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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 only hold bond positions in these two funds totalling 4.5% of my portfolio. After exiting a couple of equity positions I have a high cash position and was thinking of adding to my bond position. How would you distribute bond investments among
1] less than 5 years
2] 5 to 20 years and
3] over 20 years

Thanks
Read Answer Asked by Ronald on August 15, 2022
Q: I have a sizeable RRSP holding with many Canadian and US companies. Soon I’ll start trading out of the money covered calls to enhance the portfolio yield. I understand how covered calls work but when I actually start trading them my knowledge will grow considerably and don’t want to make rookie mistakes. I’m thinking of starting with telecom, utilities, and banks as they have big share counts and option interest. Does this make sense, also what do you look for when trading covered calls? Specific sectors, large stable companies?
Thanks for your help!
Read Answer Asked by Mark on August 15, 2022
Q: Would you continue to hold ATVI until the closing of its acquisition by Microsoft or would to sell now and move into a better opportunity? Even if it takes a year to close the acquisition, an 17.5% annualized return from $80.80 today to $95 at closing seems pretty good to me. But If you see better opportunities in today's market, what would they be?
Read Answer Asked by David on August 15, 2022
Q: I am looking to add a Consumer Discretionary (CD) stock to my portfolio. I try to only hold the best companies I can find in the sector. I lean towards AMZN but prefer to hold companies with dividends that grow with the company, like TSCO. Which of these two would you choose?

Is there another CD stock that you would prefer and which I should consider?
Read Answer Asked by David on August 15, 2022
Q: Hi Guys
According to an update i received from Simply Wall St.
12 analysts covering this stock no longer expect the company to break even in the near future.
* They were expected to make a profit of 5.23 million in 2023.
* New consensus forecast suggests the company will make a Loss of 8.75 million in 2023
This doesn't sound very encouraging. What are your views?
Thanks Gord
Read Answer Asked by Gordon on August 15, 2022
Q: I am looking at investing some funds into real estate and do not find any questions re net.un. Was wondering if you could provide a comparison on the three listed as to which may be preferable for a conservative income focused investor. Thanks.
Read Answer Asked by Betty on August 15, 2022
Q: Opinion on ETL lithium play or any others you would recommend

ERO a new Copper lay ? Thank You RAK
Read Answer Asked by bob on August 15, 2022
Q: I got caught in the recent drop with too much US tech. I have positions in these companies, all down more than 50%. I don't need to consolidate, but could if it means a stronger recovery. Looking toward a recovery in the market, do you see any holdings that have a lesser chance of recovery, that should be sold to add to another position that has a better chance of recovery? Thanks!
Read Answer Asked by Kim on August 15, 2022
Q: I have had the impression that covered calls were a riskier type of investment but when I look at the beta, std dev, alpha, sharpe ratio, etc I don't see much difference between the two ETFs listed. Are they both considered about equal?
Read Answer Asked by Betty on August 15, 2022
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