisitions.

From their corporate presentations we know VRT have planned to scale production of a newly acquired liquid cooling technology over 40x through the course of this year. Seems like something that would take some up front capital investment. Does your crystal ball foresee VRT raising cash? Do they need to raise cash or is cash flow strong enough to grow the business?

Thanks.

Q: What's advantage of buying a U.S. stock in a C$ TFFSA?

Q: After today's 17% staff reduction news, would it be prudent to start a position in Canada Goose at this price level?

Thank you very much for your continued great advice!

Rod

Q: Hi Peter et al:

This is a big picture question based on the recent article on optionson5i Research and also based on Peter's expertise on Options trading. After all your i2i fund is based on this strategy, if I am not mistaken, right?

How does one screen for stocks , selling cash secured puts and Covered calls? Any particular favorite screeners that we can use who don't have fancy Bloomberg terminals? Your excellent article in 2015 talked about Covered calls (where is the promised follow up article?! :)) YouTube is filled with clips that promote either courses or their black box products. I want to develop a methodology that I can use in a systematic manner.

IF I want to protect myself for the expected and very possible downturn in the markets, how does one employ this technique?

Finally what are your stocks selection for such an approach at this time? ( Both for Selling cash secured puts and Covered call)

Feel free to deduct as many credits as you deem fit.

Many thanks.

Q: What did you think of their latest quarter , future growth and shares at the current price ?

Q: Do you have a preference between these stocks for a long term hold? Or split funds between both of them?

Q: Can you please prioritize the top 10 up and coming AI stocks for future growth?

Q: Thank you for your answer to my earlier question. I just want to clarify. I had asked for current dividend growth ideas for a long term hold. In your answer you mentioned “high dividend”…same suggestions or a little different? Thanks again!

Q: According to your weekly review received Saturday the Canadian dollar was 73.96 and the TSX ended the week up 1.6%
However according to Saturday’s Globe and Mail the Canadian dollar was 73.57 and the TSX closed at 21,984 or up .3% for the week.
In the future it may be better to postpone your weekly market view until the next market day as obviously there must have been a drop in markets during the closing hours.

Q: Can you please share your favourite Cdn dividend growth stocks for long term hold in a non-registered account.

Thanks,
Janet

Q: Thanks for your reply to Sheldon ‘s question on GLXY / Bitcoin . It has helped me understand the dynamics of this sector better than any other article I have read in the major publications. In fact, your responses to other Bitcoin questions have been most helpful. Derek

Q: I follow the Balanced Equity portfolio and have enough new money to add to three of my underweight positions. Of the following, which would be good to add to now?

CAE, CCL, KXS, MG, RCH

Thank you.

Q: Please update the current situation of Chord's take over of Erf. When is the expected closing date? What is the take over value for Erf.Please show u calculation. Are there others interested eg Devon?Your last advice was to hod,what is u advice now?Note that price of Erf and Chord have risen since announcement around Feb 22.Of course Wti price have risen quite nicely since then. Txs for u usual great advices & services